Latest United Bank Stock Portfolio
United Bank Performance:
2025 Q3: 4.86%YTD: 8.59%2024: 12.44%
Performance for 2025 Q3 is 4.86%, and YTD is 8.59%, and 2024 is 12.44%.
About United Bank and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, United Bank reported an equity portfolio of $287.8 Millions as of 30 Sep, 2025.
The top stock holdings of United Bank are NVDA, AAPL, GOOG. The fund has invested 4.5% of it's portfolio in NVIDIA CORPORATION and 4.2% of portfolio in APPLE INC.
The fund managers got completely rid off AURORA INNOVATION INC (AUR) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), FEDEX CORP (FDX) and CDW CORP (CDW). United Bank opened new stock positions in SELECT SECTOR SPDR TR (XLB), VANGUARD INDEX FDS (VB) and BROADCOM INC (AVGO). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), ARCHER AVIATION INC (ACHR) and INTUIT (INTU).
The top stock holdings of United Bank are NVDA, AAPL, GOOG. The fund has invested 4.5% of it's portfolio in NVIDIA CORPORATION and 4.2% of portfolio in APPLE INC.
The fund managers got completely rid off AURORA INNOVATION INC (AUR) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), FEDEX CORP (FDX) and CDW CORP (CDW). United Bank opened new stock positions in SELECT SECTOR SPDR TR (XLB), VANGUARD INDEX FDS (VB) and BROADCOM INC (AVGO). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), ARCHER AVIATION INC (ACHR) and INTUIT (INTU).
United Bank Annual Return Estimates Vs S&P 500
Our best estimate is that United Bank made a return of 4.86% in the last quarter. In trailing 12 months, it's portfolio return was 8.72%.
New Buys
| Ticker | $ Bought |
|---|---|
| select sector spdr tr | 1,775,230 |
| vanguard index fds | 316,063 |
| broadcom inc | 243,474 |
| allstate corp | 210,357 |
New stocks bought by United Bank
Additions
| Ticker | % Inc. |
|---|---|
| netflix inc | 385 |
| archer aviation inc | 60.79 |
| intuit | 35.52 |
| kkr & co inc | 30.08 |
| citigroup inc | 29.79 |
| accenture plc ireland | 28.52 |
| verizon communications inc | 24.28 |
| paypal hldgs inc | 23.87 |
Additions to existing portfolio by United Bank
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard index fds | -58.2 |
| fedex corp | -47.65 |
| cdw corp | -36.92 |
| blackrock inc | -22.67 |
| abbvie inc | -21.44 |
| deere & co | -12.08 |
| tesla inc | -11.16 |
| truist finl corp | -10.32 |
United Bank reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| aurora innovation inc | -68,455 |
United Bank got rid off the above stocks
Sector Distribution
United Bank has about 31.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 31.5 |
| Technology | 20.8 |
| Financial Services | 10.1 |
| Consumer Cyclical | 7.8 |
| Communication Services | 7.4 |
| Industrials | 6.1 |
| Consumer Defensive | 6.1 |
| Healthcare | 5 |
| Utilities | 2.6 |
| Energy | 1.5 |
Market Cap. Distribution
United Bank has about 69.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 40.1 |
| UNALLOCATED | 30.7 |
| LARGE-CAP | 29 |
Stocks belong to which Index?
About 68.5% of the stocks held by United Bank either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 68.5 |
| Others | 31.3 |
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 119 stocks in it's portfolio. About 35.9% of the portfolio is in top 10 stocks. CMG 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: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.17 | 47,087 | 11,989,800 | added | 2.96 | ||
| ABBV | abbvie inc | 0.09 | 1,099 | 254,462 | reduced | -21.44 | ||
| ABC | cencora inc | 0.80 | 7,339 | 2,293,660 | added | 4.37 | ||
| ABT | abbott labs | 1.43 | 30,671 | 4,108,070 | added | 5.75 | ||
| ACHR | archer aviation inc | 0.21 | 63,296 | 606,376 | added | 60.79 | ||
| ACN | accenture plc ireland | 0.40 | 4,677 | 1,153,350 | added | 28.52 | ||
| ADBE | adobe inc | 0.55 | 4,494 | 1,585,260 | added | 19.11 | ||
| ADI | analog devices inc | 0.55 | 6,431 | 1,580,100 | added | 1.71 | ||
| AFL | aflac inc | 0.09 | 2,424 | 270,761 | unchanged | 0.00 | ||
| ALL | allstate corp | 0.07 | 980 | 210,357 | new | |||
| AMD | advanced micro devices inc | 0.90 | 16,002 | 2,588,960 | added | 20.72 | ||
| AMT | american tower corp new | 0.43 | 6,409 | 1,232,580 | reduced | -1.22 | ||
| AMZN | amazon com inc | 3.09 | 40,530 | 8,899,170 | added | 9.2 | ||
| ASET | flexshares tr | 3.47 | 242,210 | 9,979,050 | added | 4.06 | ||
| ASET | flexshares tr | 3.46 | 158,123 | 9,949,100 | added | 13.38 | ||
| ASET | flexshares tr | 2.70 | 177,179 | 7,756,900 | added | 2.78 | ||
| ASET | flexshares tr | 1.13 | 45,112 | 3,245,490 | reduced | -2.82 | ||
| AUR | aurora innovation inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AVGO | broadcom inc | 0.09 | 738 | 243,474 | new | |||
| BDX | becton dickinson & co | 0.36 | 5,528 | 1,034,680 | added | 7.36 | ||