United Bank
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$300.6M
Q ending 2026-03-31
Prior quarter
$294.9M
Q ending 2025-12-31
Change
+1.9% QoQ · +24.2% YoY
Positions
124
reported holdings
Largest positions
Top 100 of 124 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alphabet Inc | GOOGL | Shares | $12.9M | 45K |
| Apple Inc | AAPL | Shares | $12.3M | 48K |
| Flexshares Tr | NFRA | Shares | $11.8M | 184K |
| Flexshares Tr | GUNR | Shares | $11.7M | 211K |
| Nvidia Corporation | NVDA | Shares | $11.5M | 66K |
| Select Sector Spdr Tr | XLK | Shares | $11.1M | 83K |
| Flexshares Tr | HYGV | Shares | $9.7M | 242K |
| Microsoft Corp | MSFT | Shares | $9.3M | 25K |
| Amazon Com Inc | AMZN | Shares | $9.3M | 44K |
| Jpmorgan Chase & Co | JPM | Shares | $8.4M | 29K |
| Coca Cola Co | KO | Shares | $6.9M | 91K |
| Schwab Strategic Tr | SCHD | Shares | $6.6M | 216K |
| Costco Wholesale Corporation | COST | Shares | $6.0M | 6K |
| Ishares Tr | IJH | Shares | $5.8M | 86K |
| Southern Co | SO | Shares | $5.3M | 55K |
| Ishares Tr | IVW | Shares | $5.1M | 45K |
| Meta Platforms Inc | META | Shares | $4.7M | 8K |
| Select Sector Spdr Tr | XLE | Shares | $4.5M | 74K |
| Mastercard Incorporated | MA | Shares | $4.2M | 8K |
| Ishares Tr | IJR | Shares | $4.1M | 33K |
| Vanguard Index Fds | VTV | Shares | $4.0M | 20K |
| Exxon Mobil Corp | XOM | Shares | $4.0M | 23K |
| Advanced Micro Devices Inc | AMD | Shares | $3.6M | 18K |
| Caterpillar Inc | CAT | Shares | $3.5M | 5K |
| Abbott Laboratories | ABT | Shares | $3.4M | 33K |
| Flexshares Tr | QLV | Shares | $3.2M | 45K |
| Johnson & Johnson | JNJ | Shares | $3.0M | 12K |
| Tjx Cos Inc New | TJX | Shares | $3.0M | 19K |
| Lowes Cos Inc | LOW | Shares | $2.8M | 12K |
| Broadcom Inc | AVGO | Shares | $2.8M | 9K |
| Truist Finl Corp | TFC | Shares | $2.7M | 60K |
| Cisco Sys Inc | CSCO | Shares | $2.6M | 34K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.6M | 5K |
| General Dynamics Corp | GD | Shares | $2.6M | 8K |
| Rtx Corporation | RTX | Shares | $2.6M | 13K |
| Mcdonalds Corp | MCD | Shares | $2.6M | 8K |
| Eli Lilly & Co | LLY | Shares | $2.5M | 3K |
| Cencora Inc | COR | Shares | $2.4M | 8K |
| Procter & Gamble Co | PG | Shares | $2.4M | 16K |
| Analog Devices Inc | ADI | Shares | $2.3M | 7K |
| Chevron Corporation | CVX | Shares | $2.3M | 11K |
| Oracle Corp | ORCL | Shares | $2.2M | 15K |
| Netflix Inc. | NFLX | Shares | $2.2M | 23K |
| Palo Alto Networks Inc | PANW | Shares | $2.1M | 13K |
| Gsk Plc | GSK | Shares | $2.1M | 38K |
| Blackstone Inc | BX | Shares | $2.1M | 18K |
| Salesforce Inc | CRM | Shares | $2.1M | 11K |
| Norfolk Southn Corp | NSC | Shares | $2.0M | 7K |
| Spdr Gold Tr | GLD | Shares | $1.8M | 4K |
| Citigroup Inc | C | Shares | $1.8M | 16K |
| Disney Walt Co | DIS | Shares | $1.8M | 19K |
| Intercontinental Exchange In | ICE | Shares | $1.8M | 11K |
| Eaton Corp Plc | Shares | $1.7M | 5K | |
| Bristol-Myers Squibb Co | BMY | Shares | $1.7M | 28K |
| Pfizer Inc | PFE | Shares | $1.7M | 61K |
| Medtronic Plc | Shares | $1.7M | 19K | |
| Honeywell Intl Inc | HONGBP | Shares | $1.7M | 7K |
| Emerson Elec Co | EMR | Shares | $1.6M | 12K |
| Schwab Charles Corp | SCHW | Shares | $1.6M | 17K |
| Nextera Energy Inc | NEE | Shares | $1.5M | 17K |
| Freeport Mcmoran Inc | FCX | Shares | $1.5M | 26K |
| Zimmer Biomet Holdings Inc | ZBH | Shares | $1.3M | 15K |
| Yum Brands Inc | YUM | Shares | $1.3M | 9K |
| Home Depot Inc | HD | Shares | $1.3M | 4K |
| Boeing Co | BA | Shares | $1.3M | 7K |
| Cvs Health Corp | CVS | Shares | $1.3M | 18K |
| Kkr & Co Inc | KKR | Shares | $1.3M | 14K |
| American Tower Corp | AMT | Shares | $1.2M | 7K |
| Select Sector Spdr Tr | XLV | Shares | $1.1M | 8K |
| Accenture Plc Ireland | Shares | $1.1M | 6K | |
| Deere & Co | DE | Shares | $1.1M | 2K |
| Archer Aviation Inc | ACHR | Shares | $1.0M | 202K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.0M | 2K |
| Nike Inc | NKE | Shares | $991K | 19K |
| At&T Inc | T | Shares | $970K | 33K |
| Walmart Inc | WMT | Shares | $939K | 8K |
| Ishares Tr | IVV | Shares | $934K | 1K |
| Paypal Hldgs Inc | PYPL | Shares | $924K | 20K |
| Pepsico Inc | PEP | Shares | $919K | 6K |
| Intuit | INTU | Shares | $910K | 2K |
| Adobe Inc | ADBE | Shares | $889K | 4K |
| Becton Dickinson & Co | BDX | Shares | $852K | 5K |
| Invesco Qqq Tr | QQQ | Shares | $841K | 1K |
| Spdr Index Shs Fds | GNR | Shares | $807K | 11K |
| Duke Energy Corp New | DUK | Shares | $791K | 6K |
| Select Sector Spdr Tr | XLI | Shares | $789K | 5K |
| Spdr Series Trust | SDY | Shares | $782K | 5K |
| Vanguard Index Fds | VOO | Shares | $768K | 1K |
| Select Sector Spdr Tr | XLRE | Shares | $748K | 18K |
| First Tr Exchange-Traded Fd | FDL | Shares | $731K | 14K |
| International Business Machs | IBM | Shares | $699K | 3K |
| Mondelez Intl Inc | MDLZ | Shares | $694K | 12K |
| Select Sector Spdr Tr | XLC | Shares | $692K | 6K |
| Micron Technology Inc | MU | Shares | $647K | 2K |
| Ishares Tr | AGG | Shares | $575K | 6K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $569K | 3K |
| Tesla Inc | TSLA | Shares | $567K | 2K |
| Verizon Communications Inc | VZ | Shares | $559K | 11K |
| J P Morgan Exchange Traded F | JEPI | Shares | $491K | 9K |
| Abbvie Inc | ABBV | Shares | $477K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.