United Community Bank

Bank

CIK

2000314

Location

GREENVILLE, SC

Portfolio Value

Small $187,645,946

Diversification

Diversified

Filing Date

Global Rank

#4,342 / 8,622 ▲ 178 · as of Mar 2026

Top Industry

Insurance - Diversified 17.0%

3Y Alpha vs SPY

-4.9%

Period ended 4 months ago

Filed Apr 24, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 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

+52.2%

SPY

+67.9%

Annualised alpha

-3.8%

Max drawdown

−12.1%

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. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

14.7%

−1.1 pts

Top 5

31.7%

−2.6 pts

Top 10

39.7%

−2.5 pts

HHI

371

Diversified−39

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	27.5%	$51,647,339	70
Technology	15.8%	$29,720,684	64
Unclassified	13.7%	$25,751,900	8
Healthcare	8.3%	$15,588,168	44
Consumer Cyclical	6.4%	$12,017,732	41
Consumer Defensive	6.1%	$11,533,329	29
Industrials	6.1%	$11,469,444	59
Energy	5.9%	$11,106,088	20
Communication Services	5.0%	$9,361,979	15
Utilities	2.8%	$5,268,839	21
Basic Materials	1.2%	$2,299,299	19
Real Estate	1.0%	$1,881,145	16

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
LKQ	Lkq Corp	+6,127	7,012	$205,942
FISV	Fiserv Inc	+5,134	5,349	$298,474
CMCSA	Comcast Corp	+3,545	31,921	$916,451
BEN	Franklin Resources Inc	+3,505	37,529	$886,434
VZ	Verizon Communications Inc	+2,865	32,171	$1,614,984
PFE	Pfizer Inc	+2,831	26,033	$731,006
MRK	Merck & Co., Inc.	+2,770	16,035	$1,928,850
APH	Amphenol Corp /De/	+2,370	3,975	$502,241
BP	Bp PLC	+2,080	31,536	$1,482,192
ZBRA	Zebra Technologies Corp	+1,857	2,133	$445,967
SPY	Spdr S&P 500 ETF Trust	+1,823	3,529	$2,295,049
KVUE	Kenvue Inc.	+1,584	1,603	$27,635
IP	International Paper Co /New/	+1,580	13,508	$482,235
BAC	Bank Of America Corp /De/	+1,323	13,794	$672,457
NOW	ServiceNow, Inc.	+1,270	2,775	$290,126
UPS	United Parcel Service Inc	+1,263	8,951	$880,599
TGT	Target Corp	+1,238	6,690	$810,828
FDX	Fedex Corp	+1,194	1,224	$435,964
OHI	Omega Healthcare Investors Inc	+1,180	18,540	$812,422
ABNB	Airbnb, Inc.	+1,164	2,273	$287,034
TFC	Truist Financial Corp	+1,115	18,294	$840,975
USA	Liberty All Star Equity Fund	+1,050	19,089	$105,943
TMO	Thermo Fisher Scientific Inc.	+979	1,046	$514,140
UBER	Uber Technologies, Inc	+813	2,480	$178,386
HPQ	Hp Inc	+809	4,103	$78,818
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAUM	iShares Gold Trust Micro	−13,323	376,344	$17,575,264
IAU	Ishares Gold Trust	−9,845	40,841	$3,600,542
ENB	Enbridge Inc	−4,788	17,289	$936,026
JNJ	Johnson & Johnson	−3,410	5,005	$1,223,422
CSCO	Cisco Systems, Inc.	−2,088	30,417	$2,360,055
ORI	Old Republic International Corp	−2,050	6,395	$255,160
XOM	ExxonMobil Holdings Corp	−2,008	8,786	$1,490,632
CTSH	Cognizant Technology Solutions Corp	−1,808	6	$368
WMB	Williams Companies, Inc.	−1,728	3,831	$278,820
CTVA	Corteva, Inc.	−1,713	8	$669
FAST	Fastenal Co	−1,614	2,712	$125,836
