# United Bank

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1697791. Source: https://holderbook.com/funds/1697791-united-bank/

- Reported value: $328.9M
- Positions: 122
- Weight of the ten largest: 37.3%
- Filed: 2026-08-10

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $16.1M | 84,395 | 4.9% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $15.8M | 44,306 | 4.8% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $13.9M | 47,939 | 4.2% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $13.3M | 66,223 | 4.0% | 24 |
| FLEXSHARES TR | [NFRA](https://holderbook.com/stocks/NFRA/) | $12.2M | 190,983 | 3.7% | 25 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $10.6M | 137,152 | 3.2% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $10.5M | 44,179 | 3.2% | 31 |
| FLEXSHARES TR | [GUNR](https://holderbook.com/stocks/GUNR/) | $10.4M | 210,191 | 3.1% | 19 |
| FLEXSHARES TR | [HYGV](https://holderbook.com/stocks/HYGV/) | $10.1M | 250,116 | 3.1% | 19 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $9.9M | 17,009 | 3.0% | 8 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $9.3M | 28,348 | 2.8% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $8.8M | 23,689 | 2.7% | 31 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $7.5M | 92,618 | 2.3% | 31 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $7.1M | 222,798 | 2.1% | 20 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $5.7M | 41,523 | 1.7% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $5.7M | 6,050 | 1.7% | 31 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $5.4M | 56,481 | 1.6% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $5.3M | 4,949 | 1.6% | 7 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $4.9M | 33,166 | 1.5% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $4.5M | 11,857 | 1.4% | 4 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $4.5M | 7,942 | 1.4% | 31 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $4.4M | 20,183 | 1.3% | 31 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $4.4M | 8,482 | 1.3% | 30 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $4.2M | 12,396 | 1.3% | 25 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $4.1M | 78,025 | 1.3% | 23 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $3.8M | 32,527 | 1.2% | 18 |
| FLEXSHARES TR | [QLV](https://holderbook.com/stocks/QLV/) | $3.6M | 47,387 | 1.1% | 19 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $3.2M | 2,644 | 1.0% | 28 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $3.2M | 12,463 | 1.0% | 31 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $3.0M | 21,858 | 0.9% | 31 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $3.0M | 19,547 | 0.9% | 31 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $3.0M | 7,449 | 0.9% | 24 |
| TRUIST FINL CORP | [TFC](https://holderbook.com/stocks/TFC/) | $2.9M | 58,910 | 0.9% | 27 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $2.8M | 5,515 | 0.8% | 31 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $2.6M | 13,752 | 0.8% | 6 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $2.5M | 18,120 | 0.8% | 5 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $2.5M | 11,501 | 0.8% | 31 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $2.5M | 7,125 | 0.8% | 31 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $2.4M | 16,396 | 0.7% | 14 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $2.4M | 2,040 | 0.7% | 5 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $2.3M | 15,948 | 0.7% | 31 |
| CENCORA INC | [COR](https://holderbook.com/stocks/COR/) | $2.3M | 8,048 | 0.7% | 19 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $2.3M | 5,318 | 0.7% | 8 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $2.3M | 21,751 | 0.7% | 2 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $2.2M | 5,946 | 0.7% | 22 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $2.1M | 7,687 | 0.6% | 31 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $2.0M | 16,880 | 0.6% | 21 |
| GSK PLC | [GSK](https://holderbook.com/stocks/GSK/) | $1.9M | 36,087 | 0.6% | 15 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $1.8M | 18,892 | 0.6% | 31 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $1.8M | 12,553 | 0.5% | 3 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $1.8M | 11,271 | 0.5% | 31 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $1.8M | 22,502 | 0.5% | 3 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.7M | 10,436 | 0.5% | 31 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $1.7M | 28,828 | 0.5% | 31 |
