Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
UNION SAVINGS BANK (CIK 1985855) reported $228.1M across 317 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPHQ ($36.7M, 16.09%), BRK/A ($23.0M, 10.07%), IJH ($14.1M, 6.17%), SPY ($12.4M, 5.42%), IWM ($6.1M, 2.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPHQ | INVESCO S&P 500 QUALITY ETF | $36.7M | 16.09% | 488,164 | Added |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC COM | $23.0M | 10.07% | 32 | Hold |
| 3 | IJH | ISHARES CORE S&P MID-CAP ETF | $14.1M | 6.17% | 208,600 | Added |
| 4 | SPY | SPDR S&P 500 ETF TRUST | $12.4M | 5.42% | 19,002 | Trimmed |
| 5 | IWM | ISHARES RUSSELL 2000 INDEX | $6.1M | 2.66% | 24,490 | Added |
| 6 | MSFT | MICROSOFT CORP | $6.0M | 2.65% | 16,320 | Added |
| 7 | VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $5.8M | 2.55% | 39,294 | Trimmed |
| 8 | AAPL | APPLE INCORPORATED | $5.3M | 2.33% | 20,981 | Trimmed |
| 9 | XOM | EXXON MOBIL CORP COM | $5.1M | 2.24% | 30,132 | Trimmed |
| 10 | GVI | ETF ISHS INTER GOVT CR BD | $4.4M | 1.93% | 41,311 | Added |
| 11 | GOOGL | ALPHABET INC | $4.2M | 1.83% | 14,553 | Trimmed |
| 12 | MDY | SPDR S&P MIDCAP 400 ETF TR | $4.0M | 1.74% | 6,453 | Trimmed |
| 13 | JPM | J P MORGAN CHASE & CO | $3.1M | 1.38% | 10,685 | Trimmed |
| 14 | IJR | ISHARES CORE S&P SMALL-CAP ETF | $3.1M | 1.34% | 24,558 | Added |
| 15 | NVDA | NVIDIA CORP | $3.0M | 1.30% | 17,052 | Trimmed |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $2.3M | 1.03% | 2,357 | Trimmed |
| 17 | QQQ | INVESCO QQQ | $2.2M | 0.99% | 3,898 | Added |
| 18 | AMZN | AMAZON.COM INC | $2.3M | 0.99% | 10,882 | Added |
| 19 | IDXX | IDEXX LABORATORIES INC | $2.0M | 0.86% | 3,500 | Hold |
| 20 | VGT | VANGUARD INFORMATION TECHNOLOGY VIPERS | $1.9M | 0.82% | 2,674 | Hold |
| 21 | SDY | SPDR S&P DIVIDEND ETF | $1.8M | 0.79% | 12,364 | Hold |
| 22 | TJX | TJX COS INC | $1.7M | 0.76% | 10,908 | Trimmed |
| 23 | DVY | ISHARES SELECT DIVIDEND ETF | $1.7M | 0.76% | 11,487 | Trimmed |
| 24 | MA | MASTERCARD INC | $1.7M | 0.75% | 3,444 | Added |
| 25 | PG | PROCTER & GAMBLE CO COM | $1.5M | 0.66% | 10,359 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31