United Bank Portfolio Stock Holdings
United Bank disclosed 124 stock positions valued at approximately $300.6 million in its latest SEC 13F filing. The largest holdings include ALPHABET INC, APPLE INC, and FLEXSHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 1, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 124
- Portfolio Value
- $300.6M
Holdings by Sector
United Bank Portfolio Holdings in Q1 2026
122 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Communication Services | 4.29% | 44,887 | -16 | -0.04% | $12,907,706 |
| APPLE INC | AAPL | Technology | 4.08% | 48,325 | +2,069 | +4.47% | $12,264,402 |
| FLEXSHARES TR | NFRA | Other | 3.91% | 183,778 | +14,268 | +8.42% | $11,752,603 |
| FLEXSHARES TR | GUNR | Other | 3.88% | 211,277 | +35,968 | +20.52% | $11,654,039 |
| NVIDIA CORPORATION | NVDA | Technology | 3.83% | 66,009 | +3,525 | +5.64% | $11,511,970 |
| SELECT SECTOR SPDR TR | XLK | Other | 3.69% | 83,404 | +3,297 | +4.12% | $11,084,392 |
| FLEXSHARES TR | HYGV | Other | 3.22% | 241,931 | +5,781 | +2.45% | $9,691,756 |
| MICROSOFT CORP | MSFT | Technology | 3.11% | 25,224 | +3,411 | +15.64% | $9,337,168 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.08% | 44,499 | +2,609 | +6.23% | $9,267,807 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.80% | 28,574 | +339 | +1.20% | $8,405,328 |
| COCA COLA CO | KO | Consumer Defensive | 2.31% | 91,180 | -1,210 | -1.31% | $6,934,239 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.20% | 215,919 | +5,827 | +2.77% | $6,624,395 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 2.00% | 6,020 | +350 | +6.17% | $5,998,509 |
| ISHARES TR | IJH | Other | 1.92% | 85,667 | -206 | -0.24% | $5,785,093 |
| SOUTHERN CO | SO | Utilities | 1.78% | 55,330 | +19 | +0.03% | $5,340,452 |
| ISHARES TR | IVW | Other | 1.70% | 45,186 | -2,416 | -5.08% | $5,110,988 |
| META PLATFORMS INC | META | Communication Services | 1.56% | 8,220 | +1,107 | +15.56% | $4,702,909 |
| SELECT SECTOR SPDR TR | XLE | Other | 1.50% | 73,662 | +4,665 | +6.76% | $4,512,534 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.39% | 8,335 | +548 | +7.04% | $4,164,666 |
| ISHARES TR | IJR | Other | 1.37% | 33,140 | -27 | -0.08% | $4,119,633 |
| VANGUARD INDEX FDS | VTV | Other | 1.33% | 20,341 | -753 | -3.57% | $3,990,904 |
| EXXON MOBIL CORP | XOM | Energy | 1.32% | 23,424 | -357 | -1.50% | $3,974,116 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.20% | 17,742 | +3,075 | +20.97% | $3,609,255 |
| CATERPILLAR INC | CAT | Industrials | 1.16% | 4,917 | +266 | +5.72% | $3,483,498 |
| ABBOTT LABORATORIES | ABT | Healthcare | 1.13% | 33,193 | +1,388 | +4.36% | $3,407,925 |
| FLEXSHARES TR | QLV | Other | 1.07% | 44,862 | +2,201 | +5.16% | $3,225,129 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.01% | 12,472 | -333 | -2.60% | $3,048,656 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.99% | 18,595 | +1,319 | +7.63% | $2,969,622 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.94% | 11,940 | -339 | -2.76% | $2,821,183 |
| BROADCOM INC | AVGO | Technology | 0.93% | 9,071 | +4,613 | +103.48% | $2,807,565 |
| TRUIST FINL CORP | TFC | Financial Services | 0.91% | 59,586 | -1,776 | -2.89% | $2,739,168 |
| CISCO SYS INC | CSCO | Technology | 0.88% | 33,928 | -94 | -0.28% | $2,632,474 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.87% | 5,429 | +85 | +1.59% | $2,601,577 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.86% | 7,554 | -146 | -1.90% | $2,592,684 |
| RTX CORPORATION | RTX | Industrials | 0.86% | 13,435 | +694 | +5.45% | $2,591,612 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.85% | 8,236 | -134 | -1.60% | $2,559,667 |
| ELI LILLY & CO | LLY | Healthcare | 0.84% | 2,741 | -50 | -1.79% | $2,521,090 |
| CENCORA INC | COR | Healthcare | 0.80% | 7,676 | +332 | +4.52% | $2,411,339 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.79% | 16,476 | -164 | -0.99% | $2,379,793 |
| ANALOG DEVICES INC | ADI | Technology | 0.77% | 7,318 | -168 | -2.24% | $2,328,149 |
| CHEVRON CORPORATION | CVX | Energy | 0.77% | 11,218 | -240 | -2.09% | $2,321,004 |
| ORACLE CORP | ORCL | Technology | 0.74% | 15,153 | -577 | -3.67% | $2,229,158 |
| NETFLIX INC. | NFLX | Communication Services | 0.73% | 22,940 | +3,688 | +19.16% | $2,205,681 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.71% | 13,362 | +657 | +5.17% | $2,142,196 |
| GSK PLC | GSK | Healthcare | 0.70% | 38,083 | +747 | +2.00% | $2,101,801 |
| BLACKSTONE INC | BX | Financial Services | 0.70% | 18,249 | +3,280 | +21.91% | $2,098,453 |
| SALESFORCE INC | CRM | Technology | 0.69% | 11,105 | -845 | -7.07% | $2,072,970 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.67% | 7,015 | -4,561 | -39.40% | $2,013,305 |
