United Bank

13F filer · CIK 0001697791

Reported Aug 10, 2026

Net seller this quarter

13F portfolio value$329MU.S. long equity reported on 13F

Positions964 new · 8 closed

Net flow last quarter-$6.2MBuys minus sells

Top 10 positions weight30.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 202696 positions
GOOGLAlphabet Inc.	$15.8M	4.81%	0.00%	-1.3%	Q4 2016
AAPLApple Inc.	$13.9M	4.22%	0.00%	-0.8%	Q4 2016
NVDANvidia Corp	$13.3M	4.03%	0.00%	+0.3%	Q3 2018
AMZNAmazon Com Inc	$10.5M	3.20%	0.00%	-0.7%	Q4 2018
AMDAdvanced Micro Devices Inc	$9.88M	3.00%	0.00%	-4.1%	Q3 2024
JPMJPMorgan Chase & Co	$9.28M	2.82%	0.00%	-0.8%	Q4 2016
MSFTMicrosoft Corp	$8.84M	2.69%	0.00%	-6.1%	Q4 2016
KOCoca Cola Co	$7.53M	2.29%	0.00%	+1.6%	Q4 2016
COSTCostco Wholesale Corp	$5.66M	1.72%	0.00%	+0.5%	Q4 2016
SOSouthern Co	$5.41M	1.64%	0.01%	+2.1%	Q4 2016
CATCaterpillar Inc	$5.27M	1.60%	0.00%	+0.7%	Q4 2024
AVGOBroadcom Inc.	$4.48M	1.36%	0.00%	+30.7%	Q4 2024
METAMeta Platforms, Inc.	$4.47M	1.36%	Not reported	-3.4%	Q2 2018
MAMastercard Inc	$4.36M	1.32%	0.00%	+1.8%	Q1 2019
PANWPalo Alto Networks Inc	$4.23M	1.29%	0.00%	-7.2%	Q2 2020
CSCOCisco Systems, Inc.	$3.82M	1.16%	0.00%	-4.1%	Q1 2022
LLYELI LILLY & Co	$3.17M	0.96%	0.00%	-3.5%	Q3 2019
JNJJohnson & Johnson	$3.17M	0.96%	0.00%	-0.1%	Q4 2016
XOMExxonMobil Holdings Corp	$2.99M	0.91%	0.00%	-6.7%	Q4 2016
TJXTJX Companies Inc	$2.96M	0.90%	0.00%	+5.1%	Q3 2018
ADIAnalog Devices Inc	$2.96M	0.90%	0.00%	+1.8%	Q3 2020
TFCTruist Financial Corp	$2.93M	0.89%	0.00%	-1.1%	Q4 2019
