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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 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOGL ALPHABET INC Communication Services 44,887.0 $12.9M 4.29% $287.56 +39.5%
2 AAPL APPLE INC Technology 48,325.0 $12.3M 4.08% +2K +4.5% $253.79 +18.3%
3 NFRA FLEXSHARES TR 183,778.0 $11.8M 3.91% +14K +8.4% $63.95 +1.1%
4 GUNR FLEXSHARES TR 211,277.0 $11.7M 3.88% +36K +20.5% $55.16 -1.2%
5 NVDA NVIDIA CORPORATION Technology 66,009.0 $11.5M 3.83% +4K +5.6% $174.40 +35.2%
6 XLK SELECT SECTOR SPDR TR 83,404.0 $11.1M 3.69% +3K +4.1% $132.90 +32.7%
7 HYGV FLEXSHARES TR 241,931.0 $9.7M 3.22% +6K +2.5% $40.06 -0.2%
8 MSFT MICROSOFT CORP Technology 25,224.0 $9.3M 3.11% +3K +15.6% $370.17 +10.6%
9 AMZN AMAZON COM INC Consumer Cyclical 44,499.0 $9.3M 3.08% +3K +6.2% $208.27 +26.8%
10 JPM JPMORGAN CHASE & CO Financial Services 28,574.0 $8.4M 2.80% +339.0 +1.2% $294.16 +2.0%
11 KO COCA COLA CO Consumer Defensive 91,180.0 $6.9M 2.31% -1K -1.3% $76.05 +5.8%
12 SCHD SCHWAB STRATEGIC TR 215,919.0 $6.6M 2.20% +6K +2.8% $30.68 +3.4%
13 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 6,020.0 $6.0M 2.00% +350.0 +6.2% $996.43 +4.5%
14 IJH ISHARES TR 85,667.0 $5.8M 1.92% $67.53 +6.9%
15 SO SOUTHERN CO Utilities 55,330.0 $5.3M 1.78% $96.52 -2.9%
16 IVW ISHARES TR 45,186.0 $5.1M 1.70% -2K -5.1% $113.11 +20.9%
17 META META PLATFORMS INC Communication Services 8,220.0 $4.7M 1.56% +1K +15.6% $572.13 +8.1%
18 XLE SELECT SECTOR SPDR TR 73,662.0 $4.5M 1.50% +5K +6.8% $61.26 -2.9%
19 MA MASTERCARD INCORPORATED Financial Services 8,335.0 $4.2M 1.39% +548.0 +7.0% $499.66 -1.9%
20 IJR ISHARES TR 33,140.0 $4.1M 1.37% $124.31 +7.7%
Page 1 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%