Union Savings Bank

13F filer · CIK 0001985855

Reported Jul 23, 2026

Net seller this quarter

13F portfolio value$249MU.S. long equity reported on 13F

Positions2494 new · 6 closed

Net flow last quarter-$5.14MBuys minus sells

Top 10 positions weight30.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 2026249 positions
BRK.ABerkshire Hathaway Inc	$24M	9.63%	Not reported	Not reported	Q2 2023
SPYSPDR S&P 500 ETF Trust	$13.1M	5.25%	Not reported	-7.9%	Q2 2023
MSFTMicrosoft Corp	$6.01M	2.41%	0.00%	-1.3%	Q2 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.96M	2.39%	Not reported	-4.1%	Q2 2023
AAPLApple Inc.	$5.69M	2.29%	0.00%	-6.2%	Q2 2023
GOOGLAlphabet Inc.	$5.12M	2.06%	0.00%	-1.6%	Q2 2023
MDYSPDR S&P Midcap 400 ETF Trust	$4.46M	1.79%	Not reported	-1.6%	Q2 2023
XOMExxonMobil Holdings Corp	$4.06M	1.63%	0.00%	-1.5%	Q2 2023
NVDANvidia Corp	$3.43M	1.38%	0.00%	+0.5%	Q2 2023
JPMJPMorgan Chase & Co	$3.41M	1.37%	0.00%	-2.5%	Q2 2023
QQQInvesco QQQ Trust, Series 1	$2.82M	1.13%	Not reported	-1.6%	Q2 2023
AMZNAmazon Com Inc	$2.48M	1.00%	0.00%	-4.2%	Q2 2023
COSTCostco Wholesale Corp	$2.17M	0.87%	0.00%	-1.6%	Q2 2023
IDXXIdexx Laboratories Inc	$1.84M	0.74%	0.00%	Not reported	Q2 2023
LLYELI LILLY & Co	$1.77M	0.71%	0.00%	-9.6%	Q2 2023
MAMastercard Inc	$1.75M	0.70%	0.00%	-1.3%	Q2 2023
TJXTJX Companies Inc	$1.65M	0.66%	0.00%	-0.2%	Q2 2023
AVGOBroadcom Inc.	$1.64M	0.66%	0.00%	+1.0%	Q2 2023
CATCaterpillar Inc	$1.53M	0.61%	0.00%	-5.0%	Q2 2023
AMATApplied Materials Inc	$1.44M	0.58%	0.00%	-1.5%	Q2 2023
PGPROCTER & GAMBLE Co	$1.38M	0.55%	0.00%	-9.4%	Q2 2023
