United Bank Portfolio Stock Holdings
According to the SEC 13F filed on August 10, 2026, United Bank disclosed 119 stock positions valued at approximately $328.86M as of quarter-end June 30, 2026. The largest holdings include SELECT SECTOR SPDR TR, ALPHABET INC, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 119
- Portfolio Value
- $328.86M
Holdings by Sector
United Bank Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | XLK | Other | 4.89% | 84,395 | +991 | +1.19% | $16,078,935 |
| ALPHABET INC | GOOGL | Communication Services | 4.81% | 44,306 | -581 | -1.29% | $15,833,635 |
| APPLE INC | AAPL | Technology | 4.22% | 47,939 | -386 | -0.80% | $13,871,629 |
| NVIDIA CORPORATION | NVDA | Technology | 4.03% | 66,223 | +214 | +0.32% | $13,250,560 |
| FLEXSHARES TR | NFRA | Other | 3.72% | 190,983 | +7,205 | +3.92% | $12,245,881 |
| ISHARES TR | IJH | Other | 3.22% | 137,152 | +51,485 | +60.10% | $10,575,791 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.20% | 44,179 | -320 | -0.72% | $10,529,623 |
| FLEXSHARES TR | GUNR | Other | 3.15% | 210,191 | -1,086 | -0.51% | $10,358,212 |
| FLEXSHARES TR | HYGV | Other | 3.06% | 250,116 | +8,185 | +3.38% | $10,069,670 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 3.00% | 17,009 | -733 | -4.13% | $9,880,698 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.82% | 28,348 | -226 | -0.79% | $9,279,151 |
| MICROSOFT CORP | MSFT | Technology | 2.69% | 23,689 | -1,535 | -6.09% | $8,836,471 |
| COCA COLA CO | KO | Consumer Defensive | 2.29% | 92,618 | +1,438 | +1.58% | $7,527,065 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.15% | 222,798 | +6,879 | +3.19% | $7,064,925 |
| ISHARES TR | IVW | Other | 1.74% | 41,523 | -3,663 | -8.11% | $5,710,658 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.72% | 6,050 | +30 | +0.50% | $5,659,594 |
| SOUTHERN CO | SO | Utilities | 1.64% | 56,481 | +1,151 | +2.08% | $5,405,797 |
| CATERPILLAR INC | CAT | Industrials | 1.60% | 4,949 | +32 | +0.65% | $5,270,190 |
| ISHARES TR | IJR | Other | 1.50% | 33,166 | +26 | +0.08% | $4,918,850 |
| BROADCOM INC | AVGO | Technology | 1.36% | 11,857 | +2,786 | +30.71% | $4,478,982 |
| META PLATFORMS INC | META | Communication Services | 1.36% | 7,942 | -278 | -3.38% | $4,473,649 |
| VANGUARD INDEX FDS | VTV | Other | 1.34% | 20,183 | -158 | -0.78% | $4,398,481 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.32% | 8,482 | +147 | +1.76% | $4,356,355 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.29% | 12,396 | -966 | -7.23% | $4,227,284 |
| SELECT SECTOR SPDR TR | XLE | Other | 1.26% | 78,025 | +4,363 | +5.92% | $4,143,908 |
| CISCO SYS INC | CSCO | Technology | 1.16% | 32,527 | -1,401 | -4.13% | $3,820,621 |
| FLEXSHARES TR | QLV | Other | 1.09% | 47,387 | +2,525 | +5.63% | $3,577,330 |
| ELI LILLY & CO | LLY | Healthcare | 0.96% | 2,644 | -97 | -3.54% | $3,171,293 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.96% | 12,463 | -9 | -0.07% | $3,165,228 |
| EXXON MOBIL CORP | XOM | Energy | 0.91% | 21,858 | -1,566 | -6.69% | $2,988,426 |
Showing 30 of 119 holdings in the latest reporting period.