United Bank

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), United Bank reported 121 stock positions worth $780.8 million. Its top holding was Hubbell (HUBB) at 18.0% of the portfolio, followed by iShares Core S&P Small-Cap E (IJR, 5.8%) and iShares Core U.S. Aggregate (AGG, 4.4%). Compared with Q4 2025, it opened 5 new positions, sold out of 12, added to 22 and reduced 61. The biggest buy was Visa Class A (V, shares +433%) and the biggest sale iShares S&P 500 Growth ETF (IVW, shares −35%).

Most Recent 13F
Q2 2026
Location
VIENNA, VA
CIK
0001286478
Portfolio Value
$780.8M (Q1 2026)
SEC Filing
0001286478-26-000004 ↗ filed May 11, 2026

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 Q3 2025 Q4 2025: $757.1M Q4 2025 Q1 2026: $780.8M $780.8M Q1 2026 Q2 2026: $852.7M Q2 2026

Holdings 121 stocks · $780.8M
HUBB Hubbell Inc. 17.97% 285,888 $140.3M No change
IJR iShares Core S&P Small-Cap E 5.77% 362,688 $45.1M Reduce -7.6%
AGG iShares Core U.S. Aggregate 4.36% 343,098 $34.1M Add +7.8%
AAPL Apple Inc. 3.82% 117,504 $29.8M Reduce -2.3%
UBSI United Bankshares Inc. 3.77% 710,708 $29.4M Reduce -0.4%
JPM JPMorgan Chase & Co. 3.70% 98,187 $28.9M Reduce -0.2%
MSFT Microsoft Corp. 3.26% 68,685 $25.4M Add +0.2%
GLW Corning Inc. 2.91% 167,122 $22.7M Reduce -28.4%
CVX Chevron Corp. 2.39% 90,269 $18.7M Reduce -5.6%
CSCO Cisco Systems Inc. 1.86% 187,378 $14.5M Reduce -5.6%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 1.85% 141,636 $14.5M Reduce -5.0%
JNJ Johnson & Johnson 1.81% 57,721 $14.1M Reduce -9.1%
AMGN Amgen Inc. 1.63% 36,272 $12.8M Reduce -4.1%
CMI Cummins Inc. 1.59% 23,145 $12.5M Reduce -15.5%
DOV Dover Corp. 1.55% 58,112 $12.1M Reduce -4.0%
WM Waste Management Inc. 1.54% 52,260 $12.0M Reduce -1.9%
MCD McDonald's Corp. 1.53% 38,531 $12.0M Reduce -0.7%
EOG EOG Resources Inc. 1.51% 81,662 $11.8M Add +6.2%
PG The Procter & Gamble Co. 1.44% 77,893 $11.3M Add +5.1%
GD General Dynamics Corp. 1.42% 32,309 $11.1M Reduce -7.3%
ABT Abbott Laboratories 1.39% 105,841 $10.9M Add +9.3%
TXN Texas Instruments Inc. 1.30% 52,300 $10.2M Reduce -1.9%
APD Air Products & Chemicals Inc. 1.27% 34,203 $9.9M Add +2.2%
PEP Pepsico Inc. 1.24% 62,136 $9.6M Add +7.3%
BLK BlackRock Inc. 1.20% 9,726 $9.4M Add +1.1%
XOM Exxon Mobil Corp. 1.18% 54,082 $9.2M Reduce -2.9%
CME Cme Group Inc. 1.14% 30,165 $8.9M Reduce -1.7%
HON Honeywell International Inc. 1.11% 38,345 $8.7M Add +0.2%
GILD Gilead Sciences Inc. 1.11% 62,119 $8.7M Reduce -4.2%
IVW iShares S&P 500 Growth ETF 1.10% 76,206 $8.6M Reduce -35.1%
HSY The Hershey Co. 1.09% 41,011 $8.5M Reduce -4.0%
LMT Lockheed Martin Corp. 1.07% 13,877 $8.4M Reduce -8.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.06% 28,784 $8.3M Reduce -1.7%
SHV iShares 0-1 Year Treasury Bo 1.02% 72,290 $8.0M Reduce -0.7%
AFL Aflac Inc. 1.02% 72,691 $8.0M Add +6.8%
AWK American Water Works Co. Inc. 0.99% 56,633 $7.7M Add +13.9%
ITW Illinois Tool Works 0.98% 29,362 $7.6M Add +5.1%
VNQ Vanguard Real Estate ETF 0.92% 80,710 $7.2M Add +3.4%
V Visa Inc. Class A 0.84% 21,655 $6.5M Add +433.0%
IGSB iShares 1-5Y Inv Grade Corp. 0.80% 118,495 $6.2M Add +13.6%
ATO Atmos Energy Corp. 0.65% 27,421 $5.1M New
SYK Stryker Corp. 0.64% 15,146 $5.0M New
VTI VG Morningstar TS MKT ETF-US 0.62% 15,000 $4.8M Reduce -19.6%
KLAC KLA Corp. 0.61% 3,259 $4.8M Reduce -16.7%
VB Vanguard Most SM-Cap ETF-Usd 0.59% 17,459 $4.6M Reduce -4.7%
KO The Coca-Cola Co. 0.49% 50,052 $3.8M Reduce -1.6%
NVDA Nvidia Corp. 0.44% 19,577 $3.4M Reduce -5.6%
IJK iShares S&P Mid-Cap 400 Grow 0.40% 31,076 $3.1M Add +0.9%
TSLA Tesla Inc. 0.38% 7,898 $2.9M Reduce -0.8%
VTV Vanguard Mrngstr Val ETF-Aui 0.34% 13,701 $2.7M Reduce -16.7%
EFA iShares MSCI Eafe ETF 0.31% 24,730 $2.4M Add +21.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.30% 3,638 $2.4M Reduce -46.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.26% 4,574 $2.0M No change
