United Bank

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), United Bank reported 142 stock positions worth $805.9 million. Its top holding was Hubbell (HUBB) at 13.0% of the portfolio, followed by iShares MSCI Emr MRK Ex Chna (EMXC, 4.9%) and Microsoft (MSFT, 4.9%). Compared with Q1 2024, it opened 6 new positions, sold out of 12, added to 32 and reduced 66. The biggest buy was iShares MSCI Emr MRK Ex Chna (EMXC, shares +3%) and the biggest sale Hubbell (HUBB, shares −4%).

Most Recent 13F
Q2 2026
Location
VIENNA, VA
CIK
0001286478
Portfolio Value
$805.9M (Q2 2024)
SEC Filing
0001286478-24-000007 ↗ filed Aug 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $837.8M Q1 2024 Q2 2024: $805.9M $805.9M Q2 2024 Q3 2024: $859.3M Q3 2024 Q4 2024: $838.9M Q4 2024 Q1 2025: $786.1M Q1 2025 Q2 2025: $835.3M Q2 2025 Q3 2025: $839.1M Q3 2025 Q4 2025: $757.1M Q4 2025 Q1 2026: $780.8M Q1 2026 Q2 2026: $852.7M Q2 2026

Holdings 142 stocks · $805.9M
HUBB Hubbell Inc. 13.01% 286,822 $104.8M Reduce -4.4%
EMXC iShares MSCI Emr MRK Ex Chna 4.89% 665,409 $39.4M Add +2.9%
MSFT Microsoft Corp. 4.88% 87,979 $39.3M Reduce -2.9%
IJR iShares Core S&P Small-Cap E 4.81% 363,475 $38.8M Add +1.1%
AAPL Apple Inc. 4.35% 166,380 $35.0M Reduce -10.8%
IGSB iShares 1-5Y Inv Grade Corp. 3.32% 522,921 $26.8M Add +0.7%
UBSI United Bankshares Inc. 3.06% 760,672 $24.7M Add +4.8%
SUB iShares Short-Term National 2.58% 199,024 $20.8M Add +14.7%
JPM JPMorgan Chase & Co. 2.58% 102,867 $20.8M Reduce -0.0%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 2.46% 220,820 $19.8M Reduce -10.4%
CVX Chevron Corp. 2.31% 118,945 $18.6M Reduce -3.5%
PG The Procter & Gamble Co. 2.07% 101,368 $16.7M Reduce -5.9%
AMGN Amgen Inc. 2.07% 53,417 $16.7M Reduce -6.4%
WM Waste Management Inc. 2.04% 77,228 $16.5M Reduce -8.2%
DOV Dover Corp. 1.93% 86,393 $15.6M Reduce -7.3%
GLW Corning Inc. 1.91% 397,106 $15.4M Reduce -4.7%
GD General Dynamics Corp. 1.81% 50,139 $14.5M Reduce -8.2%
TXN Texas Instruments Inc. 1.79% 74,081 $14.4M Reduce -6.4%
ABT Abbott Laboratories 1.76% 136,873 $14.2M Reduce -4.8%
MCD McDonald's Corp. 1.75% 55,190 $14.1M Reduce -5.0%
CSCO Cisco Systems Inc. 1.73% 293,275 $13.9M Reduce -3.8%
JNJ Johnson & Johnson 1.72% 94,640 $13.8M Reduce -4.4%
EOG EOG Resources Inc. 1.71% 109,352 $13.8M Reduce -6.4%
APD Air Products & Chemicals Inc. 1.67% 52,018 $13.4M Reduce -5.5%
PFE Pfizer Inc. 1.57% 451,174 $12.6M Add +0.1%
CMI Cummins Inc. 1.52% 44,209 $12.2M Reduce -2.9%
DGX Quest Diagnostics Inc. 1.51% 89,158 $12.2M Reduce -6.1%
USB US Bancorp 1.48% 301,272 $12.0M Reduce -4.3%
BLK BlackRock Finance Inc. 1.45% 14,855 $11.7M Reduce -7.3%
TGT Target Corp. 1.39% 75,393 $11.2M Reduce -3.8%
UPS United Parcel Service Class B 1.37% 80,856 $11.1M Reduce -2.3%
