Filed: 2/14/2023ACC: 0001286478-23-000001
📋 What this filing means
UNITED BANK filed this quarterly 13F‑HR report disclosing 159 equity positions with a total reported market value of $713.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
159
Positions
$713.51M
Total AUM (reported)
7.84M
Total Shares
Allocation by class
COMMON STOCK$667.58M93.6%
ETF-FIXED INCOM$43.65M6.1%
FOREIGN STOCK$2.28M0.3%
Portfolio Concentration
Top 3$141.82M19.9%
4–10$168.30M23.6%
11–25$230.41M32.3%
Rest$172.98M24.2%
Top 3 weight
19.9%
Top 10 weight
43.5%
Voting Authority Distribution
Total shares with voting rights: 7.84M
Sole
Full voting authority
7.68M
shares
% of voting shares98.0%
Shared
Joint voting authority
557.00
shares
% of voting shares0.0%
None
No voting authority
158.74K
shares
% of voting shares2.0%
Investment Discretion (by position count)
Sole144
Shared0
Other15
Dominant voting typeSole · 98.0% of voting shares
Institutional Holdings159
Rows:
HUBBELL INC
SOLEShares302.10K
TypeSH
Market value$70.90M
9.94%
Sole
302.10K
Shared
0.00
None
0.00
ISHARES
SOLEShares383.02K
TypeSH
Market value$36.25M
5.08%
Sole
381.92K
Shared
360.00
None
737.00
ISHARES
SOLEShares315.46K
TypeSH
Market value$34.68M
4.86%
Sole
314.67K
Shared
197.00
None
603.00
UNITED BANKSHARES INC
SOLEShares773.08K
TypeSH
Market value$31.30M
4.39%
Sole
769.78K
Shared
0.00
None
3.30K
APPLE INC
SOLEShares217.28K
TypeSH
Market value$28.23M
3.96%
Sole
216.15K
Shared
0.00
None
1.12K
MICROSOFT
SOLEShares113.77K
TypeSH
Market value$27.28M
3.82%
Sole
111.62K
Shared
0.00
None
2.15K
CHEVRON CORPORATION
SOLEShares138.16K
TypeSH
Market value$24.80M
3.48%
Sole
137.03K
Shared
0.00
None
1.13K
JOHNSON & JOHNSON
SOLEShares107.87K
TypeSH
Market value$19.06M
2.67%
Sole
106.60K
Shared
0.00
None
1.27K
PROCTER & GAMBLE CO
SOLEShares124.72K
TypeSH
Market value$18.90M
2.65%
Sole
122.67K
Shared
0.00
None
2.05K
MCDONALDS CORP
SOLEShares71.06K
TypeSH
Market value$18.73M
2.62%
Sole
70.42K
Shared
0.00
None
641.00
AIR PRODS & CHEMS INC
SOLEShares57.89K
TypeSH
Market value$17.85M
2.50%
Sole
57.34K
Shared
0.00
None
557.00
ABBOTT LABORATORIES
SOLEShares161.60K
TypeSH
Market value$17.74M
2.49%
Sole
159.95K
Shared
0.00
None
1.65K
AMGEN INC
SOLEShares66.33K
TypeSH
Market value$17.42M
2.44%
Sole
65.82K
Shared
0.00
None
510.00
CISCO SYSTEMS INC
SOLEShares351.76K
TypeSH
Market value$16.76M
2.35%
Sole
348.91K
Shared
0.00
None
2.85K
IRON MOUNTAIN INC
SOLEShares335.57K
TypeSH
Market value$16.73M
2.34%
Sole
332.94K
Shared
0.00
None
2.63K
WASTE MANAGEMENT INC
SOLEShares105.05K
TypeSH
Market value$16.48M
2.31%
Sole
104.25K
Shared
0.00
None
795.00
UNION PACIFIC
SOLEShares76.99K
TypeSH
Market value$15.94M
2.23%
Sole
76.13K
Shared
0.00
None
862.00
DOVER CORP
SOLEShares113.32K
TypeSH
Market value$15.34M
2.15%
Sole
112.39K
Shared
0.00
None
931.00
GENERAL DYNAMICS CORP
SOLEShares61.07K
TypeSH
Market value$15.15M
2.12%
Sole
60.75K
Shared
0.00
None
319.00
QUEST DIAGNOSTICS INC
SOLEShares95.72K
TypeSH
Market value$14.98M
2.10%
Sole
95.40K
Shared
0.00
None
328.00
TEXAS INSTRUMENTS INC
SOLEShares82.93K
TypeSH
Market value$13.70M
1.92%
Sole
82.67K
Shared
0.00
None
259.00
JPMORGAN CHASE & CO
SOLEShares101.46K
TypeSH
Market value$13.61M
1.91%
Sole
101K
Shared
0.00
None
464.00
CORNING INC
SOLEShares420.37K
TypeSH
Market value$13.43M
1.88%
Sole
416.79K
Shared
0.00
None
3.58K
US BANCORP
SOLEShares294.63K
TypeSH
Market value$12.85M
1.80%
Sole
293.16K
Shared
0.00
None
1.47K
BLACKROCK INC.