NSCNorfolk Southern Corp	$1.36M	0.55%	0.00%	-2.3%	Q2 2023
JNJJohnson & Johnson	$1.32M	0.53%	0.00%	-0.4%	Q2 2023
RTXRTX Corp	$1.18M	0.48%	0.00%	+3.1%	Q2 2023
ADPAutomatic Data Processing Inc	$1.18M	0.47%	0.00%	-4.4%	Q2 2023
GEGeneral Electric Co	$1.14M	0.46%	0.00%	+5.5%	Q2 2023
TRVTravelers Companies, Inc.	$1.11M	0.45%	0.00%	Not reported	Q2 2023
ENBEnbridge Inc	$1.08M	0.44%	0.00%	-0.2%	Q2 2023
HDHome Depot, Inc.	$1.08M	0.44%	0.00%	-4.1%	Q2 2023
METAMeta Platforms, Inc.	$1.07M	0.43%	Not reported	-8.0%	Q2 2023
SYKStryker Corp	$1.07M	0.43%	0.00%	+4.5%	Q2 2023
CVXChevron Corp	$1.06M	0.43%	0.00%	-2.9%	Q2 2023
BXBlackstone Inc.	$1.02M	0.41%	0.00%	-1.5%	Q2 2023
ORCLOracle Corp	$970K	0.39%	0.00%	+0.4%	Q2 2023
GEVGE Vernova Inc.	$969K	0.39%	0.00%	-3.4%	Q2 2024
PANWPalo Alto Networks Inc	$953K	0.38%	0.00%	-2.8%	Q2 2025
CSCOCisco Systems, Inc.	$926K	0.37%	0.00%	-4.0%	Q2 2023
ABBVAbbVie Inc.	$916K	0.37%	0.00%	-22.1%	Q2 2023
GOOGAlphabet Inc.	$912K	0.37%	Not reported	-1.9%	Q2 2023
ESEversource Energy	$903K	0.36%	0.00%	Not reported	Q2 2023
PEPPepsico Inc	$894K	0.36%	0.00%	-6.4%	Q2 2023
TSLATesla, Inc.	$873K	0.35%	0.00%	+2.4%	Q2 2023
MCDMcdonalds Corp	$845K	0.34%	0.00%	-20.0%	Q2 2023
AXPAmerican Express Co	$836K	0.34%	0.00%	-0.5%	Q2 2023
CASYCaseys General Stores Inc	$777K	0.31%	0.00%	-4.1%	Q2 2023
LMTLockheed Martin Corp	$717K	0.29%	0.00%	-9.3%	Q2 2023
ABTAbbott Laboratories	$692K	0.28%	0.00%	-10.6%	Q2 2023
TMOThermo Fisher Scientific Inc.	$685K	0.28%	0.00%	-8.0%	Q2 2023
MRKMerck & Co., Inc.	$621K	0.25%	0.00%	Not reported	Q2 2023
KOCoca Cola Co	$618K	0.25%	0.00%	Not reported	Q2 2023

