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Latest UNION SAVINGS BANK Stock Portfolio

About UNION SAVINGS BANK and 13F Hedge Fund Stock Holdings

On 2026-03-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, UNION SAVINGS BANK reported an equity portfolio of $230.8 Millions as of 31 Dec, 2025.

The top stock holdings of UNION SAVINGS BANK are CSD, , SPY. The fund has invested 15.7% of it's portfolio in INVESCO S&P 500 QUALITY ETF and 10.5% of portfolio in BERKSHIRE HATHAWAY INC COM.

UNION SAVINGS BANK opened new stock positions in INVESCO S&P 500 QUALITY ETF (CSD), BERKSHIRE HATHAWAY INC COM and SPDR S&P 500 ETF TRUST (SPY).

UNION SAVINGS BANK Annual Return Estimates Vs S&P 500

  • Performance

New Buys

Ticker$ Bought
invesco s&p 500 quality etf36,172,600
berkshire hathaway inc com24,153,600
spdr s&p 500 etf trust13,038,800
ishares core s&p mid-cap etf10,585,900
microsoft corp7,890,530
ishares russell 2000 index5,981,360
apple incorporated5,793,900
vanguard high dividend yield etf5,759,010
New stocks bought by UNION SAVINGS BANK

Additions

No additions were made to existing positions by UNION SAVINGS BANK

Reductions

None of the existing positions were reduced by UNION SAVINGS BANK

Sold off

None of the stocks were completely sold off by UNION SAVINGS BANK

Sector Distribution

Sector%
Others58.4
Technology10.9
Healthcare5.5
Financial Services5.2
Industrials4.5
Consumer Cyclical4.1
Communication Services3.5
Consumer Defensive3
Energy2.7
Utilities1.7

Market Cap. Distribution

Category%
UNALLOCATED58.4
MEGA-CAP26.6
LARGE-CAP14.4

Stocks belong to which Index?

Index%
Others59.2
S&P 50040.2
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
Top 5 Losers ($)$

UNION SAVINGS BANK Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of UNION SAVINGS BANK

Last Reported on: 06 Mar, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions