UNION SAVINGS BANK
Top Portfolio Positions
241 positions ·
$112,029,599 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
19,002 | $12,357,760 | 11.03% |
| MSFT |
Microsoft Corp
Technology
|
16,320 | $6,041,173 | 5.39% |
| AAPL |
Apple Inc.
Technology
|
20,981 | $5,324,767 | 4.75% |
| XOM |
Exxon Mobil Corp
Energy
|
30,132 | $5,112,194 | 4.56% |
| GOOGL |
Alphabet Inc.
Communication Services
|
14,553 | $4,184,860 | 3.74% |
| MDY |
Spdr S&P Midcap 400 Etf Trust
|
6,453 | $3,979,952 | 3.55% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
10,685 | $3,143,099 | 2.81% |
| NVDA |
Nvidia Corp
Technology
|
17,052 | $2,973,868 | 2.65% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
2,357 | $2,348,584 | 2.10% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
10,882 | $2,266,394 | 2.02% |
Portfolio Trend
Holdings in PLAB
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,050 | 5,000 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $160,000 | 5,000 | Shares | Sole | 2026-03-06 | |
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