United Bank

Bank

CIK

1697791

Location

Zebulon, GA

Portfolio Value

Small $213,640,178

Diversification

Diversified

Filing Date

Global Rank

#3,722 / 8,232 ▲ 220

Top Industry

Semiconductors 10.1%

3Y Alpha vs SPY

-4.0%

Period ended 2 months ago

Filed May 1, 2026 · 43d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+59.8%

SPY

+76.5%

Annualised alpha

-4.0%

Max drawdown

−17.0%

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

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

Top Position

6.0%

−0.5 pts

Top 5

25.9%

−1.6 pts

Top 10

40.6%

−0.9 pts

HHI

241

Diversified−13

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.0%	$55,596,561	16
Financial Services	14.0%	$29,939,838	19
Communication Services	10.9%	$23,382,051	7
Healthcare	10.9%	$23,303,546	15
Consumer Cyclical	10.2%	$21,811,878	8
Industrials	9.4%	$20,078,620	14
Consumer Defensive	8.6%	$18,433,155	8
Utilities	3.7%	$7,914,190	4
Energy	2.9%	$6,295,119	2
Unclassified	1.7%	$3,725,737	3
Basic Materials	0.9%	$1,979,381	2
Real Estate	0.6%	$1,180,102	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACHR	Archer Aviation Inc.	+25,520	202,184	$1,045,291
FCX	Freeport-Mcmoran Inc	+13,172	25,899	$1,522,343
MDT	Medtronic plc	+11,015	19,352	$1,676,850
EMR	Emerson Electric Co	+7,001	12,467	$1,633,426
YUM	Yum Brands Inc	+4,716	8,575	$1,333,241
AVGO	Broadcom Inc.	+4,613	9,071	$2,807,565
PEP	Pepsico Inc	+4,204	5,921	$919,472
KKR	KKR & Co. Inc.	+3,848	13,617	$1,259,572
NFLX	Netflix Inc	+3,688	22,940	$2,205,681
NVDA	Nvidia Corp	+3,525	66,009	$11,511,969
MSFT	Microsoft Corp	+3,411	25,224	$9,337,168
BX	Blackstone Inc.	+3,280	18,249	$2,098,452
BA	Boeing Co	+3,193	6,514	$1,296,481
AMD	Advanced Micro Devices Inc	+3,075	17,742	$3,609,255
AMZN	Amazon Com Inc	+2,609	44,499	$9,267,806
AAPL	Apple Inc.	+2,069	48,325	$12,264,401
NKE	NIKE, Inc.	+1,773	18,768	$991,325
GLD	Spdr Gold Trust	+1,439	4,280	$1,841,641
ABT	Abbott Laboratories	+1,388	33,193	$3,407,925
TJX	Tjx Companies Inc /De/	+1,319	18,595	$2,969,621
META	Meta Platforms, Inc.	+1,107	8,220	$4,702,908
ETN	Eaton Corp plc	+947	4,892	$1,749,721
ZBH	Zimmer Biomet Holdings, Inc.	+889	14,856	$1,343,279
ABBV	AbbVie Inc.	+839	2,192	$476,738
ACN	Accenture plc	+806	5,694	$1,129,063
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MDLZ	Mondelez International, Inc.	−11,046	12,035	$693,697
DD	DuPont de Nemours, Inc.	−6,850	9,979	$457,038
NSC	Norfolk Southern Corp	−4,561	7,015	$2,013,305
MRSH	Marsh & Mclennan Companies, Inc.	−3,352	3,281	$569,089
HON	Honeywell International Inc	−3,149	7,362	$1,664,032
CMCSA	Comcast Corp	−2,308	8,702	$249,834
NEE	Nextera Energy Inc	−2,043	16,534	$1,535,677
TFC	Truist Financial Corp	−1,776	59,586	$2,739,168
IBM	International Business Machines Corp	−1,477	2,883	$698,810
KO	Coca Cola Co	−1,210	91,180	$6,934,239
INTC	Intel Corp	−951	8,779	$387,417
CRM	Salesforce, Inc.	−845	11,105	$2,072,970
AFL	Aflac Inc	−600	1,824	$200,111
ORCL	Oracle Corp	−577	15,153	$2,229,157
XOM	Exxon Mobil Corp	−357	23,424	$3,974,115
LOW	Lowes Companies Inc	−339	11,940	$2,821,183
JNJ	Johnson & Johnson	−333	12,472	$3,048,655
T	At&T Inc.	−305	33,465	$970,150
ICE	Intercontinental Exchange, Inc.	−261	11,269	$1,772,388
CVX	Chevron Corp	−240	11,218	$2,321,004
BMY	Bristol Myers Squibb Co	−238	28,358	$1,719,912
ADI	Analog Devices Inc	−168	7,318	$2,328,148
PG	PROCTER & GAMBLE Co	−164	16,476	$2,379,793
GD	General Dynamics Corp	−146	7,554	$2,592,683
MCD	Mcdonalds Corp	−134	8,236	$2,559,666
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
CVS	CVS HEALTH Corp	17,879	$1,284,069
IBRX	ImmunityBio, Inc.	14,300	$109,681
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	7,727	$1,183,699
CMG	Chipotle Mexican Grill Inc	18,211	$673,807
CARR	CARRIER GLOBAL Corp	5,118	$270,435
CCL	Carnival Corp Ltd.	6,647	$202,999
MCHP	Microchip Technology Inc	3,161	$201,418
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

