United Bank

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), United Bank reported 128 stock positions worth $839.1 million. Its top holding was Hubbell (HUBB) at 14.7% of the portfolio, followed by iShares MSCI Emr MRK Ex Chna (EMXC, 5.8%) and iShares Core S&P Small-Cap E (IJR, 5.5%). Compared with Q2 2025, it opened 4 new positions, sold out of 14, added to 7 and reduced 63. The biggest buy was iShares 0-1 Year Treasury Bo (SHV, shares +9%) and the biggest sale Texas Instruments (TXN, shares −7%).

Most Recent 13F
Q2 2026
Location
VIENNA, VA
CIK
0001286478
Portfolio Value
$839.1M (Q3 2025)
SEC Filing
0001286478-25-000012 ↗ filed Nov 7, 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 Q2 2025 Q3 2025: $839.1M $839.1M Q3 2025 Q4 2025: $757.1M Q4 2025 Q1 2026: $780.8M Q1 2026 Q2 2026: $852.7M Q2 2026

Holdings 128 stocks · $839.1M
HUBB Hubbell Inc. 14.66% 285,888 $123.0M Reduce -0.3%
EMXC iShares MSCI Emr MRK Ex Chna 5.82% 723,300 $48.8M Reduce -3.3%
IJR iShares Core S&P Small-Cap E 5.53% 390,617 $46.4M Reduce -1.9%
MSFT Microsoft Corp. 4.52% 73,144 $37.9M Reduce -6.0%
AAPL Apple Inc. 3.91% 128,867 $32.8M Reduce -6.1%
JPM JPMorgan Chase & Co. 3.74% 99,547 $31.4M Reduce -0.0%
AGG iShares Core U.S. Aggregate 3.68% 308,204 $30.9M Reduce -1.8%
UBSI United Bankshares Inc. 3.16% 711,732 $26.5M Reduce -0.2%
GLW Corning Inc. 2.73% 279,389 $22.9M Reduce -7.7%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 2.04% 167,520 $17.1M Reduce -7.5%
CVX Chevron Corp. 1.93% 104,404 $16.2M Reduce -9.3%
CSCO Cisco Systems Inc. 1.86% 228,199 $15.6M Reduce -8.6%
ABT Abbott Laboratories 1.73% 108,682 $14.6M Reduce -5.6%
GD General Dynamics Corp. 1.69% 41,677 $14.2M Reduce -8.9%
IVW iShares S&P 500 Growth ETF 1.69% 117,429 $14.2M Reduce -0.3%
CMI Cummins Inc. 1.66% 32,931 $13.9M Reduce -11.0%
JNJ Johnson & Johnson 1.64% 74,061 $13.7M Reduce -8.4%
MCD McDonald's Corp. 1.60% 44,047 $13.4M Reduce -6.5%
BLK BlackRock Inc. 1.59% 11,432 $13.3M Reduce -9.7%
WM Waste Management Inc. 1.58% 60,202 $13.3M Reduce -6.5%
PG The Procter & Gamble Co. 1.50% 81,798 $12.6M Reduce -7.7%
AMGN Amgen Inc. 1.44% 42,883 $12.1M Reduce -7.0%
TXN Texas Instruments Inc. 1.38% 63,074 $11.6M Reduce -7.1%
DOV Dover Corp. 1.38% 69,222 $11.5M Reduce -6.5%
APD Air Products & Chemicals Inc. 1.31% 40,374 $11.0M Reduce -7.9%
EOG EOG Resources Inc. 1.26% 94,280 $10.6M Reduce -5.7%
HON Honeywell International Inc. 1.16% 46,164 $9.7M Reduce -8.4%
HSY The Hershey Co. 1.15% 51,683 $9.7M Reduce -8.4%
CME Cme Group Inc. 1.14% 35,545 $9.6M Reduce -4.7%
LMT Lockheed Martin Corp. 1.12% 18,824 $9.4M Reduce -5.9%
AFL Aflac Inc. 1.10% 82,978 $9.3M Reduce -7.3%
PEP Pepsico Inc. 1.08% 64,548 $9.1M Reduce -9.2%
ITW Illinois Tool Works 1.07% 34,357 $9.0M Reduce -5.5%
