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.
United Bank (CIK 1697791) reported $328.9M across 122 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: XLK ($16.1M, 4.89%), GOOGL ($15.8M, 4.81%), AAPL ($13.9M, 4.22%), NVDA ($13.3M, 4.03%), NFRA ($12.2M, 3.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | $16.1M | 4.89% | 84,395 | Added |
| 2 | GOOGL | ALPHABET INC | $15.8M | 4.81% | 44,306 | Trimmed |
| 3 | AAPL | APPLE INC | $13.9M | 4.22% | 47,939 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $13.3M | 4.03% | 66,223 | Added |
| 5 | NFRA | FLEXSHARES TR | $12.2M | 3.72% | 190,983 | Added |
| 6 | IJH | ISHARES TR | $10.6M | 3.22% | 137,152 | Added |
| 7 | AMZN | AMAZON COM INC | $10.5M | 3.20% | 44,179 | Trimmed |
| 8 | GUNR | FLEXSHARES TR | $10.4M | 3.15% | 210,191 | Trimmed |
| 9 | HYGV | FLEXSHARES TR | $10.1M | 3.06% | 250,116 | Added |
| 10 | AMD | ADVANCED MICRO DEVICES INC | $9.9M | 3.00% | 17,009 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO | $9.3M | 2.82% | 28,348 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $8.8M | 2.69% | 23,689 | Trimmed |
| 13 | KO | COCA COLA CO | $7.5M | 2.29% | 92,618 | Added |
| 14 | SCHD | SCHWAB STRATEGIC TR | $7.1M | 2.15% | 222,798 | Added |
| 15 | IVW | ISHARES TR | $5.7M | 1.74% | 41,523 | Trimmed |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $5.7M | 1.72% | 6,050 | Added |
| 17 | SO | SOUTHERN CO | $5.4M | 1.64% | 56,481 | Added |
| 18 | CAT | CATERPILLAR INC | $5.3M | 1.60% | 4,949 | Added |
| 19 | IJR | ISHARES TR | $4.9M | 1.50% | 33,166 | Added |
| 20 | AVGO | BROADCOM INC | $4.5M | 1.36% | 11,857 | Added |
| 21 | META | META PLATFORMS INC | $4.5M | 1.36% | 7,942 | Trimmed |
| 22 | VTV | VANGUARD INDEX FDS | $4.4M | 1.34% | 20,183 | Trimmed |
| 23 | MA | MASTERCARD INCORPORATED | $4.4M | 1.32% | 8,482 | Added |
| 24 | PANW | PALO ALTO NETWORKS INC | $4.2M | 1.29% | 12,396 | Trimmed |
| 25 | XLE | SELECT SECTOR SPDR TR | $4.1M | 1.26% | 78,025 | Added |
Source: SEC Form 13F filings · as of 2026-06-30