Latest UNITED BANK Stock Portfolio
UNITED BANK Performance:
2025 Q4: 1.52%YTD: 10.79%2024: 12.14%
Performance for 2025 Q4 is 1.52%, and YTD is 10.79%, and 2024 is 12.14%.
About UNITED BANK and 13F Hedge Fund Stock Holdings
On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, UNITED BANK reported an equity portfolio of $757.1 Millions as of 31 Dec, 2025.
The top stock holdings of UNITED BANK are HUBB, IJR, MSFT. The fund has invested 16.8% of it's portfolio in HUBBELL INC and 6.2% of portfolio in ISHARES.
The fund managers got completely rid off ORACLE CORP (ORCL) and ATYR PHARMA INC (LIFE) stocks. They significantly reduced their stock positions in ISHARES (EMGF), ISHARES PREFFERED & INCOME S (AAXJ) and HONEYWELL INTERNATIONAL (HON). UNITED BANK opened new stock positions in DEFIANCE QUANTUM (ACIO) and IBM CORP (IBM). The fund showed a lot of confidence in some stocks as they added substantially to ALTRIA GROUP INC (MO), ISHARES PREFFERED & INCOME S (AAXJ) and VANGUARD (VB).
The top stock holdings of UNITED BANK are HUBB, IJR, MSFT. The fund has invested 16.8% of it's portfolio in HUBBELL INC and 6.2% of portfolio in ISHARES.
The fund managers got completely rid off ORACLE CORP (ORCL) and ATYR PHARMA INC (LIFE) stocks. They significantly reduced their stock positions in ISHARES (EMGF), ISHARES PREFFERED & INCOME S (AAXJ) and HONEYWELL INTERNATIONAL (HON). UNITED BANK opened new stock positions in DEFIANCE QUANTUM (ACIO) and IBM CORP (IBM). The fund showed a lot of confidence in some stocks as they added substantially to ALTRIA GROUP INC (MO), ISHARES PREFFERED & INCOME S (AAXJ) and VANGUARD (VB).
UNITED BANK Annual Return Estimates Vs S&P 500
Our best estimate is that UNITED BANK made a return of 1.52% in the last quarter. In trailing 12 months, it's portfolio return was 10.79%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| defiance quantum | 483,930 |
| ibm corp | 208,828 |
New stocks bought by UNITED BANK
Additions
| Ticker | % Inc. |
|---|---|
| altria group inc | 41.17 |
| ishares preffered & income s | 27.57 |
| vanguard | 24.4 |
| ishares preffered & income s | 21.25 |
| pfizer inc | 8.66 |
| verizon communications | 4.21 |
| ishares | 3.25 |
| ishares | 3.09 |
Additions to existing portfolio by UNITED BANK
Reductions
| Ticker | % Reduced |
|---|---|
| ishares | -94.47 |
| ishares preffered & income s | -30.88 |
| honeywell international | -21.89 |
| american water works inc | -19.49 |
| lockheed martin | -19.09 |
| illinois tool works inc | -18.72 |
| eog resources inc | -18.46 |
| aflac inc | -18.00 |
UNITED BANK reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| atyr pharma inc | -8,636 |
| oracle corp | -200,242 |
UNITED BANK got rid off the above stocks
Sector Distribution
UNITED BANK has about 26.4% of it's holdings in Industrials sector.
- Industrials
- Others
- Technology
- Financial Services
- Healthcare
- Consumer Defensive
- Energy
- Consumer Cyclical
- Utilities
- Real Estate
- Basic Materials
| Sector | % |
|---|---|
| Industrials | 26.4 |
| Others | 23.6 |
| Technology | 16.3 |
| Financial Services | 10.7 |
| Healthcare | 7 |
| Consumer Defensive | 4.3 |
| Energy | 3.9 |
| Consumer Cyclical | 2.6 |
| Utilities | 1.6 |
| Real Estate | 1.6 |
| Basic Materials | 1.1 |
Market Cap. Distribution
UNITED BANK has about 72.6% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- MEGA-CAP
- UNALLOCATED
- MID-CAP
| Category | % |
|---|---|
| LARGE-CAP | 43.5 |
| MEGA-CAP | 29.1 |
| UNALLOCATED | 23.6 |
| MID-CAP | 3.8 |
Stocks belong to which Index?
About 76.3% of the stocks held by UNITED BANK either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| S&P 500 | 72.4 |
| Others | 23.7 |
| RUSSELL 2000 | 3.9 |
UNITED BANK Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of UNITED BANK
UNITED BANK has 128 stocks in it's portfolio. About 50.4% of the portfolio is in top 10 stocks. IRM proved to be the most loss making stock for the portfolio. HUBB was the most profitable stock for UNITED BANK last quarter.
Last Reported on: 13 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.32 | 120,296 | 32,703,700 | reduced | -6.65 | ||
| AAXJ | ishares preffered & income s | 1.06 | 72,808 | 8,019,800 | added | 27.57 | ||
| AAXJ | ishares preffered & income s | 0.73 | 104,305 | 5,515,650 | added | 21.25 | ||
| AAXJ | ishares preffered & income s | 0.16 | 11,012 | 1,179,500 | reduced | -30.88 | ||
| AAXJ | ishares preffered & income s | 0.05 | 12,313 | 381,210 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.22 | 7,418 | 1,694,940 | reduced | -0.24 | ||
| ABT | abbott laboratories | 1.60 | 96,819 | 12,130,500 | reduced | -10.92 | ||
| ACIO | defiance quantum | 0.06 | 4,413 | 483,930 | new | |||
| ADP | automatic data processing | 0.03 | 903 | 232,280 | unchanged | 0.00 | ||
| AEP | american electric pwr inc | 0.19 | 12,432 | 1,433,530 | unchanged | 0.00 | ||
| AFL | aflac inc | 0.99 | 68,040 | 7,502,780 | reduced | -18.00 | ||
| ALL | allstate corp | 0.08 | 3,000 | 624,450 | unchanged | 0.00 | ||
| AMGN | amgen inc | 1.64 | 37,835 | 12,383,800 | reduced | -11.77 | ||
| AMPS | ishares | 0.07 | 6,000 | 564,960 | unchanged | 0.00 | ||
| AMZN | amazon.com inc | 0.31 | 10,120 | 2,335,900 | reduced | -0.01 | ||
| APD | air prods & chems inc | 1.09 | 33,454 | 8,263,790 | reduced | -17.14 | ||
| APP | applovin corp-class a | 0.23 | 2,570 | 1,731,720 | unchanged | 0.00 | ||
| ASML | asml holdings n.v. | 0.04 | 290 | 310,260 | unchanged | 0.00 | ||
| AWK | american water works inc | 0.86 | 49,716 | 6,488,020 | reduced | -19.49 | ||
| BAC | bank of america | 0.06 | 8,026 | 441,430 | reduced | -2.24 | ||