UNITED BANK

PrivateCIK: 1286478
Location

VIENNA, VA

πŸ“‹ What this filing means

UNITED BANK filed this quarterly 13F‑HR report disclosing 138 equity positions with a total reported market value of $835.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

138
Positions
$835.35M
Total AUM (reported)
6.21M
Total Shares

Allocation by class

TOTAL AUM$835.35M138 positions
COMMON STOCK$788.85M94.4%
ETF-FIXED INCOM$45.74M5.5%
FOREIGN STOCK$754.2K0.1%

Portfolio Concentration

Top 324.9%4–1022.6%11–2524.9%Rest27.7%TOP 1047.5%0%100%
Top 3$207.88M24.9%
4–10$188.73M22.6%
11–25$207.64M24.9%
Rest$231.09M27.7%

Top 3 weight

24.9%

Top 10 weight

47.5%

Voting Authority Distribution

Total shares with voting rights: 6.21M

Sole

Full voting authority

6.10M

shares

% of voting shares98.3%
Shared

Joint voting authority

802.00

shares

% of voting shares0.0%
None

No voting authority

106.36K

shares

% of voting shares1.7%

Investment Discretion (by position count)

Sole124
Shared0
Other14
Dominant voting typeSole Β· 98.3% of voting shares
Institutional Holdings138
Rows:

HUBBELL INC

SOLE
COMMON STOCK
Shares286.82K
TypeSH
Market value$117.14M
14.02%
Sole
286.82K
Shared
0.00
None
0.00

ISHARES

SOLE
COMMON STOCK
Shares747.97K
TypeSH
Market value$47.23M
5.65%
Sole
747.34K
Shared
438.00
None
187.00

ISHARES

SOLE
COMMON STOCK
Shares398.16K
TypeSH
Market value$43.51M
5.21%
Sole
397.16K
Shared
364.00
None
631.00

MICROSOFT

SOLE
COMMON STOCK
Shares77.79K
TypeSH
Market value$38.70M
4.63%
Sole
76.06K
Shared
0.00
None
1.73K

ISHARES

SOLE
ETF-FIXED INCOM
Shares313.81K
TypeSH
Market value$31.13M
3.73%
Sole
313.11K
Shared
0.00
None
705.00

JPMORGAN CHASE & CO

SOLE
COMMON STOCK
Shares99.58K
TypeSH
Market value$28.87M
3.46%
Sole
99.28K
Shared
0.00
None
305.00

APPLE INC

SOLE
COMMON STOCK
Shares137.29K
TypeSH
Market value$28.17M
3.37%
Sole
136.72K
Shared
0.00
None
573.00

UNITED BANKSHARES INC

SOLE
COMMON STOCK
Shares712.98K
TypeSH
Market value$25.97M
3.11%
Sole
710.98K
Shared
0.00
None
2K

IRON MOUNTAIN INC

SOLE
COMMON STOCK
Shares181.01K
TypeSH
Market value$18.57M
2.22%
Sole
179.56K
Shared
0.00
None
1.45K

CISCO SYSTEMS INC

SOLE
COMMON STOCK
Shares249.76K
TypeSH
Market value$17.33M
2.07%
Sole
247.93K
Shared
0.00
None
1.82K

CHEVRON CORPORATION

SOLE
COMMON STOCK
Shares115.07K
TypeSH
Market value$16.48M
1.97%
Sole
114.89K
Shared
0.00
None
185.00

CORNING INC

SOLE
COMMON STOCK
Shares302.64K
TypeSH
Market value$15.92M
1.91%
Sole
299.91K
Shared
0.00
None
2.73K

ABBOTT LABORATORIES

SOLE
COMMON STOCK
Shares115.10K
TypeSH
Market value$15.65M
1.87%
Sole
114.28K
Shared
0.00
None
823.00

WASTE MANAGEMENT INC

SOLE
COMMON STOCK
Shares64.38K
TypeSH
Market value$14.73M
1.76%
Sole
63.88K
Shared
0.00
None
501.00

PROCTER & GAMBLE CO

SOLE
COMMON STOCK
Shares88.58K
TypeSH
Market value$14.11M
1.69%
Sole
87.55K
Shared
0.00
None
1.02K

TEXAS INSTRUMENTS INC

SOLE
COMMON STOCK
Shares67.87K
TypeSH
Market value$14.09M
1.69%
Sole
67.62K
Shared
0.00
None
252.00

MCDONALDS CORP

SOLE
COMMON STOCK
Shares47.12K
TypeSH
Market value$13.77M
1.65%
Sole
46.57K
Shared
0.00
None
547.00

DOVER CORP

SOLE
COMMON STOCK
Shares74.05K
TypeSH
Market value$13.57M
1.62%
Sole
73.44K
Shared
0.00
None
600.00

GENERAL DYNAMICS CORP

SOLE
COMMON STOCK
Shares45.77K
TypeSH
Market value$13.35M
1.60%
Sole
45.46K
Shared
0.00
None
308.00

BLACKROCK INC

SOLE
COMMON STOCK
Shares12.67K
TypeSH
Market value$13.29M
1.59%
Sole
12.65K
Shared
0.00
None
18.00

ISHARES

SOLE
COMMON STOCK
Shares117.78K
TypeSH
Market value$12.97M
1.55%
Sole
117.78K
Shared
0.00
None
0.00

AMGEN INC

SOLE
COMMON STOCK
Shares46.13K
TypeSH
Market value$12.88M
1.54%
Sole
45.79K
Shared
0.00
None
337.00

AIR PRODS & CHEMS INC

SOLE
COMMON STOCK
Shares43.85K
TypeSH
Market value$12.37M
1.48%
Sole
43.62K
Shared
0.00
None
231.00

JOHNSON & JOHNSON

SOLE
COMMON STOCK
Shares80.84K
TypeSH
Market value$12.35M
1.48%
Sole
80.26K
Shared
0.00
None
578.00

CUMMINS INC

SOLE
COMMON STOCK
Shares37.02K
TypeSH
Market value$12.12M
1.45%
Sole
36.96K
Shared
0.00
None
58.00
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UNITED BANK 13F Holdings β€” 138 Positions | Finecho