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

CompanyClassValueShares% of portfolio
Alphabet Inc.โ€”$14.05M44,9034.8%
Apple Inc.โ€”$12.58M46,2564.3%
NVIDIA Corpโ€”$11.65M62,4844.0%
Select Sector SPDR Trโ€”$11.53M80,1073.9%
Microsoft Corpโ€”$10.55M21,8133.6%
Flexshares Trโ€”$10.26M169,5103.5%
Amazon.com Incโ€”$9.67M41,8903.3%
Flexshares Trโ€”$9.62M236,1503.3%
JPMorgan Chase & Coโ€”$9.10M28,2353.1%
Flexshares Trโ€”$8.04M175,3092.7%
Coca Cola Coโ€”$6.46M92,3902.2%
iShares Trโ€”$5.87M47,6022.0%
Schwab Strategic Trโ€”$5.76M210,0922.0%
iShares Trโ€”$5.67M85,8731.9%
Costco Wholesale Corp /Newโ€”$4.89M5,6701.7%
Southern Coโ€”$4.82M55,3111.6%
Meta Platforms Incโ€”$4.70M7,1131.6%
Mastercard Incโ€”$4.45M7,7871.5%
Vanguard Index Fdsโ€”$4.03M21,0941.4%
iShares Trโ€”$3.99M33,1671.4%
Abbott Laboratoriesโ€”$3.98M31,8051.4%
Select Sector SPDR Trโ€”$3.63M89,9531.2%
Norfolk Southern Corpโ€”$3.34M11,5761.1%
Salesforce Incโ€”$3.17M11,9501.1%
Advanced Micro Devices Incโ€”$3.14M14,6671.1%

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.