Q1 2026Reported Apr 17, 2026250 positions
BRK.ABerkshire Hathaway Inc	$23M	10.07%	Not reported	Not reported	Q2 2023
SPYSPDR S&P 500 ETF Trust	$12.4M	5.42%	Not reported	-0.6%	Q2 2023
MSFTMicrosoft Corp	$6.04M	2.65%	0.00%	0.0%	Q2 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.82M	2.55%	Not reported	-2.1%	Q2 2023
AAPLApple Inc.	$5.32M	2.33%	0.00%	-1.6%	Q2 2023
XOMExxonMobil Holdings Corp	$5.11M	2.24%	0.00%	-1.7%	Q2 2023
GOOGLAlphabet Inc.	$4.18M	1.83%	0.00%	-2.5%	Q2 2023
MDYSPDR S&P Midcap 400 ETF Trust	$3.98M	1.74%	Not reported	-1.9%	Q2 2023
JPMJPMorgan Chase & Co	$3.14M	1.38%	0.00%	-1.3%	Q2 2023
NVDANvidia Corp	$2.97M	1.30%	0.00%	-0.7%	Q2 2023
COSTCostco Wholesale Corp	$2.35M	1.03%	0.00%	-0.4%	Q2 2023
AMZNAmazon Com Inc	$2.27M	0.99%	0.00%	+3.9%	Q2 2023
QQQInvesco QQQ Trust, Series 1	$2.25M	0.99%	Not reported	+3.3%	Q2 2023
IDXXIdexx Laboratories Inc	$1.97M	0.86%	0.00%	Not reported	Q2 2023
TJXTJX Companies Inc	$1.74M	0.76%	0.00%	-0.1%	Q2 2023
MAMastercard Inc	$1.72M	0.75%	0.00%	+4.9%	Q2 2023
LLYELI LILLY & Co	$1.5M	0.66%	0.00%	-1.0%	Q2 2023
PGPROCTER & GAMBLE Co	$1.5M	0.66%	0.00%	-2.9%	Q2 2023
CVXChevron Corp	$1.36M	0.60%	0.00%	-0.3%	Q2 2023
AVGOBroadcom Inc.	$1.33M	0.58%	0.00%	+2.7%	Q2 2023
JNJJohnson & Johnson	$1.27M	0.56%	0.00%	-1.6%	Q2 2023
NSCNorfolk Southern Corp	$1.27M	0.56%	0.00%	-3.6%	Q2 2023
MCDMcdonalds Corp	$1.21M	0.53%	0.00%	-8.2%	Q2 2023
METAMeta Platforms, Inc.	$1.19M	0.52%	Not reported	-0.8%	Q2 2023
RTXRTX Corp	$1.17M	0.51%	0.00%	-5.0%	Q2 2023
ADPAutomatic Data Processing Inc	$1.12M	0.49%	0.00%	-6.2%	Q2 2023
PEPPepsico Inc	$1.1M	0.48%	0.00%	-1.9%	Q2 2023
ENBEnbridge Inc	$1.09M	0.48%	0.00%	-5.6%	Q2 2023
CATCaterpillar Inc	$1.07M	0.47%	0.00%	Not reported	Q2 2023
SYKStryker Corp	$1.07M	0.47%	0.00%	-1.4%	Q2 2023
HDHome Depot, Inc.	$1.05M	0.46%	0.00%	-4.6%	Q2 2023
ABBVAbbVie Inc.	$1.02M	0.45%	0.00%	-1.1%	Q2 2023
BXBlackstone Inc.	$1.01M	0.44%	0.00%	+3.5%	Q2 2023
TRVTravelers Companies, Inc.	$981K	0.43%	0.00%	-2.4%	Q2 2023
ORCLOracle Corp	$970K	0.43%	0.00%	+6.4%	Q2 2023
LMTLockheed Martin Corp	$938K	0.41%	0.00%	-11.2%	Q2 2023
ABTAbbott Laboratories	$876K	0.38%	0.00%	-1.4%	Q2 2023
ESEversource Energy	$866K	0.38%	0.00%	Not reported	Q2 2023
GEGeneral Electric Co	$822K	0.36%	0.00%	+0.2%	Q2 2023
HONHoneywell International Inc	$809K	0.35%	0.00%	Not reported	Q2 2023
GOOGAlphabet Inc.	$754K	0.33%	Not reported	Not reported	Q2 2023
TSLATesla, Inc.	$754K	0.33%	0.00%	Not reported	Q2 2023
AXPAmerican Express Co	$751K	0.33%	0.00%	-1.0%	Q2 2023
GEVGE Vernova Inc.	$745K	0.33%	0.00%	+3.3%	Q2 2024
CASYCaseys General Stores Inc	$742K	0.33%	0.00%	+2.5%	Q2 2023
TMOThermo Fisher Scientific Inc.	$730K	0.32%	0.00%	+0.5%	Q2 2023
AMATApplied Materials Inc	$693K	0.30%	0.00%	Not reported	Q2 2023
CSCOCisco Systems, Inc.	$637K	0.28%	0.00%	-7.9%	Q2 2023
GLDSPDR Gold Trust	$615K	0.27%	0.00%	Not reported	Q2 2023
BRK.BBerkshire Hathaway Inc	$596K	0.26%	Not reported	Not reported	Q2 2023

