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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 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MCD MCDONALDS CORP Consumer Cyclical 38,013.0 $10.3M 1.21% -518.0 -1.3% $270.31 -0.5%
22 EOG EOG RESOURCES INC Energy 79,197.0 $10.3M 1.21% -2K -3.0% $129.73 +17.9%
23 ABT ABBOTT LABORATORIES Healthcare 108,426.0 $9.8M 1.15% +3K +2.4% $90.74 +26.3%
24 APD AIR PRODS & CHEMS INC Basic Materials 33,251.0 $9.7M 1.14% -952.0 -2.8% $293.18 +3.6%
25 KLAC KLA CORPORATION Technology 31,330.0 $9.5M 1.11% +28K +861.3% $301.71 -38.7%
26 V VISA INC Financial Services 27,318.0 $9.4M 1.10% +6K +26.1% $343.09 +7.4%
27 BLK BLACKROCK INC Financial Services 9,493.0 $9.1M 1.07% -233.0 -2.4% $961.56 +20.2%
28 VO VANGUARD MORNINGSTAR 106,970.0 $8.6M 1.01% +78K +271.6% $80.57 +3.1%
29 AFL AFLAC INC Financial Services 73,113.0 $8.6M 1.00% +422.0 +0.6% $117.25 -0.2%
30 PEP PEPSICO INC Consumer Defensive 62,740.0 $8.5M 1.00% +604.0 +1.0% $135.40 +5.3%
31 VNQ VANGUARD MORNINGSTAR 84,748.0 $8.2M 0.96% +4K +5.0% $96.43 +2.5%
32 ITW ILLINOIS TOOL WORKS INC Industrials 29,862.0 $8.1M 0.95% +500.0 +1.7% $270.47 +4.8%
33 SHV ISHARES 71,909.0 $7.9M 0.93% -381.0 -0.5% $110.35 -0.0%
34 GILD GILEAD SCIENCES INC Healthcare 61,418.0 $7.8M 0.91% -701.0 -1.1% $126.34 +14.8%
35 AWK AMERICAN WATER WORKS INC Utilities 58,256.0 $7.7M 0.90% +2K +2.9% $131.58 +4.1%
36 XOM EXXON MOBIL CORP Energy 54,306.0 $7.4M 0.87% $136.72 +22.1%
37 HSY HERSHEY CO Consumer Defensive 41,199.0 $7.2M 0.85% $175.45 +7.0%
38 HON HONEYWELL INTERNATIONAL INC Industrials 39,138.0 $7.2M 0.84% +793.0 +2.1% $183.39 +19.7%
39 LMT LOCKHEED MARTIN Industrials 13,642.0 $7.0M 0.81% -235.0 -1.7% $509.46 +11.8%
40 CME CME GROUP INC Financial Services 31,355.0 $6.9M 0.81% +1K +3.9% $220.83 +23.7%
Page 2 of 7  ·  130 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%