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
| Rank | Stock | Shares | Value | % 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
New Positions (9)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 40 | $111.1M | 37.7% |
| Technology | 18 | $59.9M | 20.3% |
| Consumer Cyclical | 11 | $24.7M | 8.4% |
| Communication Services | 6 | $23.7M | 8.1% |
| Industrials | 15 | $19.3M | 6.5% |
| Healthcare | 12 | $18.5M | 6.3% |
| Consumer Defensive | 7 | $16.4M | 5.5% |
| Utilities | 4 | $7.2M | 2.5% |
| Unknown | 6 | $7.0M | 2.4% |
| Energy | 2 | $4.6M | 1.6% |
| Basic Materials | 2 | $1.3M | 0.4% |
| Real Estate | 1 | $1.1M | 0.4% |