UNITED BANK

CIK

1286478

Location

VIENNA, VA

Portfolio Value

Small $854,285,455

Diversification

Diversified

Filing Date

Global Rank

#2,674 / 8,811 ▲ 70

Top Industry

Electrical Equipment & Parts 22.0%

Period ended 4 months ago

Filed Jul 30, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 58.7%, 15.1 effective positions, active share 76.7% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

6.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 22.3 quarters (12+), a floor since 74.8% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 76.7%; sector active share 28.8% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

130 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

17.5%

−3.8 pts

Top 5

44.5%

+6.0 pts

Top 10

58.7%

+7.1 pts

HHI

661

Diversified+36

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	26.7%	$228,129,526	16
Unclassified	20.3%	$173,338,855	36
Technology	18.0%	$153,569,744	14
Financial Services	12.1%	$103,753,671	16
Healthcare	6.9%	$58,560,778	17
Consumer Defensive	3.9%	$33,000,396	7
Energy	3.8%	$32,061,710	3
Utilities	2.3%	$19,369,792	8
Real Estate	2.0%	$17,016,608	1
Consumer Cyclical	2.0%	$16,744,199	4
Basic Materials	1.1%	$9,748,526	1
Communication Services	1.1%	$8,991,650	7

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VO	VANGUARD MID-CAP INDEX FUND	+78,186	106,970	$8,618,572
KLAC	Kla Corp	+28,071	31,330	$9,452,573
VUG	VANGUARD GROWTH INDEX FUND	+23,752	28,326	$2,440,001
T	At&T Inc.	+15,125	59,305	$1,227,613
IJK	iShares S&P Mid-Cap 400 Growth ETF	+11,561	42,637	$5,009,847
ATO	Atmos Energy Corp	+9,458	36,879	$6,353,144
IWF	iShares Russell 1000 Growth ETF	+8,928	11,904	$1,478,119
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	+8,818	127,313	$6,672,473
V	Visa Inc.	+5,663	27,318	$9,372,532
SYK	Stryker Corp	+5,486	20,632	$6,495,778
VZ	Verizon Communications Inc	+4,767	33,862	$1,433,716
CMCSA	Comcast Corp	+4,640	17,819	$437,456
IEFA	iShares Core MSCI EAFE ETF	+4,500	13,173	$1,272,248
BIV	Vanguard Bond Index Funds	+4,051	26,300	$2,017,210
VNQ	VANGUARD REAL ESTATE INDEX FUND	+4,038	84,748	$8,172,248
IVW	iShares S&P 500 Growth ETF	+2,921	79,127	$10,882,336
ABT	Abbott Laboratories	+2,585	108,426	$9,838,574
UBSI	United Bankshares Inc/Wv	+2,423	713,131	$32,682,793
AWK	American Water Works Company, Inc.	+1,623	58,256	$7,665,324
CME	Cme Group Inc.	+1,190	31,355	$6,924,123
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	+1,041	3,811	$1,393,682
SO	Southern Co	+976	12,492	$1,195,609
HON	Honeywell International Inc	+793	39,138	$8,762,997
VTV	VANGUARD VALUE INDEX FUND	+656	14,357	$3,128,821
D	Dominion Energy, Inc	+620	5,714	$390,207
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GLW	Corning Inc /Ny	−18,186	148,936	$38,042,721
CSCO	Cisco Systems, Inc.	−9,945	177,433	$20,841,279
IRM	Iron Mountain Inc	−6,915	134,721	$17,016,608
AAPL	Apple Inc.	−3,744	113,760	$32,917,592
CVX	Chevron Corp	−3,621	86,648	$14,362,771
JNJ	Johnson & Johnson	−3,177	54,544	$13,852,538
EFA	iShares MSCI EAFE ETF	−2,675	22,055	$2,291,073
IJR	iShares Core S&P Small-Cap ETF	−2,585	360,103	$53,406,874
EOG	Eog Resources Inc	−2,465	79,197	$10,274,225
TXN	Texas Instruments Inc	−2,313	49,987	$14,899,624
DOV	DOVER Corp	−2,207	55,905	$12,538,372
AGG	iShares Core U.S. Aggregate Bond ETF	−2,128	340,970	$33,749,209
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−1,700	13,300	$4,921,532
CMI	Cummins Inc	−1,640	21,505	$15,337,579
WMT	Walmart Inc.	−1,591	6,560	$742,985
AMGN	Amgen Inc	−1,518	34,754	$12,585,118
VXUS	Vanguard Total International Stock ETF	−1,500	18,500	$1,581,565
WM	Waste Management Inc	−1,449	50,811	$11,324,754
GD	General Dynamics Corp	−1,126	31,183	$11,046,265
ABBV	AbbVie Inc.	−1,126	6,081	$1,530,222
EMXC	iShares MSCI Emerging Markets ex China ETF	−1,055	20,020	$2,048,045
APD	Air Products & Chemicals, Inc.	−952	33,251	$9,748,526
MSFT	Microsoft Corp	−819	67,866	$25,315,374
VB	Vanguard Index Funds	−783	16,676	$5,054,829
NVDA	Nvidia Corp	−773	18,804	$3,762,491
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
DELL	Dell Technologies Inc.	2,448	$1,056,214
SPCX	Space Exploration Technologies Corp	5,100	$871,386
CIEN	Ciena Corp	725	$355,656
IBM	International Business Machines Corp	1,221	$343,357
EEM	iShares MSCI Emerging Markets ETF	3,453	$236,218
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	1,198	$228,242
CSX	Csx Corp	4,326	$205,614
COF	Capital One Financial Corp	1,019	$204,431
KZIA	Kazia Therapeutics Ltd	12,851	$180,942
AIRS	Airsculpt Technologies, Inc.	21,500	$96,750
LCTX	Lineage Cell Therapeutics, Inc.	21,170	$27,732
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
—		1,908	$322,165
CRDF	Cardiff Oncology, Inc.	22,411	$36,305
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

