UNITED BANK
Reported holdings as of Q2 2026, from 31 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| HUBBELL INC | HUBB | $149.6M | 285,888 | -0.43pp | 31q | HELD | |
| ISHARES TR | IJR | $53.4M | 360,103 | +0.49pp | 31q | -0.7%-$383.4K | |
| CORNING INC | GLW | $38.0M | 148,936 | +1.55pp | 27q | -10.9%-$4.6M | |
| ISHARES TR | AGG | $33.7M | 340,970 | -0.40pp | 8q | -0.6%-$210.6K | |
| APPLE INC | AAPL | $32.9M | 113,760 | +0.04pp | 31q | -3.2%-$1.1M | |
| UNITED BANKSHARES INC WEST V | UBSI | $32.7M | 713,131 | +0.06pp | 31q | HELD | |
| JPMORGAN CHASE & CO | JPM | $32.0M | 97,846 | +0.06pp | 31q | HELD | |
| MICROSOFT CORP | MSFT | $25.3M | 67,866 | -0.29pp | 31q | -1.2%-$305.5K | |
| CISCO SYS INC | CSCO | $20.8M | 177,433 | +0.58pp | 31q | -5.3%-$1.2M | |
| IRON MTN INC DEL | IRM | $17.0M | 134,721 | +0.14pp | 29q | -4.9%-$873.4K | |
| CUMMINS INC | CMI | $15.3M | 21,505 | +0.20pp | 15q | -7.1%-$1.2M | |
| TEXAS INSTRS INC | TXN | $14.9M | 49,987 | +0.45pp | 25q | -4.4%-$689.4K | |
| CHEVRON CORPORATION | CVX | $14.4M | 86,648 | -0.71pp | 31q | -4.0%-$600.2K | |
| JOHNSON & JOHNSON | JNJ | $13.9M | 54,544 | -0.18pp | 31q | -5.5%-$806.9K | |
| AMGEN INC | AMGN | $12.6M | 34,754 | -0.16pp | 31q | -4.2%-$549.7K | |
| DOVER CORP | DOV | $12.5M | 55,905 | -0.08pp | 31q | -3.8%-$495.0K | |
| PROCTER & GAMBLE CO | PG | $11.4M | 77,684 | -0.10pp | 31q | HELD | |
| WASTE MGMT INC DEL | WM | $11.3M | 50,811 | -0.21pp | 31q | -2.8%-$323.0K | |
| GENERAL DYNAMICS CORP | GD | $11.0M | 31,183 | -0.12pp | 20q | -3.5%-$398.9K | |
| ISHARES TR | IVW | $10.9M | 79,127 | +0.17pp | 31q | +3.8%+$401.7K | |
| MCDONALDS CORP | MCD | $10.3M | 38,013 | -0.33pp | 31q | -1.3%-$140.0K | |
| EOG RES INC | EOG | $10.3M | 79,197 | -0.31pp | 11q | -3.0%-$319.8K | |
| ABBOTT LABORATORIES | ABT | $9.8M | 108,426 | -0.24pp | 31q | +2.4%+$234.6K | |
| AIR PRODUCTS AND CHEMICALS I | APD | $9.7M | 33,251 | -0.13pp | 31q | -2.8%-$279.1K | |
| KLA CORP | KLAC | $9.5M | 31,330 | +0.49pp | 31q | +861.3%+$8.5M | |
| VISA INC | V | $9.4M | 27,318 | +0.26pp | 31q | +26.2%+$1.9M | |
| BLACKROCK INC | BLK | $9.1M | 9,493 | -0.13pp | 7q | -2.4%-$224.0K | |
| VANGUARD INDEX FDS | VO | $8.6M | 106,970 | -0.05pp | 31q | +271.6%+$6.3M | |
| AFLAC INC | AFL | $8.6M | 73,113 | -0.02pp | 22q | +0.6%+$49.5K | |
| PEPSICO INC | PEP | $8.5M | 62,740 | -0.24pp | 31q | +1.0%+$81.8K | |
| VANGUARD INDEX FDS | VNQ | $8.2M | 84,748 | +0.04pp | 31q | +5.0%+$389.4K | |