IVW iShares S&P 500 Growth ETF 1.20% 104,723 $9.7M Reduce -2.0%
XOM Exxon Mobil Corp. 1.02% 71,299 $8.2M Reduce -1.4%
VNQ Vanguard Real Estate ETF 0.85% 81,976 $6.9M Reduce -0.5%
SHV iShares 0-1 Year Treasury Bo 0.78% 56,899 $6.3M Reduce -3.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.76% 25,429 $6.2M Reduce -3.8%
KLAC KLA Corp. 0.60% 5,861 $4.8M Reduce -7.8%
VB Vanguard Most SM-Cap ETF-Usd 0.56% 20,830 $4.5M Reduce -0.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.54% 8,025 $4.4M Add +0.6%
VTI VG Morningstar TS MKT ETF-US 0.53% 16,000 $4.3M No change
AMZN Amazon.com Inc. 0.49% 20,601 $4.0M Reduce -1.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.49% 10,476 $3.9M No change
EFA iShares MSCI Eafe ETF 0.48% 49,447 $3.9M Reduce -3.6%
VTV Vanguard Mrngstr Val ETF-Aui 0.45% 22,545 $3.6M Reduce -0.8%
KO The Coca-Cola Co. 0.43% 55,065 $3.5M Reduce -0.4%
GOOGL Alphabet Inc. Class A 0.34% 14,908 $2.7M Add +1.8%
NVDA Nvidia Corp. 0.31% 20,468 $2.5M Add +17.7%
IJK iShares S&P Mid-Cap 400 Grow 0.29% 26,919 $2.4M No change
IJH iShares Core S&P Midcap ETF 0.25% 34,549 $2.0M Reduce -0.4%
LLY Eli Lilly & Co. 0.23% 2,055 $1.9M Reduce -40.5%
GOOG Alphabet Inc. Class C 0.22% 9,778 $1.8M Add +3.5%
META Meta Platforms Inc. Class A 0.21% 3,418 $1.7M Add +10.9%
V Visa Inc. Class A 0.21% 6,400 $1.7M Add +4.0%
BIV Vanguard Intermediate-Term B 0.21% 22,249 $1.7M No change
ABBV Abbvie Inc. 0.19% 9,046 $1.6M Add +0.6%
TSLA Tesla Inc. 0.19% 7,819 $1.5M New
HD Home Depot Inc. 0.19% 4,453 $1.5M Reduce -7.9%
VZ Verizon Communications Inc. 0.18% 34,445 $1.4M Reduce -2.5%
HON Honeywell International Inc. 0.17% 6,599 $1.4M No change
BRK.B Berkshire Hathaway Inc. Class B 0.17% 3,363 $1.4M Add +85.6%
AEP American Electric Power 0.17% 15,157 $1.3M No change
VXUS Vanguard Total Intl Stock 0.15% 20,495 $1.2M No change
T AT&T Inc. 0.15% 61,215 $1.2M Reduce -1.9%
XLK SS Technology Select Sector 0.14% 5,160 $1.2M No change
ORCL Oracle Corp. 0.14% 7,835 $1.1M Reduce -1.3%
IWF iShares Russell 1000 Growth 0.13% 2,930 $1.1M No change
SO The Southern Co. 0.13% 13,700 $1.1M Add +0.7%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.13% 4,230 $1.1M Reduce -5.1%
MDY State Street SPDR S&P Midcap 0.13% 1,925 $1.0M Reduce -9.5%
TFC Truist Financial Corp. 0.13% 26,377 $1.0M No change
DUK Duke Energy Corp. 0.12% 9,445 $947K No change
IWR iShares Russell Mid-Cap ETF 0.11% 11,325 $918K No change
PEP Pepsico Inc. 0.11% 5,504 $908K Reduce -0.8%
BSV Vanguard Short-Term Bond ETF 0.10% 11,034 $846K No change
WMT Walmart Inc. 0.10% 11,844 $802K Reduce -7.2%
BMY Bristol-Myers Squibb Co. 0.10% 19,298 $801K Reduce -0.2%
LOW Lowe's Cos Inc. 0.10% 3,628 $800K Add +0.4%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.09% 1,944 $760K No change
