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Portfolio (Quarterly) Guide ↗

United Bank

· CIK 0001697791
13F Portfolio $300.6B AUM 124 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 57 Added 38 Reduced 6 Exited
Page 1 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 KO COCA COLA CO Consumer Defensive 91,180.0 $6.9M 2.31% -1K -1.3% $76.05 +5.8%
2 IVW ISHARES TR 45,186.0 $5.1M 1.70% -2K -5.1% $113.11 +20.9%
3 VTV VANGUARD INDEX FDS 20,341.0 $4.0M 1.33% -753.0 -3.6% $196.20 +5.3%
4 XOM EXXON MOBIL CORP Energy 23,424.0 $4.0M 1.32% -357.0 -1.5% $169.66 -9.9%
5 JNJ JOHNSON & JOHNSON Healthcare 12,472.0 $3.0M 1.01% -333.0 -2.6% $244.44 -5.6%
6 LOW LOWES COS INC Consumer Cyclical 11,940.0 $2.8M 0.94% -339.0 -2.8% $236.28 -5.4%
7 TFC TRUIST FINL CORP Financial Services 59,586.0 $2.7M 0.91% -2K -2.9% $45.97 +2.5%
8 GD GENERAL DYNAMICS CORP Industrials 7,554.0 $2.6M 0.86% -146.0 -1.9% $343.22 -0.8%
9 MCD MCDONALDS CORP Consumer Cyclical 8,236.0 $2.6M 0.85% -134.0 -1.6% $310.79 -11.5%
10 LLY ELI LILLY & CO Healthcare 2,741.0 $2.5M 0.84% -50.0 -1.8% $919.77 +9.5%
11 PG PROCTER & GAMBLE CO Consumer Defensive 16,476.0 $2.4M 0.79% -164.0 -1.0% $144.44 -1.2%
12 ADI ANALOG DEVICES INC Technology 7,318.0 $2.3M 0.77% -168.0 -2.2% $318.14 +31.2%
13 CVX CHEVRON CORPORATION Energy 11,218.0 $2.3M 0.77% -240.0 -2.1% $206.90 -9.8%
14 ORCL ORACLE CORP Technology 15,153.0 $2.2M 0.74% -577.0 -3.7% $147.11 +33.0%
15 CRM SALESFORCE INC Technology 11,105.0 $2.1M 0.69% -845.0 -7.1% $186.67 -10.2%
16 NSC NORFOLK SOUTHN CORP Industrials 7,015.0 $2.0M 0.67% -5K -39.4% $287.00 +10.7%
17 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 11,269.0 $1.8M 0.59% -261.0 -2.3% $157.28 -1.0%
18 BMY BRISTOL-MYERS SQUIBB CO Healthcare 28,358.0 $1.7M 0.57% -238.0 -0.8% $60.65 -6.0%
19 HON HONEYWELL INTL INC Industrials 7,362.0 $1.7M 0.55% -3K -30.0% $226.03 -3.7%
20 NEE NEXTERA ENERGY INC Utilities 16,534.0 $1.5M 0.51% -2K -11.0% $92.88 +3.0%
Page 1 of 2  ·  38 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
Technology 26.7%
Financial Services 14.9%
Communication Services 11.2%
Consumer Cyclical 10.5%
Healthcare 10.0%
Industrials 9.6%
Consumer Defensive 8.8%
Utilities 3.8%
Energy 3.0%
Basic Materials 0.9%