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United Bank 13F Portfolio

Portfolio Manager
United Bank
Performance
+9.31% (2026 Q2)
AUM (13F)
$328.86M
# of Holdings
122
Performance Rank
Allocation (Top 20)
56.81%
Latest filing
Q2 2026

United Bank Holdings Map

Top 50 United Bank Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
XLK
SELECT SECTOR SPDR TR
4.89%84.4K$16.1M
+1.19%(+991)
2025-Q2: 73.1K shares2025-Q3: 76.7K shares2025-Q4: 80.1K shares2026-Q1: 83.4K shares2026-Q2: 84.4K shares
$65.18(+192.62%)
2026-06-30
GOOGL
ALPHABET INC
4.81%44.3K$15.8M
-1.29%(-581)
2025-Q2: 48.2K shares2025-Q3: 46.8K shares2025-Q4: 44.9K shares2026-Q1: 44.9K shares2026-Q2: 44.3K shares
$82.09(+319.91%)
2026-06-30
AAPL
APPLE INC
4.22%47.9K$13.9M
-0.80%(-386)
2025-Q2: 45.7K shares2025-Q3: 47.1K shares2025-Q4: 46.3K shares2026-Q1: 48.3K shares2026-Q2: 47.9K shares
$81.74(+273.58%)
2026-06-30
NVDA
NVIDIA CORPORATION
4.03%66.2K$13.3M
+0.32%(+214)
2025-Q2: 66.7K shares2025-Q3: 69.2K shares2025-Q4: 62.5K shares2026-Q1: 66.0K shares2026-Q2: 66.2K shares
$44.24(+411.01%)
2026-06-30
NFRA
FLEXSHARES TR
3.72%191.0K$12.2M
+3.92%(+7.21K)
2025-Q2: 139.5K shares2025-Q3: 158.1K shares2025-Q4: 169.5K shares2026-Q1: 183.8K shares2026-Q2: 191.0K shares
$53.36(+23.84%)
2026-06-30
IJH
ISHARES TR
3.22%137.2K$10.6M
+60.10%(+51.48K)
2025-Q2: 76.0K shares2025-Q3: 78.6K shares2025-Q4: 85.9K shares2026-Q1: 85.7K shares2026-Q2: 137.2K shares
$53.12(+47.87%)
2026-06-30
AMZN
AMAZON COM INC
3.2%44.2K$10.5M
-0.72%(-320)
2025-Q2: 37.1K shares2025-Q3: 40.5K shares2025-Q4: 41.9K shares2026-Q1: 44.5K shares2026-Q2: 44.2K shares
$152.79(+71.83%)
2026-06-30
GUNR
FLEXSHARES TR
3.15%210.2K$10.4M
-0.51%(-1.09K)
2025-Q2: 172.4K shares2025-Q3: 177.2K shares2025-Q4: 175.3K shares2026-Q1: 211.3K shares2026-Q2: 210.2K shares
$41.72(+28.20%)
2026-06-30
HYGV
FLEXSHARES TR
3.06%250.1K$10.1M
+3.38%(+8.19K)
2025-Q2: 232.8K shares2025-Q3: 242.2K shares2025-Q4: 236.2K shares2026-Q1: 241.9K shares2026-Q2: 250.1K shares
$46.01(-12.62%)
2026-06-30
AMD
ADVANCED MICRO DEVICES INC
3%17.0K$9.9M
-4.13%(-733)
2025-Q2: 13.3K shares2025-Q3: 16.0K shares2025-Q4: 14.7K shares2026-Q1: 17.7K shares2026-Q2: 17.0K shares
$149.51(+242.63%)
2026-06-30

About United Bank’s portfolio

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 concentration

Portfolio concentration
XLK — 5.9% ($16.08M)GOOGL — 5.8% ($15.83M)AAPL — 5.1% ($13.87M)NVDA — 4.9% ($13.25M)NFRA — 4.5% ($12.25M)IJH — 3.9% ($10.58M)AMZN — 3.9% ($10.53M)GUNR — 3.8% ($10.36M)HYGV — 3.7% ($10.07M)AMD — 3.6% ($9.88M)Other — 55.0% ($149.95M)
45%in top 10
  • XLK5.9%
  • GOOGL5.8%
  • AAPL5.1%
  • NVDA4.9%
  • NFRA4.5%
  • IJH3.9%
  • AMZN3.9%
  • GUNR3.8%
  • HYGV3.7%
  • AMD3.6%
  • Other55.0%

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
28
IJHISHARES TR+60.1%
AVGOBROADCOM INC+30.7%
GLDSPDR GOLD TR+38.9%
NFRAFLEXSHARES TR+3.9%
+24 more
Trimmed
22
MSFTMICROSOFT CORP-6.1%
IVWISHARES TR-8.1%
AMDADVANCED MICRO DEVICES INC-4.1%
PANWPALO ALTO NETWORKS INC-7.2%
+18 more

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Source filings

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

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