| ILLINOIS TOOL WKS INC | ITW | $8.1M | 29,862 | -0.03pp | 8q | +1.7%+$135.2K | |
| ISHARES TR | SHV | $7.9M | 71,909 | -0.09pp | 15q | -0.5%-$42.0K | |
| GILEAD SCIENCES INC | GILD | $7.8M | 61,418 | -0.20pp | 6q | -1.1%-$88.6K | |
| AMERICAN WTR WKS CO INC NEW | AWK | $7.7M | 58,256 | -0.09pp | 6q | +2.9%+$213.6K | |
| EXXON MOBIL CORP | XOMXXXX | $7.4M | 54,306 | -0.30pp | 31q | HELD | |
| HERSHEY CO | HSY | $7.2M | 41,199 | -0.24pp | 6q | HELD | |
| HONEYWELL INTL INC | HONZZZZ | $7.2M | 39,138 | -0.27pp | 31q | +2.1%+$145.4K | |
| LOCKHEED MARTIN CORP | LMT | $7.0M | 13,642 | -0.26pp | 6q | -1.7%-$119.7K | |
| CME GROUP INC | CME | $6.9M | 31,355 | -0.33pp | 6q | +3.9%+$262.8K | |
| ISHARES TR | IGSB | $6.7M | 127,313 | -0.02pp | 14q | +7.4%+$462.2K | |
| STRYKER CORPORATION | SYK | $6.5M | 20,632 | +0.12pp | 2q | +36.2%+$1.7M | |
| ATMOS ENERGY CORP | ATO | $6.4M | 36,879 | +0.10pp | 2q | +34.5%+$1.6M | |
| VANGUARD INDEX FDS | VB | $5.1M | 16,676 | +0.01pp | 31q | -4.5%-$237.3K | |
| ISHARES TR | IJK | $5.0M | 42,637 | +0.19pp | 14q | +37.2%+$1.4M | |
| VANGUARD INDEX FDS | VTI | $4.9M | 13,300 | -0.04pp | 31q | -11.3%-$629.1K | |
| COCA COLA CO | KO | $4.1M | 50,052 | -0.01pp | 31q | HELD | |
| NVIDIA CORPORATION | NVDA | $3.8M | 18,804 | flat | 21q | -3.9%-$154.7K | |
| TESLA INC | TSLA | $3.3M | 7,898 | +0.01pp | 9q | HELD | |
| VANGUARD INDEX FDS | VTV | $3.1M | 14,357 | +0.02pp | 31q | +4.8%+$143.0K | |
| MICRON TECHNOLOGY INC | MU | $3.0M | 2,640 | +0.24pp | 5q | -1.1%-$34.6K | |
| STATE STR SPDR S&P 500 ETF T | SPY | $2.7M | 3,638 | +0.02pp | 31q | HELD | |
| VANGUARD INDEX FDS | VUG | $2.4M | 28,326 | +0.03pp | 31q | +519.3%+$2.0M | |
| ISHARES TR | EFA | $2.3M | 22,055 | -0.04pp | 31q | -10.8%-$277.9K | |
| AMAZON COM INC | AMZN | $2.1M | 8,923 | +0.01pp | 31q | -2.3%-$51.0K | |
| ELI LILLY & CO | LLY | $2.1M | 1,751 | +0.04pp | 31q | -2.0%-$42.0K | |
| ISHARES INC | EMXC | $2.0M | 20,020 | +0.03pp | 11q | -5.0%-$107.9K | |
| VANGUARD BD INDEX FDS | BIV | $2.0M | 26,300 | +0.02pp | 31q | +18.2%+$310.7K | |
| ALPHABET INC | GOOG | $1.9M | 5,366 | +0.02pp | 31q | -4.1%-$80.2K | |
| ALPHABET INC | GOOGL | $1.8M | 4,994 | +0.02pp | 31q | -3.2%-$58.6K | |
| AMERICAN ELEC PWR CO INC | AEP | $1.7M | 12,432 | -0.01pp | 31q | HELD | |
| VANGUARD STAR FDS | VXUS | $1.6M | 18,500 | -0.01pp | 31q | -7.5%-$128.2K | |
| ABBVIE INC | ABBV | $1.5M | 6,081 | -0.02pp | 31q | -15.6%-$283.3K | |
