Filed: 11/14/2022ACC: 0001286478-22-000006
📋 What this filing means
UNITED BANK filed this quarterly 13F‑HR report disclosing 159 equity positions with a total reported market value of $649.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
159
Positions
$649.6K
Total AUM (reported)
8.22M
Total Shares
Allocation by class
COMMON STOCK$600.7K92.5%
ETF-FIXED INCOM$46.5K7.2%
FOREIGN STOCK$2.4K0.4%
Portfolio Concentration
Top 3$145.8K22.4%
4–10$154.4K23.8%
11–25$194.9K30.0%
Rest$154.6K23.8%
Top 3 weight
22.4%
Top 10 weight
46.2%
Voting Authority Distribution
Total shares with voting rights: 8.22M
Sole
Full voting authority
8.05M
shares
% of voting shares97.9%
Shared
Joint voting authority
2.88K
shares
% of voting shares0.0%
None
No voting authority
170.08K
shares
% of voting shares2.1%
Investment Discretion (by position count)
Sole148
Shared0
Other11
Dominant voting typeSole · 97.9% of voting shares
Institutional Holdings159
Rows:
HUBBELL INC
SOLEShares302.10K
TypeSH
Market value$67.4K
10.37%
Sole
302.10K
Shared
0.00
None
0.00
SCHWAB
SOLEShares816.72K
TypeSH
Market value$42.3K
6.51%
Sole
814.19K
Shared
1.45K
None
1.08K
ISHARES
SOLEShares414.01K
TypeSH
Market value$36.1K
5.56%
Sole
411.89K
Shared
1.42K
None
696.00
APPLE INC
SOLEShares214.25K
TypeSH
Market value$29.6K
4.56%
Sole
212.82K
Shared
0.00
None
1.43K
UNITED BANKSHARES INC
SOLEShares784.13K
TypeSH
Market value$28.0K
4.32%
Sole
780.83K
Shared
0.00
None
3.30K
MICROSOFT
SOLEShares112.52K
TypeSH
Market value$26.2K
4.03%
Sole
110.27K
Shared
0.00
None
2.25K
CHEVRON CORPORATION
SOLEShares143.95K
TypeSH
Market value$20.7K
3.18%
Sole
142.82K
Shared
0.00
None
1.13K
JOHNSON & JOHNSON
SOLEShares105.49K
TypeSH
Market value$17.2K
2.65%
Sole
104.20K
Shared
0.00
None
1.29K
WASTE MANAGEMENT INC
SOLEShares102.71K
TypeSH
Market value$16.5K
2.53%
Sole
101.63K
Shared
0.00
None
1.08K
MCDONALDS CORP
SOLEShares69.94K
TypeSH
Market value$16.1K
2.48%
Sole
69.18K
Shared
0.00
None
761.00
ABBOTT LABORATORIES
SOLEShares158.68K
TypeSH
Market value$15.4K
2.36%
Sole
157.12K
Shared
0.00
None
1.55K
PROCTER & GAMBLE CO
SOLEShares120.77K
TypeSH
Market value$15.2K
2.35%
Sole
118.66K
Shared
0.00
None
2.10K
AMGEN INC
SOLEShares65.51K
TypeSH
Market value$14.8K
2.27%
Sole
64.95K
Shared
0.00
None
565.00
UNION PACIFIC
SOLEShares75.64K
TypeSH
Market value$14.7K
2.27%
Sole
74.69K
Shared
0.00
None
954.00
IRON MOUNTAIN INC
SOLEShares327.75K
TypeSH
Market value$14.4K
2.22%
Sole
325.14K
Shared
0.00
None
2.61K
AIR PRODS & CHEMS INC
SOLEShares60.48K
TypeSH
Market value$14.1K
2.17%
Sole
59.84K
Shared
0.00
None
647.00
CISCO SYSTEMS INC
SOLEShares340.58K
TypeSH
Market value$13.6K
2.10%
Sole
337.75K
Shared
0.00
None
2.83K
GENERAL DYNAMICS CORP
SOLEShares60.05K
TypeSH
Market value$12.7K
1.96%
Sole
59.74K
Shared
0.00
None
315.00
DOVER CORP
SOLEShares109.09K
TypeSH
Market value$12.7K
1.96%
Sole
108.17K
Shared
0.00
None
923.00
TEXAS INSTRUMENTS INC
SOLEShares81.61K
TypeSH
Market value$12.6K
1.94%
Sole
81.28K
Shared
0.00
None
332.00
CORNING INC
SOLEShares408.71K
TypeSH
Market value$11.9K
1.83%
Sole
405.16K
Shared
0.00
None
3.55K
QUEST DIAGNOSTICS INC
SOLEShares93.05K
TypeSH
Market value$11.4K
1.76%
Sole
92.63K
Shared
0.00
None
428.00
US BANCORP
SOLEShares279.59K
TypeSH
Market value$11.3K
1.74%
Sole
278.15K
Shared
0.00
None
1.45K
JPMORGAN CHASE & CO
SOLEShares101.35K
TypeSH
Market value$10.6K
1.63%
Sole
100.98K
Shared
0.00
None
364.00
BLACKROCK INC.
