UNITED BANK

Bank

CIK

1286478

Location

VIENNA, VA

Portfolio Value

Small $615,323,092

Diversification

Diversified

Filing Date

Global Rank

#2,323 / 8,603 ▲ 112 · as of Mar 2026

Top Industry

Electrical Equipment & Parts 23.0%

3Y Alpha vs SPY

-2.8%

Period ended 3 months ago

Filed May 11, 2026 · 59d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+63.4%

SPY

+76.0%

Annualised alpha

-3.0%

Max drawdown

−19.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

88 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

22.8%

+1.0 pts

Top 5

41.3%

−1.9 pts

Top 10

55.0%

−1.5 pts

HHI

707

Diversified+21

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	35.1%	$215,828,059	14
Technology	17.7%	$108,747,093	11
Financial Services	15.5%	$95,440,513	15
Healthcare	9.5%	$58,573,366	15
Consumer Defensive	5.8%	$35,407,099	7
Energy	5.0%	$30,482,527	2
Utilities	2.9%	$18,000,998	8
Consumer Cyclical	2.9%	$17,788,263	4
Real Estate	2.4%	$14,466,699	1
Basic Materials	1.6%	$9,935,628	1
Communication Services	1.1%	$6,600,145	6
Unclassified	0.7%	$4,052,702	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
V	Visa Inc.	+17,592	21,655	$6,545,007
ABT	Abbott Laboratories	+9,022	105,841	$10,866,694
AWK	American Water Works Company, Inc.	+6,917	56,633	$7,707,184
EOG	Eog Resources Inc	+4,785	81,662	$11,805,873
AFL	Aflac Inc	+4,651	72,691	$7,974,928
PEP	Pepsico Inc	+4,201	62,136	$9,649,098
PG	PROCTER & GAMBLE Co	+3,779	77,893	$11,250,863
ITW	Illinois Tool Works Inc	+1,435	29,362	$7,642,634
APD	Air Products & Chemicals, Inc.	+749	34,203	$9,935,628
PFE	Pfizer Inc	+125	42,621	$1,196,797
MSFT	Microsoft Corp	+120	68,685	$25,425,124
BLK	BlackRock, Inc.	+106	9,726	$9,353,590
HON	Honeywell International Inc	+85	38,345	$9,089,797
COST	Costco Wholesale Corp /New	+22	424	$422,486
BRK-B	Berkshire Hathaway Inc	+15	521	$249,663
LLY	ELI LILLY & Co	+10	1,786	$1,642,709
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GLW	Corning Inc /Ny	−66,400	167,122	$22,723,577
CSCO	Cisco Systems, Inc.	−11,174	187,378	$14,538,657
IRM	Iron Mountain Inc	−7,378	141,636	$14,466,699
JNJ	Johnson & Johnson	−5,758	57,721	$14,109,320
CVX	Chevron Corp	−5,358	90,269	$18,676,654
CMI	Cummins Inc	−4,236	23,145	$12,452,471
SPY	Spdr S&P 500 ETF Trust	−3,093	3,638	$2,365,936
AAPL	Apple Inc.	−2,792	117,504	$29,821,339
GILD	Gilead Sciences, Inc.	−2,726	62,119	$8,657,523
UBSI	United Bankshares Inc/Wv	−2,580	710,708	$29,437,525
GD	General Dynamics Corp	−2,537	32,309	$11,089,093
DOV	DOVER Corp	−2,429	58,112	$12,113,445
HSY	Hershey Co	−1,701	41,011	$8,525,776
AMGN	Amgen Inc	−1,563	36,272	$12,762,302
LMT	Lockheed Martin Corp	−1,354	13,877	$8,387,119
WMT	Walmart Inc.	−1,201	8,151	$1,013,005
NVDA	Nvidia Corp	−1,156	19,577	$3,414,228
WM	Waste Management Inc	−1,001	52,260	$12,008,824
TXN	Texas Instruments Inc	−990	52,300	$10,153,521
AMZN	Amazon Com Inc	−983	9,137	$1,902,962
KO	Coca Cola Co	−824	50,052	$3,806,454
MS	Morgan Stanley	−764	3,736	$614,833
NEE	Nextera Energy Inc	−731	6,643	$617,001
D	Dominion Energy, Inc	−716	5,094	$314,910
DGX	Quest Diagnostics Inc	−700	3,124	$612,241
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
ATO	Atmos Energy Corp	27,421	$5,065,206
SYK	Stryker Corp	15,146	$4,976,823
AMD	Advanced Micro Devices Inc	2,112	$429,643
CAT	Caterpillar Inc	550	$389,653
ZVRA	Zevra Therapeutics, Inc.	10,564	$98,456
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	4,700	$440,672
PANW	Palo Alto Networks Inc	1,430	$263,406
LOW	Lowes Companies Inc	1,027	$247,671
COF	Capital One Financial Corp	1,019	$246,964
ADP	Automatic Data Processing Inc	903	$232,278
WK	Workiva Inc	2,639	$227,613
IBM	International Business Machines Corp	705	$208,828
ZTS	Zoetis Inc.	1,600	$201,312
BKNG	Booking Holdings Inc.	65	$13,923
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

