United Bank

Bank

CIK

1697791

Location

Zebulon, GA

Portfolio Value

Small $229,886,759

Diversification

Diversified

Filing Date

Global Rank

#4,233 / 8,618 ▲ 6

Top Industry

Semiconductors 14.8%

3Y Alpha vs SPY

+37.7%

Period ended 51 days ago

Filed Aug 10, 2026 · 10d

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

+297.5%

SPY

+75.8%

Annualised alpha

+37.7%

Max drawdown

−17.2%

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

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

Top Position

6.9%

+0.8 pts

Top 5

27.6%

+1.7 pts

Top 10

43.5%

+3.0 pts

HHI

270

Diversified+29

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.8%	$70,874,158	17
Financial Services	13.3%	$30,664,654	17
Communication Services	10.8%	$24,808,644	6
Consumer Cyclical	9.7%	$22,409,488	9
Healthcare	9.7%	$22,218,968	15
Industrials	8.9%	$20,408,027	14
Consumer Defensive	8.0%	$18,504,765	7
Utilities	3.4%	$7,772,037	4
Energy	2.1%	$4,718,296	2
Unclassified	2.0%	$4,597,798	3
Basic Materials	0.7%	$1,647,655	1
Real Estate	0.5%	$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
PEP	Pepsico Inc	+3,940	9,861	$1,335,179
CVS	CVS HEALTH Corp	+3,872	21,751	$2,250,140
MDT	Medtronic plc	+3,150	22,502	$1,760,331
AVGO	Broadcom Inc.	+2,786	11,857	$4,478,981
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
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
TJX	Tjx Companies Inc /De/	+952	19,547	$2,961,370
AMT	American Tower Corp /Ma/	+879	7,717	$1,262,269
BA	Boeing Co	+655	7,169	$1,551,873
BMY	Bristol Myers Squibb Co	+470	28,828	$1,661,069
ETN	Eaton Corp plc	+426	5,318	$2,266,106
KKR	KKR & Co. Inc.	+389	14,006	$1,285,470
COR	Cencora, Inc.	+372	8,048	$2,277,423
DIS	Walt Disney Co	+355	18,892	$1,818,355
RTX	RTX Corp	+317	13,752	$2,609,166
FCX	Freeport-Mcmoran Inc	+300	26,199	$1,647,655
NVDA	Nvidia Corp	+214	66,223	$13,250,560
SPY	Spdr S&P 500 ETF Trust	+183	1,787	$1,334,477
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
HON	Honeywell International Inc	−5,716	1,646	$368,539
INTC	Intel Corp	−5,675	3,104	$433,411
PFE	Pfizer Inc	−5,127	55,797	$1,343,591
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
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
GOOGL	Alphabet Inc.	−581	44,306	$15,833,635
HD	Home Depot, Inc.	−564	3,394	$1,196,995
MCD	Mcdonalds Corp	−549	7,687	$2,077,872
PG	PROCTER & GAMBLE Co	−528	15,948	$2,338,614
LOW	Lowes Companies Inc	−439	11,501	$2,535,855
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
SPGI	S&P Global Inc.	1,168	$475,679
AMAT	Applied Materials Inc /De	575	$415,725
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/Mn	3,010	$239,626
FDX	Fedex Corp	627	$223,324
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

