Filed: 8/14/2024ACC: 0001286478-24-000007
📋 What this filing means
UNITED BANK filed this quarterly 13F‑HR report disclosing 142 equity positions with a total reported market value of $805.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
142
Positions
$805.87M
Total AUM (reported)
7.53M
Total Shares
Allocation by class
COMMON STOCK$748.18M92.8%
ETF-FIXED INCOM$57.02M7.1%
FOREIGN STOCK$669.8K0.1%
Portfolio Concentration
Top 3$183.54M22.8%
4–10$186.69M23.2%
11–25$224.33M27.8%
Rest$211.32M26.2%
Top 3 weight
22.8%
Top 10 weight
45.9%
Voting Authority Distribution
Total shares with voting rights: 7.53M
Sole
Full voting authority
7.34M
shares
% of voting shares97.5%
Shared
Joint voting authority
1.16K
shares
% of voting shares0.0%
None
No voting authority
190.71K
shares
% of voting shares2.5%
Investment Discretion (by position count)
Sole127
Shared0
Other15
Dominant voting typeSole · 97.5% of voting shares
Institutional Holdings142
Rows:
HUBBELL INC
SOLEShares286.82K
TypeSH
Market value$104.83M
13.01%
Sole
286.82K
Shared
0.00
None
0.00
ISHARES
SOLEShares665.41K
TypeSH
Market value$39.39M
4.89%
Sole
663.41K
Shared
403.00
None
1.59K
MICROSOFT
SOLEShares87.98K
TypeSH
Market value$39.32M
4.88%
Sole
86.22K
Shared
0.00
None
1.75K
ISHARES
SOLEShares363.48K
TypeSH
Market value$38.77M
4.81%
Sole
362.16K
Shared
373.00
None
946.00
APPLE INC
SOLEShares166.38K
TypeSH
Market value$35.04M
4.35%
Sole
165.77K
Shared
0.00
None
609.00
ISHARES
SOLEShares522.92K
TypeSH
Market value$26.79M
3.32%
Sole
522.92K
Shared
0.00
None
0.00
UNITED BANKSHARES INC
SOLEShares760.67K
TypeSH
Market value$24.68M
3.06%
Sole
757.37K
Shared
0.00
None
3.30K
ISHARES
SOLEShares199.02K
TypeSH
Market value$20.81M
2.58%
Sole
198.01K
Shared
379.00
None
636.00
JPMORGAN CHASE & CO
SOLEShares102.87K
TypeSH
Market value$20.81M
2.58%
Sole
102.54K
Shared
0.00
None
325.00
IRON MOUNTAIN INC
SOLEShares220.82K
TypeSH
Market value$19.79M
2.46%
Sole
219.10K
Shared
0.00
None
1.72K
CHEVRON CORPORATION
SOLEShares118.94K
TypeSH
Market value$18.61M
2.31%
Sole
117.81K
Shared
0.00
None
1.14K
PROCTER & GAMBLE CO
SOLEShares101.37K
TypeSH
Market value$16.72M
2.07%
Sole
99.63K
Shared
0.00
None
1.74K
AMGEN INC
SOLEShares53.42K
TypeSH
Market value$16.69M
2.07%
Sole
53.05K
Shared
0.00
None
370.00
WASTE MANAGEMENT INC
SOLEShares77.23K
TypeSH
Market value$16.48M
2.04%
Sole
76.69K
Shared
0.00
None
536.00
DOVER CORP
SOLEShares86.39K
TypeSH
Market value$15.59M
1.93%
Sole
85.76K
Shared
0.00
None
634.00
CORNING INC
SOLEShares397.11K
TypeSH
Market value$15.43M
1.91%
Sole
394.26K
Shared
0.00
None
2.84K
GENERAL DYNAMICS CORP
SOLEShares50.14K
TypeSH
Market value$14.55M
1.81%
Sole
49.82K
Shared
0.00
None
322.00
TEXAS INSTRUMENTS INC
SOLEShares74.08K
TypeSH
Market value$14.41M
1.79%
Sole
73.81K
Shared
0.00
None
270.00
ABBOTT LABORATORIES
SOLEShares136.87K
TypeSH
Market value$14.22M
1.76%
Sole
135.59K
Shared
0.00
None
1.28K
MCDONALDS CORP
SOLEShares55.19K
TypeSH
Market value$14.06M
1.75%
Sole
54.62K
