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United Bank

CIK 1286478 · latest 13F filed 30 July 2026 · Read the filing on EDGAR

United Bank reported 130 US-listed holdings worth $852.7 million in its 13F for the quarter ended 30 June 2026, filed 30 July 2026. Its largest: Hubbell Inc. (17.5%), iShares Core S&P Small-Cap ETF (6.3%) and Corning Inc. (4.5%). Against the quarter before, it opened 11 positions, added to 34, trimmed 53 and sold out of 2.

Reported holdings$852.7M+9.2% on Q1 2026
Positions130+9 on Q1 2026
The largest ten51.1%of its reported holdings
Latest 13FQ2 2026filed 30 July 2026
Where the money is
Added toHeldTrimmed
HUBB17.5%IJR6.3%GLW4.5%AGG4.0%AAPL3.9%UBSI3.8%JPM3.8%MSFT3.0%CSCO2.4%IRM2.0%CMI1.8%TXN1.7%CVX1.7%JNJ1.6%116 more42.1%

The 14 largest of its 130 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $859.3 million in 142 positions$859MQ3 24Q4 2024: $838.9 million in 134 positions$839MQ4 24Q1 2025: $786.1 million in 136 positions$786MQ1 25Q2 2025: $835.3 million in 138 positions$835MQ2 25Q3 2025: $839.1 million in 128 positions$839MQ3 25Q4 2025: $757.1 million in 128 positions$757MQ4 25Q1 2026: $780.8 million in 121 positions$781MQ1 26Q2 2026: $852.7 million in 130 positions$853MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +25.7% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
90100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +25.7%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 11Added 34Held 32Trimmed 53Sold out 2
Opened: 11Added: 34Held: 32Trimmed: 53Sold out: 2

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 11

  1. Dell Technologies Inc. DELL$1.1 million
  2. Space Exploration Techn Corp. Class A Com STK SPCX$871,386
  3. Ciena Corp. CIEN$355,656
  4. International Business Machines Corp. IBM$343,357
  5. iShares Trust EEM$236,220
  6. Technology Select Sector SPDR ETF XLK$228,243
  7. CSX Corp. CSX$205,615
  8. Capital One Financial Corp. COF$204,432

and 3 more in the table below

Added to 34

  1. Visa Inc. V+5,663 shares · +26%
  2. Stryker Corp. SYK+5,486 shares · +36%
  3. Atmos Energy Corp. ATO+9,458 shares · +34%
  4. iShares Trust IJK+11,561 shares · +37%
  5. iShares Trust IGSB+8,818 shares · +7%
  6. iShares Core MSCI Eafe ETF IEFA+4,500 shares · +52%
  7. iShares S&P Growth Index FD IVW+2,921 shares · +4%
  8. Vanguard Real Estate ETF VNQ+4,038 shares · +5%

and 26 more in the table below

Trimmed 53

  1. Corning Inc. GLW-18,186 shares · -11%
  2. Cummins Inc. CMI-1,640 shares · -7%
  3. Cisco Systems, Inc. CSCO-9,945 shares · -5%
  4. Apple Inc. AAPL-3,744 shares · -3%
  5. Iron Mountain Inc. IRM-6,915 shares · -5%
  6. Johnson & Johnson JNJ-3,177 shares · -6%
  7. Texas Instruments Inc. TXN-2,313 shares · -4%
  8. Vanguard Mid Cap Index ETF VO-8,166 shares · -7%

