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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 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTV VANGUARD INDEX FDS 20,341.0 $4.0M 1.33% -753.0 -3.6% $196.20 +5.7%
22 XOM EXXON MOBIL CORP Energy 23,424.0 $4.0M 1.32% -357.0 -1.5% $169.66 -6.9%
23 AMD ADVANCED MICRO DEVICES INC Technology 17,742.0 $3.6M 1.20% +3K +21.0% $203.43 +106.9%
24 CAT CATERPILLAR INC Industrials 4,917.0 $3.5M 1.16% +266.0 +5.7% $708.46 +21.9%
25 ABT ABBOTT LABORATORIES Healthcare 33,193.0 $3.4M 1.13% +1K +4.4% $102.67 -14.4%
26 QLV FLEXSHARES TR 44,862.0 $3.2M 1.07% +2K +5.2% $71.89 +5.7%
27 JNJ JOHNSON & JOHNSON Healthcare 12,472.0 $3.0M 1.01% -333.0 -2.6% $244.44 -7.3%
28 TJX TJX COS INC NEW Consumer Cyclical 18,595.0 $3.0M 0.99% +1K +7.6% $159.70 -7.7%
29 LOW LOWES COS INC Consumer Cyclical 11,940.0 $2.8M 0.94% -339.0 -2.8% $236.28 -7.6%
30 AVGO BROADCOM INC Technology 9,071.0 $2.8M 0.93% +5K +103.5% $309.51 +35.9%
31 TFC TRUIST FINL CORP Financial Services 59,586.0 $2.7M 0.91% -2K -2.9% $45.97 +2.2%
32 CSCO CISCO SYS INC Technology 33,928.0 $2.6M 0.88% $77.59 +52.4%
33 BERKSHIRE HATHAWAY INC DEL 5,429.0 $2.6M 0.86% +85.0 +1.6% $479.20
34 GD GENERAL DYNAMICS CORP Industrials 7,554.0 $2.6M 0.86% -146.0 -1.9% $343.22 -2.5%
35 RTX RTX CORPORATION Industrials 13,435.0 $2.6M 0.86% +694.0 +5.5% $192.90 -11.3%
36 MCD MCDONALDS CORP Consumer Cyclical 8,236.0 $2.6M 0.85% -134.0 -1.6% $310.79 -11.1%
37 LLY ELI LILLY & CO Healthcare 2,741.0 $2.5M 0.84% -50.0 -1.8% $919.77 +9.5%
38 CENCORA INC 7,676.0 $2.4M 0.80% +332.0 +4.5% $314.14
39 PG PROCTER & GAMBLE CO Consumer Defensive 16,476.0 $2.4M 0.79% -164.0 -1.0% $144.44 -2.0%
40 ADI ANALOG DEVICES INC Technology 7,318.0 $2.3M 0.77% -168.0 -2.2% $318.14 +31.6%
Page 2 of 7  ·  124 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%