AMZN Amazon.com Inc. 0.24% 9,137 $1.9M Reduce -9.7%
BIV Vanguard Intermediate-Term B 0.22% 22,249 $1.7M No change
EMXC iShares MSCI Emr MRK Ex Chna 0.21% 21,075 $1.7M Reduce -47.3%
LLY Eli Lilly & Co. 0.21% 1,786 $1.6M Add +0.6%
AEP American Electric Power 0.21% 12,432 $1.6M No change
GOOG Alphabet Inc. Class C 0.21% 5,593 $1.6M Reduce -2.7%
ABBV Abbvie Inc. 0.20% 7,207 $1.6M Reduce -2.8%
VXUS Vanguard Total Intl Stock 0.20% 20,000 $1.5M No change
GOOGL Alphabet Inc. Class A 0.19% 5,158 $1.5M Reduce -5.9%
VZ Verizon Communications Inc. 0.19% 29,095 $1.5M Reduce -2.3%
T AT&T Inc. 0.16% 44,180 $1.3M Reduce -0.1%
IWF iShares Russell 1000 Growth 0.16% 2,976 $1.3M Reduce -11.1%
TFC Truist Financial Corp. 0.16% 27,000 $1.2M No change
PFE Pfizer Inc. 0.15% 42,621 $1.2M Add +0.3%
MUB iShares National Muni Bond E 0.15% 10,952 $1.2M Reduce -0.5%
SO The Southern Co. 0.14% 11,516 $1.1M Reduce -2.4%
BMY Bristol-Myers Squibb Co. 0.14% 18,098 $1.1M No change
APP AppLovin Corp. Class A 0.13% 2,570 $1.0M No change
WMT Walmart Inc. 0.13% 8,151 $1.0M Reduce -12.8%
META Meta Platforms Inc. Class A 0.12% 1,703 $974K Reduce -6.8%
HD Home Depot Inc. 0.12% 2,962 $974K Reduce -5.4%
MU Micron Technology Inc. 0.12% 2,670 $902K No change
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.12% 1,944 $900K No change
BSV Vanguard Short-Term Bond ETF 0.11% 11,034 $865K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.11% 2,770 $837K Reduce -35.5%
DUK Duke Energy Corp. 0.11% 6,305 $826K Reduce -3.7%
IEFA iShares Core MSCI Eafe ETF 0.10% 8,673 $785K Add +15.3%
MO Altria Group Inc. 0.09% 11,205 $739K Reduce -5.9%
ED Consolidated Edison Inc. 0.09% 6,450 $730K No change
IJH iShares Core S&P Midcap ETF 0.09% 10,767 $727K Reduce -36.5%
GE General Electric filed as GE AEROSPACE 0.09% 2,369 $672K No change
IVV iShares Core S&P 500 ETF 0.08% 996 $651K No change
ALL Allstate Corp. 0.08% 3,000 $622K No change
NEE Nextera Energy Inc. 0.08% 6,643 $617K Reduce -9.9%
MS Morgan Stanley 0.08% 3,736 $615K Reduce -17.0%
DGX Quest Diagnostics Inc. 0.08% 3,124 $612K Reduce -18.3%
MRK Merck & Co. Inc. 0.07% 4,553 $548K Reduce -0.5%
MDY State Street SPDR S&P Midcap 0.07% 858 $529K Reduce -16.3%
GEV GE Vernova Inc. 0.07% 592 $517K No change
MMM 3M Co. 0.06% 3,366 $489K No change
INTC Intel Corp. 0.06% 10,788 $476K No change
AMD Advanced Micro Devices 0.06% 2,112 $430K New
COST Costco Wholesale Corp. 0.05% 424 $422K Add +5.5%
CAT Caterpillar Inc. 0.05% 550 $390K New
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.05% 290 $383K No change
QTUM Defiance Quantum ETF 0.05% 3,546 $380K Reduce -19.6%
CMCSA Comcast Corp. Class A 0.05% 13,179 $378K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 7,715 $376K Reduce -3.9%
PJT PJT Partners Inc. Class A 0.05% 2,675 $374K No change
PFF iShares Preferred & Income S 0.05% 12,313 $373K No change
USMV iShares MSCI USA Min Vol Fac 0.05% 4,018 $373K Reduce -33.0%
TRVI Trevi Therapeutics Inc. 0.05% 31,200 $372K No change
DVY iShares Select Dividend ETF 0.05% 2,399 $363K No change
LHX L3HARRIS Technologies Inc. 0.04% 994 $343K Reduce -31.4%
DE Deere & Co. 0.04% 599 $337K No change
IWR iShares Russell Mid-Cap ETF 0.04% 3,380 $329K Reduce -4.4%
IBB iShares Biotechnology ETF 0.04% 1,908 $322K No change
MA Mastercard Inc. Class A 0.04% 642 $321K No change
WFC Wells Fargo & Co. 0.04% 4,000 $318K No change
D Dominion Energy Inc. 0.04% 5,094 $315K Reduce -12.3%
IBIT iShares Bitcoin Trust ETF 0.03% 6,693 $257K No change
BRK.B Berkshire Hathaway Inc. Class B 0.03% 521 $250K Add +3.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.03% 794 $237K Reduce -35.2%
CINF Cincinnati Financial Corp. 0.03% 1,403 $221K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.03% 1,000 $217K No change
ZVRA Zevra Therapeutics Inc. 0.01% 10,564 $98K New
CRDF Cardiff Oncology Inc. 0.00% 22,411 $36K No change
GNLX Genelux Corp. 0.00% 12,070 $29K No change