SOLEShares17.54K
TypeSH
Market value$12.43M
1.74%
Sole
17.53K
Shared
0.00
None
18.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HUBBELL INCSOLE | COMMON STOCK | 302.10K | SH | $70.90M 9.94% | 302.10K | 0.00 | 0.00 |
ISHARESSOLE | COMMON STOCK | 383.02K | SH | $36.25M 5.08% | 381.92K | 360.00 | 737.00 |
ISHARESSOLE | ETF-FIXED INCOM | 315.46K | SH | $34.68M 4.86% | 314.67K | 197.00 | 603.00 |
UNITED BANKSHARES INCSOLE | COMMON STOCK | 773.08K | SH | $31.30M 4.39% | 769.78K | 0.00 | 3.30K |
APPLE INCSOLE | COMMON STOCK | 217.28K | SH | $28.23M 3.96% | 216.15K | 0.00 | 1.12K |
MICROSOFTSOLE | COMMON STOCK | 113.77K | SH | $27.28M 3.82% | 111.62K | 0.00 | 2.15K |
CHEVRON CORPORATIONSOLE | COMMON STOCK | 138.16K | SH | $24.80M 3.48% | 137.03K | 0.00 | 1.13K |
JOHNSON & JOHNSONSOLE | COMMON STOCK | 107.87K | SH | $19.06M 2.67% | 106.60K | 0.00 | 1.27K |
PROCTER & GAMBLE COSOLE | COMMON STOCK | 124.72K | SH | $18.90M 2.65% | 122.67K | 0.00 | 2.05K |
MCDONALDS CORPSOLE | COMMON STOCK | 71.06K | SH | $18.73M 2.62% | 70.42K | 0.00 | 641.00 |
AIR PRODS & CHEMS INCSOLE | COMMON STOCK | 57.89K | SH | $17.85M 2.50% | 57.34K | 0.00 | 557.00 |
ABBOTT LABORATORIESSOLE | COMMON STOCK | 161.60K | SH | $17.74M 2.49% | 159.95K | 0.00 | 1.65K |
AMGEN INCSOLE | COMMON STOCK | 66.33K | SH | $17.42M 2.44% | 65.82K | 0.00 | 510.00 |
CISCO SYSTEMS INCSOLE | COMMON STOCK | 351.76K | SH | $16.76M 2.35% | 348.91K | 0.00 | 2.85K |
IRON MOUNTAIN INCSOLE | COMMON STOCK | 335.57K | SH | $16.73M 2.34% | 332.94K | 0.00 | 2.63K |
WASTE MANAGEMENT INCSOLE | COMMON STOCK | 105.05K | SH | $16.48M 2.31% | 104.25K | 0.00 | 795.00 |
UNION PACIFICSOLE | COMMON STOCK | 76.99K | SH | $15.94M 2.23% | 76.13K | 0.00 | 862.00 |
DOVER CORPSOLE | COMMON STOCK | 113.32K | SH | $15.34M 2.15% | 112.39K | 0.00 | 931.00 |
GENERAL DYNAMICS CORPSOLE | COMMON STOCK | 61.07K | SH | $15.15M 2.12% | 60.75K | 0.00 | 319.00 |
QUEST DIAGNOSTICS INCSOLE | COMMON STOCK | 95.72K | SH | $14.98M 2.10% | 95.40K | 0.00 | 328.00 |
TEXAS INSTRUMENTS INCSOLE | COMMON STOCK | 82.93K | SH | $13.70M 1.92% | 82.67K | 0.00 | 259.00 |
JPMORGAN CHASE & COSOLE | COMMON STOCK | 101.46K | SH | $13.61M 1.91% | 101K | 0.00 | 464.00 |
CORNING INCSOLE | COMMON STOCK | 420.37K | SH | $13.43M 1.88% | 416.79K | 0.00 | 3.58K |
US BANCORPSOLE | COMMON STOCK | 294.63K | SH | $12.85M 1.80% | 293.16K | 0.00 | 1.47K |
BLACKROCK INC.SOLE | COMMON STOCK | 17.54K | SH | $12.43M 1.74% | 17.53K | 0.00 | 18.00 |
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