| INTEL CORP | INTC | $1.5M | 10,788 | +0.12pp | 4q | HELD | |
| ISHARES TR | IWF | $1.5M | 11,904 | +0.01pp | 31q | +300.0%+$1.1M | |
| ADVANCED MICRO DEVICES INC | AMD | $1.5M | 2,500 | +0.12pp | 2q | +18.4%+$225.4K | |
| VERIZON COMMUNICATIONS INC | VZ | $1.4M | 33,862 | -0.02pp | 31q | +16.4%+$201.8K | |
| VANGUARD INDEX FDS | VBK | $1.4M | 3,811 | +0.06pp | 14q | +37.6%+$380.7K | |
| TRUIST FINL CORP | TFC | $1.3M | 27,000 | flat | 27q | HELD | |
| APPLOVIN CORP | APP | $1.3M | 2,505 | +0.02pp | 9q | -2.5%-$33.5K | |
| ISHARES TR | IEFA | $1.3M | 13,173 | +0.05pp | 18q | +51.9%+$434.6K | |
| AT&T INC | T | $1.2M | 59,305 | -0.02pp | 31q | +34.2%+$313.1K | |
| SOUTHERN CO | SO | $1.2M | 12,492 | flat | 31q | +8.5%+$93.4K | |
| ISHARES TR | MUB | $1.2M | 10,971 | -0.01pp | 17q | HELD | |
| DELL TECHNOLOGIES INC | DELL | $1.1M | 2,448 | - | new | NEW | |
| BRISTOL-MYERS SQUIBB CO | BMY | $1.1M | 18,248 | -0.02pp | 31q | +0.8%+$8.6K | |
| PFIZER INC | PFE | $1.0M | 42,568 | -0.03pp | 31q | HELD | |
| HOME DEPOT INC | HD | $1.0M | 2,893 | -0.01pp | 31q | -2.3%-$24.3K | |
| STATE STR SPDR DOW JONES IND | DIA | $1.0M | 1,944 | flat | 31q | HELD | |
| META PLATFORMS INC | META | $921.5K | 1,636 | -0.02pp | 25q | -3.9%-$37.7K | |
| GE AEROSPACE | GE | $913.4K | 2,444 | +0.02pp | 20q | +3.2%+$28.0K | |
| VANGUARD BD INDEX FDS | BSV | $903.8K | 11,600 | flat | 31q | +5.1%+$44.1K | |
| SPACE EXPLORATION TECHN CORP | SPCX | $871.4K | 5,100 | - | new | NEW | |
| ISHARES TR | IJH | $830.2K | 10,767 | flat | 31q | HELD | |
| ALTRIA GROUP INC | MO | $801.6K | 11,141 | flat | 31q | -0.6%-$4.6K | |
| DUKE ENERGY CORP NEW | DUK | $798.1K | 6,305 | -0.01pp | 31q | HELD | |
| MORGAN STANLEY | MS | $774.1K | 3,703 | +0.01pp | 8q | -0.9%-$6.9K | |
| WALMART INC | WMT | $743.0K | 6,560 | -0.04pp | 23q | -19.5%-$180.2K | |
| ISHARES TR | IVV | $718.9K | 960 | flat | 19q | -3.6%-$27.0K | |
| GE VERNOVA INC | GEV | $716.7K | 610 | +0.02pp | 5q | +3.0%+$21.1K | |
| ALLSTATE CORP | ALL | $713.8K | 3,000 | flat | 31q | HELD | |
| CONSOLIDATED EDISON INC | ED | $713.6K | 6,450 | -0.01pp | 31q | HELD | |
| QUEST DIAGNOSTICS INC | DGX | $662.1K | 3,124 | flat | 20q | HELD | |
| 3M CO | MMM | $609.8K | 3,766 | +0.01pp | 31q | +11.9%+$64.8K | |
| STATE STR SPDR S&P MIDCAP 40 | MDY | $603.5K | 858 | flat | 31q | HELD | |
| MERCK & CO INC | MRK | $585.1K | 4,553 | flat | 31q | HELD | |
