UNION SAVINGS BANK

Bank

CIK

1985855

Location

LITCHFIELD, CT

Portfolio Value

Micro $9,883,523

Diversification

Diversified

Filing Date

Global Rank

#5,429 / 8,578 ▲ 67

Top Industry

Software - Infrastructure 8.1%

3Y Alpha vs SPY

-6.7%

Period ended 3 months ago

Filed Apr 17, 2026 · 59d

11 quarters · since Jun 2023

Clone Performance

Aug 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

+48.7%

SPY

+74.7%

Annualised alpha

-6.7%

Max drawdown

−16.0%

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

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

Top Position

11.0%

−0.1 pts

Top 5

29.3%

−0.8 pts

Top 10

42.4%

−0.6 pts

HHI

287

Diversified−12

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	20.1%	$22,599,301	42
Unclassified	17.5%	$19,712,703	8
Healthcare	11.0%	$12,441,414	30
Financial Services	10.4%	$11,675,382	39
Industrials	8.8%	$9,883,523	34
Consumer Cyclical	8.2%	$9,209,973	24
Energy	7.6%	$8,533,961	11
Consumer Defensive	6.5%	$7,363,044	19
Communication Services	5.8%	$6,587,130	9
Utilities	2.8%	$3,109,243	14
Basic Materials	0.7%	$819,368	7
Real Estate	0.6%	$690,202	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
MCHP	Microchip Technology Inc	+2,722	4,761	$307,608
TSCO	Tractor Supply Co /De/	+974	6,365	$288,334
PANW	Palo Alto Networks Inc	+731	2,875	$460,920
ISRG	Intuitive Surgical Inc	+561	680	$313,473
AMZN	Amazon Com Inc	+409	10,882	$2,266,394
ORCL	Oracle Corp	+397	6,597	$970,484
BX	Blackstone Inc.	+296	8,785	$1,010,186
EOG	Eog Resources Inc	+277	3,377	$488,212
MA	Mastercard Inc	+160	3,444	$1,720,829
UNH	Unitedhealth Group Inc	+158	607	$164,248
QQQ	Invesco Qqq Trust, Series 1	+125	3,898	$2,249,847
AVGO	Broadcom Inc.	+112	4,298	$1,330,273
CBRE	Cbre Group, Inc.	+104	1,183	$160,249
WAT	Waters Corp /De/	+51	61	$18,165
KO	Coca Cola Co	+32	7,610	$578,740
GEV	GE Vernova Inc.	+27	854	$745,456
BLK	BlackRock, Inc.	+25	452	$434,692
CASY	Caseys General Stores Inc	+25	1,020	$742,416
TMO	Thermo Fisher Scientific Inc.	+8	1,486	$730,413
GE	General Electric Co	+7	2,897	$822,081
MSFT	Microsoft Corp	+4	16,320	$6,041,173
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVO	Novo Nordisk A S	−4,885	1,252	$46,010
T	At&T Inc.	−1,754	12,784	$370,608
AWK	American Water Works Company, Inc.	−1,297	1,781	$242,376
ENB	Enbridge Inc	−1,183	20,061	$1,086,101
ACN	Accenture plc	−1,137	2,492	$494,138
NOW	ServiceNow, Inc.	−1,125	35	$3,659
NBTB	Nbt Bancorp Inc	−1,086	6,282	$267,487
CSCO	Cisco Systems, Inc.	−708	8,211	$637,091
SO	Southern Co	−701	6,104	$589,157
TFC	Truist Financial Corp	−588	2,309	$106,143
XOM	Exxon Mobil Corp	−512	30,132	$5,112,194
GSK	GSK plc	−495	2,368	$130,689
BAC	Bank Of America Corp /De/	−493	9,832	$479,310
MDLZ	Mondelez International, Inc.	−411	9,659	$556,744
MRK	Merck & Co., Inc.	−405	4,833	$581,360
GOOGL	Alphabet Inc.	−380	14,553	$4,184,860
ADP	Automatic Data Processing Inc	−366	5,507	$1,118,911
MCD	Mcdonalds Corp	−347	3,907	$1,214,256
AAPL	Apple Inc.	−332	20,981	$5,324,767
RTX	RTX Corp	−319	6,053	$1,167,623
PG	PROCTER & GAMBLE Co	−305	10,359	$1,496,253
DUK	Duke Energy CORP	−290	2,803	$367,023
D	Dominion Energy, Inc	−266	1,679	$103,795
SHEL	Shell plc	−245	1,004	$93,372
Q	Qnity Electronics, Inc.	−245	10	$1,153
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
CEG	Constellation Energy Corp	212	$59,201
COF	Capital One Financial Corp	136	$24,810
PLTR	Palantir Technologies Inc.	100	$14,628
CNP	Centerpoint Energy Inc	147	$6,344
ULTA	Ulta Beauty, Inc.	10	$5,227
AZN	Astrazeneca PLC	15	$2,958
BA	Boeing Co	10	$1,990
VSNT	Versant Media Group, Inc.	51	$1,887
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
BR	Broadridge Financial Solutions, Inc.	620	$138,365
PAYC	Paycom Software, Inc.	505	$80,476
IBIT	iShares Bitcoin Trust ETF	903	$44,833
SOLS	Solstice Advanced Materials Inc.	807	$39,204
AON	Aon plc	64	$22,584
J	Jacobs Solutions Inc.	35	$4,636
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

