StockDriftsStockDriftsTop 50 Union Savings Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO S&P 500 QUALITY ETF | 17.8% | 491.7K | $44.3M | +0.71%(+3.49K) | $59.48(+45.17%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC COM | 9.63% | 32 | $24.0M | +0.00%(+0) | $499762.07(+57.22%) | 2026-06-30 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 6.7% | 216.3K | $16.7M | +3.70%(+7.71K) | $55.43(+40.56%) | 2026-06-30 | |
| SPY | SPDR S&P 500 ETF TRUST | 5.25% | 17.5K | $13.1M | -7.88%(-1.50K) | $434.86(+77.88%) | 2026-06-30 | |
| IWM | ISHARES RUSSELL 2000 INDEX | 3.05% | 25.3K | $7.6M | +3.34%(+818) | $191.86(+57.08%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.41% | 16.1K | $6.0M | -1.31%(-213) | $314.20(+60.01%) | 2026-06-30 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | 2.39% | 37.7K | $6.0M | -4.09%(-1.61K) | $105.22(+58.30%) | 2026-06-30 | |
| AAPL | APPLE INCORPORATED | 2.29% | 19.7K | $5.7M | -6.20%(-1.30K) | $157.63(+94.55%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.06% | 14.3K | $5.1M | -1.56%(-227) | $113.21(+210.47%) | 2026-06-30 | |
| GVI | ETF ISHS INTER GOVT CR BD | 1.92% | 45.1K | $4.8M | +9.19%(+3.80K) | $105.13(+0.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +44.88% |
| Top 20 Holdings Unweighted | — | — | — | — | +40.28% |
Union Savings Bank reports $248.91M in US-listed equity holdings across 322 positions in its most recent 13F filing. Its largest disclosed positions are SPHQ (17.8%), BRK.A (9.6%) and IJH (6.7%). The top 20 holdings account for 65.88% of reported assets. Its disclosed equity book has returned +44.88% cumulatively over 11 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Union Savings Bank’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1985855). View Union Savings Bank’s 13F filings on SEC