| TREVI THERAPEUTICS INC | TRVI | $581.9K | 31,200 | +0.02pp | 18q | HELD | |
| ETF SER SOLUTIONS | QTUM | $581.5K | 3,516 | +0.02pp | 3q | -0.8%-$5.0K | |
| ASML HLDG NV | ASML | $576.9K | 290 | +0.02pp | 5q | HELD | |
| NEXTERA ENERGY INC | NEE | $553.0K | 6,301 | -0.01pp | 31q | -5.1%-$30.0K | |
| CATERPILLAR INC | CAT | $534.6K | 502 | +0.01pp | 2q | -8.7%-$51.1K | |
| BANK OF AMER CORP | BAC | $439.6K | 7,715 | flat | 25q | HELD | |
| COMCAST CORP NEW | CMCSA | $437.5K | 17,819 | flat | 30q | +35.2%+$113.9K | |
| PJT PARTNERS INC | PJT | $403.8K | 2,675 | flat | 12q | HELD | |
| DOMINION ENERGY INC | D | $390.2K | 5,714 | +0.01pp | 31q | +12.2%+$42.3K | |
| ISHARES TR | USMV | $387.6K | 4,018 | flat | 6q | HELD | |
| DEERE & CO | DE | $380.0K | 599 | flat | 24q | HELD | |
| ISHARES TR | PFF | $375.4K | 12,313 | flat | 24q | HELD | |
| ISHARES TR | DVY | $375.0K | 2,399 | flat | 24q | HELD | |
| ISHARES TR | IWR | $372.9K | 3,380 | flat | 31q | HELD | |
| CIENA CORP | CIEN | $355.7K | 725 | - | new | NEW | |
| INTERNATIONAL BUSINESS MACHS | IBM | $343.4K | 1,221 | - | new | NEW | |
| WELLS FARGO & CO | WFC | $330.6K | 4,000 | flat | 10q | HELD | |
| MASTERCARD INCORPORATED | MA | $315.9K | 615 | flat | 31q | -4.2%-$13.9K | |
| L3HARRIS TECHNOLOGIES INC | LHX | $284.8K | 980 | -0.01pp | 6q | -1.4%-$4.1K | |
| COSTCO WHOLESALE CORPORATION | COST | $273.2K | 292 | -0.02pp | 14q | -31.1%-$123.5K | |
| VANGUARD INDEX FDS | VV | $273.1K | 794 | flat | 31q | HELD | |
| CINCINNATI FINL CORP | CINF | $259.8K | 1,403 | flat | 7q | HELD | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $258.7K | 517 | flat | 31q | -0.8%-$2.0K | |
| VANGUARD INDEX FDS | VBR | $243.0K | 1,000 | flat | 4q | HELD | |
| ISHARES TR | EEM | $236.2K | 3,453 | - | new | NEW | |
| SELECT SECTOR SPDR TR | XLK | $228.2K | 1,198 | - | new | NEW | |
| ISHARES BITCOIN TRUST ETF | IBIT | $222.8K | 6,693 | -0.01pp | 7q | HELD | |
| CSX CORP | CSX | $205.6K | 4,326 | - | new | NEW | |
| CAPITAL ONE FINL CORP | COF | $204.4K | 1,019 | - | new | NEW | |
| KAZIA THERAPEUTICS LTD | KZIA | $180.9K | 12,851 | - | new | NEW | |
| ZEVRA THERAPEUTICS INC | ZVRA | $151.5K | 10,564 | +0.01pp | 2q | HELD | |
| AIRSCULPT TECHNOLOGIES INC | AIRS | $96.8K | 21,500 | - | new | NEW | |
| GENELUX CORPORATION | GNLX | $36.3K | 12,070 | flat | 5q | HELD | |
| LINEAGE CELL THERAPEUTICS IN | LCTX | $27.7K | 21,170 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Semiconductors & Electronics | $176.2M | 20.7% |