34 positions · $9,883,523 total · Industrials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NSC	Norfolk Southern Corp Industrials	Reduced	4,415	-163	$1,267,105	−4.1%	12.82%
RTX	RTX Corp Industrials	Reduced	6,053	-319	$1,167,623	−0.1%	11.81%
CAT	Caterpillar Inc Industrials	Held	1,511	0	$1,070,482	+23.7%	10.83%
LMT	Lockheed Martin Corp Industrials	Reduced	1,552	-195	$938,013	+11.0%	9.49%
GE	General Electric Co Industrials	Added	2,897	+7	$822,081	−7.7%	8.32%
HON	Honeywell International Inc Industrials	Held	3,581	0	$809,413	+15.9%	8.19%
GEV	GE Vernova Inc. Industrials	Added	854	+27	$745,456	+37.9%	7.54%
UNP	Union Pacific Corp Industrials	Reduced	2,095	-155	$508,288	−2.3%	5.14%
MMM	3M Co Industrials	Held	2,592	0	$376,435	−9.3%	3.81%
CMI	Cummins Inc Industrials	Reduced	586	-30	$315,279	+0.3%	3.19%
EMR	Emerson Electric Co Industrials	Held	2,272	0	$297,677	−1.3%	3.01%
DE	Deere & Co Industrials	Held	518	0	$291,789	+21.0%	2.95%
PH	Parker-Hannifin Corp Industrials	Held	280	0	$250,667	+1.9%	2.54%
CSX	Csx Corp Industrials	Held	3,800	0	$155,990	+13.2%	1.58%
FDX	Fedex Corp Industrials	Held	422	0	$150,307	+23.3%	1.52%
ETN	Eaton Corp plc Industrials	Held	403	0	$144,141	+12.3%	1.46%
UPS	United Parcel Service Inc Industrials	Held	1,314	0	$129,271	−0.8%	1.31%
GD	General Dynamics Corp Industrials	Held	370	0	$126,991	+1.9%	1.28%
TDG	TransDigm Group INC Industrials	Held	75	0	$86,922	−12.8%	0.88%
CARR	CARRIER GLOBAL Corp Industrials	Held	1,124	0	$63,292	+6.6%	0.64%
WM	Waste Management Inc Industrials	Held	175	0	$40,213	+4.6%	0.41%
ITW	Illinois Tool Works Inc Industrials	Held	150	0	$39,043	+5.7%	0.40%
JCI	Johnson Controls International plc Industrials	Held	145	0	$18,987	+9.4%	0.19%
FAST	Fastenal Co Industrials	Held	400	0	$18,560	+15.6%	0.19%
MAS	Masco Corp /De/ Industrials	Held	275	0	$16,601	−4.9%	0.17%
PCAR	Paccar Inc Industrials	Held	52	0	$6,006	+5.5%	0.06%
CSL	Carlisle Companies Inc Industrials	Held	16	0	$5,337	+4.3%	0.05%
XYL	Xylem Inc. Industrials	Held	42	0	$5,019	−12.2%	0.05%
HEI	Heico Corp Industrials	Held	17	0	$4,661	−15.3%	0.05%
VLTO	Veralto Corp Industrials	Held	43	0	$3,802	−11.4%	0.04%
CPRT	Copart Inc Industrials	Held	104	0	$3,452	−15.2%	0.03%
EXPD	Expeditors International Of Washington Inc Industrials	Held	18	0	$2,578	−3.9%	0.03%
BA	Boeing Co Industrials	NEW	10	NEW	$1,990	NEW	0.02%
AMTM	Amentum Holdings, Inc. Industrials	Held	2	0	$52	−10.3%	0.00%