BRK.BBerkshire Hathaway Inc	$2.76M	0.84%	Not reported	+1.6%	Q4 2016
RTXRTX Corp	$2.61M	0.79%	0.00%	+2.4%	Q1 2025
CCitigroup Inc	$2.54M	0.77%	0.00%	+12.7%	Q4 2016
LOWLowes Companies Inc	$2.54M	0.77%	0.00%	-3.7%	Q4 2016
GDGeneral Dynamics Corp	$2.52M	0.77%	0.00%	-5.7%	Q2 2018
ORCLOracle Corp	$2.4M	0.73%	0.00%	+8.2%	Q4 2016
MUMicron Technology Inc	$2.35M	0.72%	0.00%	+6.6%	Q2 2025
PGPROCTER & GAMBLE Co	$2.34M	0.71%	0.00%	-3.2%	Q4 2016
CORCencora, Inc.	$2.28M	0.69%	0.00%	+4.9%	Q4 2021
ETNEaton Corp plc	$2.27M	0.69%	0.00%	+8.7%	Q3 2024
CVSCVS HEALTH Corp	$2.25M	0.68%	0.00%	+21.7%	Q4 2016
GLDSPDR Gold Trust	$2.19M	0.67%	0.00%	+38.9%	Q1 2021
MCDMcdonalds Corp	$2.08M	0.63%	0.00%	-6.7%	Q4 2016
BXBlackstone Inc.	$1.99M	0.60%	0.00%	-7.5%	Q2 2021
GSKGSK plc	$1.89M	0.58%	0.00%	-5.2%	Q4 2016
DISWalt Disney Co	$1.82M	0.55%	0.00%	+1.9%	Q4 2016
EMREmerson Electric Co	$1.8M	0.55%	0.00%	+0.7%	Q4 2025
CRMSalesforce, Inc.	$1.77M	0.54%	0.00%	+1.5%	Q4 2016
MDTMedtronic plc	$1.76M	0.54%	0.00%	+16.3%	Q4 2025
CVXChevron Corp	$1.73M	0.53%	0.00%	-7.0%	Q4 2016
BMYBristol Myers Squibb Co	$1.66M	0.51%	0.00%	+1.7%	Q4 2016
FCXFreeport-Mcmoran Inc	$1.65M	0.50%	0.00%	+1.2%	Q2 2022
NFLXNetflix Inc	$1.64M	0.50%	0.00%	+0.3%	Q1 2025
YUMYum Brands Inc	$1.58M	0.48%	0.00%	+15.3%	Q4 2025
BABoeing Co	$1.55M	0.47%	0.00%	+10.1%	Q4 2016
SCHWSchwab Charles Corp	$1.54M	0.47%	0.00%	+0.6%	Q1 2017
NEENextera Energy Inc	$1.37M	0.42%	0.00%	-5.5%	Q2 2020
ICEIntercontinental Exchange, Inc.	$1.35M	0.41%	0.00%	-3.0%	Q4 2016

