United Bank
BankTop Portfolio Positions
98 positions ·
$211,038,602 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
44,887 | $12,907,705 | 6.12% | |
| AAPL |
Apple Inc.
Technology
|
48,325 | $12,264,401 | 5.81% | |
| NVDA |
Nvidia Corp
Technology
|
66,009 | $11,511,969 | 5.45% | |
| MSFT |
Microsoft Corp
Technology
|
25,224 | $9,337,168 | 4.42% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
44,499 | $9,267,806 | 4.39% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
28,574 | $8,405,327 | 3.98% | |
| KO |
Coca Cola Co
Consumer Defensive
|
91,180 | $6,934,239 | 3.29% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
6,020 | $5,998,508 | 2.84% | |
| SO |
Southern Co
Utilities
|
55,330 | $5,340,451 | 2.53% | |
| META |
Meta Platforms, Inc.
Communication Services
|
8,220 | $4,702,908 | 2.23% |
Portfolio Trend
Holdings in SRFM
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $143,750 | 125,000 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $242,500 | 125,000 | Shares | Sole | 2026-02-05 | |
| No 13F history on record for this holder in this stock. | ||||||