Filed: 11/15/2024ACC: 0001286478-24-000009
📋 What this filing means
UNITED BANK filed this quarterly 13F‑HR report disclosing 142 equity positions with a total reported market value of $859.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
142
Positions
$859.29M
Total AUM (reported)
7.17M
Total Shares
Allocation by class
COMMON STOCK$816.70M95.0%
ETF-FIXED INCOM$41.88M4.9%
FOREIGN STOCK$706.2K0.1%
Portfolio Concentration
Top 3$209.31M24.4%
4–10$196.53M22.9%
11–25$237.52M27.6%
Rest$215.93M25.1%
Top 3 weight
24.4%
Top 10 weight
47.2%
Voting Authority Distribution
Total shares with voting rights: 7.17M
Sole
Full voting authority
6.99M
shares
% of voting shares97.5%
Shared
Joint voting authority
776.00
shares
% of voting shares0.0%
None
No voting authority
180.78K
shares
% of voting shares2.5%
Investment Discretion (by position count)
Sole129
Shared0
Other13
Dominant voting typeSole · 97.5% of voting shares
Institutional Holdings142
Rows:
HUBBELL INC
SOLEShares286.82K
TypeSH
Market value$122.86M
14.30%
Sole
286.82K
Shared
0.00
None
0.00
ISHARES
SOLEShares377.46K
TypeSH
Market value$44.15M
5.14%
Sole
376.49K
Shared
373.00
None
596.00
ISHARES
SOLEShares692.20K
TypeSH
Market value$42.30M
4.92%
Sole
691.70K
Shared
403.00
None
91.00
APPLE INC
SOLEShares167.04K
TypeSH
Market value$38.92M
4.53%
Sole
166.43K
Shared
0.00
None
609.00
MICROSOFT
SOLEShares87.47K
TypeSH
Market value$37.64M
4.38%
Sole
85.71K
Shared
0.00
None
1.75K
UNITED BANKSHARES INC
SOLEShares744.67K
TypeSH
Market value$27.63M
3.22%
Sole
742.67K
Shared
0.00
None
2K
ISHARES
SOLEShares266.82K
TypeSH
Market value$27.02M
3.14%
Sole
266.82K
Shared
0.00
None
0.00
IRON MOUNTAIN INC
SOLEShares218.46K
TypeSH
Market value$25.96M
3.02%
Sole
216.74K
Shared
0.00
None
1.72K
JPMORGAN CHASE & CO
SOLEShares101.62K
TypeSH
Market value$21.43M
2.49%
Sole
101.29K
Shared
0.00
None
325.00
CORNING INC
SOLEShares397.38K
TypeSH
Market value$17.94M
2.09%
Sole
394.54K
Shared
0.00
None
2.84K
PROCTER & GAMBLE CO
SOLEShares101.24K
TypeSH
Market value$17.53M
2.04%
Sole
100.16K
Shared
0.00
None
1.08K
CHEVRON CORPORATION
SOLEShares118.72K
TypeSH
Market value$17.48M
2.03%
Sole
118.49K
Shared
0.00
None
227.00
AMGEN INC
SOLEShares53.28K
TypeSH
Market value$17.17M
2.00%
Sole
52.91K
Shared
0.00
None
370.00
MCDONALDS CORP
SOLEShares55.70K
TypeSH
Market value$16.96M
1.97%
Sole
55.13K
Shared
0.00
None
573.00
DOVER CORP
SOLEShares86.39K
TypeSH
Market value$16.56M
1.93%
Sole
85.75K
Shared
0.00
None
634.00
WASTE MANAGEMENT INC
SOLEShares77.41K
TypeSH
Market value$16.07M
1.87%
Sole
76.88K
Shared
0.00
None
536.00
CISCO SYSTEMS INC
SOLEShares299.79K
TypeSH
Market value$15.95M
1.86%
Sole
297.83K
Shared
0.00
None
1.96K
ABBOTT LABORATORIES
SOLEShares137.86K
TypeSH
Market value$15.72M
1.83%
Sole
137K
Shared
0.00
None
862.00
AIR PRODS & CHEMS INC
SOLEShares52.20K
TypeSH
Market value$15.54M
1.81%
Sole
52.05K
Shared
0.00
None
151.00
TEXAS INSTRUMENTS INC
SOLEShares75.08K
TypeSH
Market value$15.51M
1.80%
Sole
74.81K
Shared
0.00
None
270.00
JOHNSON & JOHNSON
SOLEShares94.42K
TypeSH
Market value$15.30M
1.78%
Sole
93.81K
Shared
0.00
None
607.00
GENERAL DYNAMICS CORP
SOLEShares50.12K
TypeSH
Market value$15.15M
1.76%
Sole
49.80K
Shared
0.00
None
322.00
CUMMINS INC
SOLEShares44.58K
TypeSH
Market value$14.43M
1.68%
Sole
44.51K
Shared
0.00
None
70.00
BLACKROCK INC.
