United Bank

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 18, 2025), United Bank reported 138 stock positions worth $835.3 million. Its top holding was Hubbell (HUBB) at 14.0% of the portfolio, followed by iShares MSCI Emr MRK Ex Chna (EMXC, 5.7%) and iShares Core S&P Small-Cap E (IJR, 5.2%). Compared with Q1 2025, it opened 11 new positions, sold out of 9, added to 22 and reduced 58. The biggest buy was Honeywell International (HON, shares +7%) and the biggest sale Apple (AAPL, shares −4%).

Most Recent 13F
Q2 2026
Location
VIENNA, VA
CIK
0001286478
Portfolio Value
$835.3M (Q2 2025)
SEC Filing
0001286478-25-000007 ↗ filed Jul 18, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $837.8M Q1 2024 Q2 2024: $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 $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 138 stocks · $835.3M
HUBB Hubbell Inc. 14.02% 286,822 $117.1M No change
EMXC iShares MSCI Emr MRK Ex Chna 5.65% 747,969 $47.2M Reduce -0.6%
IJR iShares Core S&P Small-Cap E 5.21% 398,159 $43.5M Add +0.7%
MSFT Microsoft Corp. 4.63% 77,794 $38.7M Reduce -2.4%
AGG iShares Core U.S. Aggregate 3.73% 313,812 $31.1M Add +0.3%
JPM JPMorgan Chase & Co. 3.46% 99,580 $28.9M Reduce -0.9%
AAPL Apple Inc. 3.37% 137,290 $28.2M Reduce -3.7%
UBSI United Bankshares Inc. 3.11% 712,976 $26.0M Add +0.2%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 2.22% 181,009 $18.6M Reduce -3.8%
CSCO Cisco Systems Inc. 2.07% 249,759 $17.3M Reduce -1.9%
CVX Chevron Corp. 1.97% 115,071 $16.5M Add +2.8%
GLW Corning Inc. 1.91% 302,641 $15.9M Reduce -1.9%
ABT Abbott Laboratories 1.87% 115,100 $15.7M Reduce -2.4%
WM Waste Management Inc. 1.76% 64,380 $14.7M Reduce -3.0%
PG The Procter & Gamble Co. 1.69% 88,579 $14.1M Reduce -1.8%
TXN Texas Instruments Inc. 1.69% 67,873 $14.1M Reduce -0.9%
MCD McDonald's Corp. 1.65% 47,121 $13.8M Reduce -3.7%
DOV Dover Corp. 1.62% 74,045 $13.6M Reduce -1.6%
GD General Dynamics Corp. 1.60% 45,770 $13.3M Reduce -1.3%
BLK BlackRock Inc. 1.59% 12,666 $13.3M Add +0.8%
IVW iShares S&P 500 Growth ETF 1.55% 117,779 $13.0M Reduce -0.9%
AMGN Amgen Inc. 1.54% 46,129 $12.9M Reduce -1.4%
APD Air Products & Chemicals Inc. 1.48% 43,855 $12.4M Reduce -0.1%
JNJ Johnson & Johnson 1.48% 80,839 $12.3M Reduce -1.5%
CMI Cummins Inc. 1.45% 37,016 $12.1M Add +2.5%
EOG EOG Resources Inc. 1.43% 99,967 $12.0M Reduce -0.9%
HON Honeywell International Inc. 1.40% 50,378 $11.7M Add +7.5%
CME Cme Group Inc. 1.23% 37,315 $10.3M Add +9.8%
AFL Aflac Inc. 1.13% 89,489 $9.4M Add +7.0%
PEP Pepsico Inc. 1.12% 71,108 $9.4M Add +12.4%
HSY The Hershey Co. 1.12% 56,440 $9.4M Add +12.4%
LMT Lockheed Martin Corp. 1.11% 20,001 $9.3M Add +9.6%
GILD Gilead Sciences Inc. 1.10% 83,185 $9.2M Add +9.0%
AWK American Water Works Co. Inc. 1.09% 65,442 $9.1M Add +10.2%
ITW Illinois Tool Works 1.08% 36,361 $9.0M Add +8.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.01% 30,104 $8.4M Reduce -2.5%
VNQ Vanguard Real Estate ETF 0.84% 79,124 $7.0M Add +0.2%
XOM Exxon Mobil Corp. 0.77% 59,859 $6.5M Reduce -8.4%
SHV iShares 0-1 Year Treasury Bo 0.69% 52,542 $5.8M Add +0.4%
VB Vanguard Most SM-Cap ETF-Usd 0.64% 22,656 $5.4M Add +2.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.64% 8,628 $5.3M Reduce -1.9%
