Filed: 5/13/2024ACC: 0001286478-24-000004
📋 What this filing means
UNITED BANK filed this quarterly 13F‑HR report disclosing 148 equity positions with a total reported market value of $837.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
148
Positions
$837.83M
Total AUM (reported)
7.63M
Total Shares
Allocation by class
COMMON STOCK$782.21M93.4%
ETF-FIXED INCOM$54.74M6.5%
FOREIGN STOCK$884.8K0.1%
Portfolio Concentration
Top 3$202.34M24.2%
4–10$181.62M21.7%
11–25$235.78M28.1%
Rest$218.09M26.0%
Top 3 weight
24.2%
Top 10 weight
45.8%
Voting Authority Distribution
Total shares with voting rights: 7.63M
Sole
Full voting authority
7.44M
shares
% of voting shares97.5%
Shared
Joint voting authority
1.16K
shares
% of voting shares0.0%
None
No voting authority
188.21K
shares
% of voting shares2.5%
Investment Discretion (by position count)
Sole133
Shared0
Other15
Dominant voting typeSole · 97.5% of voting shares
Institutional Holdings148
Rows:
HUBBELL INC
SOLEShares299.96K
TypeSH
Market value$124.50M
14.86%
Sole
299.96K
Shared
0.00
None
0.00
ISHARES
SOLEShares359.46K
TypeSH
Market value$39.73M
4.74%
Sole
358.14K
Shared
373.00
None
946.00
MICROSOFT
SOLEShares90.60K
TypeSH
Market value$38.12M
4.55%
Sole
88.84K
Shared
0.00
None
1.75K
ISHARES
SOLEShares646.43K
TypeSH
Market value$37.21M
4.44%
Sole
644.43K
Shared
403.00
None
1.59K
APPLE INC
SOLEShares186.50K
TypeSH
Market value$31.98M
3.82%
Sole
185.89K
Shared
0.00
None
609.00
ISHARES
SOLEShares519.32K
TypeSH
Market value$26.63M
3.18%
Sole
519.32K
Shared
0.00
None
0.00
UNITED BANKSHARES INC
SOLEShares725.55K
TypeSH
Market value$25.97M
3.10%
Sole
722.25K
Shared
0.00
None
3.30K
JPMORGAN CHASE & CO
SOLEShares102.90K
TypeSH
Market value$20.61M
2.46%
Sole
102.57K
Shared
0.00
None
325.00
IRON MOUNTAIN INC
SOLEShares246.49K
TypeSH
Market value$19.77M
2.36%
Sole
244.77K
Shared
0.00
None
1.72K
CHEVRON CORPORATION
SOLEShares123.29K
TypeSH
Market value$19.45M
2.32%
Sole
122.16K
Shared
0.00
None
1.14K
ISHARES
SOLEShares173.49K
TypeSH
Market value$18.17M
2.17%
Sole
172.47K
Shared
379.00
None
636.00
WASTE MANAGEMENT INC
SOLEShares84.16K
TypeSH
Market value$17.94M
2.14%
Sole
83.62K
Shared
0.00
None
536.00
PROCTER & GAMBLE CO
SOLEShares107.77K
TypeSH
Market value$17.49M
2.09%
Sole
106.03K
Shared
0.00
None
1.74K
DOVER CORP
SOLEShares93.25K
TypeSH
Market value$16.52M
1.97%
Sole
92.61K
Shared
0.00
None
634.00
MCDONALDS CORP
SOLEShares58.08K
TypeSH
Market value$16.38M
1.95%
Sole
57.51K
Shared
0.00
None
573.00
ABBOTT LABORATORIES
SOLEShares143.81K
TypeSH
Market value$16.35M
1.95%
Sole
142.54K
Shared
0.00
None
1.28K
AMGEN INC
SOLEShares57.07K
TypeSH
Market value$16.23M
1.94%
Sole
56.70K
Shared
0.00
None
370.00
JOHNSON & JOHNSON
SOLEShares99.01K
TypeSH
Market value$15.66M
1.87%
Sole
98.02K
Shared
0.00
None
995.00
GENERAL DYNAMICS CORP
SOLEShares54.59K
TypeSH
Market value$15.42M
1.84%
Sole
54.27K
Shared
0.00
None
322.00
CISCO SYSTEMS INC
SOLEShares304.99K
TypeSH
Market value$15.22M
1.82%