Q4 2025Reported Mar 6, 2026249 positions
BRK.ABerkshire Hathaway Inc	$24.2M	10.46%	Not reported	Not reported	Q2 2023
SPYSPDR S&P 500 ETF Trust	$13M	5.65%	Not reported	-0.4%	Q2 2023
MSFTMicrosoft Corp	$7.89M	3.42%	0.00%	-0.7%	Q2 2023
AAPLApple Inc.	$5.79M	2.51%	0.00%	-1.0%	Q2 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.76M	2.49%	Not reported	-5.2%	Q2 2023
GOOGLAlphabet Inc.	$4.67M	2.02%	0.00%	-4.7%	Q2 2023
MDYSPDR S&P Midcap 400 ETF Trust	$3.97M	1.72%	Not reported	-0.1%	Q2 2023
XOMExxonMobil Holdings Corp	$3.69M	1.60%	0.00%	-1.2%	Q2 2023
JPMJPMorgan Chase & Co	$3.49M	1.51%	0.00%	-3.0%	Q2 2023
NVDANvidia Corp	$3.2M	1.39%	0.00%	+4.1%	Q2 2023
AMZNAmazon Com Inc	$2.42M	1.05%	0.00%	-2.3%	Q2 2023
IDXXIdexx Laboratories Inc	$2.37M	1.03%	0.00%	-12.5%	Q2 2023
QQQInvesco QQQ Trust, Series 1	$2.32M	1.00%	Not reported	+85.2%	Q2 2023
COSTCostco Wholesale Corp	$2.04M	0.88%	0.00%	-2.4%	Q2 2023
MAMastercard Inc	$1.87M	0.81%	0.00%	-1.8%	Q2 2023
LLYELI LILLY & Co	$1.77M	0.77%	0.00%	+7.8%	Q2 2023
TJXTJX Companies Inc	$1.68M	0.73%	0.00%	-3.2%	Q2 2023
PGPROCTER & GAMBLE Co	$1.53M	0.66%	0.00%	-6.5%	Q2 2023
ADPAutomatic Data Processing Inc	$1.51M	0.65%	0.00%	-0.7%	Q2 2023
AVGOBroadcom Inc.	$1.45M	0.63%	0.00%	-12.5%	Q2 2023
METAMeta Platforms, Inc.	$1.38M	0.60%	Not reported	+2.3%	Q2 2023
NSCNorfolk Southern Corp	$1.32M	0.57%	0.00%	Not reported	Q2 2023
BXBlackstone Inc.	$1.31M	0.57%	0.00%	+1.7%	Q2 2023
MCDMcdonalds Corp	$1.3M	0.56%	0.00%	-0.1%	Q2 2023
ORCLOracle Corp	$1.21M	0.52%	0.00%	-12.9%	Q2 2023
RTXRTX Corp	$1.17M	0.51%	0.00%	+0.6%	Q2 2023
SYKStryker Corp	$1.16M	0.50%	0.00%	-0.3%	Q2 2023
HDHome Depot, Inc.	$1.16M	0.50%	0.00%	+1.3%	Q2 2023
JNJJohnson & Johnson	$1.1M	0.47%	0.00%	+2.1%	Q2 2023
ABTAbbott Laboratories	$1.08M	0.47%	0.00%	Not reported	Q2 2023
ABBVAbbVie Inc.	$1.08M	0.47%	0.00%	Not reported	Q2 2023
PEPPepsico Inc	$1.03M	0.45%	0.00%	-4.0%	Q2 2023
ENBEnbridge Inc	$1.02M	0.44%	0.00%	-1.0%	Q2 2023
CVXChevron Corp	$1.01M	0.44%	0.00%	-6.2%	Q2 2023
TRVTravelers Companies, Inc.	$1M	0.43%	0.00%	+0.9%	Q2 2023
ACNAccenture plc	$974K	0.42%	0.00%	-3.6%	Q2 2023
AXPAmerican Express Co	$929K	0.40%	0.00%	-1.4%	Q2 2023
TSLATesla, Inc.	$912K	0.39%	0.00%	+175.8%	Q2 2023
GEGeneral Electric Co	$890K	0.39%	0.00%	-4.9%	Q2 2023
CATCaterpillar Inc	$866K	0.37%	0.00%	-3.5%	Q2 2023
TMOThermo Fisher Scientific Inc.	$856K	0.37%	0.00%	+5.9%	Q2 2023
LMTLockheed Martin Corp	$845K	0.37%	0.00%	-3.0%	Q2 2023
ESEversource Energy	$841K	0.36%	0.00%	-0.5%	Q2 2023
GOOGAlphabet Inc.	$825K	0.36%	Not reported	+16.5%	Q2 2023
HONHoneywell International Inc	$699K	0.30%	0.00%	-3.6%	Q2 2023
CSCOCisco Systems, Inc.	$687K	0.30%	0.00%	+1.2%	Q2 2023
IBMInternational Business Machines Corp	$670K	0.29%	0.00%	+6.5%	Q2 2023
BRK.BBerkshire Hathaway Inc	$625K	0.27%	Not reported	Not reported	Q2 2023
SOSouthern Co	$593K	0.26%	0.00%	+0.1%	Q2 2023
DHRDanaher Corp	$591K	0.26%	0.00%	-12.9%	Q2 2023

