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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 5 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MO ALTRIA GROUP INC Consumer Defensive 11,205.0 $739K 0.10% -700.0 -5.9% $65.99 +6.4%
82 ED CONSOLIDATED EDISON INC Utilities 6,450.0 $730K 0.09% $113.18 -4.2%
83 IJH ISHARES 10,767.0 $727K 0.09% -6K -36.5% $67.53 +12.4%
84 GE GE AEROSPACE Industrials 2,369.0 $672K 0.09% $283.77 +23.9%
85 IVV ISHARES 996.0 $651K 0.08% $653.21 +15.1%
86 ALL ALLSTATE CORP Financial Services 3,000.0 $622K 0.08% $207.34 +7.6%
87 NEE NEXTERA ENERGY INC Utilities 6,643.0 $617K 0.08% -731.0 -9.9% $92.88 -7.2%
88 MS MORGAN STANLEY GROUP INC Financial Services 3,736.0 $615K 0.08% -764.0 -17.0% $164.57 +34.2%
89 DGX QUEST DIAGNOSTICS INC Healthcare 3,124.0 $612K 0.08% -700.0 -18.3% $195.98 +2.6%
90 MRK MERCK & CO INC Healthcare 4,553.0 $548K 0.07% $120.29 -4.3%
91 MDY STATE STREET SPDR Financial Services 858.0 $529K 0.07% -167.0 -16.3% $616.76 +12.6%
92 GEV GE VERNOVA INC Utilities 592.0 $517K 0.07% $872.90 +12.5%
93 MMM 3M COMPANY Industrials 3,366.0 $489K 0.06% $145.23 +11.3%
94 INTC INTEL CORP Technology 10,788.0 $476K 0.06% $44.13 +165.2%
95 AMD ADVANCED MICRO DEVICES INC Technology 2,112.0 $430K 0.06% NEW $203.43 +149.4%
96 COST COSTCO WHOLESALE CORP Consumer Defensive 424.0 $422K 0.05% +22.0 +5.5% $996.43 -1.0%
97 CAT CATERPILLAR INC. Industrials 550.0 $390K 0.05% NEW $708.46 +33.5%
98 ASML ASML HOLDINGS N.V. Technology 290.0 $383K 0.05% $1320.83 +36.6%
99 QTUM DEFIANCE QUANTUM 3,546.0 $380K 0.05% -867.0 -19.6% $107.30 +51.2%
100 CMCSA COMCAST CORP Communication Services 13,179.0 $378K 0.05% $28.71 -17.6%
Page 5 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%