| FREEPORT-MCMORAN INC | [FCX](https://holderbook.com/stocks/FCX/) | $1.6M | 26,199 | 0.5% | 3 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $1.6M | 23,005 | 0.5% | 6 |
| YUM BRANDS INC | [YUM](https://holderbook.com/stocks/YUM/) | $1.6M | 9,885 | 0.5% | 3 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $1.6M | 7,169 | 0.5% | 3 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $1.5M | 16,655 | 0.5% | 13 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $1.4M | 15,633 | 0.4% | 25 |
| INTERCONTINENTAL EXCHANGE IN | [ICE](https://holderbook.com/stocks/ICE/) | $1.3M | 10,930 | 0.4% | 31 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $1.3M | 55,797 | 0.4% | 31 |
| NORFOLK SOUTHN CORP | [NSC](https://holderbook.com/stocks/NSC/) | $1.3M | 4,264 | 0.4% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $1.3M | 9,861 | 0.4% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.3M | 1,787 | 0.4% | 23 |
| KKR & CO INC | [KKR](https://holderbook.com/stocks/KKR/) | $1.3M | 14,006 | 0.4% | 5 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $1.3M | 7,717 | 0.4% | 25 |
| ZIMMER BIOMET HOLDINGS INC | [ZBH](https://holderbook.com/stocks/ZBH/) | $1.3M | 14,621 | 0.4% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $1.2M | 3,394 | 0.4% | 31 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $1.1M | 7,198 | 0.3% | 13 |
| SELECT SECTOR SPDR TR | [XLC](https://holderbook.com/stocks/XLC/) | $1.1M | 10,041 | 0.3% | 2 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $1.1M | 1,457 | 0.3% | 10 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.1M | 1,428 | 0.3% | 31 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $1.1M | 11,652 | 0.3% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $1.0M | 9,194 | 0.3% | 10 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $942.1K | 5,086 | 0.3% | 31 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $920.4K | 1,451 | 0.3% | 25 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $871.8K | 21,238 | 0.3% | 31 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $834.5K | 1,215 | 0.3% | 5 |
| FIRST TR EXCHANGE-TRADED FD | [FDL](https://holderbook.com/stocks/FDL/) | $832.4K | 17,106 | 0.3% | 31 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $811.9K | 5,335 | 0.2% | 31 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $762.9K | 2,713 | 0.2% | 13 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $752.5K | 5,945 | 0.2% | 31 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $681.4K | 5,476 | 0.2% | 6 |
| ARCHER AVIATION INC | [ACHR](https://holderbook.com/stocks/ACHR/) | $659.2K | 139,362 | 0.2% | 5 |
| SPDR INDEX SHS FDS | [GNR](https://holderbook.com/stocks/GNR/) | $650.0K | 9,657 | 0.2% | 31 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $644.9K | 31,155 | 0.2% | 31 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $637.6K | 1,516 | 0.2% | 8 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $588.3K | 10,416 | 0.2% | 2 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $551.6K | 2,192 | 0.2% | 8 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $547.2K | 5,528 | 0.2% | 31 |
| SELECT SECTOR SPDR TR | [XLRE](https://holderbook.com/stocks/XLRE/) | $533.9K | 12,125 | 0.2% | 4 |
| PNC FINL SVCS GROUP INC | [PNC](https://holderbook.com/stocks/PNC/) | $505.2K | 2,052 | 0.2% | 31 |
| PAYPAL HLDGS INC | [PYPL](https://holderbook.com/stocks/PYPL/) | $505.0K | 11,695 | 0.2% | 9 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $475.7K | 1,168 | 0.1% | 1 |
| FIDELITY COVINGTON TRUST | [FDVV](https://holderbook.com/stocks/FDVV/) | $462.4K | 7,669 | 0.1% | 2 |
| FLEXSHARES TR | [QLVD](https://holderbook.com/stocks/QLVD/) | $445.0K | 13,680 | 0.1% | 2 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $437.2K | 1,675 | 0.1% | 5 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $433.4K | 3,104 | 0.1% | 5 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $415.7K | 575 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.1% | +14.8% | -4.7% | 100% |
| Q1 2026 | -2.1% | -4.6% | +2.5% | 100% |
| Q4 2025 | +1.1% | +2.4% | -1.3% | 100% |
| Q3 2025 | +5.8% | +7.8% | -2.0% | 100% |
| Q2 2025 | +7.4% | +10.5% | -3.1% | 100% |
| Q1 2025 | -2.2% | -4.6% | +2.4% | 100% |
| Q4 2024 | -0.7% | +2.1% | -2.8% | 100% |
| Q3 2024 | +5.5% | +5.4% | +0.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $328.9M | 122 |
| Q1 2026 | $300.6M | 124 |
| Q4 2025 | $294.9M | 124 |
| Q3 2025 | $287.8M | 119 |
| Q2 2025 | $261.3M | 116 |
| Q1 2025 | $242.0M | 113 |
| Q4 2024 | $236.7M | 108 |
| Q3 2024 | $216.8M | 103 |
| Q2 2024 | $200.4M | 94 |
| Q1 2024 | $196.7M | 95 |
| Q4 2023 | $181.3M | 90 |
| Q3 2023 | $167.3M | 89 |