VTI VG Morningstar TS MKT ETF-US 0.58% 16,000 $4.9M No change
IGSB iShares 1-5Y Inv Grade Corp. 0.51% 80,537 $4.2M Add +7.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.48% 9,188 $4.0M Reduce -12.3%
KLAC KLA Corp. 0.45% 4,207 $3.8M No change
KO The Coca-Cola Co. 0.44% 51,876 $3.7M Reduce -2.3%
NVDA Nvidia Corp. 0.42% 22,083 $3.5M Reduce -1.8%
VTV Vanguard Mrngstr Val ETF-Aui 0.35% 16,446 $2.9M Reduce -10.9%
AMZN Amazon.com Inc. 0.35% 13,140 $2.9M Reduce -14.9%
IJK iShares S&P Mid-Cap 400 Grow 0.32% 29,091 $2.6M No change
TSLA Tesla Inc. 0.30% 8,020 $2.5M No change
META Meta Platforms Inc. Class A 0.24% 2,667 $2.0M Reduce -26.9%
V Visa Inc. Class A 0.23% 5,365 $1.9M Reduce -26.4%
EFA iShares MSCI Eafe ETF 0.22% 20,383 $1.8M No change
BIV Vanguard Intermediate-Term B 0.21% 22,249 $1.7M No change
WMT Walmart Inc. 0.19% 16,344 $1.6M No change
MUB iShares National Muni Bond E 0.19% 15,259 $1.6M No change
GOOGL Alphabet Inc. Class A 0.18% 8,643 $1.5M Reduce -37.4%
HD Home Depot Inc. 0.18% 4,032 $1.5M Add +2.0%
IWF iShares Russell 1000 Growth 0.17% 3,349 $1.4M No change
VXUS Vanguard Total Intl Stock 0.17% 20,495 $1.4M No change
LLY Eli Lilly & Co. 0.17% 1,776 $1.4M Reduce -9.2%
ABBV Abbvie Inc. 0.17% 7,436 $1.4M Reduce -10.8%
T AT&T Inc. 0.16% 44,874 $1.3M Reduce -3.8%
AEP American Electric Power 0.15% 12,432 $1.3M Reduce -0.6%
VZ Verizon Communications Inc. 0.15% 28,582 $1.2M Reduce -3.0%
SO The Southern Co. 0.14% 13,150 $1.2M No change
IJH iShares Core S&P Midcap ETF 0.14% 19,019 $1.2M Reduce -16.5%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.14% 4,205 $1.2M No change
TFC Truist Financial Corp. 0.14% 27,000 $1.2M No change
DUK Duke Energy Corp. 0.13% 9,545 $1.1M No change
PFE Pfizer Inc. 0.12% 42,153 $1.0M Reduce -19.1%
GOOG Alphabet Inc. Class C 0.12% 5,748 $1.0M Reduce -14.9%
APP AppLovin Corp. Class A 0.11% 2,570 $900K Reduce -14.3%
BSV Vanguard Short-Term Bond ETF 0.10% 11,034 $868K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.10% 1,944 $857K No change
BMY Bristol-Myers Squibb Co. 0.10% 18,098 $838K Reduce -5.2%
ORCL Oracle Corp. 0.10% 3,688 $806K Reduce -21.7%
BRK.A Berkshire Hathaway Inc. Class A 0.09% 1 $729K No change
DGX Quest Diagnostics Inc. 0.08% 3,859 $693K Reduce -32.7%
DE Deere & Co. 0.08% 1,324 $673K Reduce -18.5%
RSG Republic Services Inc. 0.08% 2,718 $670K Reduce -18.2%
MMM 3M Co. 0.08% 4,316 $657K No change
ED Consolidated Edison Inc. 0.08% 6,450 $647K No change
MS Morgan Stanley 0.08% 4,500 $634K No change
NFLX Netflix Inc. 0.08% 470 $629K No change
IEFA iShares Core MSCI Eafe ETF 0.08% 7,521 $628K Reduce -1.2%
IVV iShares Core S&P 500 ETF 0.07% 996 $618K No change
SDY SS SPDR S&P Dividend ETF 0.07% 4,529 $615K New
GE General Electric filed as GE AEROSPACE 0.07% 2,369 $610K Reduce -1.0%
ALL Allstate Corp. 0.07% 3,000 $604K No change
MDY State Street SPDR S&P Midcap 0.07% 1,025 $581K No change
USMV iShares MSCI USA Min Vol Fac 0.07% 6,000 $563K No change
GRMN Garmin Ltd. 0.06% 2,500 $522K No change
CAT Caterpillar Inc. 0.06% 1,342 $521K Reduce -16.1%
NEE Nextera Energy Inc. 0.06% 7,374 $512K No change
MO Altria Group Inc. 0.06% 8,433 $494K No change