96 tracked positions · $229,886,759 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 96 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	44,306	-581	$15,833,635	+22.7%	6.89%
AAPL	Apple Inc. Technology	Reduced	47,939	-386	$13,871,629	+13.1%	6.03%
NVDA	Nvidia Corp Technology	Added	66,223	+214	$13,250,560	+15.1%	5.76%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	44,179	-320	$10,529,622	+13.6%	4.58%
AMD	Advanced Micro Devices Inc Technology	Reduced	17,009	-733	$9,880,698	+173.8%	4.30%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	28,348	-226	$9,279,150	+10.4%	4.04%
MSFT	Microsoft Corp Technology	Reduced	23,689	-1,535	$8,836,470	−5.4%	3.84%
KO	Coca Cola Co Consumer Defensive	Added	92,618	+1,438	$7,527,064	+8.5%	3.27%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	6,050	+30	$5,659,593	−5.6%	2.46%
SO	Southern Co Utilities	Added	56,481	+1,151	$5,405,796	+1.2%	2.35%
CAT	Caterpillar Inc Industrials	Added	4,949	+32	$5,270,190	+51.3%	2.29%
AVGO	Broadcom Inc. Technology	Added	11,857	+2,786	$4,478,981	+59.5%	1.95%
META	Meta Platforms, Inc. Communication Services	Reduced	7,942	-278	$4,473,649	−4.9%	1.95%
MA	Mastercard Inc Financial Services	Added	8,482	+147	$4,356,355	+4.6%	1.90%
PANW	Palo Alto Networks Inc Technology	Reduced	12,396	-966	$4,227,283	+97.3%	1.84%
CSCO	Cisco Systems, Inc. Technology	Reduced	32,527	-1,401	$3,820,621	+45.1%	1.66%
LLY	ELI LILLY & Co Healthcare	Reduced	2,644	-97	$3,171,293	+25.8%	1.38%
JNJ	Johnson & Johnson Healthcare	Reduced	12,463	-9	$3,165,228	+3.8%	1.38%
XOM	ExxonMobil Holdings Corp Energy	Reduced	21,858	-1,566	$2,988,425	−24.8%	1.30%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	19,547	+952	$2,961,370	−0.3%	1.29%
ADI	Analog Devices Inc Technology	Added	7,449	+131	$2,958,519	+27.1%	1.29%
TFC	Truist Financial Corp Financial Services	Reduced	58,910	-676	$2,934,896	+7.1%	1.28%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,515	+86	$2,759,650	+6.1%	1.20%
RTX	RTX Corp Industrials	Added	13,752	+317	$2,609,166	+0.7%	1.13%
C	Citigroup Inc Financial Services	Added	18,120	+2,036	$2,536,075	+39.0%	1.10%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	11,501	-439	$2,535,855	−10.1%	1.10%
GD	General Dynamics Corp Industrials	Reduced	7,125	-429	$2,523,960	−2.7%	1.10%
ORCL	Oracle Corp Technology	Added	16,396	+1,243	$2,402,833	+7.8%	1.05%
MU	Micron Technology Inc Technology	Added	2,040	+126	$2,354,751	+264.2%	1.02%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	15,948	-528	$2,338,614	−1.7%	1.02%
COR	Cencora, Inc. Healthcare	Added	8,048	+372	$2,277,423	−5.6%	0.99%
ETN	Eaton Corp plc Industrials	Added	5,318	+426	$2,266,106	+29.5%	0.99%
CVS	CVS HEALTH Corp Healthcare	Added	21,751	+3,872	$2,250,140	+75.2%	0.98%
GLD	Spdr Gold Trust	Added	5,946	+1,666	$2,190,387	+18.9%	0.95%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	7,687	-549	$2,077,872	−18.8%	0.90%
BX	Blackstone Inc. Financial Services	Reduced	16,880	-1,369	$1,986,269	−5.3%	0.86%
GSK	GSK plc Healthcare	Reduced	36,087	-1,996	$1,891,680	−10.0%	0.82%
DIS	Walt Disney Co Communication Services	Added	18,892	+355	$1,818,355	+1.8%	0.79%
EMR	Emerson Electric Co Industrials	Added	12,553	+86	$1,796,961	+10.0%	0.78%
CRM	Salesforce, Inc. Technology	Added	11,271	+166	$1,765,714	−14.8%	0.77%
MDT	Medtronic plc Healthcare	Added	22,502	+3,150	$1,760,331	+5.0%	0.77%
CVX	Chevron Corp Energy	Reduced	10,436	-782	$1,729,871	−25.5%	0.75%
BMY	Bristol Myers Squibb Co Healthcare	Added	28,828	+470	$1,661,069	−3.4%	0.72%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	26,199	+300	$1,647,655	+8.2%	0.72%
NFLX	Netflix Inc Communication Services	Added	23,005	+65	$1,642,557	−25.5%	0.71%
YUM	Yum Brands Inc Consumer Cyclical	Added	9,885	+1,310	$1,580,216	+18.5%	0.69%
BA	Boeing Co Industrials	Added	7,169	+655	$1,551,873	+19.7%	0.68%
SCHW	Schwab Charles Corp Financial Services	Added	16,655	+91	$1,536,756	−1.3%	0.67%
NEE	Nextera Energy Inc Utilities	Reduced	15,633	-901	$1,372,108	−10.7%	0.60%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	10,930	-339	$1,345,592	−24.1%	0.59%

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.