United Bank

CIK

1697791

Location

Zebulon, GA

Portfolio Value

Small $328,856,826

Diversification

Diversified

Filing Date

Global Rank

#4,819 / 8,814 ▼ 261

Top Industry

Semiconductors 14.8%

Period ended 4 months ago

Filed Aug 10, 2026 · 2mo

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 50.0%, 27.5 effective positions, active share 55.5% 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

15.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.0 quarters (12+), a floor since 54.5% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 55.5%; sector active share 24.4% 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

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

Top Position

11.2%

−1.8 pts

Top 5

34.3%

+1.7 pts

Top 10

50.0%

+3.2 pts

HHI

363

Diversified+7

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	31.5%	$103,567,865	29
Technology	21.6%	$70,874,158	17
Financial Services	9.3%	$30,664,654	17
Communication Services	7.5%	$24,808,644	6
Consumer Cyclical	6.8%	$22,409,488	9
Healthcare	6.8%	$22,218,968	15
Industrials	6.2%	$20,408,027	14
Consumer Defensive	5.6%	$18,504,765	7
Utilities	2.4%	$7,772,037	4
Energy	1.4%	$4,718,296	2
Basic Materials	0.5%	$1,647,655	1
Real Estate	0.4%	$1,262,269	1

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
IJH	iShares Core S&P Mid-Cap ETF	+51,485	137,152	$10,575,790
HYGV	FlexShares High Yield Value - Scored Bond Index Fund	+8,185	250,116	$10,069,670
NFRA	FlexShares STOXX Global Broad Infrastructure Index Fund	+7,205	190,983	$12,245,829
SCHD	Schwab U.S. Dividend Equity ETF	+6,879	222,798	$7,064,924
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	+4,363	78,025	$4,143,907
PEP	Pepsico Inc	+3,940	9,861	$1,335,179
CVS	CVS HEALTH Corp	+3,872	21,751	$2,250,140
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	+3,801	10,041	$1,075,692
VUG	VANGUARD GROWTH INDEX FUND	+3,765	4,518	$389,180
QLVD	FlexShares Developed Markets ex-US Quality Low Volatility Index Fund	+3,511	13,680	$445,010
MDT	Medtronic plc	+3,150	22,502	$1,760,331
AVGO	Broadcom Inc.	+2,786	11,857	$4,478,981
FDL	First Trust Morningstar Dividend Leaders Index Fund	+2,720	17,106	$832,377
QLV	FlexShares US Quality Low Volatility Index Fund	+2,525	47,387	$3,577,339
NKE	NIKE, Inc.	+2,470	21,238	$871,819
C	Citigroup Inc	+2,036	18,120	$2,536,075
BDX	Becton Dickinson & Co	+1,779	7,198	$1,089,273
JEPI	JPMorgan Equity Premium Income ETF	+1,747	10,416	$588,295
FDVV	Fidelity High Dividend ETF	+1,691	7,669	$462,364
GLD	Spdr Gold Trust	+1,666	5,946	$2,190,387
WMT	Walmart Inc.	+1,635	9,194	$1,041,312
KO	Coca Cola Co	+1,438	92,618	$7,527,064
YUM	Yum Brands Inc	+1,310	9,885	$1,580,216
ORCL	Oracle Corp	+1,243	16,396	$2,402,833
SO	Southern Co	+1,151	56,481	$5,405,796
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACHR	Archer Aviation Inc.	−62,822	139,362	$659,182
ABT	Abbott Laboratories	−21,541	11,652	$1,057,302
PYPL	PayPal Holdings, Inc.	−8,744	11,695	$504,990
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	−6,187	12,125	$533,863
HON	Honeywell International Inc	−5,716	1,646	$368,539
INTC	Intel Corp	−5,675	3,104	$433,411
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	−5,175	2,617	$415,213
PFE	Pfizer Inc	−5,127	55,797	$1,343,591
IVW	iShares S&P 500 Growth ETF	−3,663	41,523	$5,710,658
NSC	Norfolk Southern Corp	−2,751	4,264	$1,341,411
T	At&T Inc.	−2,310	31,155	$644,908
ADBE	Adobe Inc.	−2,217	1,441	$295,433
GSK	GSK plc	−1,996	36,087	$1,891,680
VZ	Verizon Communications Inc	−1,797	9,342	$395,540
XOM	ExxonMobil Holdings Corp	−1,566	21,858	$2,988,425
MSFT	Microsoft Corp	−1,535	23,689	$8,836,470
CSCO	Cisco Systems, Inc.	−1,401	32,527	$3,820,621
BX	Blackstone Inc.	−1,369	16,880	$1,986,269
GNR	State Street(R) SPDR(R) S&P(R) Global Natural Resources ETF	−1,148	9,657	$650,012
GUNR	FlexShares Morningstar Global Upstream Natural Resources Index Fund	−1,086	210,191	$10,358,212
PANW	Palo Alto Networks Inc	−966	12,396	$4,227,283
NEE	Nextera Energy Inc	−901	15,633	$1,372,108
CVX	Chevron Corp	−782	10,436	$1,729,871
AMD	Advanced Micro Devices Inc	−733	17,009	$9,880,698
TFC	Truist Financial Corp	−676	58,910	$2,934,896
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
SPGI	S&P Global Inc.	1,168	$475,679
AMAT	Applied Materials Inc	575	$415,725
IWF	iShares Russell 1000 Growth ETF	1,856	$230,459
GE	General Electric Co	612	$228,722
SES	SES AI Corp	18,865	$18,110
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
MDLZ	Mondelez International, Inc.	12,035	$693,697
MRSH	Marsh & Mclennan Companies, Inc.	3,281	$569,089
DD	DuPont de Nemours, Inc.	9,979	$457,038
BLK	BlackRock, Inc.	266	$255,814
CMCSA	Comcast Corp	8,702	$249,834
WFC	Wells Fargo & Company	3,010	$239,626
FDX	Fedex Corp	627	$223,324
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