UGI	Ugi Corp /Pa/	−1,480	595	$21,669
PG	PROCTER & GAMBLE Co	−1,424	2,679	$386,954
HD	Home Depot, Inc.	−1,413	5,799	$1,907,233
MDT	Medtronic plc	−1,401	7,823	$677,862
GEHC	GE HealthCare Technologies Inc.	−1,360	50	$3,559
MO	Altria Group, Inc.	−1,340	4,505	$297,284
EOG	Eog Resources Inc	−1,338	1,257	$181,724
USB	US Bancorp De	−1,242	18,888	$982,364
NEE	Nextera Energy Inc	−1,163	18,746	$1,741,128
NVS	Novartis AG	−1,066	230	$35,132
SSNC	SS&C Technologies Holdings Inc	−1,047	238	$16,081
HSY	Hershey Co	−1,043	187	$38,875
ORLY	O Reilly Automotive Inc	−978	315	$29,077
CRM	Salesforce, Inc.	−895	2,008	$374,833
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
UCB	United Community Banks Inc	84,123	$2,649,033
RPRX	Royalty Pharma plc	9,060	$434,608
WCC	Wesco International Inc	1,163	$318,220
ESI	Element Solutions Inc	8,160	$278,582
MSM	Msc Industrial Direct Co Inc	2,962	$273,303
EEFT	Euronet Worldwide, Inc.	4,052	$268,931
BN	BROOKFIELD Corp /ON/	6,538	$264,592
VRT	Vertiv Holdings Co	1,015	$254,338
OTEX	Open Text Corp	11,340	$252,201
ENS	EnerSys	1,315	$228,441
WTW	Willis Towers Watson PLC	738	$214,536
VAC	MARRIOTT VACATIONS WORLDWIDE Corp	2,580	$168,009
EFOR	Everforth Inc	4,100	$158,711
NICE	NICE Ltd.	1,280	$141,132
KMPR	KEMPER Corp	3,405	$104,056
CINF	Cincinnati Financial Corp	344	$54,128
VSNT	Versant Media Group, Inc.	1,072	$39,685
WEC	Wec Energy Group, Inc.	340	$39,361
POOL	Pool Corp	161	$32,575
SWK	Stanley Black & Decker, Inc.	342	$24,302
FDS	Factset Research Systems Inc	92	$19,963
GIB	Cgi Inc	232	$16,959
EQR	Equity Residential	191	$11,297
NVO	Novo Nordisk A S	142	$5,218
DECK	Deckers Outdoor Corp	45	$4,504
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TTD	Trade Desk, Inc.	3,355	$127,355
DEO	Diageo PLC	1,250	$107,837
CNI	Canadian National Railway Co	907	$89,656
JBHT	Hunt J B Transport Services Inc	459	$89,202
ROL	Rollins Inc	1,268	$76,105
BR	Broadridge Financial Solutions, Inc.	334	$74,538
KMX	Carmax Inc	1,820	$70,324
LECO	Lincoln Electric Holdings Inc	271	$64,942
DOX	Amdocs Ltd	775	$62,395
CACI	Caci International Inc /De/	84	$44,756
JKHY	Jack Henry & Associates Inc	224	$40,875
DIAX	Nuveen Dow 30sm Dynamic Overwrite Fund	2,550	$38,913
SCCO	Southern Copper Corp/	247	$35,437
PPL	PPL Corp	899	$31,482
LNC	Lincoln National Corp	598	$26,628
NFJ	Virtus Dividend, Interest & Premium Strategy Fund	1,650	$21,268
TRP	Tc Energy Corp	362	$19,913
BSTZ	BlackRock Science & Technology Term Trust	785	$17,748
OGE	Oge Energy Corp.	400	$17,080
CMS	Cms Energy Corp	235	$16,433
NI	Nisource Inc.	376	$15,701
LNG	Cheniere Energy, Inc.	77	$14,968
NGG	National Grid PLC	187	$14,464
J	Jacobs Solutions Inc.	102	$13,510
TRGP	Targa Resources Corp.	72	$13,284
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

406 tracked positions · $187,645,946 total · filing declares 565 positions · $299,924,294 · 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 406 positions by value · page 1 of 9

