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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 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GILD GILEAD SCIENCES INC Healthcare 61,418.0 $7.8M 0.91% -701.0 -1.1% $126.34 +15.7%
22 LMT LOCKHEED MARTIN Industrials 13,642.0 $7.0M 0.81% -235.0 -1.7% $509.46 +10.6%
23 VB VANGUARD MORNINGSTAR 16,676.0 $5.1M 0.59% -783.0 -4.5% $303.12 +0.5%
24 VTI VANGUARD MORNINGSTAR 13,300.0 $4.9M 0.58% -2K -11.3% $370.04 +2.2%
25 NVDA NVIDIA CORP Technology 18,804.0 $3.8M 0.44% -773.0 -4.0% $200.09 +7.3%
26 MU MICRON TECHNOLOGY INC Technology 2,640.0 $3.0M 0.36% -30.0 -1.1% $1154.29 -16.2%
27 EFA ISHARES 22,055.0 $2.3M 0.27% -3K -10.8% $103.88 +4.2%
28 AMZN AMAZON.COM INC Consumer Cyclical 8,923.0 $2.1M 0.25% -214.0 -2.3% $238.34 +8.5%
29 LLY ELI LILLY & CO Healthcare 1,751.0 $2.1M 0.25% -35.0 -2.0% $1199.43 +4.7%
30 EMXC ISHARES 20,020.0 $2.0M 0.24% -1K -5.0% $102.30 -4.4%
31 GOOG ALPHABET INC 5,366.0 $1.9M 0.22% -227.0 -4.1% $353.33
32 GOOGL ALPHABET INC Communication Services 4,994.0 $1.8M 0.21% -164.0 -3.2% $357.37 -3.5%
33 VXUS VANGUARD 18,500.0 $1.6M 0.18% -2K -7.5% $85.49 +2.6%
34 ABBV ABBVIE INC Healthcare 6,081.0 $1.5M 0.18% -1K -15.6% $251.64 +5.3%
35 APP APPLOVIN CORP-CLASS A Technology 2,505.0 $1.3M 0.15% -65.0 -2.5% $515.23 -40.7%
36 HD HOME DEPOT INC Consumer Cyclical 2,893.0 $1.0M 0.12% -69.0 -2.3% $352.68 -4.8%
37 META META PLATFORMS INC Communication Services 1,636.0 $922K 0.11% -67.0 -3.9% $563.29 -2.4%
38 MO ALTRIA GROUP INC Consumer Defensive 11,141.0 $802K 0.09% -64.0 -0.6% $71.95 -8.1%
39 MS MORGAN STANLEY GROUP INC Financial Services 3,703.0 $774K 0.09% -33.0 -0.9% $209.04 +2.5%
40 WMT WALMART INC Consumer Defensive 6,560.0 $743K 0.09% -2K -19.5% $113.26 -8.4%
Page 2 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 22.8%
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%