| SPDR GOLD TR | GLD | Other | 0.61% | 4,280 | +1,439 | +50.65% | $1,841,641 |
| CITIGROUP INC | C | Financial Services | 0.61% | 16,084 | +232 | +1.46% | $1,824,086 |
| DISNEY WALT CO | DIS | Communication Services | 0.59% | 18,537 | +780 | +4.39% | $1,786,596 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 0.59% | 11,269 | -261 | -2.26% | $1,772,388 |
| EATON CORP PLC | ETN | Other | 0.58% | 4,892 | +947 | +24.01% | $1,749,722 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.57% | 28,358 | -238 | -0.83% | $1,719,913 |
| PFIZER INC | PFE | Healthcare | 0.57% | 60,924 | +367 | +0.61% | $1,710,746 |
| MEDTRONIC PLC | MDT | Other | 0.56% | 19,352 | +11,015 | +132.12% | $1,676,851 |
| HONEYWELL INTL INC | HON | Industrials | 0.55% | 7,362 | -3,149 | -29.96% | $1,664,033 |
| EMERSON ELEC CO | EMR | Industrials | 0.54% | 12,467 | +7,001 | +128.08% | $1,633,426 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.52% | 16,564 | +55 | +0.33% | $1,556,685 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.51% | 16,534 | -2,043 | -11.00% | $1,535,678 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 0.51% | 25,899 | +13,172 | +103.50% | $1,522,343 |
| ZIMMER BIOMET HOLDINGS INC | ZBH | Healthcare | 0.45% | 14,856 | +889 | +6.37% | $1,343,280 |
| YUM BRANDS INC | YUM | Consumer Cyclical | 0.44% | 8,575 | +4,716 | +122.21% | $1,333,241 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.43% | 3,958 | +294 | +8.02% | $1,301,747 |
| BOEING CO | BA | Industrials | 0.43% | 6,514 | +3,193 | +96.15% | $1,296,481 |
| CVS HEALTH CORP | CVS | Healthcare | 0.43% | 17,879 | +17,879 | +100.00% | $1,284,070 |
| KKR & CO INC | KKR | Financial Services | 0.42% | 13,617 | +3,848 | +39.39% | $1,259,573 |
| AMERICAN TOWER CORP | AMT | Real Estate | 0.39% | 6,838 | +562 | +8.95% | $1,180,102 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.38% | 7,792 | -4,982 | -39.00% | $1,142,385 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.38% | 5,694 | +806 | +16.49% | $1,129,063 |
| DEERE & CO | DE | Industrials | 0.35% | 1,874 | -29 | -1.52% | $1,055,624 |
| ARCHER AVIATION INC | ACHR | Industrials | 0.35% | 202,184 | +25,520 | +14.45% | $1,045,291 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.35% | 1,604 | +23 | +1.45% | $1,043,145 |
| NIKE INC | NKE | Consumer Cyclical | 0.33% | 18,768 | +1,773 | +10.43% | $991,326 |
| AT&T INC | T | Communication Services | 0.32% | 33,465 | -305 | -0.90% | $970,150 |
| WALMART INC | WMT | Consumer Defensive | 0.31% | 7,559 | +26 | +0.35% | $939,433 |
| ISHARES TR | IVV | Other | 0.31% | 1,430 | -86 | -5.67% | $934,090 |
| PAYPAL HLDGS INC | PYPL | Financial Services | 0.31% | 20,439 | +559 | +2.81% | $924,456 |
| PEPSICO INC | PEP | Consumer Defensive | 0.31% | 5,921 | +4,204 | +244.85% | $919,472 |
| INTUIT | INTU | Technology | 0.30% | 2,105 | +458 | +27.81% | $910,160 |
| ADOBE INC | ADBE | Technology | 0.30% | 3,658 | +49 | +1.36% | $889,187 |
| BECTON DICKINSON & CO | BDX | Healthcare | 0.28% | 5,419 | +560 | +11.53% | $852,029 |
| INVESCO QQQ TR | QQQ | Other | 0.28% | 1,457 | +4 | +0.28% | $840,951 |
| SPDR INDEX SHS FDS | GNR | Other | 0.27% | 10,805 | +137 | +1.28% | $806,809 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.26% | 6,040 | -49 | -0.80% | $790,878 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.26% | 4,876 | +647 | +15.30% | $788,596 |
| SPDR SERIES TRUST | SDY | Other | 0.26% | 5,361 | -134 | -2.44% | $782,384 |
| VANGUARD INDEX FDS | VOO | Other | 0.26% | 1,286 | +762 | +145.42% | $768,449 |
| SELECT SECTOR SPDR TR | XLRE | Other | 0.25% | 18,312 | -71,641 | -79.64% | $747,679 |
| FIRST TR EXCHANGE-TRADED FD | FDL | Other | 0.24% | 14,386 | +6,814 | +89.99% | $730,809 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.23% | 2,883 | -1,477 | -33.88% | $698,810 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.23% | 12,035 | -11,046 | -47.86% | $693,697 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.23% | 6,240 | +6,240 | +100.00% | $691,766 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.22% | 1,914 | - | - | $646,626 |
| ISHARES TR | AGG | Other | 0.19% | 5,793 | - | - | $575,071 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.19% | 3,281 | -3,352 | -50.54% | $569,089 |
| TESLA INC | TSLA | Consumer Cyclical | 0.19% | 1,526 | +212 | +16.13% | $567,291 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.19% | 11,139 | +64 | +0.58% | $559,178 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.16% | 8,669 | +8,669 | +100.00% | $491,359 |
| ABBVIE INC | ABBV | Healthcare | 0.16% | 2,192 | +839 | +62.01% | $476,738 |