UNITED BANK

Bank

CIK

1286478

Location

VIENNA, VA

Portfolio Value

Small $683,609,181

Diversification

Diversified

Filing Date

Global Rank

#1,678 / 6,964 ▲ 682

Top Industry

Electrical Equipment & Parts 22.0%

3Y Alpha vs SPY

+1.6%

Period ended 46 days ago

Filed Jul 30, 2026 · 16d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+82.3%

SPY

+75.6%

Annualised alpha

+1.5%

Max drawdown

−20.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

21.9%

−0.1 pts

Top 5

41.7%

+1.9 pts

Top 10

55.4%

+2.4 pts

HHI

671

Diversified+11

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	33.4%	$228,129,526	16
Technology	22.5%	$153,569,744	14
Financial Services	15.2%	$103,753,671	16
Healthcare	8.6%	$58,560,778	17
Consumer Defensive	4.8%	$33,000,396	7
Energy	4.7%	$32,061,710	3
Utilities	2.8%	$19,369,792	8
Real Estate	2.5%	$17,016,608	1
Consumer Cyclical	2.4%	$16,744,199	4
Basic Materials	1.4%	$9,748,526	1
Communication Services	1.0%	$7,095,682	6
Unclassified	0.7%	$4,558,549	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
KLAC	Kla Corp	+28,071	31,330	$9,452,573
T	At&T Inc.	+15,125	59,305	$1,227,613
ATO	Atmos Energy Corp	+9,458	36,879	$6,353,144
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
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
SO	Southern Co	+976	12,492	$1,195,609
HON	Honeywell International Inc	+793	39,138	$8,762,997
D	Dominion Energy, Inc	+620	5,714	$390,207
PEP	Pepsico Inc	+604	62,740	$8,494,994
ITW	Illinois Tool Works Inc	+500	29,862	$8,076,774
AFL	Aflac Inc	+422	73,113	$8,572,499
MMM	3M Co	+400	3,766	$609,753
AMD	Advanced Micro Devices Inc	+388	2,500	$1,452,274
XOM	ExxonMobil Holdings Corp	+224	54,306	$7,424,714
HSY	Hershey Co	+188	41,199	$7,228,363
BMY	Bristol Myers Squibb Co	+150	18,248	$1,051,448
GE	General Electric Co	+75	2,444	$913,395
GEV	GE Vernova Inc.	+18	610	$716,664
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
GOOGL	Alphabet Inc.	−5,757	4,994	$1,784,705
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
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
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
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
APD	Air Products & Chemicals, Inc.	−952	33,251	$9,748,526
MSFT	Microsoft Corp	−819	67,866	$25,315,374
NVDA	Nvidia Corp	−773	18,804	$3,762,491
GILD	Gilead Sciences, Inc.	−701	61,418	$7,759,549
MCD	Mcdonalds Corp	−518	38,013	$10,275,292
NEE	Nextera Energy Inc	−342	6,301	$553,038
JPM	Jpmorgan Chase & Co	−341	97,846	$32,027,930
LMT	Lockheed Martin Corp	−235	13,642	$6,950,052
BLK	BlackRock, Inc.	−233	9,493	$9,128,088
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 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
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

5 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	17,459	$4,572,861
BIV	Vanguard Intermediate-Term Bond ETF	22,249	$1,717,177
VXUS	Vanguard Total International Stock ETF	20,000	$1,542,200
IBB	iShares Biotechnology ETF	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

