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Portfolio (Quarterly) Guide ↗

UNION SAVINGS BANK

· CIK 0001985855
13F Portfolio $228M AUM 408 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 30 Added 67 Reduced 10 Exited
Page 16 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BROOKFIELD ASSET MGMT LTD 62.0 $3K 0.00% $44.44
302 EXPD EXPEDITORS INTL WASH INC Industrials 18.0 $3K 0.00% $143.22 +12.2%
303 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP Technology 40.0 $2K 0.00% $61.35 -34.8%
304 SLB SLB LIMITED COM STK Energy 47.0 $2K 0.00% $51.36 -8.5%
305 ABNB AIRBNB INC Consumer Cyclical 19.0 $2K 0.00% $126.26 +15.3%
306 ABG ASBURY AUTOMOTIVE GROUP Consumer Cyclical 12.0 $2K 0.00% $195.33 +5.0%
307 LBRDK LIBERTY BROADBAND CORP Communication Services 45.0 $2K 0.00% $50.29 -37.7%
308 LAD LITHIA MOTORS CL A Consumer Cyclical 9.0 $2K 0.00% $249.67 +17.0%
309 MC MOELIS & CO Financial Services 39.0 $2K 0.00% $57.00 +13.1%
310 KHC KRAFT HEINZ CO Consumer Defensive 98.0 $2K 0.00% $22.47 +5.5%
311 BA BOEING COMPANY COM Industrials 10.0 $2K 0.00% NEW $199.00 +9.2%
312 TDTT FLEXSHARES 3 YEAR DURATION TIPS ETF 81.0 $2K 0.00% $24.22 -1.3%
313 VSNT VERSANT MEDIA GROUP, INC. Industrials 51.0 $2K 0.00% NEW $37.00 -2.3%
314 KNSL KINSALE CAP GROUP INC Financial Services 5.0 $2K 0.00% $341.60 -3.9%
315 CFR CULLEN/FROST BANKERS INC Financial Services 12.0 $2K 0.00% $137.00 +13.4%
316 BROWN-FORMAN CORP CLASS B 62.0 $2K 0.00% $26.42
317 SOLV SOLVENTUM CORP. Healthcare 25.0 $2K 0.00% $65.28 +21.8%
318 Q QNITY ELECTRONICS, INC Technology 10.0 $1K 0.00% -245.0 -96.1% $115.30 +37.2%
319 MICC MAGNUM ICE CREAM COMPANY NV Consumer Defensive 25.0 $373.0 $14.92 +17.3%
320 AMTM AMENTUM HOLDINGS INC Industrials 2.0 $52.0 $26.00 -22.1%
Page 16 of 16  ·  320 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 27.2%
Technology 19.1%
Healthcare 11.0%
Industrials 9.2%
Consumer Cyclical 8.2%
Energy 7.6%
Communication Services 6.5%
Consumer Defensive 6.5%
Utilities 3.4%
Basic Materials 0.7%