StockDriftsStockDriftsTop 50 Union Savings Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO S&P 500 QUALITY ETF | 16.61% | 494.0K | $41.5M | +0.48%(+2.37K) | $59.62(+41.36%) | 2026-09-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC COM | 9.56% | 32 | $23.9M | +0.00%(+0) | $499762.07(+59.82%) | 2026-09-30 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 6.15% | 213.6K | $15.4M | -1.25%(-2.69K) | $55.43(+30.58%) | 2026-09-30 | |
| SPY | SPDR S&P 500 ETF TRUST | 5.18% | 17.0K | $13.0M | -2.93%(-513) | $434.86(+76.26%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.32% | 16.2K | $8.3M | +0.48%(+77) | $314.82(+69.47%) | 2026-09-30 | |
| IWM | ISHARES RUSSELL 2000 INDEX | 2.78% | 25.0K | $6.9M | -1.27%(-322) | $191.86(+41.39%) | 2026-09-30 | |
| AAPL | APPLE INCORPORATED | 2.65% | 19.9K | $6.6M | +1.20%(+237) | $159.46(+115.07%) | 2026-09-30 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | 2.26% | 36.5K | $5.7M | -3.19%(-1.20K) | $105.22(+51.54%) | 2026-09-30 | |
| GVI | ETF ISHS INTER GOVT CR BD | 2.15% | 52.1K | $5.4M | +15.55%(+7.01K) | $105.11(-1.56%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2% | 14.6K | $5.0M | +1.65%(+237) | $116.49(+195.46%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.94% | +44.05% | — | — | +44.05% |
| Top 20 Holdings Unweighted | +12.84% | +43.67% | — | — | +43.67% |
Union Savings Bank reports $250.07M in US-listed equity holdings across 326 positions in its most recent 13F filing. Its largest disclosed positions are SPHQ (16.6%), BRK.A (9.6%) and IJH (6.2%). The top 20 holdings account for 64.55% of reported assets. Its disclosed equity book has returned +44.05% on a three-year cumulative basis. Figures reflect the Q3 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