Q2 2025Reported Aug 8, 2025209 positions
BRK.ABerkshire Hathaway Inc	$23M	10.58%	Not reported	Not reported	Q2 2023
SPYSPDR S&P 500 ETF Trust	$12.1M	5.58%	Not reported	-3.2%	Q2 2023
MSFTMicrosoft Corp	$8.77M	4.03%	0.00%	-1.6%	Q2 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.68M	2.61%	Not reported	-2.2%	Q2 2023
AAPLApple Inc.	$4.47M	2.05%	0.00%	-1.9%	Q2 2023
MDYSPDR S&P Midcap 400 ETF Trust	$3.79M	1.74%	Not reported	-3.2%	Q2 2023
XOMExxonMobil Holdings Corp	$3.46M	1.59%	0.00%	+94.8%	Q2 2023
JPMJPMorgan Chase & Co	$3.31M	1.52%	0.00%	-13.2%	Q2 2023
GOOGLAlphabet Inc.	$3.01M	1.38%	0.00%	-0.1%	Q2 2023
NVDANvidia Corp	$2.93M	1.35%	0.00%	+0.3%	Q2 2023
AMZNAmazon Com Inc	$2.51M	1.15%	0.00%	+0.4%	Q2 2023
COSTCostco Wholesale Corp	$2.28M	1.05%	0.00%	-1.3%	Q2 2023
IDXXIdexx Laboratories Inc	$2.14M	0.98%	0.01%	Not reported	Q2 2023
MAMastercard Inc	$1.89M	0.87%	0.00%	-0.6%	Q2 2023
ADPAutomatic Data Processing Inc	$1.83M	0.84%	0.00%	-1.9%	Q2 2023
ORCLOracle Corp	$1.81M	0.83%	0.00%	+0.1%	Q2 2023
PGPROCTER & GAMBLE Co	$1.72M	0.79%	0.00%	-4.2%	Q2 2023
METAMeta Platforms, Inc.	$1.58M	0.73%	Not reported	-2.6%	Q2 2023
BXBlackstone Inc.	$1.44M	0.66%	0.00%	+1.8%	Q2 2023
TJXTJX Companies Inc	$1.41M	0.65%	0.00%	+1.3%	Q2 2023
AVGOBroadcom Inc.	$1.41M	0.65%	0.00%	-4.2%	Q2 2023
SYKStryker Corp	$1.3M	0.60%	0.00%	-1.2%	Q2 2023
MCDMcdonalds Corp	$1.28M	0.59%	0.00%	-1.9%	Q2 2023
NSCNorfolk Southern Corp	$1.27M	0.58%	0.00%	Not reported	Q2 2023
HDHome Depot, Inc.	$1.22M	0.56%	0.00%	-1.0%	Q2 2023
QQQInvesco QQQ Trust, Series 1	$1.15M	0.53%	Not reported	+72.0%	Q2 2023
LLYELI LILLY & Co	$1.13M	0.52%	0.00%	-20.4%	Q2 2023
ABTAbbott Laboratories	$1.09M	0.50%	0.00%	Not reported	Q2 2023
CVXChevron Corp	$1.07M	0.49%	0.00%	+21.9%	Q2 2023
PEPPepsico Inc	$1.03M	0.47%	0.00%	-0.3%	Q2 2023
ACNAccenture plc	$1.01M	0.46%	0.00%	-6.3%	Q2 2023
RTXRTX Corp	$998K	0.46%	0.00%	Not reported	Q2 2023
ENBEnbridge Inc	$972K	0.45%	0.00%	+2.6%	Q2 2023
ABBVAbbVie Inc.	$893K	0.41%	0.00%	-4.6%	Q2 2023
TRVTravelers Companies, Inc.	$889K	0.41%	0.00%	-3.8%	Q2 2023
JNJJohnson & Johnson	$854K	0.39%	0.00%	-3.0%	Q2 2023
ESEversource Energy	$830K	0.38%	0.00%	-11.0%	Q2 2023
HONHoneywell International Inc	$826K	0.38%	0.00%	-5.2%	Q2 2023
GEGeneral Electric Co	$823K	0.38%	0.00%	-1.9%	Q2 2023
AXPAmerican Express Co	$762K	0.35%	0.00%	-7.6%	Q2 2023
LMTLockheed Martin Corp	$758K	0.35%	0.00%	-1.4%	Q2 2023
CATCaterpillar Inc	$686K	0.32%	0.00%	-5.5%	Q2 2023
TMOThermo Fisher Scientific Inc.	$653K	0.30%	0.00%	+0.4%	Q2 2023
SOSouthern Co	$642K	0.29%	0.00%	Not reported	Q2 2023
MDLZMondelez International, Inc.	$639K	0.29%	0.00%	+8.5%	Q2 2023
CSCOCisco Systems, Inc.	$600K	0.28%	0.00%	+6.7%	Q2 2023
BRK.BBerkshire Hathaway Inc	$587K	0.27%	Not reported	Not reported	Q2 2023
DHRDanaher Corp	$585K	0.27%	0.00%	-34.8%	Q2 2023
CASYCaseys General Stores Inc	$558K	0.26%	0.00%	-1.7%	Q2 2023
INTUIntuit Inc.	$554K	0.25%	0.00%	Not reported	Q2 2023

Premium opens every quarter this fund has filed