Latest United Bank Stock Portfolio
United Bank Performance:
2025 Q4: -6.67%YTD: 2.82%2024: 6.09%
Performance for 2025 Q4 is -6.67%, and YTD is 2.82%, and 2024 is 6.09%.
About United Bank and 13F Hedge Fund Stock Holdings
On 2026-02-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, United Bank reported an equity portfolio of $294.9 Millions as of 31 Dec, 2025.
The top stock holdings of United Bank are GOOG, AAPL, NVDA. The fund has invested 4.8% of it's portfolio in ALPHABET INC and 4.3% of portfolio in APPLE INC.
The fund managers got completely rid off VANGUARD INDEX FDS (VB), CDW CORP (CDW) and PUTNAM MANAGED MUN INCOME TR stocks. They significantly reduced their stock positions in CARRIER GLOBAL CORPORATION (CARR), COMCAST CORP NEW (CMCSA) and CHIPOTLE MEXICAN GRILL INC (CMG). United Bank opened new stock positions in MEDTRONIC PLC (MDT), EMERSON ELEC CO (EMR) and BOEING CO (BA). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), BROADCOM INC (AVGO) and SERVICENOW INC (NOW).
The top stock holdings of United Bank are GOOG, AAPL, NVDA. The fund has invested 4.8% of it's portfolio in ALPHABET INC and 4.3% of portfolio in APPLE INC.
The fund managers got completely rid off VANGUARD INDEX FDS (VB), CDW CORP (CDW) and PUTNAM MANAGED MUN INCOME TR stocks. They significantly reduced their stock positions in CARRIER GLOBAL CORPORATION (CARR), COMCAST CORP NEW (CMCSA) and CHIPOTLE MEXICAN GRILL INC (CMG). United Bank opened new stock positions in MEDTRONIC PLC (MDT), EMERSON ELEC CO (EMR) and BOEING CO (BA). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), BROADCOM INC (AVGO) and SERVICENOW INC (NOW).
United Bank Annual Return Estimates Vs S&P 500
Our best estimate is that United Bank made a return of -6.67% in the last quarter. In trailing 12 months, it's portfolio return was 2.82%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| medtronic plc | 800,852 |
| emerson elec co | 725,448 |
| boeing co | 721,056 |
| freeport-mcmoran inc | 646,404 |
| yum brands inc | 583,790 |
| surf air mobility inc | 242,500 |
| ishares tr | 230,497 |
| merck & co inc | 215,362 |
New stocks bought by United Bank
Additions
| Ticker | % Inc. |
|---|---|
| netflix inc | 1,572 |
| broadcom inc | 504 |
| servicenow inc | 351 |
| spdr s&p 500 etf tr | 201 |
| archer aviation inc | 179 |
| select sector spdr tr | 113 |
| select sector spdr tr | 108 |
| ishares tr | 106 |
Additions to existing portfolio by United Bank
Reductions
| Ticker | % Reduced |
|---|---|
| carrier global corporation | -75.62 |
| comcast corp new | -74.9 |
| chipotle mexican grill inc | -63.05 |
| select sector spdr tr | -33.18 |
| fedex corp | -26.69 |
| blackrock inc | -22.17 |
| microchip technology inc. | -21.19 |
| dupont de nemours inc | -20.63 |
United Bank reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard index fds | -1,851,620 |
| putnam managed mun income tr | -86,976 |
| cdw corp | -259,945 |
| senseonics hldgs inc | -10,459 |
United Bank got rid off the above stocks
Sector Distribution
United Bank has about 31.4% of it's holdings in Others sector.
- Others
- Technology
- Financial Services
- Communication Services
- Consumer Cyclical
- Industrials
- Healthcare
- Consumer Defensive
- Utilities
- Energy
| Sector | % |
|---|---|
| Others | 31.4 |
| Technology | 20.3 |
| Financial Services | 10.1 |
| Communication Services | 8.1 |
| Consumer Cyclical | 7.5 |
| Industrials | 6.5 |
| Healthcare | 5.7 |
| Consumer Defensive | 5.6 |
| Utilities | 2.5 |
| Energy | 1.6 |
Market Cap. Distribution
United Bank has about 69.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- UNALLOCATED
- LARGE-CAP
| Category | % |
|---|---|
| MEGA-CAP | 40.7 |
| UNALLOCATED | 30.5 |
| LARGE-CAP | 28.4 |
Stocks belong to which Index?
About 67.9% of the stocks held by United Bank either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 67.9 |
| Others | 31.7 |
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 124 stocks in it's portfolio. About 36.3% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for United Bank last quarter.
Last Reported on: 05 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.26 | 46,256 | 12,575,200 | reduced | -1.76 | ||
| ABBV | abbvie inc | 0.10 | 1,353 | 309,147 | added | 23.11 | ||
| ABC | cencora inc | 0.84 | 7,344 | 2,480,440 | added | 0.07 | ||
| ABT | abbott labs | 1.35 | 31,805 | 3,984,850 | added | 3.7 | ||
| ACHR | archer aviation inc | 0.45 | 176,664 | 1,328,510 | added | 179 | ||
| ACN | accenture plc ireland | 0.44 | 4,888 | 1,311,450 | added | 4.51 | ||
| ADBE | adobe inc | 0.43 | 3,609 | 1,263,110 | reduced | -19.69 | ||
| ADI | analog devices inc | 0.69 | 7,486 | 2,030,200 | added | 16.4 | ||
| AFL | aflac inc | 0.09 | 2,424 | 267,294 | unchanged | 0.00 | ||
| ALL | allstate corp | 0.07 | 991 | 206,277 | added | 1.12 | ||
| AMD | advanced micro devices inc | 1.06 | 14,667 | 3,141,080 | reduced | -8.34 | ||
| AMT | american tower corp new | 0.37 | 6,276 | 1,101,880 | reduced | -2.08 | ||
| AMZN | amazon com inc | 3.28 | 41,890 | 9,669,050 | added | 3.36 | ||
| ASET | flexshares tr | 3.48 | 169,510 | 10,257,000 | added | 7.2 | ||
| ASET | flexshares tr | 3.26 | 236,150 | 9,619,590 | reduced | -2.5 | ||
| ASET | flexshares tr | 2.72 | 175,309 | 8,037,920 | reduced | -1.06 | ||
| ASET | flexshares tr | 1.04 | 42,661 | 3,073,720 | reduced | -5.43 | ||
| AVGO | broadcom inc | 0.52 | 4,458 | 1,542,910 | added | 504 | ||
| BA | boeing co | 0.24 | 3,321 | 721,056 | new | |||
| BDX | becton dickinson & co | 0.32 | 4,859 | 942,986 | reduced | -12.1 | ||