RSG Republic Services Inc. 0.08% 3,323 $646K Reduce -2.3%
ADP Automatic Data Processing 0.08% 2,685 $641K Reduce -0.7%
DE Deere & Co. 0.08% 1,660 $620K Reduce -3.2%
BRK.A Berkshire Hathaway Inc. Class A 0.08% 1 $612K No change
MMM 3M Co. 0.07% 5,876 $600K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.07% 2,347 $586K Reduce -14.9%
NEE Nextera Energy Inc. 0.07% 8,220 $582K Reduce -0.5%
MRK Merck & Co. Inc. 0.07% 4,616 $571K Reduce -3.5%
IWM iShares Russell 2000 ETF 0.07% 2,791 $566K Add +1.8%
D Dominion Energy Inc. 0.07% 11,354 $556K Reduce -3.2%
IWV iShares Russell 3000 ETF 0.07% 1,770 $546K No change
IVV iShares Core S&P 500 ETF 0.07% 996 $545K Reduce -2.9%
MO Altria Group Inc. 0.07% 11,558 $526K No change
ED Consolidated Edison Inc. 0.06% 5,850 $523K No change
CMCSA Comcast Corp. Class A 0.06% 13,179 $516K Reduce -5.7%
CAT Caterpillar Inc. 0.06% 1,540 $513K Reduce -5.1%
ALL Allstate Corp. 0.06% 3,000 $479K No change
PANW Palo Alto Networks Inc. 0.06% 1,399 $474K Add +7.6%
COST Costco Wholesale Corp. 0.06% 527 $448K Reduce -18.6%
YUM Yum! Brands Inc. 0.05% 3,200 $424K Reduce -4.5%
GE General Electric filed as GE AEROSPACE 0.05% 2,659 $423K Add +2.1%
MA Mastercard Inc. Class A 0.05% 940 $415K Add +1.8%
GRMN Garmin Ltd. 0.05% 2,500 $407K No change
IEFA iShares Core MSCI Eafe ETF 0.05% 5,416 $393K Add +1.1%
BKNG Booking Holdings Inc. 0.04% 89 $353K Add +2.3%
MUB iShares National Muni Bond E 0.04% 3,062 $326K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.04% 8,118 $323K Add +1.1%
GIS General Mills Inc. 0.04% 5,100 $323K No change
NFLX Netflix Inc. 0.04% 470 $317K Reduce -13.4%
ADBE Adobe Inc. 0.04% 567 $315K Add +6.4%
UNP Union Pacific Corp. 0.04% 1,360 $308K Add +5.9%
ROK Rockwell Automation Inc. 0.04% 1,115 $307K No change
DVY iShares Select Dividend ETF 0.04% 2,499 $302K Add +4.2%
FNB FNB Corp. 0.04% 21,900 $300K No change
XYL Xylem Inc. 0.04% 2,200 $298K No change
PFF iShares Preferred & Income S 0.04% 9,313 $294K No change
AFL Aflac Inc. 0.04% 3,275 $292K No change
PJT PJT Partners Inc. Class A 0.04% 2,675 $289K No change
NKE Nike Inc. Class B 0.03% 3,656 $276K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.03% 2,490 $274K Add +1.6%
UNH Unitedhealth Group Inc. 0.03% 536 $273K Reduce -1.3%
DOW Dow Inc. 0.03% 5,029 $267K Reduce -9.0%
IBB iShares Biotechnology ETF 0.03% 1,908 $262K Reduce -13.6%
INTU Intuit Inc. 0.03% 397 $261K New
GPC Genuine Parts Co. 0.03% 1,879 $260K No change
RTX RTX Corp. 0.03% 2,516 $253K No change
APP AppLovin Corp. Class A 0.03% 3,000 $250K New
AMD Advanced Micro Devices 0.03% 1,489 $242K Add +29.3%
QCOM Qualcomm Inc. 0.03% 1,194 $238K Reduce -20.1%
WFC Wells Fargo & Co. 0.03% 4,000 $238K No change
VIG Vanguard Dividend Apprec ETF 0.03% 1,235 $225K Reduce -2.1%