Q1 2026Reported May 1, 202699 positions
GOOGLAlphabet Inc.	$12.9M	4.29%	0.00%	0.0%	Q4 2016
AAPLApple Inc.	$12.3M	4.08%	0.00%	+4.5%	Q4 2016
NVDANvidia Corp	$11.5M	3.83%	0.00%	+5.6%	Q3 2018
MSFTMicrosoft Corp	$9.34M	3.11%	0.00%	+15.6%	Q4 2016
AMZNAmazon Com Inc	$9.27M	3.08%	0.00%	+6.2%	Q4 2018
JPMJPMorgan Chase & Co	$8.41M	2.80%	0.00%	+1.2%	Q4 2016
KOCoca Cola Co	$6.93M	2.31%	0.00%	-1.3%	Q4 2016
COSTCostco Wholesale Corp	$6M	2.00%	0.00%	+6.2%	Q4 2016
SOSouthern Co	$5.34M	1.78%	0.00%	0.0%	Q4 2016
METAMeta Platforms, Inc.	$4.7M	1.56%	Not reported	+15.6%	Q2 2018
MAMastercard Inc	$4.16M	1.39%	0.00%	+7.0%	Q1 2019
XOMExxonMobil Holdings Corp	$3.97M	1.32%	0.00%	-1.5%	Q4 2016
AMDAdvanced Micro Devices Inc	$3.61M	1.20%	0.00%	+21.0%	Q3 2024
CATCaterpillar Inc	$3.48M	1.16%	0.00%	+5.7%	Q4 2024
ABTAbbott Laboratories	$3.41M	1.13%	0.00%	+4.4%	Q1 2017
JNJJohnson & Johnson	$3.05M	1.01%	0.00%	-2.6%	Q4 2016
TJXTJX Companies Inc	$2.97M	0.99%	0.00%	+7.6%	Q3 2018
LOWLowes Companies Inc	$2.82M	0.94%	0.00%	-2.8%	Q4 2016
AVGOBroadcom Inc.	$2.81M	0.93%	0.00%	+103.5%	Q4 2024
TFCTruist Financial Corp	$2.74M	0.91%	0.00%	-2.9%	Q4 2019
CSCOCisco Systems, Inc.	$2.63M	0.88%	0.00%	-0.3%	Q1 2022
BRK.BBerkshire Hathaway Inc	$2.6M	0.87%	Not reported	+1.6%	Q4 2016
GDGeneral Dynamics Corp	$2.59M	0.86%	0.00%	-1.9%	Q2 2018
RTXRTX Corp	$2.59M	0.86%	0.00%	+5.5%	Q1 2025
MCDMcdonalds Corp	$2.56M	0.85%	0.00%	-1.6%	Q4 2016
LLYELI LILLY & Co	$2.52M	0.84%	0.00%	-1.8%	Q3 2019
CORCencora, Inc.	$2.41M	0.80%	0.00%	+4.5%	Q4 2021
PGPROCTER & GAMBLE Co	$2.38M	0.79%	0.00%	-1.0%	Q4 2016
ADIAnalog Devices Inc	$2.33M	0.77%	0.00%	-2.2%	Q3 2020
CVXChevron Corp	$2.32M	0.77%	0.00%	-2.1%	Q4 2016
ORCLOracle Corp	$2.23M	0.74%	0.00%	-3.7%	Q4 2016
NFLXNetflix Inc	$2.21M	0.73%	0.00%	+19.2%	Q1 2025
PANWPalo Alto Networks Inc	$2.14M	0.71%	0.00%	+5.2%	Q2 2020
GSKGSK plc	$2.1M	0.70%	0.00%	+2.0%	Q4 2016
BXBlackstone Inc.	$2.1M	0.70%	0.00%	+21.9%	Q2 2021
CRMSalesforce, Inc.	$2.07M	0.69%	0.00%	-7.1%	Q4 2016
NSCNorfolk Southern Corp	$2.01M	0.67%	0.00%	-39.4%	Q4 2016
GLDSPDR Gold Trust	$1.84M	0.61%	0.00%	+50.7%	Q1 2021
CCitigroup Inc	$1.82M	0.61%	0.00%	+1.5%	Q4 2016
DISWalt Disney Co	$1.79M	0.59%	0.00%	+4.4%	Q4 2016
ICEIntercontinental Exchange, Inc.	$1.77M	0.59%	0.00%	-2.3%	Q4 2016
ETNEaton Corp plc	$1.75M	0.58%	0.00%	+24.0%	Q3 2024
BMYBristol Myers Squibb Co	$1.72M	0.57%	0.00%	-0.8%	Q4 2016
PFEPfizer Inc	$1.71M	0.57%	0.00%	+0.6%	Q4 2016
MDTMedtronic plc	$1.68M	0.56%	0.00%	+132.1%	Q4 2025
HONHoneywell International Inc	$1.66M	0.55%	0.00%	-30.0%	Q4 2017
EMREmerson Electric Co	$1.63M	0.54%	0.00%	+128.1%	Q4 2025
SCHWSchwab Charles Corp	$1.56M	0.52%	0.00%	+0.3%	Q1 2017
NEENextera Energy Inc	$1.54M	0.51%	0.00%	-11.0%	Q2 2020
FCXFreeport-Mcmoran Inc	$1.52M	0.51%	0.00%	+103.5%	Q2 2022

