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Latest United Bank Stock Portfolio

$328Million | No. of Holdings #122

United Bank Performance

2026 Q2+9.22%
YTD+7.09%
2025+13.27%

About United Bank and 13F Hedge Fund Stock Holdings

On 2026-08-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, United Bank reported an equity portfolio of $328.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of United Bank are XLB, GOOG, AAPL. The fund has invested 4.9% of it's portfolio in SELECT SECTOR SPDR TR and 4.8% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), MONDELEZ INTL INC (MDLZ) and MARSH & MCLENNAN COS INC (MMC) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), ABBOTT LABORATORIES (ABT) and INTEL CORP (INTC). United Bank opened new stock positions in S&P GLOBAL INC (SPGI), APPLIED MATLS INC (AMAT) and HONEYWELL INTL INC (HON). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), PEPSICO INC (PEP) and SELECT SECTOR SPDR TR (XLB).
United Bank Equity Portfolio Value
Last Reported on: 10 Aug, 2026
$328Million
  as of Aug 10, 2026

United Bank Annual Return Estimates Vs S&P 500

Our best estimate is that United Bank made a return of 9.22% in the last quarter. In trailing 12 months, it's portfolio return was 16.08%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
s&p global inc475,680
applied matls inc415,725
honeywell intl inc368,427
ishares tr230,460
ge aerospace228,723
ses ai corporation18,114
New stocks bought by United Bank

Additions

Ticker% Inc.
vanguard index fds500
pepsico inc66.54
select sector spdr tr60.91
ishares tr60.1
spdr gold tr38.93
flexshares tr34.53
becton dickinson & co32.83
broadcom inc30.71
Additions to existing portfolio by United Bank

Reductions

Ticker% Reduced
select sector spdr tr-66.41
abbott laboratories-64.9
intel corp-64.64
adobe inc-60.61
paypal hldgs inc-42.78
norfolk southn corp-39.22
select sector spdr tr-33.79
archer aviation inc-31.07
United Bank reduced stake in above stock

Sold off

Ticker$ Sold
mondelez intl inc-693,697
comcast corp new-249,834
honeywell intl inc-1,664,030
dupont de nemours inc-457,038
marsh & mclennan cos inc-569,089
wells fargo & co-239,626
fedex corp-223,325
blackrock inc-255,815
United Bank got rid off the above stocks

Sector Distribution

United Bank has about 33.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Industrials
  • Consumer Defensive
  • Healthcare
  • Utilities
  • Energy
Sector%
Others33.7
Technology21.6
Financial Services8.5
Communication Services7.5
Consumer Cyclical6.8
Industrials6.2
Consumer Defensive5.6
Healthcare5.5
Utilities2.4
Energy1.4

Market Cap. Distribution

United Bank has about 66.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP46.3
UNALLOCATED33
LARGE-CAP20.5

Stocks belong to which Index?

About 65.7% of the stocks held by United Bank either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50065.7
Others34
Top 5 Winners (%)%
MU
micron technology inc
217.9 %
AMD
advanced micro devices inc
181.7 %
INTC
intel corp
146.5 %
PANW
palo alto networks inc
108.6 %
CSCO
cisco sys inc
50.3 %
Top 5 Winners ($)$
AMD
advanced micro devices inc
6.6 M
XLB
select sector spdr tr
4.8 M
GOOG
alphabet inc
3.1 M
PANW
palo alto networks inc
2.3 M
CAT
caterpillar inc
1.8 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
ACN
accenture plc ireland
-36.5 %
INTU
intuit
-35.6 %
T
at&t inc
-27.6 %
NFLX
netflix inc.
-25.7 %
Top 5 Losers ($)$
ASET
flexshares tr
-1.2 M
VB
vanguard index fds
-0.9 M
XOM
exxon mobil corp
-0.7 M
XLB
select sector spdr tr
-0.6 M
NFLX
netflix inc.
-0.6 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 122 stocks in it's portfolio. About 37.3% of the portfolio is in top 10 stocks. ASET proved to be the most loss making stock for the portfolio. AMD was the most profitable stock for United Bank last quarter.

$328.86MTotal Value
130Positions
10 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of United Bank, last reported on 10 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ASET
Flexshares Tr

Flexshares Tr

ASET
United Bank's holding in Flexshares Tr over time
3.72%190,983
$12.25M
3.72%
increased 3.92 percentadded
ASET
Flexshares Tr

Flexshares Tr

ASET
United Bank's holding in Flexshares Tr over time
3.15%210,191
$10.36M
3.15%
decreased 0.51 percentreduced
ASET
Flexshares Tr

Flexshares Tr

ASET
United Bank's holding in Flexshares Tr over time
3.06%250,116
$10.07M
3.06%
increased 3.38 percentadded
ASET
Flexshares Tr

Flexshares Tr

ASET
United Bank's holding in Flexshares Tr over time
1.09%47,387
$3.58M
1.09%
increased 5.63 percentadded
ASET
Flexshares Tr

Flexshares Tr

ASET
United Bank's holding in Flexshares Tr over time
0.14%13,680
$445.0K
0.14%
increased 34.53 percentadded