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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 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HUBB HUBBELL INC Industrials 285,888.0 $149.6M 17.54% $523.20 -10.2%
2 IJR ISHARES 360,103.0 $53.4M 6.26% -3K -0.7% $148.31 -1.3%
3 GLW CORNING INC Technology 148,936.0 $38.0M 4.46% -18K -10.9% $255.43 -40.7%
4 AGG ISHARES 340,970.0 $33.7M 3.96% -2K -0.6% $98.98 -1.5%
5 AAPL APPLE INC Technology 113,760.0 $32.9M 3.86% -4K -3.2% $289.36 +7.6%
6 UBSI UNITED BANKSHARES INC Financial Services 713,131.0 $32.7M 3.83% $45.83 +4.1%
7 JPM JPMORGAN CHASE & CO Financial Services 97,846.0 $32.0M 3.76% $327.33 +7.4%
8 MSFT MICROSOFT Technology 67,866.0 $25.3M 2.97% -819.0 -1.2% $373.02 +29.0%
9 CSCO CISCO SYSTEMS INC Technology 177,433.0 $20.8M 2.44% -10K -5.3% $117.46 -6.7%
10 IRM IRON MOUNTAIN INC Real Estate 134,721.0 $17.0M 2.00% -7K -4.9% $126.31 -2.7%
11 CMI CUMMINS INC Industrials 21,505.0 $15.3M 1.80% -2K -7.1% $713.21 -16.8%
12 TXN TEXAS INSTRUMENTS INC Technology 49,987.0 $14.9M 1.75% -2K -4.4% $298.07 -10.9%
13 CVX CHEVRON CORPORATION Energy 86,648.0 $14.4M 1.68% -4K -4.0% $165.76 +24.1%
14 JNJ JOHNSON & JOHNSON Healthcare 54,544.0 $13.9M 1.62% -3K -5.5% $253.97 +5.3%
15 AMGN AMGEN INC Healthcare 34,754.0 $12.6M 1.48% -2K -4.2% $362.12 +19.8%
16 DOV DOVER CORP Industrials 55,905.0 $12.5M 1.47% -2K -3.8% $224.28 -10.9%
17 PG PROCTER & GAMBLE CO Consumer Defensive 77,684.0 $11.4M 1.34% $146.64 -2.5%
18 WM WASTE MANAGEMENT INC Industrials 50,811.0 $11.3M 1.33% -1K -2.8% $222.88 +0.9%
19 GD GENERAL DYNAMICS CORP Industrials 31,183.0 $11.0M 1.29% -1K -3.5% $354.24 +9.0%
20 IVW ISHARES 79,127.0 $10.9M 1.28% +3K +3.8% $137.53 +0.6%
Page 1 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%