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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 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IVV ISHARES 960.0 $719K 0.08% -36.0 -3.6% $748.89 +2.7%
42 QTUM DEFIANCE QUANTUM 3,516.0 $581K 0.07% -30.0 -0.8% $165.38 -9.0%
43 NEE NEXTERA ENERGY INC Utilities 6,301.0 $553K 0.07% -342.0 -5.2% $87.77 -4.7%
44 CAT CATERPILLAR INC. Industrials 502.0 $535K 0.06% -48.0 -8.7% $1064.90 -22.3%
45 MA MASTERCARD INC Financial Services 615.0 $316K 0.04% -27.0 -4.2% $513.60 +13.1%
46 LHX L3HARRIS TECHNOLOGIES INC Industrials 980.0 $285K 0.03% -14.0 -1.4% $290.59 -8.2%
47 COST COSTCO WHOLESALE CORP Consumer Defensive 292.0 $273K 0.03% -132.0 -31.1% $935.47 +1.3%
48 BERKSHIRE HATHAWAY INC 517.0 $259K 0.03% -4.0 -0.8% $500.39
Page 3 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%