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	57,373	-143	$27,493,141	−4.9%	14.65%
IAUM	iShares Gold Trust Micro	Reduced	376,344	-13,323	$17,575,264	+4.9%	9.37%
MSFT	Microsoft Corp Technology	Reduced	17,584	-841	$6,509,069	−27.0%	3.47%
AAPL	Apple Inc. Technology	Reduced	15,674	-40	$3,977,904	−6.9%	2.12%
NVDA	Nvidia Corp Technology	Added	22,205	+235	$3,872,552	−5.5%	2.06%
IAU	Ishares Gold Trust	Reduced	40,841	-9,845	$3,600,542	−12.5%	1.92%
CVX	Chevron Corp Energy	Added	15,852	+239	$3,279,778	+37.8%	1.75%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,343	+607	$3,042,496	−3.0%	1.62%
UCB	United Community Banks Inc Financial Services	NEW	84,123	NEW	$2,649,033	NEW	1.41%
T	At&T Inc. Communication Services	Added	83,879	+568	$2,431,652	+17.5%	1.30%
PM	Philip Morris International Inc. Consumer Defensive	Added	14,415	+262	$2,383,376	+5.0%	1.27%
CSCO	Cisco Systems, Inc. Technology	Reduced	30,417	-2,088	$2,360,055	−5.7%	1.26%
SPY	Spdr S&P 500 ETF Trust	Added	3,529	+1,823	$2,295,049	+97.3%	1.22%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,737	+311	$2,236,194	−7.1%	1.19%
ABBV	AbbVie Inc. Healthcare	Added	9,336	+168	$2,030,486	−3.1%	1.08%
AVGO	Broadcom Inc. Technology	Added	6,433	+115	$1,991,077	−8.9%	1.06%
KO	Coca Cola Co Consumer Defensive	Reduced	26,158	-56	$1,989,315	+8.6%	1.06%
DUK	Duke Energy CORP Utilities	Reduced	14,870	-238	$1,947,077	+10.0%	1.04%
MRK	Merck & Co., Inc. Healthcare	Added	16,035	+2,770	$1,928,850	+38.1%	1.03%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,799	-1,413	$1,907,233	−23.1%	1.02%
META	Meta Platforms, Inc. Communication Services	Reduced	3,316	-27	$1,897,183	−14.0%	1.01%
NEE	Nextera Energy Inc Utilities	Reduced	18,746	-1,163	$1,741,128	+8.9%	0.93%
BMY	Bristol Myers Squibb Co Healthcare	Added	28,324	+405	$1,717,850	+14.1%	0.92%
WMT	Walmart Inc. Consumer Defensive	Reduced	13,809	-741	$1,716,182	+5.9%	0.91%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,787	-397	$1,664,109	−14.0%	0.89%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,650	-94	$1,644,109	+9.3%	0.88%
GILD	Gilead Sciences, Inc. Healthcare	Added	11,719	+390	$1,633,277	+17.5%	0.87%
VZ	Verizon Communications Inc Communication Services	Added	32,171	+2,865	$1,614,984	+35.3%	0.86%
IBM	International Business Machines Corp Technology	Reduced	6,608	-46	$1,601,713	−18.7%	0.85%
OKE	Oneok Inc /New/ Energy	Added	17,718	+722	$1,601,530	+28.2%	0.85%
BLK	BlackRock, Inc. Financial Services	Reduced	1,649	-29	$1,585,859	−11.7%	0.85%
XOM	ExxonMobil Holdings Corp Energy	Reduced	8,786	-2,008	$1,490,632	+14.8%	0.79%
BP	Bp PLC Energy	Added	31,536	+2,080	$1,482,192	+44.9%	0.79%
LLY	ELI LILLY & Co Healthcare	Added	1,482	+82	$1,363,099	−9.4%	0.73%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	6,473	-285	$1,346,966	−4.5%	0.72%
CSX	Csx Corp Industrials	Reduced	30,039	-411	$1,233,100	+11.7%	0.66%
JNJ	Johnson & Johnson Healthcare	Reduced	5,005	-3,410	$1,223,422	−29.7%	0.65%
V	Visa Inc. Financial Services	Added	3,887	+320	$1,174,806	−6.1%	0.63%
DRI	Darden Restaurants Inc Consumer Cyclical	Reduced	5,908	-478	$1,158,204	−1.4%	0.62%
EMR	Emerson Electric Co Industrials	Added	8,788	+106	$1,151,403	−0.1%	0.61%
AZO	Autozone Inc Consumer Cyclical	Added	312	+308	$1,053,867	+7668.4%	0.56%
SCHW	Schwab Charles Corp Financial Services	Added	11,149	+124	$1,047,783	−4.9%	0.56%
C	Citigroup Inc Financial Services	Added	9,037	+395	$1,024,886	+1.6%	0.55%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,752	-62	$1,011,219	−9.3%	0.54%
ADP	Automatic Data Processing Inc Technology	Reduced	4,907	-229	$997,004	−24.5%	0.53%
USB	US Bancorp De Financial Services	Reduced	18,888	-1,242	$982,364	−8.5%	0.52%
LMT	Lockheed Martin Corp Industrials	Added	1,565	+216	$945,870	+45.0%	0.50%
MA	Mastercard Inc Financial Services	Added	1,891	+140	$944,857	−5.5%	0.50%
ENB	Enbridge Inc Energy	Reduced	17,289	-4,788	$936,026	−11.4%	0.50%
CMCSA	Comcast Corp Communication Services	Added	31,921	+3,545	$916,451	+8.1%	0.49%

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.