Q4 2025Reported Feb 5, 2026102 positions
GOOGLAlphabet Inc.	$14.1M	4.77%	0.00%	-4.1%	Q4 2016
AAPLApple Inc.	$12.6M	4.26%	0.00%	-1.8%	Q4 2016
NVDANvidia Corp	$11.7M	3.95%	0.00%	-9.7%	Q3 2018
MSFTMicrosoft Corp	$10.5M	3.58%	0.00%	+5.0%	Q4 2016
AMZNAmazon Com Inc	$9.67M	3.28%	0.00%	+3.4%	Q4 2018
JPMJPMorgan Chase & Co	$9.1M	3.08%	0.00%	+0.5%	Q4 2016
KOCoca Cola Co	$6.46M	2.19%	0.00%	-0.1%	Q4 2016
COSTCostco Wholesale Corp	$4.89M	1.66%	0.00%	-7.0%	Q4 2016
SOSouthern Co	$4.82M	1.64%	0.01%	-0.3%	Q4 2016
METAMeta Platforms, Inc.	$4.7M	1.59%	Not reported	-1.5%	Q2 2018
MAMastercard Inc	$4.45M	1.51%	0.00%	+1.8%	Q1 2019
ABTAbbott Laboratories	$3.98M	1.35%	0.00%	+3.7%	Q1 2017
NSCNorfolk Southern Corp	$3.34M	1.13%	0.01%	+4.2%	Q4 2016
CRMSalesforce, Inc.	$3.17M	1.07%	0.00%	+2.8%	Q4 2016
AMDAdvanced Micro Devices Inc	$3.14M	1.07%	0.00%	-8.3%	Q3 2024
ORCLOracle Corp	$3.07M	1.04%	0.00%	+7.0%	Q4 2016
TFCTruist Financial Corp	$3.02M	1.02%	0.00%	-1.6%	Q4 2019
LLYELI LILLY & Co	$3M	1.02%	0.00%	-0.6%	Q3 2019
LOWLowes Companies Inc	$2.96M	1.00%	0.00%	-4.2%	Q4 2016
XOMExxonMobil Holdings Corp	$2.86M	0.97%	0.00%	+4.1%	Q4 2016
BRK.BBerkshire Hathaway Inc	$2.69M	0.91%	Not reported	+5.1%	Q4 2016
CATCaterpillar Inc	$2.66M	0.90%	0.00%	+2.5%	Q4 2024
TJXTJX Companies Inc	$2.65M	0.90%	0.00%	+2.7%	Q3 2018
JNJJohnson & Johnson	$2.65M	0.90%	0.00%	-0.9%	Q4 2016
CSCOCisco Systems, Inc.	$2.62M	0.89%	0.00%	+2.8%	Q1 2022
GDGeneral Dynamics Corp	$2.59M	0.88%	0.00%	-0.8%	Q2 2018
MCDMcdonalds Corp	$2.56M	0.87%	0.00%	+2.8%	Q4 2016
CORCencora, Inc.	$2.48M	0.84%	0.00%	+0.1%	Q4 2021
PGPROCTER & GAMBLE Co	$2.38M	0.81%	0.00%	+1.8%	Q4 2016
PANWPalo Alto Networks Inc	$2.34M	0.79%	0.00%	-12.0%	Q2 2020
RTXRTX Corp	$2.34M	0.79%	0.00%	+7.5%	Q1 2025
BXBlackstone Inc.	$2.31M	0.78%	0.00%	+2.7%	Q2 2021
HONHoneywell International Inc	$2.05M	0.70%	0.00%	+0.8%	Q4 2017
ADIAnalog Devices Inc	$2.03M	0.69%	0.00%	+16.4%	Q3 2020
DISWalt Disney Co	$2.02M	0.68%	0.00%	+7.9%	Q4 2016
ICEIntercontinental Exchange, Inc.	$1.87M	0.63%	0.00%	+0.5%	Q4 2016
CCitigroup Inc	$1.85M	0.63%	0.00%	+7.0%	Q4 2016
GSKGSK plc	$1.83M	0.62%	0.00%	-1.9%	Q4 2016
NFLXNetflix Inc	$1.81M	0.61%	0.00%	+67.3%	Q1 2025
CVXChevron Corp	$1.75M	0.59%	0.00%	+0.3%	Q4 2016
SCHWSchwab Charles Corp	$1.65M	0.56%	0.00%	+0.2%	Q1 2017
AVGOBroadcom Inc.	$1.54M	0.52%	0.00%	+504.1%	Q4 2024
BMYBristol Myers Squibb Co	$1.54M	0.52%	0.00%	+6.8%	Q4 2016
PFEPfizer Inc	$1.51M	0.51%	0.00%	-0.3%	Q4 2016
NEENextera Energy Inc	$1.49M	0.51%	0.00%	+4.5%	Q2 2020
ACHRArcher Aviation Inc.	$1.33M	0.45%	0.02%	+179.1%	Q2 2025
ACNAccenture plc	$1.31M	0.44%	0.00%	+4.5%	Q2 2020
IBMInternational Business Machines Corp	$1.29M	0.44%	0.00%	-6.3%	Q2 2022
ADBEAdobe Inc.	$1.26M	0.43%	0.00%	-19.7%	Q2 2021
HDHome Depot, Inc.	$1.26M	0.43%	0.00%	-12.4%	Q4 2016