122 tracked positions · $328,856,826 total · filing declares 122 positions · $328,856,824 · 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 122 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	84,395	+991	$16,078,935	+45.1%	26+	before history	4.89%
GOOGL	Alphabet Inc. Communication Services	Reduced	44,306	-581	$15,833,635	+22.7%	26+	before history	4.81%
AAPL	Apple Inc. Technology	Reduced	47,939	-386	$13,871,629	+13.1%	26+	before history	4.22%
NVDA	Nvidia Corp Technology	Added	66,223	+214	$13,250,560	+15.1%	24	unpriced	4.03%
NFRA	FlexShares STOXX Global Broad Infrastructure Index Fund	Added	190,983	+7,205	$12,245,829	+4.2%	25	$54.13	3.72%
IJH	iShares Core S&P Mid-Cap ETF	Added	137,152	+51,485	$10,575,790	—	26+	before history	3.22%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	44,179	-320	$10,529,622	+13.6%	26+	before history	3.20%
GUNR	FlexShares Morningstar Global Upstream Natural Resources Index Fund	Reduced	210,191	-1,086	$10,358,212	−11.1%	19	$42.37	3.15%
HYGV	FlexShares High Yield Value - Scored Bond Index Fund	Added	250,116	+8,185	$10,069,670	+3.9%	19	$45.87	3.06%
AMD	Advanced Micro Devices Inc Technology	Reduced	17,009	-733	$9,880,698	+173.8%	8	$148.30	3.00%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	28,348	-226	$9,279,150	+10.4%	26+	before history	2.82%
MSFT	Microsoft Corp Technology	Reduced	23,689	-1,535	$8,836,470	−5.4%	26+	before history	2.69%
KO	Coca Cola Co Consumer Defensive	Added	92,618	+1,438	$7,527,064	+8.5%	26+	before history	2.29%
SCHD	Schwab U.S. Dividend Equity ETF	Added	222,798	+6,879	$7,064,924	+6.7%	20	unpriced	2.15%
IVW	iShares S&P 500 Growth ETF	Reduced	41,523	-3,663	$5,710,658	—	26+	before history	1.74%
COST	Costco Wholesale Corp Consumer Defensive	Added	6,050	+30	$5,659,593	−5.6%	26+	before history	1.72%
SO	Southern Co Utilities	Added	56,481	+1,151	$5,405,796	+1.2%	26+	before history	1.64%
CAT	Caterpillar Inc Industrials	Added	4,949	+32	$5,270,190	+51.3%	7	$391.32	1.60%
IJR	iShares Core S&P Small-Cap ETF	Added	33,166	+26	$4,918,849	—	26+	before history	1.50%
AVGO	Broadcom Inc. Technology	Added	11,857	+2,786	$4,478,981	+59.5%	4	$353.52	1.36%
META	Meta Platforms, Inc. Communication Services	Reduced	7,942	-278	$4,473,649	−4.9%	26+	before history	1.36%
VTV	VANGUARD VALUE INDEX FUND	Reduced	20,183	-158	$4,398,481	+10.2%	26+	before history	1.34%
MA	Mastercard Inc Financial Services	Added	8,482	+147	$4,356,355	+4.6%	26+	before history	1.32%