GILD Gilead Sciences Inc. 1.04% 78,338 $8.7M Reduce -5.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.02% 29,279 $8.6M Reduce -2.7%
AWK American Water Works Co. Inc. 1.02% 61,749 $8.6M Reduce -5.6%
VNQ Vanguard Real Estate ETF 0.85% 77,784 $7.1M Reduce -1.7%
XOM Exxon Mobil Corp. 0.78% 57,786 $6.5M Reduce -3.5%
SHV iShares 0-1 Year Treasury Bo 0.75% 57,071 $6.3M Add +8.6%
VTI VG Morningstar TS MKT ETF-US 0.59% 15,000 $4.9M Reduce -6.3%
VB Vanguard Most SM-Cap ETF-Usd 0.55% 18,310 $4.7M Reduce -19.2%
IGSB iShares 1-5Y Inv Grade Corp. 0.54% 86,023 $4.6M Add +6.8%
KLAC KLA Corp. 0.54% 4,207 $4.5M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.54% 6,738 $4.5M Reduce -21.9%
NVDA Nvidia Corp. 0.47% 21,033 $3.9M Reduce -4.8%
TSLA Tesla Inc. 0.42% 7,960 $3.5M Reduce -0.8%
KO The Coca-Cola Co. 0.40% 50,876 $3.4M Reduce -1.9%
VTV Vanguard Mrngstr Val ETF-Aui 0.37% 16,446 $3.1M No change
IJK iShares S&P Mid-Cap 400 Grow 0.34% 29,877 $2.9M Add +2.7%
AMZN Amazon.com Inc. 0.26% 10,121 $2.2M Reduce -23.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.26% 4,574 $2.2M Reduce -50.2%
EFA iShares MSCI Eafe ETF 0.23% 20,383 $1.9M No change
APP AppLovin Corp. Class A 0.22% 2,570 $1.8M No change
BIV Vanguard Intermediate-Term B 0.21% 22,249 $1.7M No change
ABBV Abbvie Inc. 0.21% 7,436 $1.7M No change
MUB iShares National Muni Bond E 0.20% 15,932 $1.7M Add +4.4%
IWF iShares Russell 1000 Growth 0.19% 3,349 $1.6M No change
VXUS Vanguard Total Intl Stock 0.18% 20,000 $1.5M Reduce -2.4%
GOOG Alphabet Inc. Class C 0.17% 5,748 $1.4M No change
AEP American Electric Power 0.17% 12,432 $1.4M No change
V Visa Inc. Class A 0.17% 4,064 $1.4M Reduce -24.3%
META Meta Platforms Inc. Class A 0.16% 1,856 $1.4M Reduce -30.4%
LLY Eli Lilly & Co. 0.16% 1,776 $1.4M No change
GOOGL Alphabet Inc. Class A 0.16% 5,509 $1.3M Reduce -36.3%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.15% 4,291 $1.3M Add +2.0%
HD Home Depot Inc. 0.15% 3,132 $1.3M Reduce -22.3%
T AT&T Inc. 0.15% 44,694 $1.3M Reduce -0.4%
VZ Verizon Communications Inc. 0.15% 28,582 $1.3M No change
IJH iShares Core S&P Midcap ETF 0.15% 19,019 $1.2M No change
TFC Truist Financial Corp. 0.15% 27,000 $1.2M No change
SO The Southern Co. 0.13% 11,801 $1.1M Reduce -10.3%
PFE Pfizer Inc. 0.12% 39,110 $997K Reduce -7.2%
WMT Walmart Inc. 0.12% 9,489 $978K Reduce -41.9%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.11% 1,944 $902K No change
BSV Vanguard Short-Term Bond ETF 0.10% 11,034 $871K No change
BMY Bristol-Myers Squibb Co. 0.10% 18,098 $816K No change
DUK Duke Energy Corp. 0.10% 6,545 $810K Reduce -31.4%
DGX Quest Diagnostics Inc. 0.09% 3,859 $735K No change
MS Morgan Stanley 0.09% 4,500 $715K No change
GE General Electric filed as GE AEROSPACE 0.08% 2,369 $713K No change
IVV iShares Core S&P 500 ETF 0.08% 996 $667K No change
IEFA iShares Core MSCI Eafe ETF 0.08% 7,521 $657K No change
