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United Bank 13F Portfolio

Portfolio Manager
United Bank
Performance
+11.52% (2026 Q2)
AUM (13F)
$852.70M
# of Holdings
130
Performance Rank
Allocation (Top 20)
66.13%
Latest filing
Q2 2026

United Bank Holdings Map

Top 50 United Bank Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
HUBB
HUBBELL INC
17.54%285.9K$149.6M
+0.00%(+0)
2025-Q2: 286.8K shares2025-Q3: 285.9K shares2025-Q4: 285.9K shares2026-Q1: 285.9K shares2026-Q2: 285.9K shares
$133.85(+282.06%)
2026-06-30
IJR
ISHARES
6.26%360.1K$53.4M
-0.71%(-2.58K)
2025-Q2: 398.2K shares2025-Q3: 390.6K shares2025-Q4: 392.5K shares2026-Q1: 362.7K shares2026-Q2: 360.1K shares
$79.50(+88.63%)
2026-06-30
GLW
CORNING INC
4.46%148.9K$38.0M
-10.88%(-18.19K)
2025-Q2: 302.6K shares2025-Q3: 279.4K shares2025-Q4: 233.5K shares2026-Q1: 167.1K shares2026-Q2: 148.9K shares
$27.78(+510.69%)
2026-06-30
AGG
ISHARES
3.96%341.0K$33.7M
-0.62%(-2.13K)
2025-Q2: 313.8K shares2025-Q3: 308.2K shares2025-Q4: 318.2K shares2026-Q1: 343.1K shares2026-Q2: 341.0K shares
$99.18(-1.79%)
2026-06-30
AAPL
APPLE INC
3.86%113.8K$32.9M
-3.19%(-3.74K)
2025-Q2: 137.3K shares2025-Q3: 128.9K shares2025-Q4: 120.3K shares2026-Q1: 117.5K shares2026-Q2: 113.8K shares
$55.67(+448.60%)
2026-06-30
UBSI
UNITED BANKSHARES INC
3.83%713.1K$32.7M
+0.34%(+2.42K)
2025-Q2: 713.0K shares2025-Q3: 711.7K shares2025-Q4: 713.3K shares2026-Q1: 710.7K shares2026-Q2: 713.1K shares
$35.23(+39.85%)
2026-06-30
JPM
JPMORGAN CHASE & CO
3.76%97.8K$32.0M
-0.35%(-341)
2025-Q2: 99.6K shares2025-Q3: 99.5K shares2025-Q4: 98.4K shares2026-Q1: 98.2K shares2026-Q2: 97.8K shares
$100.99(+261.15%)
2026-06-30
MSFT
MICROSOFT
2.97%67.9K$25.3M
-1.19%(-819)
2025-Q2: 77.8K shares2025-Q3: 73.1K shares2025-Q4: 68.6K shares2026-Q1: 68.7K shares2026-Q2: 67.9K shares
$78.07(+522.59%)
2026-06-30
CSCO
CISCO SYSTEMS INC
2.44%177.4K$20.8M
-5.31%(-9.95K)
2025-Q2: 249.8K shares2025-Q3: 228.2K shares2025-Q4: 198.6K shares2026-Q1: 187.4K shares2026-Q2: 177.4K shares
$37.32(+204.27%)
2026-06-30
IRM
IRON MOUNTAIN INC
2%134.7K$17.0M
-4.88%(-6.92K)
2025-Q2: 181.0K shares2025-Q3: 167.5K shares2025-Q4: 149.0K shares2026-Q1: 141.6K shares2026-Q2: 134.7K shares
$31.98(+304.69%)
2026-06-30

About United Bankโ€™s portfolio

United Bank reports $852.70M in US-listed equity holdings across 130 positions in its most recent 13F filing. Its largest disclosed positions are HUBB (17.5%), IJR (6.3%) and GLW (4.5%). The top 20 holdings account for 66.13% of reported assets. Its disclosed equity book has returned +54.54% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
HUBB โ€” 19.1% ($149.58M)IJR โ€” 6.8% ($53.41M)GLW โ€” 4.9% ($38.04M)AGG โ€” 4.3% ($33.75M)AAPL โ€” 4.2% ($32.92M)UBSI โ€” 4.2% ($32.68M)JPM โ€” 4.1% ($32.03M)MSFT โ€” 3.2% ($25.32M)CSCO โ€” 2.7% ($20.84M)IRM โ€” 2.2% ($17.02M)Other โ€” 44.3% ($346.10M)
56%in top 10
  • HUBB19.1%
  • IJR6.8%
  • GLW4.9%
  • AGG4.3%
  • AAPL4.2%
  • UBSI4.2%
  • JPM4.1%
  • MSFT3.2%
  • CSCO2.7%
  • IRM2.2%
  • Other44.3%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
18
HONHONEYWELL INTERNATIONAL INC+104.1%
VVISA INC+26.2%
SYKSTRYKER CORP+36.2%
ATOATMOS ENERGY CORP+34.5%
+14 more
Trimmed
29
GLWCORNING INC-10.9%
CMICUMMINS INC-7.1%
CSCOCISCO SYSTEMS INC-5.3%
AAPLAPPLE INC-3.2%
+25 more

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Source filings

Holdings on this page are parsed from United Bankโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1286478). View United Bankโ€™s 13F filings on SEC

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