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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 6 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CAT CATERPILLAR INC. Industrials 502.0 $535K 0.06% -48.0 -8.7% $1064.90 -23.4%
102 BAC BANK OF AMERICA Financial Services 7,715.0 $440K 0.05% $56.98 +8.6%
103 CMCSA COMCAST CORP Communication Services 17,819.0 $437K 0.05% +5K +35.2% $24.55 +7.6%
104 PJT PJT PARTNERS INC - A Financial Services 2,675.0 $404K 0.05% $150.94 +13.2%
105 D DOMINION ENERGY INC. Utilities 5,714.0 $390K 0.05% +620.0 +12.2% $68.29 -1.2%
106 USMV ISHARES 4,018.0 $388K 0.04% $96.46 +4.4%
107 DE DEERE & COMPANY Industrials 599.0 $380K 0.04% $634.33 -2.1%
108 PFF ISHARES 12,313.0 $375K 0.04% $30.49 -0.1%
109 DVY ISHARES 2,399.0 $375K 0.04% $156.30 +5.2%
110 IWR ISHARES 3,380.0 $373K 0.04% $110.32 +2.1%
111 CIEN CIENA CORP Technology 725.0 $356K 0.04% NEW $490.56 -20.0%
112 IBM IBM Technology 1,221.0 $343K 0.04% NEW $281.21 -16.9%
113 WFC WELLS FARGO & CO Financial Services 4,000.0 $331K 0.04% $82.64 +1.3%
114 MA MASTERCARD INC Financial Services 615.0 $316K 0.04% -27.0 -4.2% $513.60 +11.7%
115 LHX L3HARRIS TECHNOLOGIES INC Industrials 980.0 $285K 0.03% -14.0 -1.4% $290.59 -6.9%
116 COST COSTCO WHOLESALE CORP Consumer Defensive 292.0 $273K 0.03% -132.0 -31.1% $935.47 -0.2%
117 VV VANGUARD MORNINGSTAR 794.0 $273K 0.03% $343.91 +2.2%
118 CINF CINCINNATI FINANCIAL CORP Financial Services 1,403.0 $260K 0.03% $185.14 -9.2%
119 BERKSHIRE HATHAWAY INC 517.0 $259K 0.03% -4.0 -0.8% $500.39
120 VBR VANGUARD MORNINGSTAR 1,000.0 $243K 0.03% $242.99 +1.9%
Page 6 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%