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Portfolio (Quarterly) Guide ↗

UNION SAVINGS BANK

· CIK 0001985855
13F Portfolio $249M AUM 411 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 28 Added 78 Reduced 7 Exited
Page 1 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF TRUST Financial Services 17,504.0 $13.1M 5.25% -1K -7.9% $746.77 +3.1%
2 MSFT MICROSOFT CORP Technology 16,107.0 $6.0M 2.41% -213.0 -1.3% $373.01 +34.0%
3 VYM VANGUARD HIGH DIVIDEND YIELD ETF 37,688.0 $6.0M 2.39% -2K -4.1% $158.03 +3.9%
4 AAPL APPLE INCORPORATED Technology 19,681.0 $5.7M 2.29% -1K -6.2% $289.35 +10.6%
5 GOOGL ALPHABET INC Communication Services 14,326.0 $5.1M 2.06% -227.0 -1.6% $357.36 -5.3%
6 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 6,347.0 $4.5M 1.79% -106.0 -1.6% $703.33 -1.7%
7 XOM EXXON MOBIL CORP COM Energy 29,690.0 $4.1M 1.63% -442.0 -1.5% $136.72 +16.6%
8 JPM J P MORGAN CHASE & CO Financial Services 10,421.0 $3.4M 1.37% -264.0 -2.5% $327.32 +9.6%
9 QQQ INVESCO QQQ Financial Services 3,835.0 $2.8M 1.14% -63.0 -1.6% $736.40 -2.4%
10 AMZN AMAZON.COM INC Consumer Cyclical 10,425.0 $2.5M 1.00% -457.0 -4.2% $238.34 +8.5%
11 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,320.0 $2.2M 0.87% -37.0 -1.6% $935.46 -2.1%
12 LLY ELI LILLY & CO COM Healthcare 1,477.0 $1.8M 0.71% -156.0 -9.6% $1199.41 -4.3%
13 MA MASTERCARD INC Financial Services 3,399.0 $1.7M 0.70% -45.0 -1.3% $513.58 +12.8%
14 CAT CATERPILLAR INC COM Industrials 1,435.0 $1.5M 0.61% -76.0 -5.0% $1064.90 -23.6%
15 AMAT APPLIED MATERIALS COM Technology 1,996.0 $1.4M 0.58% -31.0 -1.5% $723.00 -37.1%
16 PG PROCTER & GAMBLE CO COM Consumer Defensive 9,381.0 $1.4M 0.55% -978.0 -9.4% $146.64 -0.1%
17 NSC NORFOLK SOUTHN CORP COM Industrials 4,315.0 $1.4M 0.55% -100.0 -2.3% $314.58 +4.7%
18 ADP AUTOMATIC DATA PROCESSING COM Industrials 5,265.0 $1.2M 0.47% -242.0 -4.4% $223.95 +24.0%
19 HD THE HOME DEPOT, INC Consumer Cyclical 3,075.0 $1.1M 0.44% -130.0 -4.1% $352.66 -9.0%
20 META META PLATFORMS Communication Services 1,908.0 $1.1M 0.43% -165.0 -8.0% $563.27 +9.5%
Page 1 of 4  ·  78 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
Financial Services 28.3%
Technology 21.4%
Healthcare 10.7%
Industrials 9.1%
Consumer Cyclical 7.7%
Communication Services 6.0%
Energy 6.0%
Consumer Defensive 5.9%
Utilities 3.5%
Basic Materials 0.7%