SOLEShares14.92K
TypeSH
Market value$14.16M
1.65%
Sole
14.89K
Shared
0.00
None
22.00
US BANCORP
SOLEShares305.36K
TypeSH
Market value$13.96M
1.63%
Sole
303.91K
Shared
0.00
None
1.44K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HUBBELL INCSOLE | COMMON STOCK | 286.82K | SH | $122.86M 14.30% | 286.82K | 0.00 | 0.00 |
ISHARESSOLE | COMMON STOCK | 377.46K | SH | $44.15M 5.14% | 376.49K | 373.00 | 596.00 |
ISHARESSOLE | COMMON STOCK | 692.20K | SH | $42.30M 4.92% | 691.70K | 403.00 | 91.00 |
APPLE INCSOLE | COMMON STOCK | 167.04K | SH | $38.92M 4.53% | 166.43K | 0.00 | 609.00 |
MICROSOFTSOLE | COMMON STOCK | 87.47K | SH | $37.64M 4.38% | 85.71K | 0.00 | 1.75K |
UNITED BANKSHARES INCSOLE | COMMON STOCK | 744.67K | SH | $27.63M 3.22% | 742.67K | 0.00 | 2K |
ISHARESSOLE | ETF-FIXED INCOM | 266.82K | SH | $27.02M 3.14% | 266.82K | 0.00 | 0.00 |
IRON MOUNTAIN INCSOLE | COMMON STOCK | 218.46K | SH | $25.96M 3.02% | 216.74K | 0.00 | 1.72K |
JPMORGAN CHASE & COSOLE | COMMON STOCK | 101.62K | SH | $21.43M 2.49% | 101.29K | 0.00 | 325.00 |
CORNING INCSOLE | COMMON STOCK | 397.38K | SH | $17.94M 2.09% | 394.54K | 0.00 | 2.84K |
PROCTER & GAMBLE COSOLE | COMMON STOCK | 101.24K | SH | $17.53M 2.04% | 100.16K | 0.00 | 1.08K |
CHEVRON CORPORATIONSOLE | COMMON STOCK | 118.72K | SH | $17.48M 2.03% | 118.49K | 0.00 | 227.00 |
AMGEN INCSOLE | COMMON STOCK | 53.28K | SH | $17.17M 2.00% | 52.91K | 0.00 | 370.00 |
MCDONALDS CORPSOLE | COMMON STOCK | 55.70K | SH | $16.96M 1.97% | 55.13K | 0.00 | 573.00 |
DOVER CORPSOLE | COMMON STOCK | 86.39K | SH | $16.56M 1.93% | 85.75K | 0.00 | 634.00 |
WASTE MANAGEMENT INCSOLE | COMMON STOCK | 77.41K | SH | $16.07M 1.87% | 76.88K | 0.00 | 536.00 |
CISCO SYSTEMS INCSOLE | COMMON STOCK | 299.79K | SH | $15.95M 1.86% | 297.83K | 0.00 | 1.96K |
ABBOTT LABORATORIESSOLE | COMMON STOCK | 137.86K | SH | $15.72M 1.83% | 137K | 0.00 | 862.00 |
AIR PRODS & CHEMS INCSOLE | COMMON STOCK | 52.20K | SH | $15.54M 1.81% | 52.05K | 0.00 | 151.00 |
TEXAS INSTRUMENTS INCSOLE | COMMON STOCK | 75.08K | SH | $15.51M 1.80% | 74.81K | 0.00 | 270.00 |
JOHNSON & JOHNSONSOLE | COMMON STOCK | 94.42K | SH | $15.30M 1.78% | 93.81K | 0.00 | 607.00 |
GENERAL DYNAMICS CORPSOLE | COMMON STOCK | 50.12K | SH | $15.15M 1.76% | 49.80K | 0.00 | 322.00 |
CUMMINS INCSOLE | COMMON STOCK | 44.58K | SH | $14.43M 1.68% | 44.51K | 0.00 | 70.00 |
BLACKROCK INC.SOLE | COMMON STOCK | 14.92K | SH | $14.16M 1.65% | 14.89K | 0.00 | 22.00 |
US BANCORPSOLE | COMMON STOCK | 305.36K | SH | $13.96M 1.63% | 303.91K | 0.00 | 1.44K |
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