PANW	Palo Alto Networks Inc Technology	Reduced	12,396	-966	$4,227,283	+97.3%	25	unpriced	1.29%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	78,025	+4,363	$4,143,907	−8.2%	23	unpriced	1.26%
CSCO	Cisco Systems, Inc. Technology	Reduced	32,527	-1,401	$3,820,621	+45.1%	18	$53.67	1.16%
QLV	FlexShares US Quality Low Volatility Index Fund	Added	47,387	+2,525	$3,577,339	+10.9%	19	$56.73	1.09%
LLY	ELI LILLY & Co Healthcare	Reduced	2,644	-97	$3,171,293	+25.8%	26+	before history	0.96%
JNJ	Johnson & Johnson Healthcare	Reduced	12,463	-9	$3,165,228	+3.8%	26+	before history	0.96%
XOM	ExxonMobil Holdings Corp Energy	Reduced	21,858	-1,566	$2,988,425	−24.8%	26+	before history	0.91%
TJX	Tjx Companies Inc Consumer Cyclical	Added	19,547	+952	$2,961,370	−0.3%	26+	before history	0.90%
ADI	Analog Devices Inc Technology	Added	7,449	+131	$2,958,519	+27.1%	24	$181.68	0.90%
TFC	Truist Financial Corp Financial Services	Reduced	58,910	-676	$2,934,896	+7.1%	26+	before history	0.89%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,515	+86	$2,759,650	+6.1%	26+	before history	0.84%
RTX	RTX Corp Industrials	Added	13,752	+317	$2,609,166	+0.7%	6	$140.12	0.79%
C	Citigroup Inc Financial Services	Added	18,120	+2,036	$2,536,075	+39.0%	5	$85.37	0.77%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	11,501	-439	$2,535,855	−10.1%	26+	before history	0.77%
GD	General Dynamics Corp Industrials	Reduced	7,125	-429	$2,523,960	−2.7%	26+	before history	0.77%
ORCL	Oracle Corp Technology	Added	16,396	+1,243	$2,402,833	+7.8%	14	$127.03	0.73%
MU	Micron Technology Inc Technology	Added	2,040	+126	$2,354,751	+264.2%	5	$133.96	0.72%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	15,948	-528	$2,338,614	−1.7%	26+	before history	0.71%
COR	Cencora, Inc. Healthcare	Added	8,048	+372	$2,277,423	−5.6%	19	$184.63	0.69%
ETN	Eaton Corp plc Industrials	Added	5,318	+426	$2,266,106	+29.5%	8	$341.03	0.69%
CVS	CVS HEALTH Corp Healthcare	Added	21,751	+3,872	$2,250,140	+75.2%	2	$79.21	0.68%
GLD	Spdr Gold Trust	Added	5,946	+1,666	$2,190,387	+18.9%	22	$310.05	0.67%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	7,687	-549	$2,077,872	−18.8%	26+	before history	0.63%
BX	Blackstone Inc. Financial Services	Reduced	16,880	-1,369	$1,986,269	−5.3%	21	$121.98	0.60%
GSK	GSK plc Healthcare	Reduced	36,087	-1,996	$1,891,680	−10.0%	15	$35.76	0.58%
DIS	Walt Disney Co Communication Services	Added	18,892	+355	$1,818,355	+1.8%	26+	before history	0.55%
EMR	Emerson Electric Co Industrials	Added	12,553	+86	$1,796,961	+10.0%	3	$138.93	0.55%

Showing the top 50 of 122 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.