SOLEShares17.26K
TypeSH
Market value$9.5K
1.46%
Sole
17.24K
Shared
0.00
None
16.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HUBBELL INCSOLE | COMMON STOCK | 302.10K | SH | $67.4K 10.37% | 302.10K | 0.00 | 0.00 |
SCHWABSOLE | ETF-FIXED INCOM | 816.72K | SH | $42.3K 6.51% | 814.19K | 1.45K | 1.08K |
ISHARESSOLE | COMMON STOCK | 414.01K | SH | $36.1K 5.56% | 411.89K | 1.42K | 696.00 |
APPLE INCSOLE | COMMON STOCK | 214.25K | SH | $29.6K 4.56% | 212.82K | 0.00 | 1.43K |
UNITED BANKSHARES INCSOLE | COMMON STOCK | 784.13K | SH | $28.0K 4.32% | 780.83K | 0.00 | 3.30K |
MICROSOFTSOLE | COMMON STOCK | 112.52K | SH | $26.2K 4.03% | 110.27K | 0.00 | 2.25K |
CHEVRON CORPORATIONSOLE | COMMON STOCK | 143.95K | SH | $20.7K 3.18% | 142.82K | 0.00 | 1.13K |
JOHNSON & JOHNSONSOLE | COMMON STOCK | 105.49K | SH | $17.2K 2.65% | 104.20K | 0.00 | 1.29K |
WASTE MANAGEMENT INCSOLE | COMMON STOCK | 102.71K | SH | $16.5K 2.53% | 101.63K | 0.00 | 1.08K |
MCDONALDS CORPSOLE | COMMON STOCK | 69.94K | SH | $16.1K 2.48% | 69.18K | 0.00 | 761.00 |
ABBOTT LABORATORIESSOLE | COMMON STOCK | 158.68K | SH | $15.4K 2.36% | 157.12K | 0.00 | 1.55K |
PROCTER & GAMBLE COSOLE | COMMON STOCK | 120.77K | SH | $15.2K 2.35% | 118.66K | 0.00 | 2.10K |
AMGEN INCSOLE | COMMON STOCK | 65.51K | SH | $14.8K 2.27% | 64.95K | 0.00 | 565.00 |
UNION PACIFICSOLE | COMMON STOCK | 75.64K | SH | $14.7K 2.27% | 74.69K | 0.00 | 954.00 |
IRON MOUNTAIN INCSOLE | COMMON STOCK | 327.75K | SH | $14.4K 2.22% | 325.14K | 0.00 | 2.61K |
AIR PRODS & CHEMS INCSOLE | COMMON STOCK | 60.48K | SH | $14.1K 2.17% | 59.84K | 0.00 | 647.00 |
CISCO SYSTEMS INCSOLE | COMMON STOCK | 340.58K | SH | $13.6K 2.10% | 337.75K | 0.00 | 2.83K |
GENERAL DYNAMICS CORPSOLE | COMMON STOCK | 60.05K | SH | $12.7K 1.96% | 59.74K | 0.00 | 315.00 |
DOVER CORPSOLE | COMMON STOCK | 109.09K | SH | $12.7K 1.96% | 108.17K | 0.00 | 923.00 |
TEXAS INSTRUMENTS INCSOLE | COMMON STOCK | 81.61K | SH | $12.6K 1.94% | 81.28K | 0.00 | 332.00 |
CORNING INCSOLE | COMMON STOCK | 408.71K | SH | $11.9K 1.83% | 405.16K | 0.00 | 3.55K |
QUEST DIAGNOSTICS INCSOLE | COMMON STOCK | 93.05K | SH | $11.4K 1.76% | 92.63K | 0.00 | 428.00 |
US BANCORPSOLE | COMMON STOCK | 279.59K | SH | $11.3K 1.74% | 278.15K | 0.00 | 1.45K |
JPMORGAN CHASE & COSOLE | COMMON STOCK | 101.35K | SH | $10.6K 1.63% | 100.98K | 0.00 | 364.00 |
BLACKROCK INC.SOLE | COMMON STOCK | 17.26K | SH | $9.5K 1.46% | 17.24K | 0.00 | 16.00 |
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