ED Consolidated Edison Inc. 0.08% 6,450 $648K No change
ALL Allstate Corp. 0.08% 3,000 $644K No change
MDY State Street SPDR S&P Midcap 0.07% 1,025 $611K No change
USMV iShares MSCI USA Min Vol Fac 0.07% 6,000 $571K No change
NFLX Netflix Inc. 0.07% 470 $563K No change
MO Altria Group Inc. 0.07% 8,433 $557K No change
NEE Nextera Energy Inc. 0.07% 7,374 $557K No change
MMM 3M Co. 0.06% 3,366 $522K Reduce -22.0%
PJT PJT Partners Inc. Class A 0.06% 2,675 $475K No change
MU Micron Technology Inc. 0.05% 2,670 $447K No change
LHX L3HARRIS Technologies Inc. 0.05% 1,450 $443K No change
IBIT iShares Bitcoin Trust ETF 0.05% 6,693 $435K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 8,210 $424K Add +2.3%
CMCSA Comcast Corp. Class A 0.05% 13,179 $414K No change
PFF iShares Preferred & Income S 0.05% 12,313 $389K No change
MRK Merck & Co. Inc. 0.05% 4,575 $384K No change
COST Costco Wholesale Corp. 0.05% 414 $383K Add +16.6%
D Dominion Energy Inc. 0.05% 6,233 $381K Reduce -6.2%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.04% 1,226 $377K No change
MA Mastercard Inc. Class A 0.04% 643 $366K Reduce -18.9%
GEV GE Vernova Inc. 0.04% 592 $364K No change
INTC Intel Corp. 0.04% 10,788 $362K New
BKNG Booking Holdings Inc. 0.04% 65 $351K No change
IWR iShares Russell Mid-Cap ETF 0.04% 3,537 $341K No change
DVY iShares Select Dividend ETF 0.04% 2,399 $341K No change
WFC Wells Fargo & Co. 0.04% 4,000 $335K No change
PANW Palo Alto Networks Inc. 0.03% 1,430 $291K No change
TRVI Trevi Therapeutics Inc. 0.03% 31,200 $285K No change
ASML ASML Holding NV-NY Reg SHS 0.03% 290 $281K No change
IBB iShares Biotechnology ETF 0.03% 1,908 $275K No change
DE Deere & Co. 0.03% 599 $274K Reduce -54.8%
ADP Automatic Data Processing 0.03% 903 $265K No change
LOW Lowe's Cos Inc. 0.03% 1,028 $258K No change
BRK.B Berkshire Hathaway Inc. Class B 0.03% 506 $254K Reduce -49.7%
IWB iShares Russell 1000 ETF 0.03% 650 $238K No change
ZTS Zoetis Inc. 0.03% 1,600 $234K No change
WK Workiva Inc. 0.03% 2,639 $227K New
CINF Cincinnati Financial Corp. 0.03% 1,403 $222K No change
FWONK Liberty Media Corp. Class C 0.03% 2,100 $219K No change
COF Capital One Financial Corp. 0.03% 1,019 $217K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.02% 1,000 $209K New
XLK SS Technology Select Sector 0.02% 712 $201K New
ORCL Oracle Corp. 0.02% 712 $200K Reduce -80.7%
GNLX Genelux Corp. 0.01% 12,070 $51K No change
CRDF Cardiff Oncology Inc. 0.01% 22,411 $46K No change
ATYR Atyr Pharma Inc. 0.00% 11,970 $9K Reduce -28.9%

Portfolio Sells Q2 2025 → Q3 2025
TXN Texas Instruments Inc. Reduce -7.1% 1.38% −0.31
DOV Dover Corp. Reduce -6.5% 1.38% −0.25
HON Honeywell International Inc. Reduce -8.4% 1.16% −0.25
VUG Vanguard Mrngstar GR ETF-Sui Reduce -50.2% 0.26% −0.22