and 45 more in the table below

Sold out of 2

  1. iShares Trust IBB$322,166 last quarter
  2. Cardiff Oncology Inc. CRDF$36,305 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Hubbell Inc. HUBB285.9K$149.6 million17.54%no change
iShares Core S&P Small-Cap ETF IJR360.1K$53.4 million6.26%-2.6K
Corning Inc. GLW148.9K$38.0 million4.46%-18.2K
iShares Trust AGG341.0K$33.7 million3.96%-2.1K
Apple Inc. AAPL113.8K$32.9 million3.86%-3.7K
United Bankshares Inc. UBSI713.1K$32.7 million3.83%+2.4K
JPMorgan Chase & Co. JPM97.8K$32.0 million3.76%-341
Microsoft Corp. MSFT67.9K$25.3 million2.97%-819
Cisco Systems, Inc. CSCO177.4K$20.8 million2.44%-9.9K
Iron Mountain Inc. IRM134.7K$17.0 million2.00%-6.9K
Cummins Inc. CMI21.5K$15.3 million1.80%-1.6K
Texas Instruments Inc. TXN50.0K$14.9 million1.75%-2.3K
Chevron Corp. CVX86.6K$14.4 million1.68%-3.6K
Johnson & Johnson JNJ54.5K$13.9 million1.62%-3.2K
Amgen Inc. AMGN34.8K$12.6 million1.48%-1.5K
Dover Corp. DOV55.9K$12.5 million1.47%-2.2K
Procter & Gamble Co. PG77.7K$11.4 million1.34%-209
Waste Management Inc. WM50.8K$11.3 million1.33%-1.4K
General Dynamics Corp. GD31.2K$11.0 million1.30%-1.1K
iShares S&P Growth Index FD IVW79.1K$10.9 million1.28%+2.9K
McDonald's Corp. MCD38.0K$10.3 million1.21%-518
EOG Resources Inc. EOG79.2K$10.3 million1.20%-2.5K
Abbott Laboratories ABT108.4K$9.8 million1.15%+2.6K
Air Products & Chemicals, Inc. APD33.3K$9.7 million1.14%-952
KLA Corp. KLAC31.3K$9.5 million1.11%-1.3K
Visa Inc. V27.3K$9.4 million1.10%+5.7K
BlackRock, Inc. BLK9.5K$9.1 million1.07%-233
Vanguard Mid Cap Index ETF VO107.0K$8.6 million1.01%-8.2K
Aflac Inc. AFL73.1K$8.6 million1.01%+422
PepsiCo Inc. PEP62.7K$8.5 million1.00%+604
Vanguard Real Estate ETF VNQ84.7K$8.2 million0.96%+4.0K
Illinois Tool Works Inc. ITW29.9K$8.1 million0.95%+500
iShares SHV71.9K$7.9 million0.93%-381
Gilead Sciences, Inc. GILD61.4K$7.8 million0.91%-701
American Water Works Company, Inc. AWK58.3K$7.7 million0.90%+1.6K
ExxonMobil Holdings Corp. XOM54.3K$7.4 million0.87%+224
Hershey Co. HSY41.2K$7.2 million0.85%+188
Honeywell International Inc. HON39.1K$7.2 million0.84%+793
Lockheed Martin Corp. LMT13.6K$7.0 million0.82%-235
CME Group Inc. CME31.4K$6.9 million0.81%+1.2K
iShares Trust IGSB127.3K$6.7 million0.78%+8.8K
Stryker Corp. SYK20.6K$6.5 million0.76%+5.5K
Atmos Energy Corp. ATO36.9K$6.4 million0.75%+9.5K
Vanguard Small Cap ETF VB16.7K$5.1 million0.59%-783
iShares Trust IJK42.6K$5.0 million0.59%+11.6K
VG Totl STK Vprs VTI13.3K$4.9 million0.58%-1.7K
Coca-Cola Co. KO50.1K$4.1 million0.48%no change
NVIDIA Corp. NVDA18.8K$3.8 million0.44%-773
Tesla, Inc. TSLA7.9K$3.3 million0.39%no change
Vanguard Value ETF VTV14.4K$3.1 million0.37%+656
Micron Technology Inc. MU2.6K$3.0 million0.36%-30
SPDR S&P 500 SPY3.6K$2.7 million0.32%no change
Vanguard Growth ETF VUG28.3K$2.4 million0.29%+882
iShares Trust EFA22.1K$2.3 million0.27%-2.7K
Amazon.com Inc. AMZN8.9K$2.1 million0.25%-214
Eli Lilly & Co. LLY1.8K$2.1 million0.25%-35
iShares Inc. EMXC20.0K$2.0 million0.24%-1.1K
Vanguard Intermed Term Bond ETF BIV26.3K$2.0 million0.24%+4.1K
Alphabet Inc. GOOG5.4K$1.9 million0.22%-227
Alphabet Inc. GOOGL5.0K$1.8 million0.21%-164
American Electric Power Co. Inc. AEP12.4K$1.7 million0.20%no change
Vanguard Star FDS VXUS18.5K$1.6 million0.19%-1.5K
AbbVie Inc. ABBV6.1K$1.5 million0.18%-1.1K
Intel Corp. INTC10.8K$1.5 million0.18%no change