Portfolio Sells Q4 2025 → Q1 2026
IVW iShares S&P 500 Growth ETF Reduce -35.1% 1.10% −0.81
AAPL Apple Inc. Reduce -2.3% 3.82% −0.50
JPM JPMorgan Chase & Co. Reduce -0.2% 3.70% −0.49
IJR iShares Core S&P Small-Cap E Reduce -7.6% 5.77% −0.46
SPY SS SPDR S&P 500 ETF Trust-US Reduce -46.0% 0.30% −0.30
CMI Cummins Inc. Reduce -15.5% 1.59% −0.25
VTI VG Morningstar TS MKT ETF-US Reduce -19.6% 0.62% −0.21
EMXC iShares MSCI Emr MRK Ex Chna Reduce -47.3% 0.21% −0.17
CSCO Cisco Systems Inc. Reduce -5.6% 1.86% −0.16
GD General Dynamics Corp. Reduce -7.3% 1.42% −0.13
TSLA Tesla Inc. Reduce -0.8% 0.38% −0.10
NVDA Nvidia Corp. Reduce -5.6% 0.44% −0.07
VTV Vanguard Mrngstr Val ETF-Aui Reduce -16.7% 0.34% −0.07
AMZN Amazon.com Inc. Reduce -9.7% 0.24% −0.06
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -35.5% 0.11% −0.06
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -1.7% 1.06% −0.06
NFLX Netflix Inc. Sold out 0.00% −0.06
IJH iShares Core S&P Midcap ETF Reduce -36.5% 0.09% −0.05
IWF iShares Russell 1000 Growth Reduce -11.1% 0.16% −0.05
BKNG Booking Holdings Inc. Sold out 0.00% −0.05
VB Vanguard Most SM-Cap ETF-Usd Reduce -4.7% 0.59% −0.04
SHV iShares 0-1 Year Treasury Bo Reduce -0.7% 1.02% −0.04
GOOGL Alphabet Inc. Class A Reduce -5.9% 0.19% −0.04
PANW Palo Alto Networks Inc. Sold out 0.00% −0.03
META Meta Platforms Inc. Class A Reduce -6.8% 0.12% −0.03
GOOG Alphabet Inc. Class C Reduce -2.7% 0.21% −0.03
LOW Lowe's Cos Inc. Sold out 0.00% −0.03
COF Capital One Financial Corp. Sold out 0.00% −0.03
MCD McDonald's Corp. Reduce -0.7% 1.53% −0.03
IWB iShares Russell 1000 ETF Sold out 0.00% −0.03
ADP Automatic Data Processing Sold out 0.00% −0.03
WK Workiva Inc. Sold out 0.00% −0.03
IBM Intl Business Machines Corp. Sold out 0.00% −0.03
FWONK Liberty Media Corp. Class C Sold out 0.00% −0.03
XLK SS Technology Select Sector Sold out 0.00% −0.03
USMV iShares MSCI USA Min Vol Fac Reduce -33.0% 0.05% −0.03
MS Morgan Stanley Reduce -17.0% 0.08% −0.03
ZTS Zoetis Inc. Sold out 0.00% −0.03
ABBV Abbvie Inc. Reduce -2.8% 0.20% −0.02
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -35.2% 0.03% −0.02
HD Home Depot Inc. Reduce -5.4% 0.12% −0.02
QTUM Defiance Quantum ETF Reduce -19.6% 0.05% −0.02
MDY State Street SPDR S&P Midcap Reduce -16.3% 0.07% −0.01
KLAC KLA Corp. Reduce -16.7% 0.61% −0.01
LHX L3HARRIS Technologies Inc. Reduce -31.4% 0.04% −0.01
BAC Bank of America Corp. Reduce -3.9% 0.05% −0.01
DOV Dover Corp. Reduce -4.0% 1.55% −0.01
DGX Quest Diagnostics Inc. Reduce -18.3% 0.08% −0.01
WMT Walmart Inc. Reduce -12.8% 0.13% −0.01
WM Waste Management Inc. Reduce -1.9% 1.54% −0.01