97 tracked positions · $683,609,181 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 97 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
HUBB	Hubbell Inc Industrials	Held	285,888	0	$149,576,601	+6.6%	21.88%
GLW	Corning Inc /Ny Technology	Reduced	148,936	-18,186	$38,042,721	+67.4%	5.56%
AAPL	Apple Inc. Technology	Reduced	113,760	-3,744	$32,917,592	+10.4%	4.82%
UBSI	United Bankshares Inc/Wv Financial Services	Added	713,131	+2,423	$32,682,793	+11.0%	4.78%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	97,846	-341	$32,027,930	+10.9%	4.69%
MSFT	Microsoft Corp Technology	Reduced	67,866	-819	$25,315,374	−0.4%	3.70%
CSCO	Cisco Systems, Inc. Technology	Reduced	177,433	-9,945	$20,841,279	+43.4%	3.05%
IRM	Iron Mountain Inc Real Estate	Reduced	134,721	-6,915	$17,016,608	+17.6%	2.49%
CMI	Cummins Inc Industrials	Reduced	21,505	-1,640	$15,337,579	+23.2%	2.24%
TXN	Texas Instruments Inc Technology	Reduced	49,987	-2,313	$14,899,624	+46.7%	2.18%
CVX	Chevron Corp Energy	Reduced	86,648	-3,621	$14,362,771	−23.1%	2.10%
JNJ	Johnson & Johnson Healthcare	Reduced	54,544	-3,177	$13,852,538	−1.8%	2.03%
AMGN	Amgen Inc Healthcare	Reduced	34,754	-1,518	$12,585,118	−1.4%	1.84%
DOV	DOVER Corp Industrials	Reduced	55,905	-2,207	$12,538,372	+3.5%	1.83%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	77,684	-209	$11,391,580	+1.3%	1.67%
WM	Waste Management Inc Industrials	Reduced	50,811	-1,449	$11,324,754	−5.7%	1.66%
GD	General Dynamics Corp Industrials	Reduced	31,183	-1,126	$11,046,265	−0.4%	1.62%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	38,013	-518	$10,275,292	−14.2%	1.50%
EOG	Eog Resources Inc Energy	Reduced	79,197	-2,465	$10,274,225	−13.0%	1.50%
ABT	Abbott Laboratories Healthcare	Added	108,426	+2,585	$9,838,574	−9.5%	1.44%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	33,251	-952	$9,748,526	−1.9%	1.43%
KLAC	Kla Corp Technology	Added	31,330	+28,071	$9,452,573	+97.0%	1.38%
V	Visa Inc. Financial Services	Added	27,318	+5,663	$9,372,532	+43.2%	1.37%
BLK	BlackRock, Inc. Financial Services	Reduced	9,493	-233	$9,128,088	−2.4%	1.34%
HON	Honeywell International Inc Industrials	Added	39,138	+793	$8,762,997	+1.1%	1.28%
AFL	Aflac Inc Financial Services	Added	73,113	+422	$8,572,499	+7.5%	1.25%
PEP	Pepsico Inc Consumer Defensive	Added	62,740	+604	$8,494,994	−12.0%	1.24%
ITW	Illinois Tool Works Inc Industrials	Added	29,862	+500	$8,076,774	+5.7%	1.18%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	61,418	-701	$7,759,549	−10.4%	1.14%
AWK	American Water Works Company, Inc. Utilities	Added	58,256	+1,623	$7,665,324	−0.5%	1.12%
XOM	ExxonMobil Holdings Corp Energy	Added	54,306	+224	$7,424,714	−19.1%	1.09%
HSY	Hershey Co Consumer Defensive	Added	41,199	+188	$7,228,363	−15.2%	1.06%
LMT	Lockheed Martin Corp Industrials	Reduced	13,642	-235	$6,950,052	−17.1%	1.02%
CME	Cme Group Inc. Financial Services	Added	31,355	+1,190	$6,924,123	−22.3%	1.01%
SYK	Stryker Corp Healthcare	Added	20,632	+5,486	$6,495,778	+30.5%	0.95%
ATO	Atmos Energy Corp Utilities	Added	36,879	+9,458	$6,353,144	+25.4%	0.93%
KO	Coca Cola Co Consumer Defensive	Held	50,052	0	$4,067,724	+6.9%	0.60%
NVDA	Nvidia Corp Technology	Reduced	18,804	-773	$3,762,491	+10.2%	0.55%
TSLA	Tesla, Inc. Consumer Cyclical	Held	7,898	0	$3,321,898	+13.1%	0.49%
MU	Micron Technology Inc Technology	Reduced	2,640	-30	$3,047,325	+237.8%	0.45%
SPY	Spdr S&P 500 ETF Trust	Held	3,638	0	$2,716,749	+14.8%	0.40%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,923	-214	$2,126,707	+11.8%	0.31%
LLY	ELI LILLY & Co Healthcare	Reduced	1,751	-35	$2,100,202	+27.8%	0.31%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,994	-5,757	$1,784,705	−42.2%	0.26%
AEP	American Electric Power Co Inc Utilities	Held	12,432	0	$1,700,821	+4.4%	0.25%
ABBV	AbbVie Inc. Healthcare	Reduced	6,081	-1,126	$1,530,222	−2.4%	0.22%
INTC	Intel Corp Technology	Held	10,788	0	$1,506,327	+216.4%	0.22%
AMD	Advanced Micro Devices Inc Technology	Added	2,500	+388	$1,452,274	+238.0%	0.21%
VZ	Verizon Communications Inc Communication Services	Added	33,862	+4,767	$1,433,716	−1.8%	0.21%
TFC	Truist Financial Corp Financial Services	Held	27,000	0	$1,345,140	+8.4%	0.20%

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.