Portfolio (Quarterly) Guide ↗

UNITED BANK

· CIK 0001286478

13F Portfolio $853M AUM 254 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 11 New 33 Added 48 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IBB	ISHARES	—	1,908	$322K	0.04%	SOLD
2	CRDF	CARDIFF ONCOLOGY INC	Healthcare	22,411	$36K	0.01%	SOLD

Sector Allocation

Industrials 33.0%

Technology 22.7%

Financial Services 15.8%

Healthcare 8.5%

Consumer Defensive 4.8%

Energy 4.7%

Utilities 2.9%

Consumer Cyclical 2.5%

Real Estate 2.5%

Basic Materials 1.4%