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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 4 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VXUS VANGUARD 20,000.0 $1.5M 0.20% $77.11 +12.6%
62 GOOGL ALPHABET INC Communication Services 5,158.0 $1.5M 0.19% -321.0 -5.9% $287.56 +29.6%
63 VZ VERIZON COMMUNICATIONS Communication Services 29,095.0 $1.5M 0.19% -690.0 -2.3% $50.20 -7.3%
64 T AT&T INC Communication Services 44,180.0 $1.3M 0.16% $28.99 -20.7%
65 IWF ISHARES 2,976.0 $1.3M 0.16% -373.0 -11.1% $426.40 -71.0%
66 TFC TRUIST FINANCIAL CORP Financial Services 27,000.0 $1.2M 0.16% $45.97 +6.8%
67 PFE PFIZER INC Healthcare 42,621.0 $1.2M 0.15% $28.08 -7.4%
68 MUB ISHARES 10,952.0 $1.2M 0.15% -60.0 -0.5% $106.15 +1.1%
69 SO SOUTHERN CO Utilities 11,516.0 $1.1M 0.14% -285.0 -2.4% $96.52 -2.2%
70 BMY BRISTOL MYERS SQUIBB CO Healthcare 18,098.0 $1.1M 0.14% $60.65 -7.9%
71 APP APPLOVIN CORP-CLASS A Technology 2,570.0 $1.0M 0.13% $398.00 +26.2%
72 WMT WALMART INC Consumer Defensive 8,151.0 $1.0M 0.13% -1K -12.8% $124.28 -2.8%
73 META META PLATFORMS INC Communication Services 1,703.0 $974K 0.12% -124.0 -6.8% $572.13 +4.4%
74 HD HOME DEPOT INC Consumer Cyclical 2,962.0 $974K 0.12% -170.0 -5.4% $328.89 +2.2%
75 MU MICRON TECHNOLOGY INC Technology 2,670.0 $902K 0.12% $337.84 +209.8%
76 DIA STATE STREET SPDR Financial Services 1,944.0 $900K 0.12% $463.19 +12.7%
77 BSV VANGUARD 11,034.0 $865K 0.11% $78.41 -0.6%
78 VBK VANGUARD 2,770.0 $837K 0.11% -2K -35.5% $302.25 +17.5%
79 DUK DUKE ENERGY Utilities 6,305.0 $826K 0.11% -240.0 -3.7% $130.94 -4.0%
80 IEFA ISHARES 8,673.0 $785K 0.10% +1K +15.3% $90.53 +7.6%
Page 4 of 7  ·  121 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%