BRK.B Berkshire Hathaway Inc. Class B 0.06% 1,006 $489K Reduce -42.7%
YUM Yum! Brands Inc. 0.06% 3,200 $474K No change
CMCSA Comcast Corp. Class A 0.06% 13,179 $470K No change
MA Mastercard Inc. Class A 0.05% 793 $446K Reduce -0.9%
PJT PJT Partners Inc. Class A 0.05% 2,675 $441K No change
IBIT iShares Bitcoin Trust ETF 0.05% 6,693 $410K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 8,026 $380K Reduce -1.1%
PFF iShares Preferred & Income S 0.05% 12,313 $378K No change
BKNG Booking Holdings Inc. 0.04% 65 $376K Reduce -9.7%
D Dominion Energy Inc. 0.04% 6,643 $375K Reduce -0.7%
LHX L3HARRIS Technologies Inc. 0.04% 1,450 $364K No change
MRK Merck & Co. Inc. 0.04% 4,575 $362K No change
COST Costco Wholesale Corp. 0.04% 355 $351K Reduce -0.8%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.04% 1,226 $350K Reduce -47.8%
MU Micron Technology Inc. 0.04% 2,670 $329K New
IWR iShares Russell Mid-Cap ETF 0.04% 3,537 $325K No change
UNH Unitedhealth Group Inc. 0.04% 1,028 $321K Add +109.8%
WFC Wells Fargo & Co. 0.04% 4,000 $320K No change
DVY iShares Select Dividend ETF 0.04% 2,399 $319K No change
GEV GE Vernova Inc. 0.04% 592 $313K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.04% 2,450 $303K Reduce -1.6%
PANW Palo Alto Networks Inc. 0.04% 1,430 $293K No change
GIS General Mills Inc. 0.03% 5,500 $285K No change
XYL Xylem Inc. 0.03% 2,200 $285K No change
ADP Automatic Data Processing 0.03% 903 $278K Reduce -52.5%
ZTS Zoetis Inc. 0.03% 1,600 $250K No change
IBB iShares Biotechnology ETF 0.03% 1,908 $241K No change
ASML ASML Holding NV-NY Reg SHS 0.03% 290 $232K New
LOW Lowe's Cos Inc. 0.03% 1,028 $228K Reduce -77.8%
CTVA Corteva Inc. 0.03% 3,003 $224K New
IWB iShares Russell 1000 ETF 0.03% 650 $221K New
FWONK Liberty Media Corp. Class C 0.03% 2,100 $219K New
CL Colgate-Palmolive Co. 0.03% 2,400 $218K No change
COF Capital One Financial Corp. 0.03% 1,019 $217K New
INTU Intuit Inc. 0.03% 273 $215K New
CINF Cincinnati Financial Corp. 0.03% 1,403 $209K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.02% 705 $208K New
TRVI Trevi Therapeutics Inc. 0.02% 31,200 $171K No change
ATYR Atyr Pharma Inc. 0.01% 16,830 $85K Add +21.7%
CRDF Cardiff Oncology Inc. 0.01% 22,411 $71K Reduce -2.2%
GNLX Genelux Corp. 0.00% 12,070 $35K New

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -3.7% 3.37% −0.66
AMGN Amgen Inc. Reduce -1.4% 1.54% −0.31
MCD McDonald's Corp. Reduce -3.7% 1.65% −0.30
PG The Procter & Gamble Co. Reduce -1.8% 1.69% −0.27
JNJ Johnson & Johnson Reduce -1.5% 1.48% −0.25
XOM Exxon Mobil Corp. Reduce -8.4% 0.77% −0.22
EOG EOG Resources Inc. Reduce -0.9% 1.43% −0.22
WM Waste Management Inc. Reduce -3.0% 1.76% −0.19
APD Air Products & Chemicals Inc. Reduce -0.1% 1.48% −0.17
XLK SS Technology Select Sector Sold out 0.00% −0.14
ABT Abbott Laboratories Reduce -2.4% 1.87% −0.12
LOW Lowe's Cos Inc. Reduce -77.8% 0.03% −0.11
V Visa Inc. Class A Reduce -26.4% 0.23% −0.10
GOOGL Alphabet Inc. Class A Reduce -37.4% 0.18% −0.09
USB US Bancorp Sold out 0.00% −0.07
UPS United Parcel Service Class B Sold out 0.00% −0.07
BRK.B Berkshire Hathaway Inc. Class B Reduce -42.7% 0.06% −0.06
DOV Dover Corp. Reduce -1.6% 1.62% −0.06
