United Community Bank

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$299.9M
Q ending 2026-03-31
Prior quarter
$264.5M
Q ending 2025-12-31
Change
+13.4% QoQ · +11.7% YoY
Positions
565
reported holdings

Largest positions

Top 100 of 565 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.
HoldingTickerTypeValueShares
Berkshire Hathaway Inc Del Cl B NeBRK/BShares$27.5M57K
Ishares Gold Tr Shares Represent EIAUMShares$17.6M376K
Invesco Exchange Traded Fd Tr EtfPBPShares$10.6M482K
Ishares Msci Eafe EtfEFAShares$9.0M93K
Ishares Tr Core S&P500 EtfIVVShares$6.9M11K
Microsoft Corp ComMSFTShares$6.5M18K
Vanguard Total Stock Market EtfVTIShares$6.0M19K
Ishares Core S&P Midcap EtfIJHShares$5.7M85K
Invesco Exchange Traded Fd Tr S&P5SPHQShares$4.7M62K
Vanguard Extended Market EtfVXFShares$4.5M22K
Vanguard Total Intl Stock EtVXUSShares$4.5M59K
Vanguard Growth EtfVUGShares$4.4M10K
Apple Inc ComAAPLShares$4.0M16K
Nvidia Corporation ComNVDAShares$3.9M22K
Vanguard Int Term Corporate EtfVCITShares$3.7M44K
Ishares Gold Tr Ishares New EtfIAUShares$3.6M41K
Chevron Corp New ComCVXShares$3.3M16K
Ishares Core Total Us Aggregate BoAGGShares$3.2M32K
Jpmorgan Chase & CoJPMShares$3.0M10K
Vanguard High Dividend Yield EtfVYMShares$3.0M20K
Ishares Core S&P Small Cap EtfIJRShares$2.9M24K
J P Morgan Exchange Traded Fd CoreJCPBShares$2.8M59K
Spdr Ser Tr Ss Spdr Bbg Invt Flt RFLRNShares$2.7M87K
Ishares 1-3 Year Treasury Bond EtfSHYShares$2.7M32K
United Cmnty Bks Blairsvle Ga ComUCBShares$2.6M84K
At&T Inc.TShares$2.4M84K
Vanguard Ftse Developed Markets EtVEAShares$2.4M37K
Philip Morris Intl Inc ComPMShares$2.4M14K
Cisco Systems IncCSCOShares$2.4M30K
State Street Spdr S&P 500 Etf TrusSPYShares$2.3M4K
Vanguard Scottsdale Fds Inter TermVGITShares$2.3M38K
Amazon Inc ComAMZNShares$2.2M11K
Vanguard Intermediate Term Bd EtfBIVShares$2.2M28K
Vanguard Intl Equity Index Fds FtsVWOShares$2.0M38K
Abbvie Inc ComABBVShares$2.0M9K
Alphabet Inc Cap Stk Cl CGOOGShares$2.0M7K
Broadcom Inc ComAVGOShares$2.0M6K
Coca Cola Co ComKOShares$2.0M26K
Duke Energy Corp New Com NewDUKShares$1.9M15K
Merck & Co IncMRKShares$1.9M16K
Home Depot IncHDShares$1.9M6K
Meta Platforms Inc Cl A ComMETAShares$1.9M3K
Nextera Energy Inc ComNEEShares$1.7M19K
Bristol-Myers Squibb Co ComBMYShares$1.7M28K
Walmart Inc ComWMTShares$1.7M14K
Ishares Tr Ishs 1-5Yr Invs EtfIGSBShares$1.7M32K
Alphabet Inc Cl AGOOGLShares$1.7M6K
Costco Whsl Corp New ComCOSTShares$1.6M2K
Gilead Sciences Inc ComGILDShares$1.6M12K
Verizon Communications Inc ComVZShares$1.6M32K
International Business Machs ComIBMShares$1.6M7K
Oneok Inc New ComOKEShares$1.6M18K
Blackrock Inc ComBLKShares$1.6M2K
Select Sector Spdr Tr State St TecXLKShares$1.5M11K
Exxon Mobil CorpXOMShares$1.5M9K
Bp Plc Sponsored AdrBPShares$1.5M32K
Eli Lilly & Co ComLLYShares$1.4M1K
Pnc Financial Services Group IncPNCShares$1.3M6K
Goldman Sachs Etf Tr Acces TreasurGBILShares$1.2M12K
Spdr Ser Tr Ss Spdr Port Sht Trm BSPSBShares$1.2M41K
Csx CorpCSXShares$1.2M30K
Johnson & Johnson ComJNJShares$1.2M5K
Vanguard Short Term Treas Bond EtfVGSHShares$1.2M21K
Visa Inc Com Cl AVShares$1.2M4K
Darden Restaurants Inc ComDRIShares$1.2M6K
Emerson Elec Co ComEMRShares$1.2M9K
Autozone IncAZOShares$1.1M312
Schwab Charles Corp ComSCHWShares$1.0M11K
Citigroup Inc Com NewCShares$1.0M9K
Invesco Qqq Tr Unit Ser EtfQQQShares$1.0M2K
Automatic Data Processing IncADPShares$997K5K
U S Bancorp NewUSBShares$982K19K
Lockheed Martin Corp ComLMTShares$946K2K
Mastercard Inc Cl AMAShares$945K2K
Enbridge Inc ComENBShares$936K17K
Comcast Corp Cl A (New)CMCSAShares$916K32K
Franklin Resources Inc ComBENShares$886K38K
Morgan Stanley Com NewMSShares$885K5K
United Parcel Svcs Inc Com Cl BUPSShares$881K9K
State Strt Spdr S&P Midcap 400 EtfMDYShares$849K1K
Eaton Corp PlcShares$849K2K
Truist Finl Corp ComTFCShares$841K18K
Valero Energy Corp NewVLOShares$832K3K
Caterpillar Inc ComCATShares$826K1K
Omega Healthcare InvestorsOHIShares$812K19K
Target CorpTGTShares$811K7K
Toronto Dominion Bk Ont Com NewTDShares$791K8K
Vanguard Index Fds Real Estate EtfVNQShares$751K8K
Pfizer Inc ComPFEShares$731K26K
Wisdomtree Tr Us Qtly Div Grt EtfDGRWShares$689K8K
American Express CoAXPShares$684K2K
Medtronic PlcShares$678K8K
Bank Of America CorpBACShares$672K14K
Kimberly-Clark Corp ComKMBShares$664K7K
Ishares North American Tech-SoftwaIGVShares$662K8K
Ishares Select Dividend EtfDVYShares$653K4K
Applied Materials IncAMATShares$652K2K
Rio Tinto Plc Sponsored AdrRIOShares$587K6K
Ishares S&P 500 Growth EtfIVWShares$575K5K
Oracle Corp ComORCLShares$536K4K

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.