88 positions · $615,323,092 total · as of Mar 31, 2026

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

Showing 1–50 of 88 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	$140,296,677	+10.5%	22.80%
AAPL	Apple Inc. Technology	Reduced	117,504	-2,792	$29,821,339	−8.8%	4.85%
UBSI	United Bankshares Inc/Wv Financial Services	Reduced	710,708	-2,580	$29,437,525	+7.5%	4.78%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	98,187	-214	$28,882,687	−8.9%	4.69%
MSFT	Microsoft Corp Technology	Added	68,685	+120	$25,425,124	−23.3%	4.13%
GLW	Corning Inc /Ny Technology	Reduced	167,122	-66,400	$22,723,577	+11.1%	3.69%
CVX	Chevron Corp Energy	Reduced	90,269	-5,358	$18,676,654	+28.1%	3.04%
CSCO	Cisco Systems, Inc. Technology	Reduced	187,378	-11,174	$14,538,657	−4.9%	2.36%
IRM	Iron Mountain Inc Real Estate	Reduced	141,636	-7,378	$14,466,699	+17.0%	2.35%
JNJ	Johnson & Johnson Healthcare	Reduced	57,721	-5,758	$14,109,320	+7.4%	2.29%
AMGN	Amgen Inc Healthcare	Reduced	36,272	-1,563	$12,762,302	+3.1%	2.07%
CMI	Cummins Inc Industrials	Reduced	23,145	-4,236	$12,452,471	−10.9%	2.02%
DOV	DOVER Corp Industrials	Reduced	58,112	-2,429	$12,113,445	+2.5%	1.97%
WM	Waste Management Inc Industrials	Reduced	52,260	-1,001	$12,008,824	+2.6%	1.95%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	38,531	-260	$11,975,049	+1.0%	1.95%
EOG	Eog Resources Inc Energy	Added	81,662	+4,785	$11,805,873	+46.2%	1.92%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	77,893	+3,779	$11,250,863	+5.9%	1.83%
GD	General Dynamics Corp Industrials	Reduced	32,309	-2,537	$11,089,093	−5.5%	1.80%
ABT	Abbott Laboratories Healthcare	Added	105,841	+9,022	$10,866,694	−10.4%	1.77%
TXN	Texas Instruments Inc Technology	Reduced	52,300	-990	$10,153,521	+9.8%	1.65%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	34,203	+749	$9,935,628	+20.2%	1.61%
PEP	Pepsico Inc Consumer Defensive	Added	62,136	+4,201	$9,649,098	+16.0%	1.57%
BLK	BlackRock, Inc. Financial Services	Added	9,726	+106	$9,353,590	−9.2%	1.52%
HON	Honeywell International Inc Industrials	Added	38,345	+85	$9,089,797	+16.1%	1.48%
CME	Cme Group Inc. Financial Services	Reduced	30,165	-529	$8,909,231	+6.3%	1.45%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	62,119	-2,726	$8,657,523	+8.8%	1.41%
HSY	Hershey Co Consumer Defensive	Reduced	41,011	-1,701	$8,525,776	+9.7%	1.39%
LMT	Lockheed Martin Corp Industrials	Reduced	13,877	-1,354	$8,387,119	+13.9%	1.36%
AFL	Aflac Inc Financial Services	Added	72,691	+4,651	$7,974,928	+6.3%	1.30%
AWK	American Water Works Company, Inc. Utilities	Added	56,633	+6,917	$7,707,184	+18.8%	1.25%
ITW	Illinois Tool Works Inc Industrials	Added	29,362	+1,435	$7,642,634	+11.1%	1.24%
V	Visa Inc. Financial Services	Added	21,655	+17,592	$6,545,007	+359.3%	1.06%
ATO	Atmos Energy Corp Utilities	NEW	27,421	NEW	$5,065,206	NEW	0.82%
SYK	Stryker Corp Healthcare	NEW	15,146	NEW	$4,976,823	NEW	0.81%
KO	Coca Cola Co Consumer Defensive	Reduced	50,052	-824	$3,806,454	+7.0%	0.62%
NVDA	Nvidia Corp Technology	Reduced	19,577	-1,156	$3,414,228	−11.7%	0.55%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	7,898	-62	$2,936,081	−18.0%	0.48%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,638	-3,093	$2,365,936	−48.5%	0.38%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,137	-983	$1,902,962	−18.5%	0.31%
LLY	ELI LILLY & Co Healthcare	Added	1,786	+10	$1,642,709	−13.9%	0.27%
AEP	American Electric Power Co Inc Utilities	Held	12,432	0	$1,629,586	+13.7%	0.26%
ABBV	AbbVie Inc. Healthcare	Reduced	7,207	-211	$1,567,449	−7.5%	0.25%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,158	-321	$1,483,234	−13.5%	0.24%
VZ	Verizon Communications Inc Communication Services	Reduced	29,095	-690	$1,460,568	+20.4%	0.24%
T	At&T Inc. Communication Services	Reduced	44,180	-67	$1,280,777	+16.5%	0.21%
TFC	Truist Financial Corp Financial Services	Held	27,000	0	$1,241,190	−6.6%	0.20%
PFE	Pfizer Inc Healthcare	Added	42,621	+125	$1,196,797	+13.1%	0.19%
SO	Southern Co Utilities	Reduced	11,516	-285	$1,111,524	+8.0%	0.18%
BMY	Bristol Myers Squibb Co Healthcare	Held	18,098	0	$1,097,643	+12.4%	0.18%
APP	AppLovin Corp Communication Services	Held	2,570	0	$1,022,860	−40.9%	0.17%