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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 3 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX CHEVRON CORPORATION Energy 11,218.0 $2.3M 0.77% -240.0 -2.1% $206.90 -9.8%
42 ORCL ORACLE CORP Technology 15,153.0 $2.2M 0.74% -577.0 -3.7% $147.11 +33.0%
43 NFLX NETFLIX INC. Communication Services 22,940.0 $2.2M 0.73% +4K +19.2% $96.15 -9.6%
44 PANW PALO ALTO NETWORKS INC Technology 13,362.0 $2.1M 0.71% +657.0 +5.2% $160.32 +48.6%
45 GSK GSK PLC Healthcare 38,083.0 $2.1M 0.70% +747.0 +2.0% $55.19 -7.7%
46 BX BLACKSTONE INC Financial Services 18,249.0 $2.1M 0.70% +3K +21.9% $114.99 +2.5%
47 CRM SALESFORCE INC Technology 11,105.0 $2.1M 0.69% -845.0 -7.1% $186.67 -10.2%
48 NSC NORFOLK SOUTHN CORP Industrials 7,015.0 $2.0M 0.67% -5K -39.4% $287.00 +10.7%
49 GLD SPDR GOLD TR Financial Services 4,280.0 $1.8M 0.61% +1K +50.6% $430.29 -0.7%
50 C CITIGROUP INC Financial Services 16,084.0 $1.8M 0.61% +232.0 +1.5% $113.41 +8.8%
51 DIS DISNEY WALT CO Communication Services 18,537.0 $1.8M 0.59% +780.0 +4.4% $96.38 +9.4%
52 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 11,269.0 $1.8M 0.59% -261.0 -2.3% $157.28 -1.0%
53 ETN EATON CORP PLC Industrials 4,892.0 $1.7M 0.58% +947.0 +24.0% $357.67 +14.1%
54 BMY BRISTOL-MYERS SQUIBB CO Healthcare 28,358.0 $1.7M 0.57% -238.0 -0.8% $60.65 -6.0%
55 PFE PFIZER INC Healthcare 60,924.0 $1.7M 0.57% +367.0 +0.6% $28.08 -8.3%
56 MDT MEDTRONIC PLC Healthcare 19,352.0 $1.7M 0.56% +11K +132.1% $86.65 -11.2%
57 HON HONEYWELL INTL INC Industrials 7,362.0 $1.7M 0.55% -3K -30.0% $226.03 -3.7%
58 EMR EMERSON ELEC CO Industrials 12,467.0 $1.6M 0.54% +7K +128.1% $131.02 +5.2%
59 SCHW SCHWAB CHARLES CORP Financial Services 16,564.0 $1.6M 0.52% $93.98 -4.8%
60 NEE NEXTERA ENERGY INC Utilities 16,534.0 $1.5M 0.51% -2K -11.0% $92.88 +3.0%
Page 3 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%