130 tracked positions · $854,285,455 total · filing declares 254 positions · $852,699,987 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 130 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
HUBB	Hubbell Inc Industrials	Held	285,888	0	$149,576,601	+6.6%	26+	before history	17.51%
IJR	iShares Core S&P Small-Cap ETF	Reduced	360,103	-2,585	$53,406,874	—	26+	before history	6.25%
GLW	Corning Inc /Ny Technology	Reduced	148,936	-18,186	$38,042,721	+67.4%	26+	before history	4.45%
AGG	iShares Core U.S. Aggregate Bond ETF	Reduced	340,970	-2,128	$33,749,209	—	8	unpriced	3.95%
AAPL	Apple Inc. Technology	Reduced	113,760	-3,744	$32,917,592	+10.4%	26+	before history	3.85%
UBSI	United Bankshares Inc/Wv Financial Services	Added	713,131	+2,423	$32,682,793	+11.0%	26+	before history	3.83%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	97,846	-341	$32,027,930	+10.9%	26+	before history	3.75%
MSFT	Microsoft Corp Technology	Reduced	67,866	-819	$25,315,374	−0.4%	26+	before history	2.96%
CSCO	Cisco Systems, Inc. Technology	Reduced	177,433	-9,945	$20,841,279	+43.4%	26+	before history	2.44%
IRM	Iron Mountain Inc Real Estate	Reduced	134,721	-6,915	$17,016,608	+17.6%	26+	before history	1.99%
CMI	Cummins Inc Industrials	Reduced	21,505	-1,640	$15,337,579	+23.2%	15	$243.30	1.80%
TXN	Texas Instruments Inc Technology	Reduced	49,987	-2,313	$14,899,624	+46.7%	25	$178.57	1.74%
CVX	Chevron Corp Energy	Reduced	86,648	-3,621	$14,362,771	−23.1%	26+	before history	1.68%
JNJ	Johnson & Johnson Healthcare	Reduced	54,544	-3,177	$13,852,538	−1.8%	26+	before history	1.62%
AMGN	Amgen Inc Healthcare	Reduced	34,754	-1,518	$12,585,118	−1.4%	26+	before history	1.47%
DOV	DOVER Corp Industrials	Reduced	55,905	-2,207	$12,538,372	+3.5%	26+	before history	1.47%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	77,684	-209	$11,391,580	+1.3%	26+	before history	1.33%
WM	Waste Management Inc Industrials	Reduced	50,811	-1,449	$11,324,754	−5.7%	26+	before history	1.33%
GD	General Dynamics Corp Industrials	Reduced	31,183	-1,126	$11,046,265	−0.4%	20	$203.91	1.29%
IVW	iShares S&P 500 Growth ETF	Added	79,127	+2,921	$10,882,336	—	26+	before history	1.27%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	38,013	-518	$10,275,292	−14.2%	26+	before history	1.20%
EOG	Eog Resources Inc Energy	Reduced	79,197	-2,465	$10,274,225	−13.0%	11	$124.12	1.20%
ABT	Abbott Laboratories Healthcare	Added	108,426	+2,585	$9,838,574	−9.5%	26+	before history	1.15%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	33,251	-952	$9,748,526	−1.9%	26+	before history	1.14%
