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Portfolio (Quarterly) Guide ↗

UNITED BANK

· CIK 0001286478
13F Portfolio $781M AUM 239 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 19 Added 57 Reduced 12 Exited
Page 1 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IJR ISHARES 362,688.0 $45.1M 5.77% -30K -7.6% $124.31 +15.6%
2 AAPL APPLE INC Technology 117,504.0 $29.8M 3.82% -3K -2.3% $253.79 +14.7%
3 GLW CORNING INC Technology 167,122.0 $22.7M 2.91% -66K -28.4% $135.97 +31.8%
4 CVX CHEVRON CORPORATION Energy 90,269.0 $18.7M 2.39% -5K -5.6% $206.90 -9.5%
5 CSCO CISCO SYSTEMS INC Technology 187,378.0 $14.5M 1.86% -11K -5.6% $77.59 +56.1%
6 IRM IRON MOUNTAIN INC Real Estate 141,636.0 $14.5M 1.85% -7K -5.0% $102.14 +24.6%
7 JNJ JOHNSON & JOHNSON Healthcare 57,721.0 $14.1M 1.81% -6K -9.1% $244.44 -1.5%
8 AMGN AMGEN INC Healthcare 36,272.0 $12.8M 1.64% -2K -4.1% $351.85 +1.0%
9 CMI CUMMINS INC Industrials 23,145.0 $12.5M 1.59% -4K -15.5% $538.02 +22.6%
10 DOV DOVER CORP Industrials 58,112.0 $12.1M 1.55% -2K -4.0% $208.45 +4.3%
11 WM WASTE MANAGEMENT INC Industrials 52,260.0 $12.0M 1.54% -1K -1.9% $229.79 -4.8%
12 MCD MCDONALDS CORP Consumer Cyclical 38,531.0 $12.0M 1.53% -260.0 -0.7% $310.79 -8.4%
13 GD GENERAL DYNAMICS CORP Industrials 32,309.0 $11.1M 1.42% -3K -7.3% $343.22 +5.0%
14 TXN TEXAS INSTRUMENTS INC Technology 52,300.0 $10.2M 1.30% -990.0 -1.9% $194.14 +53.0%
15 XOM EXXON MOBIL CORP Energy 54,082.0 $9.2M 1.18% -2K -2.9% $169.66 -13.6%
16 CME CME GROUP INC Financial Services 30,165.0 $8.9M 1.14% -529.0 -1.7% $295.35 -8.7%
17 GILD GILEAD SCIENCES INC Healthcare 62,119.0 $8.7M 1.11% -3K -4.2% $139.37 -9.9%
18 IVW ISHARES 76,206.0 $8.6M 1.10% -41K -35.1% $113.11 +19.4%
19 HSY HERSHEY CO Consumer Defensive 41,011.0 $8.5M 1.09% -2K -4.0% $207.89 -12.6%
20 LMT LOCKHEED MARTIN Industrials 13,877.0 $8.4M 1.07% -1K -8.9% $604.39 -10.6%
Page 1 of 3  ·  57 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 34.1%
Technology 18.1%
Financial Services 15.8%
Healthcare 9.3%
Energy 6.3%
Consumer Defensive 5.6%
Utilities 2.9%
Consumer Cyclical 2.8%
Real Estate 2.3%
Basic Materials 1.6%