| Banks & Lending | $67.0M | 7.9% |
| Computer Hardware | $55.2M | 6.5% |
| Biotech & Pharma | $51.3M | 6.0% |
| Mining & Metals | $38.0M | 4.5% |
| Industrials | $37.4M | 4.4% |
| Software & IT Services | $31.2M | 3.7% |
| Energy | $31.0M | 3.6% |
| Utilities | $22.6M | 2.7% |
| Autos & Aerospace | $21.6M | 2.5% |
| Chemicals | $21.1M | 2.5% |
| Food, Drink & Tobacco | $20.6M | 2.4% |
| Other sectors | $93.4M | 10.9% |
| Not classified | $186.0M | 21.8% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $852.7M | 130 | 11 | 33 | 48 | 2 | 51.1% | 30 |
| Q1 2026 | $780.8M | 121 | 5 | 19 | 57 | 12 | 49.8% | 41 |
| Q4 2025 | $757.1M | 128 | 2 | 10 | 43 | 2 | 50.4% | 44 |
| Q3 2025 | $839.1M | 128 | 4 | 7 | 58 | 14 | 49.8% | 38 |
| Q2 2025 | $835.3M | 138 | 11 | 18 | 57 | 9 | 47.5% | 18 |
| Q1 2025 | $786.1M | 136 | 10 | 24 | 54 | 8 | 45.1% | 44 |
| Q4 2024 | $838.9M | 134 | 5 | 23 | 51 | 13 | 47.8% | 134 |
| Q3 2024 | $859.3M | 142 | 8 | 30 | 40 | 8 | 47.2% | 46 |
| Q2 2024 | $805.9M | 142 | 6 | 30 | 61 | 12 | 45.9% | 45 |
| Q1 2024 | $837.8M | 148 | 8 | 33 | 49 | 8 | 45.8% | 43 |
| Q4 2023 | $796.6M | 148 | 8 | 17 | 56 | 6 | 44.8% | 38 |
| Q3 2023 | $761.2M | 146 | 2 | 26 | 53 | 11 | 46.5% | 39 |
| Q2 2023 | $813.4M | 155 | 5 | 21 | 56 | 11 | 45.7% | 34 |
| Q1 2023 | $782.7M | 161 | 10 | 30 | 44 | 8 | 42.3% | 31 |
| Q4 2022 | $713.5M | 159 | 11 | 40 | 47 | 11 | 43.5% | 45 |
| Q3 2022 | $649.6M | 159 | 15 | 55 | 34 | 5 | 46.2% | 45 |
| Q2 2022 | $666.9M | 149 | 6 | 39 | 23 | 17 | 45.1% | 43 |
| Q1 2022 | $760.3M | 160 | 7 | 15 | 69 | 10 | 46.5% | 46 |
| Q4 2021 | $813.8M | 163 | 7 | 19 | 45 | 5 | 46.1% | 42 |
| Q3 2021 | $746.8M | 161 | 9 | 41 | 28 | 11 | 45.2% | 21 |
| Q2 2021 | $743.7M | 163 | 14 | 27 | 56 | 25 | 45.2% | 47 |
| Q1 2021 | $728.1M | 174 | 21 | 35 | 61 | 12 | 42.5% | 23 |
| Q4 2020 | $668.6M | 165 | 32 | 57 | 20 | 5 | 44.0% | 49 |
| Q3 2020 | $572.8M | 138 | 7 | 40 | 35 | 4 | 45.5% | 72 |
| Q2 2020 | $551.8M | 135 | 18 | 38 | 28 | 2 | 45.5% | 80 |
| Q1 2020 | $460.8M | 119 | 0 | 22 | 55 | 18 | 45.0% | 44 |
| Q4 2019 | $577.2M | 137 | 8 | 30 | 43 | 11 | 43.9% | 45 |
| Q3 2019 | $547.0M | 140 | 5 | 40 | 48 | 6 | 42.9% | 44 |
| Q2 2019 | $598.4M | 141 | 13 | 44 | 43 | 8 | 40.8% | 46 |
| Q1 2019 | $555.1M | 136 | 11 | 30 | 65 | 24 | 42.7% | 46 |
| Q4 2018 | $481.6M | 149 | 0 | 0 | 0 | 0 | 40.2% | 45 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.