KLAC	Kla Corp Technology	Added	31,330	+28,071	$9,452,573	+97.0%	26+	before history	1.11%
V	Visa Inc. Financial Services	Added	27,318	+5,663	$9,372,532	+43.2%	26+	before history	1.10%
BLK	BlackRock, Inc. Financial Services	Reduced	9,493	-233	$9,128,088	−2.4%	7	$1,014.75	1.07%
HON	Honeywell International Inc Industrials	Added	39,138	+793	$8,762,997	+1.1%	26+	before history	1.03%
VO	VANGUARD MID-CAP INDEX FUND	Added	106,970	+78,186	$8,618,572	+317.1%	26+	before history	1.01%
AFL	Aflac Inc Financial Services	Added	73,113	+422	$8,572,499	+7.5%	22	$104.40	1.00%
PEP	Pepsico Inc Consumer Defensive	Added	62,740	+604	$8,494,994	−12.0%	26+	before history	0.99%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	84,748	+4,038	$8,172,248	+14.2%	26+	before history	0.96%
ITW	Illinois Tool Works Inc Industrials	Added	29,862	+500	$8,076,774	+5.7%	8	$256.43	0.95%
SHV	iShares 0-1 Year Treasury Bond ETF	Reduced	71,909	-381	$7,935,157	—	15	unpriced	0.93%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	61,418	-701	$7,759,549	−10.4%	6	$103.45	0.91%
AWK	American Water Works Company, Inc. Utilities	Added	58,256	+1,623	$7,665,324	−0.5%	6	$132.62	0.90%
XOM	ExxonMobil Holdings Corp Energy	Added	54,306	+224	$7,424,714	−19.1%	26+	before history	0.87%
HSY	Hershey Co Consumer Defensive	Added	41,199	+188	$7,228,363	−15.2%	6	$163.95	0.85%
LMT	Lockheed Martin Corp Industrials	Reduced	13,642	-235	$6,950,052	−17.1%	6	$461.00	0.81%
CME	Cme Group Inc. Financial Services	Added	31,355	+1,190	$6,924,123	−22.3%	6	$249.97	0.81%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Added	127,313	+8,818	$6,672,473	—	14	unpriced	0.78%
SYK	Stryker Corp Healthcare	Added	20,632	+5,486	$6,495,778	+30.5%	2	$347.35	0.76%
ATO	Atmos Energy Corp Utilities	Added	36,879	+9,458	$6,353,144	+25.4%	2	$177.32	0.74%
VB	Vanguard Index Funds	Reduced	16,676	-783	$5,054,829	+10.5%	26+	before history	0.59%
IJK	iShares S&P Mid-Cap 400 Growth ETF	Added	42,637	+11,561	$5,009,847	—	14	unpriced	0.59%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	13,300	-1,700	$4,921,532	+2.3%	26+	before history	0.58%
KO	Coca Cola Co Consumer Defensive	Held	50,052	0	$4,067,724	+6.9%	26+	before history	0.48%
NVDA	Nvidia Corp Technology	Reduced	18,804	-773	$3,762,491	+10.2%	21	unpriced	0.44%
TSLA	Tesla, Inc. Consumer Cyclical	Held	7,898	0	$3,321,898	+13.1%	9	$178.74	0.39%
VTV	VANGUARD VALUE INDEX FUND	Added	14,357	+656	$3,128,821	+16.4%	26+	before history	0.37%

Showing the top 50 of 130 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.