Top 50 United Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 4.89% | 84.4K | $16.1M | +1.19%(+991) | $65.18(+192.62%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.81% | 44.3K | $15.8M | -1.29%(-581) | $82.09(+319.91%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.22% | 47.9K | $13.9M | -0.80%(-386) | $81.74(+273.58%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.03% | 66.2K | $13.3M | +0.32%(+214) | $44.24(+411.01%) | 2026-06-30 | |
| NFRA | FLEXSHARES TR | 3.72% | 191.0K | $12.2M | +3.92%(+7.21K) | $53.36(+23.84%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.22% | 137.2K | $10.6M | +60.10%(+51.48K) | $53.12(+47.87%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.2% | 44.2K | $10.5M | -0.72%(-320) | $152.79(+71.83%) | 2026-06-30 | |
| GUNR | FLEXSHARES TR | 3.15% | 210.2K | $10.4M | -0.51%(-1.09K) | $41.72(+28.20%) | 2026-06-30 | |
| HYGV | FLEXSHARES TR | 3.06% | 250.1K | $10.1M | +3.38%(+8.19K) | $46.01(-12.62%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3% | 17.0K | $9.9M | -4.13%(-733) | $149.51(+242.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.70% | +58.94% | +8.90% | +53.19% |
| Top 20 Holdings Unweighted | +16.64% | +58.67% | +8.78% | +52.29% |
United Bank reports $328.86M in US-listed equity holdings across 122 positions in its most recent 13F filing. Its largest disclosed positions are XLK (4.9%), GOOGL (4.8%) and AAPL (4.2%). The top 20 holdings account for 56.81% of reported assets. Its disclosed equity book has returned +58.94% on a three-year cumulative basis. 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 United Bank’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1697791). View United Bank’s 13F filings on SEC