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Latest United Bank Stock Portfolio

$300Million– No. of Holdings #124

United Bank Performance:
2026 Q1: -1.95%YTD: -1.95%2025: 13.27%
Performance for 2026 Q1 is -1.95%, and YTD is -1.95%, and 2025 is 13.27%.

About United Bank and 13F Hedge Fund Stock Holdings

On 2026-05-01, the fund reported it's updated stock portfolio. In the 13F Holdings report, United Bank reported an equity portfolio of $300.6 Millions as of 31 Mar, 2026.

The top stock holdings of United Bank are GOOG, AAPL, ASET. The fund has invested 4.3% of it's portfolio in ALPHABET INC and 4.1% of portfolio in APPLE INC.

The fund managers got completely rid off SERVICENOW INC (NOW), CHIPOTLE MEXICAN GRILL INC (CMG) and CARRIER GLOBAL CORPORATION (CARR) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), MARSH & MCLENNAN COS INC (MMC) and MONDELEZ INTL INC (MDLZ). United Bank opened new stock positions in CVS HEALTH CORP (CVS), SELECT SECTOR SPDR TR (XLB) and J P MORGAN EXCHANGE TRADED F (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to PEPSICO INC (PEP), VANGUARD INDEX FDS (VB) and MEDTRONIC PLC (MDT).
United Bank Equity Portfolio Value
Last Reported on: 01 May, 2026

United Bank Annual Return Estimates Vs S&P 500

Our best estimate is that United Bank made a return of -1.95% in the last quarter. In trailing 12 months, it's portfolio return was 13.53%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
cvs health corp1,284,070
select sector spdr tr691,766
j p morgan exchange traded f491,359
flexshares tr333,648
fidelity covington trust330,225
immunitybio inc109,681
New stocks bought by United Bank

Additions

Ticker% Inc.
pepsico inc244
vanguard index fds145
medtronic plc132
emerson elec co128
yum brands inc122
freeport mcmoran inc103
broadcom inc103
boeing co96.15
Additions to existing portfolio by United Bank

Reductions

Ticker% Reduced
select sector spdr tr-79.64
marsh & mclennan cos inc-50.54
mondelez intl inc-47.86
dupont de nemours inc-40.7
norfolk southn corp-39.4
select sector spdr tr-39.00
international business machs-33.88
honeywell intl inc-29.96
United Bank reduced stake in above stock

Sold off

Ticker$ Sold
chipotle mexican grill inc-673,807
servicenow inc-1,183,700
carnival corp-202,999
carrier global corporation-270,435
microchip technology inc.-201,419
ishares tr-230,497
United Bank got rid off the above stocks

Sector Distribution

United Bank has about 32.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Industrials
  • Healthcare
  • Consumer Defensive
  • Utilities
  • Energy
Sector%
Others32.8
Technology18.5
Financial Services9
Communication Services7.7
Consumer Cyclical7.3
Industrials6.6
Healthcare6.3
Consumer Defensive6.1
Utilities2.6
Energy2.1

Market Cap. Distribution

United Bank has about 67.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP44
UNALLOCATED32
LARGE-CAP23.7

Stocks belong to which Index?

About 66.5% of the stocks held by United Bank either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50066.5
Others33.1
Top 5 Winners (%)%
XOM
exxon mobil corp
40.7 %
XLB
select sector spdr tr
35.4 %
CVX
chevron corporation
35.4 %
VZ
verizon communications inc
23.2 %
CAT
caterpillar inc
22.9 %
Top 5 Winners ($)$
ASET
flexshares tr
1.8 M
XLB
select sector spdr tr
1.2 M
XOM
exxon mobil corp
1.2 M
COST
costco wholesale corporation
0.8 M
FNDA
schwab strategic tr
0.7 M
Top 5 Losers (%)%
surf air mobility inc
-40.7 %
INTU
intuit
-32.2 %
ADBE
adobe inc
-30.4 %
ACHR
archer aviation inc
-29.9 %
CRM
salesforce inc
-28.5 %
Top 5 Losers ($)$
MSFT
microsoft corp
-2.7 M
GOOG
alphabet inc
-1.1 M
AMZN
amazon com inc
-1.0 M
XLB
select sector spdr tr
-0.9 M
CRM
salesforce inc
-0.9 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 124 stocks in it's portfolio. About 35.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. ASET was the most profitable stock for United Bank last quarter.

Last Reported on: 01 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions