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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 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLV SELECT SECTOR SPDR TR 7,792.0 $1.1M 0.38% -5K -39.0% $146.61 -1.0%
22 DE DEERE & CO Industrials 1,874.0 $1.1M 0.35% -29.0 -1.5% $563.30 +2.0%
23 T AT&T INC Communication Services 33,465.0 $970K 0.32% -305.0 -0.9% $28.99 -14.9%
24 IVV ISHARES TR 1,430.0 $934K 0.31% -86.0 -5.7% $653.21 +13.7%
25 DUK DUKE ENERGY CORP NEW Utilities 6,040.0 $791K 0.26% -49.0 -0.8% $130.94 -5.1%
26 SDY SPDR SERIES TRUST 5,361.0 $782K 0.26% -134.0 -2.4% $145.94 +0.1%
27 XLRE SELECT SECTOR SPDR TR 18,312.0 $748K 0.25% -72K -79.6% $40.83 +5.9%
28 IBM INTERNATIONAL BUSINESS MACHS Technology 2,883.0 $699K 0.23% -1K -33.9% $242.39 -9.9%
29 MDLZ MONDELEZ INTL INC Consumer Defensive 12,035.0 $694K 0.23% -11K -47.9% $57.64 +5.8%
30 MRSH MARSH & MCLENNAN COS INC Financial Services 3,281.0 $569K 0.19% -3K -50.5% $173.45 -7.7%
31 DD DUPONT DE NEMOURS INC Basic Materials 9,979.0 $457K 0.15% -7K -40.7% $45.80 +10.5%
32 PNC PNC FINL SVCS GROUP INC Financial Services 2,101.0 $437K 0.14% -60.0 -2.8% $208.09 +2.6%
33 INTC INTEL CORP Technology 8,779.0 $387K 0.13% -951.0 -9.8% $44.13 +162.7%
34 BLK BLACKROCK INC Financial Services 266.0 $256K 0.09% -50.0 -15.8% $961.71 +12.5%
35 CMCSA COMCAST CORP NEW Communication Services 8,702.0 $250K 0.08% -2K -21.0% $28.71 -13.8%
36 WFC WELLS FARGO & CO Financial Services 3,010.0 $240K 0.08% -16.0 -0.5% $79.61 -7.3%
37 FDX FEDEX CORP Industrials 627.0 $223K 0.07% -109.0 -14.8% $356.18 +6.7%
38 AFL AFLAC INC Financial Services 1,824.0 $200K 0.07% -600.0 -24.8% $109.71 +6.5%
Page 2 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%