Filed: 5/1/2023ACC: 0001286478-23-000002
📋 What this filing means
UNITED BANK filed this quarterly 13F‑HR report disclosing 161 equity positions with a total reported market value of $782.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
161
Positions
$782.70M
Total AUM (reported)
8.55M
Total Shares
Allocation by class
COMMON STOCK$690.14M88.2%
ETF-FIXED INCOM$90.04M11.5%
FOREIGN STOCK$2.51M0.3%
Portfolio Concentration
Top 3$152.17M19.4%
4–10$178.72M22.8%
11–25$235.76M30.1%
Rest$216.05M27.6%
Top 3 weight
19.4%
Top 10 weight
42.3%
Voting Authority Distribution
Total shares with voting rights: 8.55M
Sole
Full voting authority
8.38M
shares
% of voting shares98.0%
Shared
Joint voting authority
1.21K
shares
% of voting shares0.0%
None
No voting authority
166.50K
shares
% of voting shares1.9%
Investment Discretion (by position count)
Sole144
Shared0
Other17
Dominant voting typeSole · 98.0% of voting shares
Institutional Holdings161
Rows:
HUBBELL INC
SOLEShares302.10K
TypeSH
Market value$73.50M
9.39%
Sole
302.10K
Shared
0.00
None
0.00
ISHARES
SOLEShares854.28K
TypeSH
Market value$43.18M
5.52%
Sole
854.28K
Shared
0.00
None
0.00
ISHARES
SOLEShares367.04K
TypeSH
Market value$35.49M
4.53%
Sole
365.91K
Shared
350.00
None
778.00
APPLE INC
SOLEShares209.60K
TypeSH
Market value$34.56M
4.42%
Sole
208.47K
Shared
0.00
None
1.14K
MICROSOFT
SOLEShares112.76K
TypeSH
Market value$32.51M
4.15%
Sole
110.66K
Shared
0.00
None
2.10K
UNITED BANKSHARES INC
SOLEShares784.60K
TypeSH
Market value$27.62M
3.53%
Sole
781.30K
Shared
0.00
None
3.30K
ISHARES
SOLEShares242.47K
TypeSH
Market value$25.38M
3.24%
Sole
241.53K
Shared
860.00
None
75.00
CHEVRON CORPORATION
SOLEShares133.06K
TypeSH
Market value$21.71M
2.77%
Sole
131.92K
Shared
0.00
None
1.14K
MCDONALDS CORP
SOLEShares66.68K
TypeSH
Market value$18.65M
2.38%
Sole
66.04K
Shared
0.00
None
647.00
PROCTER & GAMBLE CO
SOLEShares123.01K
TypeSH
Market value$18.29M
2.34%
Sole
120.95K
Shared
0.00
None
2.06K
CISCO SYSTEMS INC
SOLEShares343.33K
TypeSH
Market value$17.95M
2.29%
Sole
340.44K
Shared
0.00
None
2.89K
WASTE MANAGEMENT INC
SOLEShares104.85K
TypeSH
Market value$17.11M
2.19%
Sole
104.06K
Shared
0.00
None
795.00
JOHNSON & JOHNSON
SOLEShares110K
TypeSH
Market value$17.05M
2.18%
Sole
108.73K
Shared
0.00
None
1.27K
IRON MOUNTAIN INC
SOLEShares318K
TypeSH
Market value$16.83M
2.15%
Sole
315.34K
Shared
0.00
None
2.66K
ABBOTT LABORATORIES
SOLEShares163.85K
TypeSH
Market value$16.59M
2.12%
Sole
162.20K
Shared
0.00
None
1.65K
DOVER CORP
SOLEShares107.34K
TypeSH
Market value$16.31M
2.08%
Sole
106.41K
Shared
0.00
None
931.00
AMGEN INC
SOLEShares66.66K
TypeSH
Market value$16.12M
2.06%
Sole
66.15K
Shared
0.00
None
517.00
UNION PACIFIC
SOLEShares78.60K
TypeSH
Market value$15.82M
2.02%
Sole
77.73K
Shared
0.00
None
870.00
ISHARES
SOLEShares138.58K
TypeSH
Market value$15.31M
1.96%
Sole
137.85K
Shared
0.00
None
721.00
AIR PRODS & CHEMS INC
SOLEShares53.31K
TypeSH
Market value$15.31M
1.96%
Sole
52.75K
Shared
0.00
None
