United Bank

CIK: 0001697791SEC EDGAR →

Portfolio Value

$294.9M

Holdings

124

As of

Q4 2025

New Positions

9

Closed Positions

4

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ALPHABET INC

44,903$14.1M
4.77%
2

APPLE INC

46,256$12.6M
4.26%
3

NVIDIA CORPORATION

62,484$11.7M
3.95%
4

SELECT SECTOR SPDR TR

80,107$11.5M
3.91%
5

MICROSOFT CORP

21,813$10.5M
3.58%
6

FLEXSHARES TR

169,510$10.3M
3.48%
7

AMAZON COM INC

41,890$9.7M
3.28%
8

FLEXSHARES TR

236,150$9.6M
3.26%
9

JPMORGAN CHASE & CO.

28,235$9.1M
3.08%
10

FLEXSHARES TR

175,309$8.0M
2.73%

Quarterly Changes

Top Buys

XLRE↑ Increased
$1.9M
AVGO↑ Increased
$1.3M
ORCL↑ Increased
$1.1M
MDTNEW
$800K
AMZN↑ Increased
$770K

Top Sells

GOOGL↓ Decreased
$2.7M
VNQCLOSED
$1.9M
CMG↓ Decreased
$1.3M
NVDA↓ Decreased
$1.3M
CMCSA↓ Decreased
$1.0M

New Positions (9)

$800K · 8K shares
$725K · 5K shares
$721K · 3K shares
$646K · 13K shares
$583K · 4K shares
$242K · 125K shares
$230K · 487 shares
$215K · 2K shares
$202K · 7K shares

Closed Positions (4)

$1.9M · 20K shares
$260K · 2K shares
$87K · 14K shares
$10K · 24K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services40$111.1M37.7%
Technology18$59.9M20.3%
Consumer Cyclical11$24.7M8.4%
Communication Services6$23.7M8.1%
Industrials15$19.3M6.5%
Healthcare12$18.5M6.3%
Consumer Defensive7$16.4M5.5%
Utilities4$7.2M2.5%
Unknown6$7.0M2.4%
Energy2$4.6M1.6%
Basic Materials2$1.3M0.4%
Real Estate1$1.1M0.4%