VTV Vanguard Mrngstr Val ETF-Aui Reduce -10.9% 0.35% −0.06
ABBV Abbvie Inc. Reduce -10.8% 0.17% −0.06
BMY Bristol-Myers Squibb Co. Reduce -5.2% 0.10% −0.05
TGT Target Corp. Sold out 0.00% −0.05
PFE Pfizer Inc. Reduce -19.1% 0.12% −0.05
KO The Coca-Cola Co. Reduce -2.3% 0.44% −0.04
ADP Automatic Data Processing Reduce -52.5% 0.03% −0.04
DGX Quest Diagnostics Inc. Reduce -32.7% 0.08% −0.04
LLY Eli Lilly & Co. Reduce -9.2% 0.17% −0.04
RTX RTX Corp. Sold out 0.00% −0.04
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -47.8% 0.04% −0.03
AVGO Broadcom Inc. Sold out 0.00% −0.03
META Meta Platforms Inc. Class A Reduce -26.9% 0.24% −0.03
NSC Norfolk Southern Corp. Sold out 0.00% −0.03
AMZN Amazon.com Inc. Reduce -14.9% 0.35% −0.03
IJH iShares Core S&P Midcap ETF Reduce -16.5% 0.14% −0.03
ZBH Zimmer Biomet Holdings Inc. Sold out 0.00% −0.03
RSG Republic Services Inc. Reduce -18.2% 0.08% −0.02
VZ Verizon Communications Inc. Reduce -3.0% 0.15% −0.02
AEP American Electric Power Reduce -0.6% 0.15% −0.02
DE Deere & Co. Reduce -18.5% 0.08% −0.02
T AT&T Inc. Reduce -3.8% 0.16% −0.01
GOOG Alphabet Inc. Class C Reduce -14.9% 0.12% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -12.3% 0.48% −0.01
GD General Dynamics Corp. Reduce -1.3% 1.60% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -2.5% 1.01% −0.01
CAT Caterpillar Inc. Reduce -16.1% 0.06% −0.00
D Dominion Energy Inc. Reduce -0.7% 0.04% −0.00
MA Mastercard Inc. Class A Reduce -0.9% 0.05% −0.00
TJX TJX Companies Inc. Reduce -1.6% 0.04% −0.00
VOR Vor Biopharma Inc. Sold out 0.00% −0.00
COST Costco Wholesale Corp. Reduce -0.8% 0.04% −0.00

Portfolio Buys Q1 2025 → Q2 2025
HON Honeywell International Inc. Add +7.5% 1.40% +0.14
CME Cme Group Inc. Add +9.8% 1.23% +0.08
BLK BlackRock Inc. Add +0.8% 1.59% +0.08
SDY SS SPDR S&P Dividend ETF New 0.07% +0.07
LMT Lockheed Martin Corp. Add +9.6% 1.11% +0.07
MU Micron Technology Inc. New 0.04% +0.04
GEV GE Vernova Inc. New 0.04% +0.04
HSY The Hershey Co. Add +12.4% 1.12% +0.03
ASML ASML Holding NV-NY Reg SHS New 0.03% +0.03
CTVA Corteva Inc. New 0.03% +0.03
IWB iShares Russell 1000 ETF New 0.03% +0.03
FWONK Liberty Media Corp. Class C New 0.03% +0.03
COF Capital One Financial Corp. New 0.03% +0.03
INTU Intuit Inc. New 0.03% +0.03
IBM Intl Business Machines Corp. New 0.02% +0.02
VB Vanguard Most SM-Cap ETF-Usd Add +2.0% 0.64% +0.02
GILD Gilead Sciences Inc. Add +9.0% 1.10% +0.02
ITW Illinois Tool Works Add +8.0% 1.08% +0.01
CMI Cummins Inc. Add +2.5% 1.45% +0.01
IGSB iShares 1-5Y Inv Grade Corp. Add +7.1% 0.51% +0.01
UNH Unitedhealth Group Inc. Add +109.8% 0.04% +0.01
ATYR Atyr Pharma Inc. Add +21.7% 0.01% +0.00
GNLX Genelux Corp. New 0.00% +0.00
HD Home Depot Inc. Add +2.0% 0.18% −0.01
AWK American Water Works Co. Inc. Add +10.2% 1.09% −0.03
UBSI United Bankshares Inc. Add +0.2% 3.11% −0.03
SHV iShares 0-1 Year Treasury Bo Add +0.4% 0.69% −0.04
IJR iShares Core S&P Small-Cap E Add +0.7% 5.21% −0.05
AFL Aflac Inc. Add +7.0% 1.13% −0.05
VNQ Vanguard Real Estate ETF Add +0.2% 0.84% −0.07
PEP Pepsico Inc. Add +12.4% 1.12% −0.08
AGG iShares Core U.S. Aggregate Add +0.3% 3.73% −0.21
CVX Chevron Corp. Add +2.8% 1.97% −0.41

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