Portfolio Buys Q4 2025 → Q1 2026
V Visa Inc. Class A Add +433.0% 0.84% +0.65
ATO Atmos Energy Corp. New 0.65% +0.65
SYK Stryker Corp. New 0.64% +0.64
EOG EOG Resources Inc. Add +6.2% 1.51% +0.45
APD Air Products & Chemicals Inc. Add +2.2% 1.27% +0.18
AGG iShares Core U.S. Aggregate Add +7.8% 4.36% +0.16
PEP Pepsico Inc. Add +7.3% 1.24% +0.14
AWK American Water Works Co. Inc. Add +13.9% 0.99% +0.13
HON Honeywell International Inc. Add +0.2% 1.11% +0.12
ITW Illinois Tool Works Add +5.1% 0.98% +0.07
IGSB iShares 1-5Y Inv Grade Corp. Add +13.6% 0.80% +0.07
AMD Advanced Micro Devices New 0.06% +0.06
CAT Caterpillar Inc. New 0.05% +0.05
EFA iShares MSCI Eafe ETF Add +21.3% 0.31% +0.05
PG The Procter & Gamble Co. Add +5.1% 1.44% +0.04
AFL Aflac Inc. Add +6.8% 1.02% +0.03
PFE Pfizer Inc. Add +0.3% 0.15% +0.01
ZVRA Zevra Therapeutics Inc. New 0.01% +0.01
IEFA iShares Core MSCI Eafe ETF Add +15.3% 0.10% +0.01
COST Costco Wholesale Corp. Add +5.5% 0.05% +0.01
IJK iShares S&P Mid-Cap 400 Grow Add +0.9% 0.40% +0.01
VNQ Vanguard Real Estate ETF Add +3.4% 0.92% +0.00
BRK.B Berkshire Hathaway Inc. Class B Add +3.0% 0.03% −0.00
LLY Eli Lilly & Co. Add +0.6% 0.21% −0.04
BLK BlackRock Inc. Add +1.1% 1.20% −0.16
ABT Abbott Laboratories Add +9.3% 1.39% −0.21
MSFT Microsoft Corp. Add +0.2% 3.26% −1.12

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