Latest United Community Bank Stock Portfolio

United Community Bank Performance:

2025 Q4: 0.56%YTD: 9.36%2024: 8%

Performance for 2025 Q4 is 0.56%, and YTD is 9.36%, and 2024 is 8%.

About United Community Bank and 13F Hedge Fund Stock Holdings

On 2026-01-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, United Community Bank reported an equity portfolio of $264.5 Millions as of 31 Dec, 2025.

The top stock holdings of United Community Bank are , IAUM, CSD. The fund has invested 10.9% of it's portfolio in BERKSHIRE HATHAWAY INC DEL CL B NEW COM and 6.3% of portfolio in ISHARES GOLD TR SHARES REPRESENT ETF.

The fund managers got completely rid off VANGUARD INT TERM CORPORATE ETF (BNDW), SPDR SER TR BLOOMBERG INVT (BIL) and ISHARES CORE TOTAL US AGGREGATE BOND ETF (IJR) stocks. They significantly reduced their stock positions in COTERRA ENERGY INC COM (CTRA), PRINCIPAL FINANCIAL GROUP (PFG) and FISERV INC COM. United Community Bank opened new stock positions in UNILEVER PLC SPON ADR, INTERACTIVE BROKERS GRO CL A (IBKR) and SPDR SER TR SS SPDR S&P ARPCE & DEFN ETF (BIL). The fund showed a lot of confidence in some stocks as they added substantially to DEXCOM INC COM (DXCM), VISTRA CORP COM (VST) and PPG INDUSTRIES INC (PPG).

United Community Bank Annual Return Estimates Vs S&P 500

Our best estimate is that United Community Bank made a return of 0.56% in the last quarter. In trailing 12 months, it's portfolio return was 9.36%.

Performance
S&P 500

New Buys

Ticker	$ Bought
unilever plc spon adr	289,068
interactive brokers gro cl a	152,415
spdr ser tr ss spdr s&p arpce & defn etf	109,040
canadian natl ry co com	89,657
jb hunt transport services inc	89,202
rollins inc	76,105
lincoln electric holdings	64,942
ishares inc msci emrg chn etf	64,104

New stocks bought by United Community Bank

Additions

Ticker	% Inc.
dexcom inc com	25,100
vistra corp com	3,572
ppg industries inc	1,720
omnicom group inc	1,227
centerpoint energy inc	1,083
carnival corp common paired stock	1,058
exelon corp com	976
entergy corp new com	806

Additions to existing portfolio by United Community Bank

Reductions

Ticker	% Reduced
fiserv inc com	-96.92
chipotle mexican grill inc cl a	-95.72
spdr gold trust gold shs etf	-92.93
fifth third bancorp	-91.78
intuitive surgical inc	-84.38
constellation brands inc cl a	-83.3
tyson foods inc cl a	-75.49
incyte corp	-75.27

United Community Bank reduced stake in above stock

Sold off

None of the stocks were completely sold off by United Community Bank

Sector Distribution

United Community Bank has about 52% of it's holdings in Others sector.

Sector	%
Others	52
Technology	12.2
Financial Services	7.3
Healthcare	5.5
Consumer Cyclical	4.6
Consumer Defensive	4.2
Communication Services	4.1
Industrials	4
Energy	2.9
Utilities	2.1

Market Cap. Distribution

United Community Bank has about 46.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	52
LARGE-CAP	24.6
MEGA-CAP	21.8
MID-CAP	1.4

Stocks belong to which Index?

About 45.5% of the stocks held by United Community Bank either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	53.9
S&P 500	45.5

Top 5 Winners (%)		%
TEVA	teva pharmaceutical inds ltd-sp adr	54.5 %
WBD	warner bros discovery inc com ser a	47.6 %
LLY	eli lilly & co com	37.7 %
GM	general motors corp	33.3 %
MU	micron technology inc com	32.4 %

Top 5 Winners ($)		$
IAUM	ishares gold tr shares represent etf	1.7 M
GOOG	alphabet inc cl a	0.6 M
GOOG	alphabet inc cap stk cl c	0.6 M
LLY	eli lilly & co com	0.5 M
IAU	ishares gold tr ishares new etf	0.4 M

Top 5 Losers (%)		%
NFLX	netflix inc	-87.1 %
NOW	servicenow inc	-76.2 %
DD	dupont de nemours inc com	-48.4 %
XLB	select sector spdr tr state st util etf	-42.9 %
XLB	select sector spdr tr s s con dis etf	-42.4 %

Top 5 Losers ($)		$
NFLX	netflix inc	-1.8 M
XLB	select sector spdr tr state st tech etf	-1.2 M
NOW	servicenow inc	-0.7 M
MSFT	microsoft corp com	-0.7 M
HD	home depot inc	-0.4 M

United Community Bank Holdings Map

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

Current Stock Holdings of United Community Bank

United Community Bank has 552 stocks in it's portfolio. About 38.4% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. IAUM was the most profitable stock for United Community Bank last quarter.

Last Reported on: 30 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc com	1.61	15,714	4,272,010	reduced	-11.08

AAXJ	ishares tr intl sel div etf	0.03	1,884	74,324	unchanged	0.00

AAXJ	ishares tr eafe value etf	0.00	155	11,069	new

ABBV	abbvie inc com	0.79	9,168	2,094,800	reduced	-11.08

ABC	cencora inc com	0.05	407	137,464	reduced	-62.76

ABNB	airbnb inc com cl a	0.06	1,109	150,513	reduced	-64.56

ABT	abbott laboratories	0.03	522	65,401	unchanged	0.00

ACN	accenture plc ireland shs class a com	0.18	1,780	477,574	reduced	-16.31

ACWF	ishares core msci europe etf	0.00	109	7,737	new

ACWF	ishares tr core msci pac etf	0.00	80.00	5,857	reduced	-5.88

ACWV	ishares inc msci equal weite etf	0.01	213	22,018	new

ACWV	ishares inc msci em asia etf	0.01	234	22,001	new

ADBE	adobe inc com	0.19	1,443	505,036	reduced	-54.26

ADI	analog devices inc com	0.03	245	66,444	unchanged	0.00

ADM	archer daniels midland co com	0.00	129	7,416	reduced	-7.86

ADP	automatic data processing inc	0.50	5,136	1,321,130	reduced	-1.76

ADSK	autodesk incorporated	0.06	500	148,005	reduced	-65.06

AEE	ameren corp	0.00	119	11,883	new

AEP	american electric power co inc com	0.20	4,483	516,935	reduced	-49.96

AFK	vaneck vectors gold miners etf	0.02	500	42,885	unchanged	0.00