Q3 2025Reported Nov 12, 202597 positions
NVDANvidia Corp	$12.9M	4.49%	0.00%	+3.8%	Q3 2018
AAPLApple Inc.	$12M	4.17%	0.00%	+3.0%	Q4 2016
GOOGLAlphabet Inc.	$11.4M	3.95%	0.00%	-2.9%	Q4 2016
MSFTMicrosoft Corp	$10.8M	3.74%	0.00%	+1.9%	Q4 2016
AMZNAmazon Com Inc	$8.9M	3.09%	0.00%	+9.2%	Q4 2018
JPMJPMorgan Chase & Co	$8.86M	3.08%	0.00%	+0.3%	Q4 2016
KOCoca Cola Co	$6.13M	2.13%	0.00%	+1.4%	Q4 2016
COSTCostco Wholesale Corp	$5.64M	1.96%	0.00%	+4.2%	Q4 2016
METAMeta Platforms, Inc.	$5.3M	1.84%	Not reported	+5.3%	Q2 2018
SOSouthern Co	$5.26M	1.83%	0.01%	-0.9%	Q4 2016
MAMastercard Inc	$4.35M	1.51%	0.00%	+8.2%	Q1 2019
ORCLOracle Corp	$4.14M	1.44%	0.00%	-2.2%	Q4 2016
ABTAbbott Laboratories	$4.11M	1.43%	0.00%	+5.8%	Q1 2017
NSCNorfolk Southern Corp	$3.34M	1.16%	0.00%	+5.4%	Q4 2016
LOWLowes Companies Inc	$3.22M	1.12%	0.00%	+5.7%	Q4 2016
PANWPalo Alto Networks Inc	$2.94M	1.02%	0.00%	+0.6%	Q2 2020
TFCTruist Financial Corp	$2.85M	0.99%	0.00%	-10.3%	Q4 2019
CRMSalesforce, Inc.	$2.75M	0.96%	0.00%	+13.9%	Q4 2016
GDGeneral Dynamics Corp	$2.65M	0.92%	0.00%	-1.7%	Q2 2018
AMDAdvanced Micro Devices Inc	$2.59M	0.90%	0.00%	+20.7%	Q3 2024
XOMExxonMobil Holdings Corp	$2.58M	0.90%	0.00%	+4.7%	Q4 2016
BRK.BBerkshire Hathaway Inc	$2.56M	0.89%	Not reported	-5.9%	Q4 2016
PGPROCTER & GAMBLE Co	$2.51M	0.87%	0.00%	+5.4%	Q4 2016
BXBlackstone Inc.	$2.49M	0.87%	0.00%	+7.7%	Q2 2021
MCDMcdonalds Corp	$2.47M	0.86%	0.00%	+0.5%	Q4 2016
TJXTJX Companies Inc	$2.43M	0.84%	0.00%	+3.2%	Q3 2018
JNJJohnson & Johnson	$2.4M	0.83%	0.00%	+5.0%	Q4 2016
CORCencora, Inc.	$2.29M	0.80%	0.00%	+4.4%	Q4 2021
CSCOCisco Systems, Inc.	$2.26M	0.79%	0.00%	+13.2%	Q1 2022
HONHoneywell International Inc	$2.19M	0.76%	0.00%	+12.8%	Q4 2017
CATCaterpillar Inc	$2.16M	0.75%	0.00%	+11.1%	Q4 2024
LLYELI LILLY & Co	$2.14M	0.74%	0.00%	-1.9%	Q3 2019
RTXRTX Corp	$1.98M	0.69%	0.00%	+16.1%	Q1 2025
ICEIntercontinental Exchange, Inc.	$1.93M	0.67%	0.00%	+5.8%	Q4 2016
CMGChipotle Mexican Grill Inc	$1.93M	0.67%	0.00%	+16.0%	Q4 2021
DISWalt Disney Co	$1.88M	0.65%	0.00%	+7.0%	Q4 2016
CVXChevron Corp	$1.77M	0.62%	0.00%	+3.2%	Q4 2016
MDLZMondelez International, Inc.	$1.7M	0.59%	0.00%	+3.8%	Q4 2016
HDHome Depot, Inc.	$1.7M	0.59%	0.00%	-3.1%	Q4 2016
DDDuPont de Nemours, Inc.	$1.65M	0.57%	0.01%	+12.7%	Q3 2020
GSKGSK plc	$1.64M	0.57%	0.00%	+7.9%	Q4 2016
ETNEaton Corp plc	$1.59M	0.55%	0.00%	+9.9%	Q3 2024
ADBEAdobe Inc.	$1.59M	0.55%	0.00%	+19.1%	Q2 2021
ADIAnalog Devices Inc	$1.58M	0.55%	0.00%	+1.7%	Q3 2020
NOWServiceNow, Inc.	$1.57M	0.55%	0.00%	+12.6%	Q3 2024
SCHWSchwab Charles Corp	$1.57M	0.55%	0.00%	+2.7%	Q1 2017
PFEPfizer Inc	$1.55M	0.54%	0.00%	+4.6%	Q4 2016
CCitigroup Inc	$1.5M	0.52%	0.00%	+29.8%	Q4 2016
PYPLPayPal Holdings, Inc.	$1.44M	0.50%	0.00%	+23.9%	Q2 2024
NFLXNetflix Inc	$1.38M	0.48%	0.00%	+385.7%	Q1 2025

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