99 positions · $213,640,178 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 99 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	44,887	-16	$12,907,705	−8.2%	6.04%
AAPL	Apple Inc. Technology	Added	48,325	+2,069	$12,264,401	−2.5%	5.74%
NVDA	Nvidia Corp Technology	Added	66,009	+3,525	$11,511,969	−1.2%	5.39%
MSFT	Microsoft Corp Technology	Added	25,224	+3,411	$9,337,168	−11.5%	4.37%
AMZN	Amazon Com Inc Consumer Cyclical	Added	44,499	+2,609	$9,267,806	−4.1%	4.34%
JPM	Jpmorgan Chase & Co Financial Services	Added	28,574	+339	$8,405,327	−7.6%	3.93%
KO	Coca Cola Co Consumer Defensive	Reduced	91,180	-1,210	$6,934,239	+7.4%	3.25%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	6,020	+350	$5,998,508	+22.7%	2.81%
SO	Southern Co Utilities	Added	55,330	+19	$5,340,451	+10.7%	2.50%
META	Meta Platforms, Inc. Communication Services	Added	8,220	+1,107	$4,702,908	+0.2%	2.20%
MA	Mastercard Inc Financial Services	Added	8,335	+548	$4,164,666	−6.3%	1.95%
XOM	Exxon Mobil Corp Energy	Reduced	23,424	-357	$3,974,115	+38.9%	1.86%
AMD	Advanced Micro Devices Inc Technology	Added	17,742	+3,075	$3,609,255	+14.9%	1.69%
CAT	Caterpillar Inc Industrials	Added	4,917	+266	$3,483,497	+30.7%	1.63%
ABT	Abbott Laboratories Healthcare	Added	33,193	+1,388	$3,407,925	−14.5%	1.60%
JNJ	Johnson & Johnson Healthcare	Reduced	12,472	-333	$3,048,655	+15.0%	1.43%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	18,595	+1,319	$2,969,621	+11.9%	1.39%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	11,940	-339	$2,821,183	−4.7%	1.32%
AVGO	Broadcom Inc. Technology	Added	9,071	+4,613	$2,807,565	+82.0%	1.31%
TFC	Truist Financial Corp Financial Services	Reduced	59,586	-1,776	$2,739,168	−9.3%	1.28%
CSCO	Cisco Systems, Inc. Technology	Reduced	33,928	-94	$2,632,473	+0.4%	1.23%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,429	+85	$2,601,576	−3.1%	1.22%
GD	General Dynamics Corp Industrials	Reduced	7,554	-146	$2,592,683	+0.0%	1.21%
RTX	RTX Corp Industrials	Added	13,435	+694	$2,591,611	+10.9%	1.21%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	8,236	-134	$2,559,666	+0.1%	1.20%
LLY	ELI LILLY & Co Healthcare	Reduced	2,741	-50	$2,521,089	−15.9%	1.18%
COR	Cencora, Inc. Healthcare	Added	7,676	+332	$2,411,338	−2.8%	1.13%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	16,476	-164	$2,379,793	−0.2%	1.11%
ADI	Analog Devices Inc Technology	Reduced	7,318	-168	$2,328,148	+14.7%	1.09%
CVX	Chevron Corp Energy	Reduced	11,218	-240	$2,321,004	+32.9%	1.09%
ORCL	Oracle Corp Technology	Reduced	15,153	-577	$2,229,157	−27.3%	1.04%
NFLX	Netflix Inc Communication Services	Added	22,940	+3,688	$2,205,681	+22.2%	1.03%
PANW	Palo Alto Networks Inc Technology	Added	13,362	+657	$2,142,195	−8.5%	1.00%
GSK	GSK plc Healthcare	Added	38,083	+747	$2,101,800	+14.8%	0.98%
BX	Blackstone Inc. Financial Services	Added	18,249	+3,280	$2,098,452	−9.1%	0.98%
CRM	Salesforce, Inc. Technology	Reduced	11,105	-845	$2,072,970	−34.5%	0.97%
NSC	Norfolk Southern Corp Industrials	Reduced	7,015	-4,561	$2,013,305	−39.8%	0.94%
GLD	Spdr Gold Trust	Added	4,280	+1,439	$1,841,641	+63.6%	0.86%
C	Citigroup Inc Financial Services	Added	16,084	+232	$1,824,086	−1.4%	0.85%
DIS	Walt Disney Co Communication Services	Added	18,537	+780	$1,786,596	−11.6%	0.84%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	11,269	-261	$1,772,388	−5.1%	0.83%
ETN	Eaton Corp plc Industrials	Added	4,892	+947	$1,749,721	+39.3%	0.82%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	28,358	-238	$1,719,912	+11.5%	0.81%
PFE	Pfizer Inc Healthcare	Added	60,924	+367	$1,710,745	+13.5%	0.80%
MDT	Medtronic plc Healthcare	Added	19,352	+11,015	$1,676,850	+109.4%	0.78%
HON	Honeywell International Inc Industrials	Reduced	7,362	-3,149	$1,664,032	−18.9%	0.78%
EMR	Emerson Electric Co Industrials	Added	12,467	+7,001	$1,633,426	+125.2%	0.76%
SCHW	Schwab Charles Corp Financial Services	Added	16,564	+55	$1,556,684	−5.6%	0.73%
NEE	Nextera Energy Inc Utilities	Reduced	16,534	-2,043	$1,535,677	+3.0%	0.72%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	25,899	+13,172	$1,522,343	+135.5%	0.71%