Sole
303.03K
Shared
0.00
None
1.96K
EOG RESOURCES INC
SOLEShares116.80K
TypeSH
Market value$14.93M
1.78%
Sole
116.58K
Shared
0.00
None
217.00
US BANCORP
SOLEShares314.88K
TypeSH
Market value$14.07M
1.68%
Sole
313.43K
Shared
0.00
None
1.44K
TARGET CORP
SOLEShares78.36K
TypeSH
Market value$13.89M
1.66%
Sole
78.23K
Shared
0.00
None
133.00
TEXAS INSTRUMENTS INC
SOLEShares79.13K
TypeSH
Market value$13.79M
1.65%
Sole
78.86K
Shared
0.00
None
270.00
CORNING INC
SOLEShares416.53K
TypeSH
Market value$13.73M
1.64%
Sole
413.69K
Shared
0.00
None
2.84K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HUBBELL INCSOLE | COMMON STOCK | 299.96K | SH | $124.50M 14.86% | 299.96K | 0.00 | 0.00 |
ISHARESSOLE | COMMON STOCK | 359.46K | SH | $39.73M 4.74% | 358.14K | 373.00 | 946.00 |
MICROSOFTSOLE | COMMON STOCK | 90.60K | SH | $38.12M 4.55% | 88.84K | 0.00 | 1.75K |
ISHARESSOLE | COMMON STOCK | 646.43K | SH | $37.21M 4.44% | 644.43K | 403.00 | 1.59K |
APPLE INCSOLE | COMMON STOCK | 186.50K | SH | $31.98M 3.82% | 185.89K | 0.00 | 609.00 |
ISHARESSOLE | ETF-FIXED INCOM | 519.32K | SH | $26.63M 3.18% | 519.32K | 0.00 | 0.00 |
UNITED BANKSHARES INCSOLE | COMMON STOCK | 725.55K | SH | $25.97M 3.10% | 722.25K | 0.00 | 3.30K |
JPMORGAN CHASE & COSOLE | COMMON STOCK | 102.90K | SH | $20.61M 2.46% | 102.57K | 0.00 | 325.00 |
IRON MOUNTAIN INCSOLE | COMMON STOCK | 246.49K | SH | $19.77M 2.36% | 244.77K | 0.00 | 1.72K |
CHEVRON CORPORATIONSOLE | COMMON STOCK | 123.29K | SH | $19.45M 2.32% | 122.16K | 0.00 | 1.14K |
ISHARESSOLE | ETF-FIXED INCOM | 173.49K | SH | $18.17M 2.17% | 172.47K | 379.00 | 636.00 |
WASTE MANAGEMENT INCSOLE | COMMON STOCK | 84.16K | SH | $17.94M 2.14% | 83.62K | 0.00 | 536.00 |
PROCTER & GAMBLE COSOLE | COMMON STOCK | 107.77K | SH | $17.49M 2.09% | 106.03K | 0.00 | 1.74K |
DOVER CORPSOLE | COMMON STOCK | 93.25K | SH | $16.52M 1.97% | 92.61K | 0.00 | 634.00 |
MCDONALDS CORPSOLE | COMMON STOCK | 58.08K | SH | $16.38M 1.95% | 57.51K | 0.00 | 573.00 |
ABBOTT LABORATORIESSOLE | COMMON STOCK | 143.81K | SH | $16.35M 1.95% | 142.54K | 0.00 | 1.28K |
AMGEN INCSOLE | COMMON STOCK | 57.07K | SH | $16.23M 1.94% | 56.70K | 0.00 | 370.00 |
JOHNSON & JOHNSONSOLE | COMMON STOCK | 99.01K | SH | $15.66M 1.87% | 98.02K | 0.00 | 995.00 |
GENERAL DYNAMICS CORPSOLE | COMMON STOCK | 54.59K | SH | $15.42M 1.84% | 54.27K | 0.00 | 322.00 |
CISCO SYSTEMS INCSOLE | COMMON STOCK | 304.99K | SH | $15.22M 1.82% | 303.03K | 0.00 | 1.96K |
EOG RESOURCES INCSOLE | COMMON STOCK | 116.80K | SH | $14.93M 1.78% | 116.58K | 0.00 | 217.00 |
US BANCORPSOLE | COMMON STOCK | 314.88K | SH | $14.07M 1.68% | 313.43K | 0.00 | 1.44K |
TARGET CORPSOLE | COMMON STOCK | 78.36K | SH | $13.89M 1.66% | 78.23K | 0.00 | 133.00 |
TEXAS INSTRUMENTS INCSOLE | COMMON STOCK | 79.13K | SH | $13.79M 1.65% | 78.86K | 0.00 | 270.00 |
CORNING INCSOLE | COMMON STOCK | 416.53K | SH | $13.73M 1.64% | 413.69K | 0.00 | 2.84K |
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