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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 4 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CASY CASEYS GEN STORES Consumer Cyclical 978.0 $777K 0.31% -42.0 -4.1% $794.76 -4.9%
62 IVV ISHARES CORE S&P 500 ETF 974.0 $729K 0.29% $748.88 +3.3%
63 LMT LOCKHEED MARTIN CORP Industrials 1,407.0 $717K 0.29% -145.0 -9.3% $509.43 +3.1%
64 ABT ABBOTT LABORATORIES COM Healthcare 7,625.0 $692K 0.28% -903.0 -10.6% $90.74 +19.4%
65 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,367.0 $685K 0.28% -119.0 -8.0% $501.34 +22.4%
66 MGC VANGUARD MEGA CAP INDEX FUNDETF 2,327.0 $637K 0.26% $273.63 +3.4%
67 IWR ISHARES RUSSELL MIDCAP INDEX FUND 5,647.0 $623K 0.25% $110.32 +1.4%
68 MRK MERCK & CO INC NEW Healthcare 4,833.0 $621K 0.25% $128.50 +17.0%
69 KO COCA COLA COMPANY COM Consumer Defensive 7,610.0 $618K 0.25% $81.27 +8.4%
70 VDE VANGUARD ENERGY ETF 4,071.0 $611K 0.25% -158.0 -3.7% $150.13 +20.3%
71 IBM INTERNAT'L BUSINESS MACHINES COM Technology 2,037.0 $573K 0.23% -62.0 -3.0% $281.20 -16.5%
72 SO SOUTHERN CO COM Utilities 5,952.0 $570K 0.23% -152.0 -2.5% $95.71 -7.9%
73 LIN LINDE PLC NPV Basic Materials 1,093.0 $567K 0.23% -38.0 -3.4% $518.92 -8.0%
74 LRCX LAM RESH CORP USD Technology 1,302.0 $564K 0.23% $433.32 -29.0%
75 BAC BANK OF AMERICA CORP NEW Financial Services 9,832.0 $560K 0.23% $56.97 +10.0%
76 BMY BRISTOL MYERS SQUIBB CO COM Healthcare 9,389.0 $541K 0.22% -161.0 -1.7% $57.61 +16.0%
77 MDLZ MONDELEZ INTL INC Consumer Defensive 9,329.0 $540K 0.22% -330.0 -3.4% $57.84 +6.0%
78 UNP UNION PAC CORP COM Industrials 1,972.0 $536K 0.21% -123.0 -5.9% $272.00 +6.5%
79 GLD SPDR GOLD TR GOLD SHS Financial Services 1,430.0 $527K 0.21% $368.38 +10.4%
80 MCHP MICROCHIP TECHNOLOGY INC Technology 5,718.0 $521K 0.21% +957.0 +20.1% $91.20 -18.7%
Page 4 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%