iShares Trust IWF11.9K$1.5 million0.17%no change
Advanced Micro Devices Inc. AMD2.5K$1.5 million0.17%+388
Verizon Communications Inc. VZ33.9K$1.4 million0.17%+4.8K
Vanguard Small Cap Growth ETF VBK3.8K$1.4 million0.16%+1.0K
Truist Financial Corp. TFC27.0K$1.3 million0.16%no change
AppLovin Corp. APP2.5K$1.3 million0.15%-65
iShares Core MSCI Eafe ETF IEFA13.2K$1.3 million0.15%+4.5K
AT&T Inc. T59.3K$1.2 million0.14%+15.1K
Southern Co. SO12.5K$1.2 million0.14%+976
iShares Trust MUB11.0K$1.2 million0.14%+19
Dell Technologies Inc. DELL2.4K$1.1 million0.12%new
Bristol-Myers Squibb Co. BMY18.2K$1.1 million0.12%+150
Pfizer Inc. PFE42.6K$1.0 million0.12%-53
Home Depot, Inc. HD2.9K$1.0 million0.12%-69
SPDR Dow Jones Indl Average DIA1.9K$1.0 million0.12%no change
Meta Platforms, Inc. META1.6K$921,5450.11%-67
General Electric Co. GE2.4K$913,3960.11%+75
Vanguard BD Index FDS BSV11.6K$903,7560.11%+566
Space Exploration Techn Corp. Class A Com STK SPCX5.1K$871,3860.10%new
iShares Core S&P Mid-Cap ETF IJH10.8K$830,2430.10%no change
Altria Group, Inc. MO11.1K$801,5950.09%-64
Duke Energy Corp. DUK6.3K$798,0870.09%no change
Morgan Stanley MS3.7K$774,0750.09%-33
Walmart Inc. WMT6.6K$742,9860.09%-1.6K
iShares Core S&P 500 ETF IVV960$718,9340.08%-36
GE Vernova Inc. GEV610$716,6640.08%+18
Allstate Corp. ALL3.0K$713,8200.08%no change
Consolidated Edison Inc. ED6.5K$713,5640.08%no change
Quest Diagnostics Inc. DGX3.1K$662,1310.08%no change
3M Co. MMM3.8K$609,7530.07%+400
SPDR S&P MidCap 400 ETF MDY858$603,4650.07%no change
Merck & Co., Inc. MRK4.6K$585,0610.07%no change
Trevi Therapeutics Inc. TRVI31.2K$581,8800.07%no change
Defiance Quantum ETF QTUM3.5K$581,4770.07%-30
ASML Holding N.V. ASML290$576,9370.07%no change
NextEra Energy Inc. NEE6.3K$553,0390.06%-342
Caterpillar Inc. CAT502$534,5800.06%-48
Bank of America Corp. BAC7.7K$439,6010.05%no change
Comcast Corp. CMCSA17.8K$437,4560.05%+4.6K
PJT Partners Inc. PJT2.7K$403,7660.05%no change
Dominion Energy, Inc. D5.7K$390,2090.05%+620
iShares Edge MSCI Min Vol USA ETF USMV4.0K$387,5760.05%no change
Deere & Co. DE599$379,9640.04%no change
iShares Trust PFF12.3K$375,4230.04%no change
iShares Select Dividend ETF DVY2.4K$374,9640.04%no change
iShares Trust IWR3.4K$372,8820.04%no change
Ciena Corp. CIEN725$355,6560.04%new
International Business Machines Corp. IBM1.2K$343,3570.04%new
Wells Fargo & Company WFC4.0K$330,5600.04%no change
Mastercard Inc. MA615$315,8640.04%-27
L3Harris Technologies, Inc. LHX980$284,7790.03%-14
Costco Wholesale Corp. COST292$273,1580.03%-132
Vanguard Large Cap ETF VV794$273,0650.03%no change
Cincinnati Financial Corp. CINF1.4K$259,7510.03%no change
Berkshire Hathaway Inc. Class B BRKB517$258,7010.03%-4
Vanguard Small Cap Value ETF VBR1.0K$242,9900.03%no change
iShares Trust EEM3.5K$236,2200.03%new
Technology Select Sector SPDR ETF XLK1.2K$228,2430.03%new
iShares Bitcoin Trust ETF IBIT6.7K$222,8100.03%no change
CSX Corp. CSX4.3K$205,6150.02%new
Capital One Financial Corp. COF1.0K$204,4320.02%new
Kazia Therapeutics Ltd KZIA12.9K$180,9410.02%new
Zevra Therapeutics, Inc. ZVRA10.6K$151,4890.02%no change
Airsculpt Technologies Inc. AIRS21.5K$96,7500.01%new
Genelux Corporation GNLX12.1K$36,3310.00%no change
Lineage Cell Therapeutics in LCTX21.2K$27,7330.00%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 2 it sold out of are in the box above.