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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 14 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 107.0 $11K 0.01% $107.12 +4.6%
262 MAR MARRIOTT INTERNATIONAL INC NEW CLASS A Consumer Cyclical 30.0 $11K 0.00% $370.57 -9.2%
263 ROST ROSS STORES INC Consumer Cyclical 51.0 $11K 0.00% $212.84 +8.4%
264 ACGL ARCH CAPIT COM Financial Services 109.0 $11K 0.00% $97.06 +1.1%
265 VYMI VANGUARD W INTERNATIONAL HIGH DIV Y 100.0 $10K 0.00% NEW $98.20 +9.0%
266 VB VANGUARD INDEX FUNDS SMALL CAP 32.0 $10K 0.00% $303.09 -1.0%
267 BKNG BOOKING HOLDINGS INC Consumer Cyclical 50.0 $9K 0.00% +48.0 +2400.0% $178.24 +8.4%
268 APD AIR PRODUCTS AND CHEMICALS INC. Basic Materials 29.0 $9K 0.00% $293.14 +2.8%
269 DOW DOW HLDGS INC COM Basic Materials 302.0 $8K 0.00% $27.36 +7.6%
270 IBIT ISHARES BITCOIN TRUST ETF Financial Services 240.0 $8K 0.00% NEW $33.29 +35.9%
271 FEDEX FREIGHT HOLDING COMPANY, INC 50.0 $8K 0.00% NEW $151.00
272 SYY SYSCO CORP COM Consumer Defensive 85.0 $7K 0.00% $83.58 -4.2%
273 PYPL PAYPAL HOLDINGS INC Financial Services 160.0 $7K 0.00% $43.17 +27.3%
274 UNILEVER PLC 111.0 $7K 0.00% $60.11
275 ANET ARISTA NETWORKS INC Technology 37.0 $6K 0.00% $169.86 +14.1%
276 PCAR PACCAR INC COM Industrials 52.0 $6K 0.00% $120.12 +3.8%
277 HEI HEICO CORP Industrials 17.0 $6K 0.00% $356.18 -8.6%
278 CSL CARLISLE COS INC Industrials 16.0 $6K 0.00% $362.75 -2.9%
279 VRTX VERTEX PHARMACEUTICALS Healthcare 11.0 $5K 0.00% $496.64 +10.0%
280 CCI CROWN CASTLE INTL CORP Real Estate 72.0 $5K 0.00% $75.71 +0.2%
Page 14 of 17  ·  322 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%