LIN Linde PLC 0.03% 507 $222K No change
INTC Intel Corp. 0.03% 7,067 $219K Reduce -46.6%
PM Philip Morris International 0.03% 2,149 $218K New
MU Micron Technology Inc. 0.03% 1,625 $214K New
NSC Norfolk Southern Corp. 0.03% 994 $213K No change
TRVI Trevi Therapeutics Inc. 0.01% 31,200 $93K Add +9.7%
LCTX Lineage Cell Therapeutics Inc. 0.01% 52,000 $52K Add +23.8%
AUTL Autolus Therapeutics PLC 0.01% 11,500 $40K No change
CRDF Cardiff Oncology Inc. 0.01% 18,000 $40K Add +16.1%
BCAB Bioatla Inc. 0.00% 13,000 $18K New
VOR Vor Biopharma Inc. 0.00% 15,300 $15K Add +40.4%
TLPH Talphera Inc. 0.00% 14,800 $13K No change
PKTX Protokinetix Inc. 0.00% 50,600 $506 No change

Portfolio Sells Q1 2024 → Q2 2024
HUBB Hubbell Inc. Reduce -4.4% 13.01% −1.85
TGT Target Corp. Reduce -3.8% 1.39% −0.27
MCD McDonald's Corp. Reduce -5.0% 1.75% −0.21
USB US Bancorp Reduce -4.3% 1.48% −0.20
ABT Abbott Laboratories Reduce -4.8% 1.76% −0.19
JNJ Johnson & Johnson Reduce -4.4% 1.72% −0.15
BLK BlackRock Finance Inc. Reduce -7.3% 1.45% −0.14
WM Waste Management Inc. Reduce -8.2% 2.04% −0.10
UPS United Parcel Service Class B Reduce -2.3% 1.37% −0.09
LLY Eli Lilly & Co. Reduce -40.5% 0.23% −0.09
CSCO Cisco Systems Inc. Reduce -3.8% 1.73% −0.09
CMI Cummins Inc. Reduce -2.9% 1.52% −0.08
EOG EOG Resources Inc. Reduce -6.4% 1.71% −0.07
INTC Intel Corp. Reduce -46.6% 0.03% −0.04
DOV Dover Corp. Reduce -7.3% 1.93% −0.04
GD General Dynamics Corp. Reduce -8.2% 1.81% −0.04
HD Home Depot Inc. Reduce -7.9% 0.19% −0.03
ESGV Vanguard ESG US Stock ETF Sold out 0.00% −0.03
VCSH Vanguard S/T Corp. Bond ETF Sold out 0.00% −0.03
ZBH Zimmer Biomet Holdings Inc. Sold out 0.00% −0.03
SUSA iShares ESG Optimized MSCI U Sold out 0.00% −0.03
EPAM Epam Systems Inc. Sold out 0.00% −0.03
QQQ Invesco QQQ Trust Series 1 Sold out 0.00% −0.03
VBR Vngrd Mrngst SL-CP Val ETF-U Sold out 0.00% −0.03
BMY Bristol-Myers Squibb Co. Reduce -0.2% 0.10% −0.03
MS Morgan Stanley Sold out 0.00% −0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -3.8% 0.76% −0.02
ITW Illinois Tool Works Sold out 0.00% −0.02
ACN Accenture PLC Class A Sold out 0.00% −0.02
MDY State Street SPDR S&P Midcap Reduce -9.5% 0.13% −0.01
CVX Chevron Corp. Reduce -3.5% 2.31% −0.01
PG The Procter & Gamble Co. Reduce -5.9% 2.07% −0.01
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.8% 0.56% −0.01
CMCSA Comcast Corp. Class A Reduce -5.7% 0.06% −0.01
EFA iShares MSCI Eafe ETF Reduce -3.6% 0.48% −0.01
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -5.1% 0.13% −0.01
CAT Caterpillar Inc. Reduce -5.1% 0.06% −0.01
DE Deere & Co. Reduce -3.2% 0.08% −0.01
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -14.9% 0.07% −0.01
DOW Dow Inc. Reduce -9.0% 0.03% −0.01
MRK Merck & Co. Inc. Reduce -3.5% 0.07% −0.00
