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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
Page 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IJR ISHARES 360,103.0 $53.4M 6.26% -3K -0.7% $148.31 -1.3%
2 GLW CORNING INC Technology 148,936.0 $38.0M 4.46% -18K -10.9% $255.43 -40.7%
3 AGG ISHARES 340,970.0 $33.7M 3.96% -2K -0.6% $98.98 -1.5%
4 AAPL APPLE INC Technology 113,760.0 $32.9M 3.86% -4K -3.2% $289.36 +7.6%
5 MSFT MICROSOFT Technology 67,866.0 $25.3M 2.97% -819.0 -1.2% $373.02 +29.0%
6 CSCO CISCO SYSTEMS INC Technology 177,433.0 $20.8M 2.44% -10K -5.3% $117.46 -6.7%
7 IRM IRON MOUNTAIN INC Real Estate 134,721.0 $17.0M 2.00% -7K -4.9% $126.31 -2.7%
8 CMI CUMMINS INC Industrials 21,505.0 $15.3M 1.80% -2K -7.1% $713.21 -16.8%
9 TXN TEXAS INSTRUMENTS INC Technology 49,987.0 $14.9M 1.75% -2K -4.4% $298.07 -10.9%
10 CVX CHEVRON CORPORATION Energy 86,648.0 $14.4M 1.68% -4K -4.0% $165.76 +24.2%
11 JNJ JOHNSON & JOHNSON Healthcare 54,544.0 $13.9M 1.62% -3K -5.5% $253.97 +5.3%
12 AMGN AMGEN INC Healthcare 34,754.0 $12.6M 1.48% -2K -4.2% $362.12 +19.8%
13 DOV DOVER CORP Industrials 55,905.0 $12.5M 1.47% -2K -3.8% $224.28 -10.9%
14 WM WASTE MANAGEMENT INC Industrials 50,811.0 $11.3M 1.33% -1K -2.8% $222.88 +0.9%
15 GD GENERAL DYNAMICS CORP Industrials 31,183.0 $11.0M 1.29% -1K -3.5% $354.24 +9.0%
16 MCD MCDONALDS CORP Consumer Cyclical 38,013.0 $10.3M 1.21% -518.0 -1.3% $270.31 -0.4%
17 EOG EOG RESOURCES INC Energy 79,197.0 $10.3M 1.21% -2K -3.0% $129.73 +17.3%
18 APD AIR PRODS & CHEMS INC Basic Materials 33,251.0 $9.7M 1.14% -952.0 -2.8% $293.18 +2.4%
19 BLK BLACKROCK INC Financial Services 9,493.0 $9.1M 1.07% -233.0 -2.4% $961.56 +18.5%
20 SHV ISHARES 71,909.0 $7.9M 0.93% -381.0 -0.5% $110.35 -0.1%
Page 1 of 3  ·  48 positions

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 22.7%
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%