United Community Bank

Bank

CIK

2000314

Location

GREENVILLE, SC

Portfolio Value

Small $185,727,367

Diversification

Diversified

Filing Date

Global Rank

#4,340 / 8,603 ▲ 191 · as of Mar 2026

Top Industry

Insurance - Diversified 17.2%

3Y Alpha vs SPY

-5.2%

Period ended 3 months ago

Filed Apr 24, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+54.3%

SPY

+76.5%

Annualised alpha

-5.3%

Max drawdown

−12.1%

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

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

Top Position

14.8%

−1.1 pts

Top 5

32.0%

−2.6 pts

Top 10

40.1%

−2.6 pts

HHI

378

Diversified−41

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	27.8%	$51,618,484	70
Technology	15.9%	$29,562,850	64
Unclassified	13.9%	$25,751,900	8
Healthcare	8.4%	$15,665,868	44
Consumer Cyclical	6.3%	$11,750,966	41
Consumer Defensive	6.2%	$11,533,329	29
Industrials	6.1%	$11,399,573	59
Energy	5.2%	$9,615,456	19
Communication Services	5.0%	$9,361,979	15
Utilities	2.8%	$5,268,839	21
Basic Materials	1.2%	$2,316,978	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	$351,300
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
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
AEP	American Electric Power Co Inc	−856	3,627	$475,427
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	$34,807
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

405 positions · $185,727,367 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 405 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%	14.80%
IAUM	iShares Gold Trust Micro	Reduced	376,344	-13,323	$17,575,264	+4.9%	9.46%
MSFT	Microsoft Corp Technology	Reduced	17,584	-841	$6,509,069	−27.0%	3.50%
AAPL	Apple Inc. Technology	Reduced	15,674	-40	$3,977,904	−6.9%	2.14%
NVDA	Nvidia Corp Technology	Added	22,205	+235	$3,872,552	−5.5%	2.09%
IAU	Ishares Gold Trust	Reduced	40,841	-9,845	$3,600,542	−12.5%	1.94%
CVX	Chevron Corp Energy	Added	15,852	+239	$3,279,778	+37.8%	1.77%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,343	+607	$3,042,496	−3.0%	1.64%
UCB	United Community Banks Inc Financial Services	NEW	84,123	NEW	$2,649,033	NEW	1.43%
T	At&T Inc. Communication Services	Added	83,879	+568	$2,431,652	+17.5%	1.31%
PM	Philip Morris International Inc. Consumer Defensive	Added	14,415	+262	$2,383,376	+5.0%	1.28%
CSCO	Cisco Systems, Inc. Technology	Reduced	30,417	-2,088	$2,360,055	−5.7%	1.27%
SPY	Spdr S&P 500 ETF Trust	Added	3,529	+1,823	$2,295,049	+97.3%	1.24%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,737	+311	$2,236,194	−7.1%	1.20%
ABBV	AbbVie Inc. Healthcare	Added	9,336	+168	$2,030,486	−3.1%	1.09%
AVGO	Broadcom Inc. Technology	Added	6,433	+115	$1,991,077	−8.9%	1.07%
KO	Coca Cola Co Consumer Defensive	Reduced	26,158	-56	$1,989,315	+8.6%	1.07%
DUK	Duke Energy CORP Utilities	Reduced	14,870	-238	$1,947,077	+10.0%	1.05%
MRK	Merck & Co., Inc. Healthcare	Added	16,035	+2,770	$1,928,850	+38.1%	1.04%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,799	-1,413	$1,907,233	−23.1%	1.03%
META	Meta Platforms, Inc. Communication Services	Reduced	3,316	-27	$1,897,183	−14.0%	1.02%
NEE	Nextera Energy Inc Utilities	Reduced	18,746	-1,163	$1,741,128	+8.9%	0.94%
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%	0.92%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,787	-397	$1,664,109	−14.0%	0.90%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,650	-94	$1,644,109	+9.3%	0.89%
GILD	Gilead Sciences, Inc. Healthcare	Added	11,719	+390	$1,633,277	+17.5%	0.88%
VZ	Verizon Communications Inc Communication Services	Added	32,171	+2,865	$1,614,984	+35.3%	0.87%
IBM	International Business Machines Corp Technology	Reduced	6,608	-46	$1,601,713	−18.7%	0.86%
OKE	Oneok Inc /New/ Energy	Added	17,718	+722	$1,601,530	+28.2%	0.86%
BLK	BlackRock, Inc. Financial Services	Reduced	1,649	-29	$1,585,859	−11.7%	0.85%
BP	Bp PLC Energy	Added	31,536	+2,080	$1,482,192	+44.9%	0.80%
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%	0.73%
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%	0.66%
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%	0.62%
AZO	Autozone Inc Consumer Cyclical	Added	312	+308	$1,053,867	+7668.4%	0.57%
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%	0.54%
USB	US Bancorp De Financial Services	Reduced	18,888	-1,242	$982,364	−8.5%	0.53%
LMT	Lockheed Martin Corp Industrials	Added	1,565	+216	$945,870	+45.0%	0.51%
MA	Mastercard Inc Financial Services	Added	1,891	+140	$944,857	−5.5%	0.51%
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	+15.3%	0.49%
BEN	Franklin Resources Inc Financial Services	Added	37,529	+3,505	$886,434	+9.1%	0.48%