IBB iShares Biotechnology ETF Reduce -13.6% 0.03% −0.00
PEP Pepsico Inc. Reduce -0.8% 0.11% −0.00
VIRX Viracta Therapeutics Inc. Sold out 0.00% −0.00
YUM Yum! Brands Inc. Reduce -4.5% 0.05% −0.00
AREC American Resources Corp. Sold out 0.00% −0.00
ADP Automatic Data Processing Reduce -0.7% 0.08% −0.00
COST Costco Wholesale Corp. Reduce -18.6% 0.06% −0.00
QCOM Qualcomm Inc. Reduce -20.1% 0.03% −0.00
VZ Verizon Communications Inc. Reduce -2.5% 0.18% −0.00

Portfolio Buys Q1 2024 → Q2 2024
EMXC iShares MSCI Emr MRK Ex Chna Add +2.9% 4.89% +0.45
SUB iShares Short-Term National Add +14.7% 2.58% +0.41
TSLA Tesla Inc. New 0.19% +0.19
IGSB iShares 1-5Y Inv Grade Corp. Add +0.7% 3.32% +0.15
NVDA Nvidia Corp. Add +17.7% 0.31% +0.13
BRK.B Berkshire Hathaway Inc. Class B Add +85.6% 0.17% +0.08
PFE Pfizer Inc. Add +0.1% 1.57% +0.07
GOOGL Alphabet Inc. Class A Add +1.8% 0.34% +0.07
IJR iShares Core S&P Small-Cap E Add +1.1% 4.81% +0.07
GOOG Alphabet Inc. Class C Add +3.5% 0.22% +0.05
SPY SS SPDR S&P 500 ETF Trust-US Add +0.6% 0.54% +0.04
META Meta Platforms Inc. Class A Add +10.9% 0.21% +0.04
INTU Intuit Inc. New 0.03% +0.03
APP AppLovin Corp. Class A New 0.03% +0.03
PM Philip Morris International New 0.03% +0.03
MU Micron Technology Inc. New 0.03% +0.03
SO The Southern Co. Add +0.7% 0.13% +0.02
PANW Palo Alto Networks Inc. Add +7.6% 0.06% +0.01
ADBE Adobe Inc. Add +6.4% 0.04% +0.01
BKNG Booking Holdings Inc. Add +2.3% 0.04% +0.01
AMD Advanced Micro Devices Add +29.3% 0.03% +0.01
TJX TJX Companies Inc. Add +1.6% 0.03% +0.00
BAC Bank of America Corp. Add +1.1% 0.04% +0.00
V Visa Inc. Class A Add +4.0% 0.21% +0.00
BCAB Bioatla Inc. New 0.00% +0.00
DVY iShares Select Dividend ETF Add +4.2% 0.04% +0.00
IWM iShares Russell 2000 ETF Add +1.8% 0.07% +0.00
IEFA iShares Core MSCI Eafe ETF Add +1.1% 0.05% +0.00
UNP Union Pacific Corp. Add +5.9% 0.04% +0.00
TRVI Trevi Therapeutics Inc. Add +9.7% 0.01% −0.00
LCTX Lineage Cell Therapeutics Inc. Add +23.8% 0.01% −0.00
VOR Vor Biopharma Inc. Add +40.4% 0.00% −0.00
MA Mastercard Inc. Class A Add +1.8% 0.05% −0.00
GE General Electric Add +2.1% 0.05% −0.00
ABBV Abbvie Inc. Add +0.6% 0.19% −0.00
CRDF Cardiff Oncology Inc. Add +16.1% 0.01% −0.00
LOW Lowe's Cos Inc. Add +0.4% 0.10% −0.01
UBSI United Bankshares Inc. Add +4.8% 3.06% −0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 130$852.7MHUBB, IJR, GLW, AGG, AAPL
Q1 2026 121$780.8MHUBB, IJR, AGG, AAPL, UBSI
Q4 2025 128$757.1MHUBB, IJR, MSFT, AAPL, AGG
Q3 2025 128$839.1MHUBB, EMXC, IJR, MSFT, AAPL
Q2 2025 138$835.3MHUBB, EMXC, IJR, MSFT, AGG
Q1 2025 136$786.1MHUBB, EMXC, IJR, AAPL, AGG
Q4 2024 134$838.9MHUBB, IJR, AAPL, EMXC, MSFT
Q3 2024 142$859.3MHUBB, IJR, EMXC, AAPL, MSFT
Q2 2024 142$805.9MHUBB, EMXC, MSFT, IJR, AAPL
Q1 2024 148$837.8MHUBB, IJR, MSFT, EMXC, AAPL