CSCO Cisco Systems Inc. Reduce -8.6% 1.86% −0.21
PG The Procter & Gamble Co. Reduce -7.7% 1.50% −0.19
IRM Iron Mountain Inc. Reduce -7.5% 2.04% −0.19
WM Waste Management Inc. Reduce -6.5% 1.58% −0.18
EOG EOG Resources Inc. Reduce -5.7% 1.26% −0.17
APD Air Products & Chemicals Inc. Reduce -7.9% 1.31% −0.17
ABT Abbott Laboratories Reduce -5.6% 1.73% −0.14
MSFT Microsoft Corp. Reduce -6.0% 4.52% −0.12
SPY SS SPDR S&P 500 ETF Trust-US Reduce -21.9% 0.54% −0.10
AMGN Amgen Inc. Reduce -7.0% 1.44% −0.10
VB Vanguard Most SM-Cap ETF-Usd Reduce -19.2% 0.55% −0.09
BRK.A Berkshire Hathaway Inc. Class A Sold out 0.00% −0.09
CME Cme Group Inc. Reduce -4.7% 1.14% −0.09
AMZN Amazon.com Inc. Reduce -23.0% 0.26% −0.08
RSG Republic Services Inc. Sold out 0.00% −0.08
WMT Walmart Inc. Reduce -41.9% 0.12% −0.07
SDY SS SPDR S&P Dividend ETF Sold out 0.00% −0.07
META Meta Platforms Inc. Class A Reduce -30.4% 0.16% −0.07
ORCL Oracle Corp. Reduce -80.7% 0.02% −0.07
GILD Gilead Sciences Inc. Reduce -5.8% 1.04% −0.07
AWK American Water Works Co. Inc. Reduce -5.6% 1.02% −0.07
V Visa Inc. Class A Reduce -24.3% 0.17% −0.06
GRMN Garmin Ltd. Sold out 0.00% −0.06
CAT Caterpillar Inc. Sold out 0.00% −0.06
YUM Yum! Brands Inc. Sold out 0.00% −0.06
MCD McDonald's Corp. Reduce -6.5% 1.60% −0.05
DE Deere & Co. Reduce -54.8% 0.03% −0.05
AGG iShares Core U.S. Aggregate Reduce -1.8% 3.68% −0.04
PEP Pepsico Inc. Reduce -9.2% 1.08% −0.04
CVX Chevron Corp. Reduce -9.3% 1.93% −0.04
UNH Unitedhealth Group Inc. Sold out 0.00% −0.04
DUK Duke Energy Corp. Reduce -31.4% 0.10% −0.04
KO The Coca-Cola Co. Reduce -1.9% 0.40% −0.04
TJX TJX Companies Inc. Sold out 0.00% −0.04
GIS General Mills Inc. Sold out 0.00% −0.03
XYL Xylem Inc. Sold out 0.00% −0.03
BRK.B Berkshire Hathaway Inc. Class B Reduce -49.7% 0.03% −0.03
CTVA Corteva Inc. Sold out 0.00% −0.03
CL Colgate-Palmolive Co. Sold out 0.00% −0.03
HD Home Depot Inc. Reduce -22.3% 0.15% −0.03
INTU Intuit Inc. Sold out 0.00% −0.03
AFL Aflac Inc. Reduce -7.3% 1.10% −0.03
IBM Intl Business Machines Corp. Sold out 0.00% −0.02
GOOGL Alphabet Inc. Class A Reduce -36.3% 0.16% −0.02
MMM 3M Co. Reduce -22.0% 0.06% −0.02
SO The Southern Co. Reduce -10.3% 0.13% −0.01

Portfolio Buys Q2 2025 → Q3 2025
SHV iShares 0-1 Year Treasury Bo Add +8.6% 0.75% +0.06
INTC Intel Corp. New 0.04% +0.04
IGSB iShares 1-5Y Inv Grade Corp. Add +6.8% 0.54% +0.04
WK Workiva Inc. New 0.03% +0.03
VBR Vngrd Mrngst SL-CP Val ETF-U New 0.02% +0.02
IJK iShares S&P Mid-Cap 400 Grow Add +2.7% 0.34% +0.02
XLK SS Technology Select Sector New 0.02% +0.02
VBK Van Morst SML-Cap Gro-Usd Inc. Add +2.0% 0.15% +0.01
MUB iShares National Muni Bond E Add +4.4% 0.20% +0.01
BAC Bank of America Corp. Add +2.3% 0.05% +0.01
COST Costco Wholesale Corp. Add +16.6% 0.05% +0.00

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