Institutions / United Bank
United Bank
CIK 1697791 ยท Institution ยท as of Dec 31, 2025bankwithunited.com โ
Portfolio value
$294.93M
Positions
124
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 124 โ
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $14.05M | 4.8% |
| Apple Inc. | $12.58M | 4.3% |
| NVIDIA Corp | $11.65M | 4.0% |
| Select Sector SPDR Tr | $11.53M | 3.9% |
| Microsoft Corp | $10.55M | 3.6% |
| Flexshares Tr | $10.26M | 3.5% |
| Amazon.com Inc | $9.67M | 3.3% |
| Flexshares Tr | $9.62M | 3.3% |
| JPMorgan Chase & Co | $9.10M | 3.1% |
| Flexshares Tr | $8.04M | 2.7% |
| Coca Cola Co | $6.46M | 2.2% |
| iShares Tr | $5.87M | 2.0% |
| Schwab Strategic Tr | $5.76M | 2.0% |
| iShares Tr | $5.67M | 1.9% |
| Costco Wholesale Corp /New | $4.89M | 1.7% |
| Southern Co | $4.82M | 1.6% |
| Meta Platforms Inc | $4.70M | 1.6% |
| Mastercard Inc | $4.45M | 1.5% |
| Vanguard Index Fds | $4.03M | 1.4% |
| iShares Tr | $3.99M | 1.4% |
| Abbott Laboratories | $3.98M | 1.4% |
| Select Sector SPDR Tr | $3.63M | 1.2% |
| Norfolk Southern Corp | $3.34M | 1.1% |
| Salesforce Inc | $3.17M | 1.1% |
| Advanced Micro Devices Inc | $3.14M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.No quarter-over-quarter changes yet โ position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.