United Bank 13F Portfolio

CIK 1286478 Filing since Q1 2014 Q2 2026 filed Jul 30, 2026
Holdings as of Jun 30, 2026, from the 13F filed Jul 30, 2026.

Portfolio Snapshot

94 positions · Q2 2026

United Bank reported 94 positions worth $679.43M for the quarter ended Jun 30, 2026, up 8.5% on the prior quarter. It opened 9 new positions, added to 23, trimmed 42 and exited 1. Its largest holding is Hubbell Inc at 22% of the portfolio.

Portfolio Value
$679.43M
+8.5% QoQ · +7.3% YoY
Positions
94
9 new · 1 sold out
Top 10 Concentration
55.7%
of portfolio value
Largest Position
HUBB 22%
Hubbell Inc
Net Buying
-$1.49M
$14.57M bought · $16.06M sold
Turnover
2.2%
of the portfolio traded
Top Sector
Industrials
35.8% of value
Track Record
50
quarters on file since Q1 2014

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

11 sectors
35.85%
Industrials
Industrials35.85%
Technology17.87%
Financial Services15.27%
Healthcare8.6%
Basic Materials7.03%
Consumer Staples4.86%
Energy4.72%
Utilities2.85%
Consumer Discretionary2.46%
Communication Services0.456%
Other0.033%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

IndustrialsTechnologyFinancial ServicesHealthcareBasic MaterialsConsumer StaplesEnergyUtilitiesConsumer DiscretionaryCommunication ServicesOther

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
HON Honeywell International Inc +20.0K +104.1% $3.66M 1.06%
V Visa Inc. +5,663 +26.2% $1.94M 1.38%
SYK Stryker Corp +5,486 +36.2% $1.73M 0.956%
ATO Atmos Energy Corp +9,458 +34.5% $1.63M 0.935%
DELL Dell Technologies Inc. +2,448 – $1.06M 0.155%
SPCX Space Exploration Technologies Corp +5,100 – $871.39K 0.128%
CIEN Ciena Corp +725 – $355.66K 0.052%
IBM International Business Machines Corp +1,221 – $343.36K 0.051%
T At&T Inc. +15.1K +34.2% $313.09K 0.181%
CME Cme Group Inc. +1,190 +3.9% $262.79K 1.02%

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
GLW Corning Inc -18.2K -10.9% $4.65M 5.6%
CMI Cummins Inc -1,640 -7.1% $1.17M 2.26%
CSCO Cisco Systems, Inc. -9,945 -5.3% $1.17M 3.07%
AAPL Apple Inc. -3,744 -3.2% $1.08M 4.84%
IRM Iron Mountain Inc -6,915 -4.9% $873.43K 2.5%
JNJ Johnson & Johnson -3,177 -5.5% $806.86K 2.04%
TXN Texas Instruments Inc -2,313 -4.4% $689.44K 2.19%
CVX Chevron Corp -3,621 -4.0% $600.22K 2.11%
AMGN Amgen Inc -1,518 -4.2% $549.70K 1.85%
DOV DOVER Corp -2,207 -3.8% $494.99K 1.85%

New Positions

Q2 2026
Holding Shares Trade Value Weight
DELL Dell Technologies Inc. +2,448 $1.06M 0.155%
SPCX Space Exploration Technologies Corp +5,100 $871.39K 0.128%
CIEN Ciena Corp +725 $355.66K 0.052%
IBM International Business Machines Corp +1,221 $343.36K 0.051%
CSX Csx Corp +4,326 $205.62K 0.03%
COF Capital One Financial Corp +1,019 $204.43K 0.03%
KZIA Kazia Therapeutics Ltd +12.9K $180.94K 0.027%
AIRS Airsculpt Technologies, Inc. +21.5K $96.75K 0.014%
LCTX Lineage Cell Therapeutics, Inc. +21.2K $27.73K <0.01%

Closed Positions

Q2 2026
Holding Shares Sold Trade Value Prior Weight
CRDF Cardiff Oncology, Inc. -22.4K $36.31K <0.01%
Holdings · Q2 2026

94 Positions

As ofJun 30, 2026
Value$679.43M
Top 1055.7%
Avg position$7.23M
# Activity
79 more holdings Create a free account to keep reading this institution’s full portfolio.
Showing 1–15 of 94 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at United Bank.

About United Bank’s 13F Portfolio

What are United Bank’s largest holdings?

As of its Q2 2026 13F filing, United Bank’s five largest positions were Hubbell Inc (HUBB) at 22.0%, Corning Inc (GLW) at 5.6%, Apple Inc. (AAPL) at 4.8%, United Bankshares Inc (UBSI) at 4.8%, Jpmorgan Chase & Co (JPM) at 4.7% of the reported portfolio.

How much is United Bank’s portfolio worth?

United Bank reported a 13F portfolio worth $679.43M across 94 positions for Q2 2026. That is up 8.5% from the previous quarter.

What did United Bank buy in Q2 2026?

Its largest purchases by value were Honeywell International Inc ($3.66M), Visa Inc. ($1.94M), Stryker Corp ($1.73M). It opened 9 new positions.

What did United Bank sell in Q2 2026?

Its largest sales by value were Corning Inc ($4.65M), Cummins Inc ($1.17M), Cisco Systems, Inc. ($1.17M). It exited 1 positions entirely.

Where does this data come from?

From the Form 13F-HR reports United Bank files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.