Filed: 5/1/2026ACC: 0001420506-26-000776
📋 What this filing means
UNITED BANK filed this quarterly 13F‑HR report disclosing 124 equity positions with a total reported market value of $300.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
124
Positions
$300.64M
Total AUM (reported)
3.09M
Total Shares
Allocation by class
COM$170.95M56.9%
CAP STK CL A$12.91M4.3%
STOXX GLOBR INF$11.75M3.9%
MORNSTAR UPSTR$11.65M3.9%
STATE STREET TEC$11.08M3.7%
CL A$9.81M3.3%
HIG YLD VL ETF$9.69M3.2%
Portfolio Concentration
Top 3$36.92M12.3%
4–10$70.95M23.6%
11–25$71.76M23.9%
Rest$121.01M40.2%
Top 3 weight
12.3%
Top 10 weight
35.9%
Voting Authority Distribution
Total shares with voting rights: 3.09M
Sole
Full voting authority
3.09M
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
SOLEShares44.89K
TypeSH
Market value$12.91M
4.29%
Sole
44.89K
Shared
0.00
None
0.00
APPLE INC
SOLEShares48.33K
TypeSH
Market value$12.26M
4.08%
Sole
48.33K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares183.78K
TypeSH
Market value$11.75M
3.91%
Sole
183.78K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares211.28K
TypeSH
Market value$11.65M
3.88%
Sole
211.28K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares66.01K
TypeSH
Market value$11.51M
3.83%
Sole
66.01K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares83.40K
TypeSH
Market value$11.08M
3.69%
Sole
83.40K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares241.93K
TypeSH
Market value$9.69M
3.22%
Sole
241.93K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares25.22K
TypeSH
Market value$9.34M
3.11%
Sole
25.22K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares44.50K
TypeSH
Market value$9.27M
3.08%
Sole
44.50K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares28.57K
TypeSH
Market value$8.41M
2.80%
Sole
28.57K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares91.18K
TypeSH
Market value$6.93M
2.31%
Sole
91.18K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares215.92K
TypeSH
Market value$6.62M
2.20%
Sole
215.92K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares6.02K
TypeSH
Market value$6.00M
2.00%
Sole
6.02K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares85.67K
TypeSH
Market value$5.79M
1.92%
Sole
85.67K
Shared
0.00
None
0.00
SOUTHERN CO
SOLEShares55.33K
TypeSH
Market value$5.34M
1.78%
Sole
55.33K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares45.19K
TypeSH
Market value$5.11M
1.70%
Sole
45.19K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares8.22K
TypeSH
Market value$4.70M
1.56%
Sole
8.22K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares73.66K
TypeSH
Market value$4.51M
1.50%
Sole
73.66K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares8.34K
TypeSH
Market value$4.16M
1.39%
Sole
8.34K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares33.14K
TypeSH
Market value$4.12M
1.37%
Sole
33.14K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares20.34K
TypeSH
Market value$3.99M
1.33%
Sole
20.34K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares23.42K
TypeSH
Market value$3.97M
1.32%
Sole
23.42K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares17.74K
TypeSH
Market value$3.61M
1.20%
Sole
17.74K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares4.92K
TypeSH
Market value$3.48M
1.16%
Sole
4.92K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares33.19K
TypeSH
Market value$3.41M
1.13%
Sole
33.19K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 44.89K | SH | $12.91M 4.29% | 44.89K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 48.33K | SH | $12.26M 4.08% | 48.33K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | STOXX GLOBR INF | 183.78K | SH | $11.75M 3.91% | 183.78K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | MORNSTAR UPSTR | 211.28K | SH | $11.65M 3.88% | 211.28K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 66.01K | SH | $11.51M 3.83% | 66.01K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 83.40K | SH | $11.08M 3.69% | 83.40K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | HIG YLD VL ETF | 241.93K | SH | $9.69M 3.22% | 241.93K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 25.22K | SH | $9.34M 3.11% | 25.22K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 44.50K | SH | $9.27M 3.08% | 44.50K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 28.57K | SH | $8.41M 2.80% | 28.57K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 91.18K | SH | $6.93M 2.31% | 91.18K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 215.92K | SH | $6.62M 2.20% | 215.92K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 6.02K | SH | $6.00M 2.00% | 6.02K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 85.67K | SH | $5.79M 1.92% | 85.67K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 55.33K | SH | $5.34M 1.78% | 55.33K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 45.19K | SH | $5.11M 1.70% | 45.19K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 8.22K | SH | $4.70M 1.56% | 8.22K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 73.66K | SH | $4.51M 1.50% | 73.66K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 8.34K | SH | $4.16M 1.39% | 8.34K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 33.14K | SH | $4.12M 1.37% | 33.14K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 20.34K | SH | $3.99M 1.33% | 20.34K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 23.42K | SH | $3.97M 1.32% | 23.42K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 17.74K | SH | $3.61M 1.20% | 17.74K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 4.92K | SH | $3.48M 1.16% | 4.92K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 33.19K | SH | $3.41M 1.13% | 33.19K | 0.00 | 0.00 |
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