Filed: 2/5/2026ACC: 0001420506-26-000177
📋 What this filing means
UNITED BANK filed this quarterly 13F‑HR report disclosing 124 equity positions with a total reported market value of $294.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
124
Positions
$294.93M
Total AUM (reported)
2.99M
Total Shares
Allocation by class
COM$170.88M57.9%
CAP STK CL A$14.05M4.8%
STATE STREET TEC$11.53M3.9%
CL A$10.71M3.6%
STOXX GLOBR INF$10.26M3.5%
HIG YLD VL ETF$9.62M3.3%
MORNSTAR UPSTR$8.04M2.7%
Portfolio Concentration
Top 3$38.28M13.0%
4–10$68.76M23.3%
11–25$67.89M23.0%
Rest$120.00M40.7%
Top 3 weight
13.0%
Top 10 weight
36.3%
Voting Authority Distribution
Total shares with voting rights: 2.99M
Sole
Full voting authority
2.99M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole124
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings124
Rows:
ALPHABET INC
SOLEShares44.90K
TypeSH
Market value$14.05M
4.77%
Sole
44.90K
Shared
0.00
None
0.00
APPLE INC
SOLEShares46.26K
TypeSH
Market value$12.58M
4.26%
Sole
46.26K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares62.48K
TypeSH
Market value$11.65M
3.95%
Sole
62.48K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares80.11K
TypeSH
Market value$11.53M
3.91%
Sole
80.11K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares21.81K
TypeSH
Market value$10.55M
3.58%
Sole
21.81K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares169.51K
TypeSH
Market value$10.26M
3.48%
Sole
169.51K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares41.89K
TypeSH
Market value$9.67M
3.28%
Sole
41.89K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares236.15K
TypeSH
Market value$9.62M
3.26%
Sole
236.15K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares28.23K
TypeSH
Market value$9.10M
3.08%
Sole
28.23K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares175.31K
TypeSH
Market value$8.04M
2.73%
Sole
175.31K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares92.39K
TypeSH
Market value$6.46M
2.19%
Sole
92.39K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares47.60K
TypeSH
Market value$5.87M
1.99%
Sole
47.60K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares210.09K
TypeSH
Market value$5.76M
1.95%
Sole
210.09K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares85.87K
TypeSH
Market value$5.67M
1.92%
Sole
85.87K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares5.67K
TypeSH
Market value$4.89M
1.66%
Sole
5.67K
Shared
0.00
None
0.00
SOUTHERN CO
SOLEShares55.31K
TypeSH
Market value$4.82M
1.64%
Sole
55.31K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares7.11K
TypeSH
Market value$4.70M
1.59%
Sole
7.11K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares7.79K
TypeSH
Market value$4.45M
1.51%
Sole
7.79K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares21.09K
TypeSH
Market value$4.03M
1.37%
Sole
21.09K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares33.17K
TypeSH
Market value$3.99M
1.35%
Sole
33.17K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares31.80K
TypeSH
Market value$3.98M
1.35%
Sole
31.80K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares89.95K
TypeSH
Market value$3.63M
1.23%
Sole
89.95K
Shared
0.00
None
0.00
NORFOLK SOUTHN CORP
SOLEShares11.58K
TypeSH
Market value$3.34M
1.13%
Sole
11.58K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares11.95K
TypeSH
Market value$3.17M
1.07%
Sole
11.95K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares14.67K
TypeSH
Market value$3.14M
1.07%
Sole
14.67K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 44.90K | SH | $14.05M 4.77% | 44.90K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 46.26K | SH | $12.58M 4.26% | 46.26K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 62.48K | SH | $11.65M 3.95% | 62.48K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 80.11K | SH | $11.53M 3.91% | 80.11K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 21.81K | SH | $10.55M 3.58% | 21.81K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | STOXX GLOBR INF | 169.51K | SH | $10.26M 3.48% | 169.51K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 41.89K | SH | $9.67M 3.28% | 41.89K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | HIG YLD VL ETF | 236.15K | SH | $9.62M 3.26% | 236.15K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 28.23K | SH | $9.10M 3.08% | 28.23K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | MORNSTAR UPSTR | 175.31K | SH | $8.04M 2.73% | 175.31K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 92.39K | SH | $6.46M 2.19% | 92.39K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 47.60K | SH | $5.87M 1.99% | 47.60K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 210.09K | SH | $5.76M 1.95% | 210.09K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 85.87K | SH | $5.67M 1.92% | 85.87K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 5.67K | SH | $4.89M 1.66% | 5.67K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 55.31K | SH | $4.82M 1.64% | 55.31K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 7.11K | SH | $4.70M 1.59% | 7.11K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 7.79K | SH | $4.45M 1.51% | 7.79K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 21.09K | SH | $4.03M 1.37% | 21.09K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 33.17K | SH | $3.99M 1.35% | 33.17K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 31.80K | SH | $3.98M 1.35% | 31.80K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET REA | 89.95K | SH | $3.63M 1.23% | 89.95K | 0.00 | 0.00 |
NORFOLK SOUTHN CORPSOLE | COM | 11.58K | SH | $3.34M 1.13% | 11.58K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 11.95K | SH | $3.17M 1.07% | 11.95K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 14.67K | SH | $3.14M 1.07% | 14.67K | 0.00 | 0.00 |
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