563.00
TEXAS INSTRUMENTS INC
SOLEShares82.24K
TypeSH
Market value$15.30M
1.95%
Sole
81.97K
Shared
0.00
None
268.00
CORNING INC
SOLEShares414.86K
TypeSH
Market value$14.64M
1.87%
Sole
411.23K
Shared
0.00
None
3.63K
UNITED PARCEL SERVICE INC
SOLEShares72.45K
TypeSH
Market value$14.06M
1.80%
Sole
72.16K
Shared
0.00
None
295.00
GENERAL DYNAMICS CORP
SOLEShares60.19K
TypeSH
Market value$13.73M
1.75%
Sole
59.86K
Shared
0.00
None
326.00
QUEST DIAGNOSTICS INC
SOLEShares96.43K
TypeSH
Market value$13.64M
1.74%
Sole
96.09K
Shared
0.00
None
340.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HUBBELL INCSOLE | COMMON STOCK | 302.10K | SH | $73.50M 9.39% | 302.10K | 0.00 | 0.00 |
ISHARESSOLE | ETF-FIXED INCOM | 854.28K | SH | $43.18M 5.52% | 854.28K | 0.00 | 0.00 |
ISHARESSOLE | COMMON STOCK | 367.04K | SH | $35.49M 4.53% | 365.91K | 350.00 | 778.00 |
APPLE INCSOLE | COMMON STOCK | 209.60K | SH | $34.56M 4.42% | 208.47K | 0.00 | 1.14K |
MICROSOFTSOLE | COMMON STOCK | 112.76K | SH | $32.51M 4.15% | 110.66K | 0.00 | 2.10K |
UNITED BANKSHARES INCSOLE | COMMON STOCK | 784.60K | SH | $27.62M 3.53% | 781.30K | 0.00 | 3.30K |
ISHARESSOLE | ETF-FIXED INCOM | 242.47K | SH | $25.38M 3.24% | 241.53K | 860.00 | 75.00 |
CHEVRON CORPORATIONSOLE | COMMON STOCK | 133.06K | SH | $21.71M 2.77% | 131.92K | 0.00 | 1.14K |
MCDONALDS CORPSOLE | COMMON STOCK | 66.68K | SH | $18.65M 2.38% | 66.04K | 0.00 | 647.00 |
PROCTER & GAMBLE COSOLE | COMMON STOCK | 123.01K | SH | $18.29M 2.34% | 120.95K | 0.00 | 2.06K |
CISCO SYSTEMS INCSOLE | COMMON STOCK | 343.33K | SH | $17.95M 2.29% | 340.44K | 0.00 | 2.89K |
WASTE MANAGEMENT INCSOLE | COMMON STOCK | 104.85K | SH | $17.11M 2.19% | 104.06K | 0.00 | 795.00 |
JOHNSON & JOHNSONSOLE | COMMON STOCK | 110K | SH | $17.05M 2.18% | 108.73K | 0.00 | 1.27K |
IRON MOUNTAIN INCSOLE | COMMON STOCK | 318K | SH | $16.83M 2.15% | 315.34K | 0.00 | 2.66K |
ABBOTT LABORATORIESSOLE | COMMON STOCK | 163.85K | SH | $16.59M 2.12% | 162.20K | 0.00 | 1.65K |
DOVER CORPSOLE | COMMON STOCK | 107.34K | SH | $16.31M 2.08% | 106.41K | 0.00 | 931.00 |
AMGEN INCSOLE | COMMON STOCK | 66.66K | SH | $16.12M 2.06% | 66.15K | 0.00 | 517.00 |
UNION PACIFICSOLE | COMMON STOCK | 78.60K | SH | $15.82M 2.02% | 77.73K | 0.00 | 870.00 |
ISHARESSOLE | ETF-FIXED INCOM | 138.58K | SH | $15.31M 1.96% | 137.85K | 0.00 | 721.00 |
AIR PRODS & CHEMS INCSOLE | COMMON STOCK | 53.31K | SH | $15.31M 1.96% | 52.75K | 0.00 | 563.00 |
TEXAS INSTRUMENTS INCSOLE | COMMON STOCK | 82.24K | SH | $15.30M 1.95% | 81.97K | 0.00 | 268.00 |
CORNING INCSOLE | COMMON STOCK | 414.86K | SH | $14.64M 1.87% | 411.23K | 0.00 | 3.63K |
UNITED PARCEL SERVICE INCSOLE | COMMON STOCK | 72.45K | SH | $14.06M 1.80% | 72.16K | 0.00 | 295.00 |
GENERAL DYNAMICS CORPSOLE | COMMON STOCK | 60.19K | SH | $13.73M 1.75% | 59.86K | 0.00 | 326.00 |
QUEST DIAGNOSTICS INCSOLE | COMMON STOCK | 96.43K | SH | $13.64M 1.74% | 96.09K | 0.00 | 340.00 |
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