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Latest UNITED BANK Stock Portfolio

$852Million | No. of Holdings #130

UNITED BANK Performance

2026 Q2+6.11%
YTD+11.27%
2025+10.79%

About UNITED BANK and 13F Hedge Fund Stock Holdings

On 2026-07-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, UNITED BANK reported an equity portfolio of $852.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of UNITED BANK are HUBB, IJR, GLW. The fund has invested 17.5% of it's portfolio in HUBBELL INC and 6.3% of portfolio in ISHARES . <br><br> The fund managers got completely rid off ISHARES (IJR) and CARDIFF ONCOLOGY INC (CRDF) stocks. They significantly reduced their stock positions in COSTCO WHOLESALE CORP (COST), WALMART INC (WMT) and ABBVIE INC (ABBV). UNITED BANK opened new stock positions in DELL TECHNOLOGIES INC (DELL), SPACE EXPLORATION TECH and CIENA CORP (CIEN). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD MORNINGSTAR (VB), ISHARES (IJR) and ISHARES (IBCE).
UNITED BANK Equity Portfolio Value
Last Reported on: 30 Jul, 2026
$852Million
  as of Jul 30, 2026

UNITED BANK Annual Return Estimates Vs S&P 500

Our best estimate is that UNITED BANK made a return of 6.11% in the last quarter. In trailing 12 months, it's portfolio return was 19.98%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dell technologies inc1,056,210
space exploration tech871,386
ciena corp355,656
ibm343,357
ishares 236,220
state street spdr228,243
csx corp205,615
capital one financial co204,432
New stocks bought by UNITED BANK

Additions

Ticker% Inc.
vanguard morningstar519
ishares 300
vanguard morningstar271
ishares51.89
vanguard morningstar37.58
ishares 37.2
stryker corp36.22
comcast corp35.21
Additions to existing portfolio by UNITED BANK

Reductions

Ticker% Reduced
costco wholesale corp-31.13
walmart inc-19.52
abbvie inc-15.62
vanguard morningstar-11.33
corning inc-10.88
ishares -10.82
caterpillar inc.-8.73
vanguard-7.5
UNITED BANK reduced stake in above stock

Sold off

Ticker$ Sold
cardiff oncology inc-36,305
ishares -322,166
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
  • Utilities
  • Real Estate
  • Consumer Cyclical
  • Basic Materials
Sector%
Industrials26.4
Others21.7
Technology18.1
Financial Services11.1
Healthcare6.8
Consumer Defensive3.9
Energy3.8
Utilities2.3
Real Estate2
Consumer Cyclical2
Basic Materials1.1

Market Cap. Distribution

UNITED BANK has about 74.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
Category%
LARGE-CAP46.2
MEGA-CAP28.1
UNALLOCATED21.7
MID-CAP3.9

Stocks belong to which Index?

About 78% 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 50074
Others22
RUSSELL 20004
Top 5 Winners (%)%
MU
micron technology inc
240.3 %
INTC
intel corp
216.4 %
AMD
advanced micro devices inc
149.6 %
KLAC
kla corporation
102.9 %
GLW
corning inc
83.1 %
Top 5 Winners ($)$
GLW
corning inc
18.9 M
HUBB
hubbell inc
9.3 M
IJR
ishares
8.7 M
CSCO
cisco systems inc
7.3 M
TXN
texas instruments inc
5.3 M
Top 5 Losers (%)%
VB
vanguard morningstar
-70.3 %
VB
vanguard morningstar
-61.9 %
IJR
ishares
-60.3 %
T
at&t inc
-25.9 %
CME
cme group inc
-24.9 %
Top 5 Losers ($)$
VB
vanguard morningstar
-14.0 M
VB
vanguard morningstar
-5.8 M
CVX
chevron corporation
-3.6 M
CME
cme group inc
-2.3 M
IJR
ishares
-2.2 M

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 130 stocks in it's portfolio. About 51.1% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. GLW was the most profitable stock for UNITED BANK last quarter.

$852.70MTotal Value
132Positions
30 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of UNITED BANK, last reported on 30 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares

Ishares

AAXJ
UNITED BANK's holding in Ishares over time
0.93%71,909
$7.94M
0.93%
decreased 0.53 percentreduced
AAXJ
Ishares

Ishares

AAXJ
UNITED BANK's holding in Ishares over time
0.78%127,313
$6.67M
0.78%
increased 7.44 percentadded
AAXJ
Ishares

Ishares

AAXJ
UNITED BANK's holding in Ishares over time
0.14%10,971
$1.18M
0.14%
increased 0.17 percentadded
AAXJ
Ishares

Ishares

AAXJ
UNITED BANK's holding in Ishares over time
0.04%12,313
$375.4K
0.04%
unchanged 0 percentunchanged
ACIO
Defiance Quantum

Defiance Quantum

ACIO
UNITED BANK's holding in Defiance Quantum over time
0.07%3,516
$581.5K
0.07%
decreased 0.85 percentreduced
ASML
Asml Holdings N.V.

Asml Holdings N.V.

ASML
UNITED BANK's holding in Asml Holdings N.V. over time
0.07%290
$576.9K
0.07%
unchanged 0 percentunchanged