United Bank reported 94 positions worth $227.48M for the quarter ended Jun 30, 2026, up 7.4% on the prior quarter. It opened 4 new positions, added to 34, trimmed 45 and exited 7. Its largest holding is Alphabet Inc. at 7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AVGO Broadcom Inc. | +2,786 | +30.7% | $1.05M | 1.97% |
| GLD Spdr Gold Trust | +1,666 | +38.9% | $613.72K | 0.963% |
| PEP Pepsico Inc | +3,940 | +66.5% | $533.48K | 0.587% |
| SPGI S&P Global Inc. | +1,168 | – | $475.68K | 0.209% |
| AMAT Applied Materials Inc | +575 | – | $415.73K | 0.183% |
| CVS CVS HEALTH Corp | +3,872 | +21.7% | $400.56K | 0.989% |
| C Citigroup Inc | +2,036 | +12.7% | $284.96K | 1.11% |
| BDX Becton Dickinson & Co | +1,779 | +32.8% | $269.22K | 0.479% |
| MDT Medtronic plc | +3,150 | +16.3% | $246.42K | 0.774% |
| GE General Electric Co | +612 | – | $228.72K | 0.101% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ABT Abbott Laboratories | -21.5K | -64.9% | $1.95M | 0.465% |
| NSC Norfolk Southern Corp | -2,751 | -39.2% | $865.44K | 0.59% |
| INTC Intel Corp | -5,675 | -64.6% | $792.40K | 0.191% |
| MDLZ Mondelez International, Inc. | -12.0K | -100.0% | $693.70K | Exited |
| MSFT Microsoft Corp | -1,535 | -6.1% | $572.59K | 3.88% |
| MRSH Marsh & Mclennan Companies, Inc. | -3,281 | -100.0% | $569.09K | Exited |
| DD DuPont de Nemours, Inc. | -3,326 | -100.0% | $457.04K | Exited |
| HON Honeywell International Inc | -2,035 | -55.3% | $455.50K | 0.162% |
| ADBE Adobe Inc. | -2,217 | -60.6% | $454.53K | 0.13% |
| AMD Advanced Micro Devices Inc | -733 | -4.1% | $425.81K | 4.34% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| MDLZ Mondelez International, Inc. | -12.0K | $693.70K | 0.328% |
| MRSH Marsh & Mclennan Companies, Inc. | -3,281 | $569.09K | 0.269% |
| DD DuPont de Nemours, Inc. | -3,326 | $457.04K | 0.216% |
| BLK BlackRock, Inc. | -266 | $255.82K | 0.121% |
| CMCSA Comcast Corp | -8,702 | $249.83K | 0.118% |
| WFC Wells Fargo & Company | -3,010 | $239.63K | 0.113% |
| FDX Fedex Corp | -627 | $223.32K | 0.105% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL Alphabet Inc. | Technology | 44.3K | $15.83M | 6.96% | -581 | -1.3% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 47.9K | $13.87M | 6.1% | -386 | -0.8% | Reduced | 0% |
| 3 | NVDA Nvidia Corp | Technology | 66.2K | $13.25M | 5.82% | +214 | +0.3% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 44.2K | $10.53M | 4.63% | -320 | -0.7% | Reduced | 0% |
| 5 | AMD Advanced Micro Devices Inc | Technology | 17.0K | $9.88M | 4.34% | -733 | -4.1% | Reduced | 0% |
| 6 | JPM Jpmorgan Chase & Co | Financial Services | 28.3K | $9.28M | 4.08% | -226 | -0.8% | Reduced | 0% |
| 7 | MSFT Microsoft Corp | Technology | 23.7K | $8.84M | 3.88% | -1,535 | -6.1% | Reduced | 0% |
| 8 | KO Coca Cola Co | Consumer Staples | 92.6K | $7.53M | 3.31% | +1,438 | +1.6% | Added | 0% |
| 9 | COST Costco Wholesale Corp | Consumer Staples | 6,050 | $5.66M | 2.49% | +30 | +0.5% | Added | 0% |
| 10 | SO Southern Co | Utilities | 56.5K | $5.41M | 2.38% | +1,151 | +2.1% | Added | 0% |
| 11 | CAT Caterpillar Inc | Industrials | 4,949 | $5.27M | 2.32% | +32 | +0.7% | Added | 0% |
| 12 | AVGO Broadcom Inc. | Technology | 11.9K | $4.48M | 1.97% | +2,786 | +30.7% | Added | 0% |
| 13 | META Meta Platforms, Inc. | Technology | 7,942 | $4.47M | 1.97% | -278 | -3.4% | Reduced | 0% |
| 14 | MA Mastercard Inc | Financial Services | 8,482 | $4.36M | 1.92% | +147 | +1.8% | Added | 0% |
| 15 | PANW Palo Alto Networks Inc | Technology | 12.4K | $4.23M | 1.86% | -966 | -7.2% | Reduced | 0% |
Tip. Select a row to see that position’s full history at United Bank.
As of its Q2 2026 13F filing, United Bank’s five largest positions were Alphabet Inc. (GOOGL) at 7.0%, Apple Inc. (AAPL) at 6.1%, Nvidia Corp (NVDA) at 5.8%, Amazon Com Inc (AMZN) at 4.6%, Advanced Micro Devices Inc (AMD) at 4.3% of the reported portfolio.
United Bank reported a 13F portfolio worth $227.48M across 94 positions for Q2 2026. That is up 7.4% from the previous quarter.
Its largest purchases by value were Broadcom Inc. ($1.05M), Spdr Gold Trust ($613.72K), Pepsico Inc ($533.48K). It opened 4 new positions.
Its largest sales by value were Abbott Laboratories ($1.95M), Norfolk Southern Corp ($865.44K), Intel Corp ($792.40K). It exited 7 positions entirely.
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.
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.