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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 Chg Shares Chg % Period Price ① Since Period ①
1 DELL DELL TECHNOLOGIES INC Technology 2,448.0 $1.1M 0.12% NEW $431.46 +2.4%
2 SPACE EXPLORATION TECH 5,100.0 $871K 0.10% NEW $170.86
3 CIEN CIENA CORP Technology 725.0 $356K 0.04% NEW $490.56 -19.3%
4 IBM IBM Technology 1,221.0 $343K 0.04% NEW $281.21 -16.2%
5 EEM ISHARES 3,453.0 $236K 0.03% NEW $68.41 -1.9%
6 XLK STATE STREET SPDR 1,198.0 $228K 0.03% NEW $190.52 -3.8%
7 CSX CSX CORP Industrials 4,326.0 $206K 0.02% NEW $47.53 +8.5%
8 COF CAPITAL ONE FINANCIAL CO Financial Services 1,019.0 $204K 0.02% NEW $200.62 +8.6%
9 KZIA KAZIA THERAPEUTICS-SPON ADR Healthcare 12,851.0 $181K 0.02% NEW $14.08 -4.8%
10 AIRS AIRSCULPT TECHNOLOGIES, INC. Healthcare 21,500.0 $97K 0.01% NEW $4.50 -39.1%
11 LINEAGE CELL 21,170.0 $28K 0.00% NEW $1.31

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 33.0%
Technology 22.8%
Financial Services 15.9%
Healthcare 8.6%
Consumer Defensive 4.8%
Energy 4.7%
Utilities 3.0%
Consumer Cyclical 2.5%
Real Estate 2.5%
Basic Materials 1.4%