Shared
0.00
None
573.00
CISCO SYSTEMS INC
SOLEShares293.27K
TypeSH
Market value$13.93M
1.73%
Sole
291.31K
Shared
0.00
None
1.96K
JOHNSON & JOHNSON
SOLEShares94.64K
TypeSH
Market value$13.83M
1.72%
Sole
93.64K
Shared
0.00
None
995.00
EOG RESOURCES INC
SOLEShares109.35K
TypeSH
Market value$13.76M
1.71%
Sole
109.14K
Shared
0.00
None
217.00
AIR PRODS & CHEMS INC
SOLEShares52.02K
TypeSH
Market value$13.42M
1.67%
Sole
51.57K
Shared
0.00
None
451.00
PFIZER INC
SOLEShares451.17K
TypeSH
Market value$12.62M
1.57%
Sole
444.90K
Shared
0.00
None
6.28K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HUBBELL INCSOLE | COMMON STOCK | 286.82K | SH | $104.83M 13.01% | 286.82K | 0.00 | 0.00 |
ISHARESSOLE | COMMON STOCK | 665.41K | SH | $39.39M 4.89% | 663.41K | 403.00 | 1.59K |
MICROSOFTSOLE | COMMON STOCK | 87.98K | SH | $39.32M 4.88% | 86.22K | 0.00 | 1.75K |
ISHARESSOLE | COMMON STOCK | 363.48K | SH | $38.77M 4.81% | 362.16K | 373.00 | 946.00 |
APPLE INCSOLE | COMMON STOCK | 166.38K | SH | $35.04M 4.35% | 165.77K | 0.00 | 609.00 |
ISHARESSOLE | ETF-FIXED INCOM | 522.92K | SH | $26.79M 3.32% | 522.92K | 0.00 | 0.00 |
UNITED BANKSHARES INCSOLE | COMMON STOCK | 760.67K | SH | $24.68M 3.06% | 757.37K | 0.00 | 3.30K |
ISHARESSOLE | ETF-FIXED INCOM | 199.02K | SH | $20.81M 2.58% | 198.01K | 379.00 | 636.00 |
JPMORGAN CHASE & COSOLE | COMMON STOCK | 102.87K | SH | $20.81M 2.58% | 102.54K | 0.00 | 325.00 |
IRON MOUNTAIN INCSOLE | COMMON STOCK | 220.82K | SH | $19.79M 2.46% | 219.10K | 0.00 | 1.72K |
CHEVRON CORPORATIONSOLE | COMMON STOCK | 118.94K | SH | $18.61M 2.31% | 117.81K | 0.00 | 1.14K |
PROCTER & GAMBLE COSOLE | COMMON STOCK | 101.37K | SH | $16.72M 2.07% | 99.63K | 0.00 | 1.74K |
AMGEN INCSOLE | COMMON STOCK | 53.42K | SH | $16.69M 2.07% | 53.05K | 0.00 | 370.00 |
WASTE MANAGEMENT INCSOLE | COMMON STOCK | 77.23K | SH | $16.48M 2.04% | 76.69K | 0.00 | 536.00 |
DOVER CORPSOLE | COMMON STOCK | 86.39K | SH | $15.59M 1.93% | 85.76K | 0.00 | 634.00 |
CORNING INCSOLE | COMMON STOCK | 397.11K | SH | $15.43M 1.91% | 394.26K | 0.00 | 2.84K |
GENERAL DYNAMICS CORPSOLE | COMMON STOCK | 50.14K | SH | $14.55M 1.81% | 49.82K | 0.00 | 322.00 |
TEXAS INSTRUMENTS INCSOLE | COMMON STOCK | 74.08K | SH | $14.41M 1.79% | 73.81K | 0.00 | 270.00 |
ABBOTT LABORATORIESSOLE | COMMON STOCK | 136.87K | SH | $14.22M 1.76% | 135.59K | 0.00 | 1.28K |
MCDONALDS CORPSOLE | COMMON STOCK | 55.19K | SH | $14.06M 1.75% | 54.62K | 0.00 | 573.00 |
CISCO SYSTEMS INCSOLE | COMMON STOCK | 293.27K | SH | $13.93M 1.73% | 291.31K | 0.00 | 1.96K |
JOHNSON & JOHNSONSOLE | COMMON STOCK | 94.64K | SH | $13.83M 1.72% | 93.64K | 0.00 | 995.00 |
EOG RESOURCES INCSOLE | COMMON STOCK | 109.35K | SH | $13.76M 1.71% | 109.14K | 0.00 | 217.00 |
AIR PRODS & CHEMS INCSOLE | COMMON STOCK | 52.02K | SH | $13.42M 1.67% | 51.57K | 0.00 | 451.00 |
PFIZER INCSOLE | COMMON STOCK | 451.17K | SH | $12.62M 1.57% | 444.90K | 0.00 | 6.28K |
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