United Bank

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), United Bank reported 130 stock positions worth $852.7 million. Its top holding was Hubbell (HUBB) at 17.5% of the portfolio, followed by iShares Core S&P Small-Cap E (IJR, 6.3%) and Corning (GLW, 4.5%). Compared with Q1 2026, it opened 11 new positions, sold out of 2, added to 34 and reduced 53. The biggest buy was Visa Class A (V, shares +26%) and the biggest sale Chevron (CVX, shares −4%).

Most Recent 13F
Q2 2026
Location
VIENNA, VA
CIK
0001286478
Portfolio Value
$852.7M (Q2 2026)
SEC Filing
0001286478-26-000009 ↗ filed Jul 30, 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 Q1 2026 Q2 2026: $852.7M $852.7M Q2 2026

Holdings 130 stocks · $852.7M
HUBB Hubbell Inc. 17.54% 285,888 $149.6M No change
IJR iShares Core S&P Small-Cap E 6.26% 360,103 $53.4M Reduce -0.7%
GLW Corning Inc. 4.46% 148,936 $38.0M Reduce -10.9%
AGG iShares Core U.S. Aggregate 3.96% 340,970 $33.7M Reduce -0.6%
AAPL Apple Inc. 3.86% 113,760 $32.9M Reduce -3.2%
UBSI United Bankshares Inc. 3.83% 713,131 $32.7M Add +0.3%
JPM JPMorgan Chase & Co. 3.76% 97,846 $32.0M Reduce -0.3%
MSFT Microsoft Corp. 2.97% 67,866 $25.3M Reduce -1.2%
CSCO Cisco Systems Inc. 2.44% 177,433 $20.8M Reduce -5.3%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 2.00% 134,721 $17.0M Reduce -4.9%
CMI Cummins Inc. 1.80% 21,505 $15.3M Reduce -7.1%
TXN Texas Instruments Inc. 1.75% 49,987 $14.9M Reduce -4.4%
CVX Chevron Corp. 1.68% 86,648 $14.4M Reduce -4.0%
JNJ Johnson & Johnson 1.62% 54,544 $13.9M Reduce -5.5%
AMGN Amgen Inc. 1.48% 34,754 $12.6M Reduce -4.2%
DOV Dover Corp. 1.47% 55,905 $12.5M Reduce -3.8%
PG The Procter & Gamble Co. 1.34% 77,684 $11.4M Reduce -0.3%
WM Waste Management Inc. 1.33% 50,811 $11.3M Reduce -2.8%
GD General Dynamics Corp. 1.30% 31,183 $11.0M Reduce -3.5%
IVW iShares S&P 500 Growth ETF 1.28% 79,127 $10.9M Add +3.8%
MCD McDonald's Corp. 1.21% 38,013 $10.3M Reduce -1.3%
EOG EOG Resources Inc. 1.20% 79,197 $10.3M Reduce -3.0%
ABT Abbott Laboratories 1.15% 108,426 $9.8M Add +2.4%
APD Air Products & Chemicals Inc. 1.14% 33,251 $9.7M Reduce -2.8%
KLAC KLA Corp. 1.11% 31,330 $9.5M Reduce -3.9%
V Visa Inc. Class A 1.10% 27,318 $9.4M Add +26.1%
BLK BlackRock Inc. 1.07% 9,493 $9.1M Reduce -2.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.01% 106,970 $8.6M Reduce -7.1%
AFL Aflac Inc. 1.01% 73,113 $8.6M Add +0.6%
PEP Pepsico Inc. 1.00% 62,740 $8.5M Add +1.0%
VNQ Vanguard Real Estate ETF 0.96% 84,748 $8.2M Add +5.0%
ITW Illinois Tool Works 0.95% 29,862 $8.1M Add +1.7%
SHV iShares 0-1 Year Treasury Bo 0.93% 71,909 $7.9M Reduce -0.5%
GILD Gilead Sciences Inc. 0.91% 61,418 $7.8M Reduce -1.1%
AWK American Water Works Co. Inc. 0.90% 58,256 $7.7M Add +2.9%
XOM Exxon Mobil Corp. 0.87% 54,306 $7.4M Add +0.4%
HSY The Hershey Co. 0.85% 41,199 $7.2M Add +0.5%
HON Honeywell International Inc. 0.84% 39,138 $7.2M Add +2.1%
LMT Lockheed Martin Corp. 0.82% 13,642 $7.0M Reduce -1.7%
CME Cme Group Inc. 0.81% 31,355 $6.9M Add +3.9%
IGSB iShares 1-5Y Inv Grade Corp. 0.78% 127,313 $6.7M Add +7.4%
SYK Stryker Corp. 0.76% 20,632 $6.5M Add +36.2%
ATO Atmos Energy Corp. 0.75% 36,879 $6.4M Add +34.5%
VB Vanguard Most SM-Cap ETF-Usd 0.59% 16,676 $5.1M Reduce -4.5%
IJK iShares S&P Mid-Cap 400 Grow 0.59% 42,637 $5.0M Add +37.2%
VTI VG Morningstar TS MKT ETF-US 0.58% 13,300 $4.9M Reduce -11.3%
KO The Coca-Cola Co. 0.48% 50,052 $4.1M No change
NVDA Nvidia Corp. 0.44% 18,804 $3.8M Reduce -4.0%
TSLA Tesla Inc. 0.39% 7,898 $3.3M No change
VTV Vanguard Mrngstr Val ETF-Aui 0.37% 14,357 $3.1M Add +4.8%
MU Micron Technology Inc. 0.36% 2,640 $3.0M Reduce -1.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.32% 3,638 $2.7M No change
VUG Vanguard Mrngstar GR ETF-Sui 0.29% 28,326 $2.4M Add +3.2%
EFA iShares MSCI Eafe ETF 0.27% 22,055 $2.3M Reduce -10.8%
AMZN Amazon.com Inc. 0.25% 8,923 $2.1M Reduce -2.3%
LLY Eli Lilly & Co. 0.25% 1,751 $2.1M Reduce -2.0%
EMXC iShares MSCI Emr MRK Ex Chna 0.24% 20,020 $2.0M Reduce -5.0%
BIV Vanguard Intermediate-Term B 0.24% 26,300 $2.0M Add +18.2%
GOOG Alphabet Inc. Class C 0.22% 5,366 $1.9M Reduce -4.1%
GOOGL Alphabet Inc. Class A 0.21% 4,994 $1.8M Reduce -3.2%
AEP American Electric Power 0.20% 12,432 $1.7M No change
VXUS Vanguard Total Intl Stock 0.19% 18,500 $1.6M Reduce -7.5%
ABBV Abbvie Inc. 0.18% 6,081 $1.5M Reduce -15.6%
INTC Intel Corp. 0.18% 10,788 $1.5M No change
IWF iShares Russell 1000 Growth 0.17% 11,904 $1.5M No change
AMD Advanced Micro Devices 0.17% 2,500 $1.5M Add +18.4%
VZ Verizon Communications Inc. 0.17% 33,862 $1.4M Add +16.4%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.16% 3,811 $1.4M Add +37.6%
TFC Truist Financial Corp. 0.16% 27,000 $1.3M No change
APP AppLovin Corp. Class A 0.15% 2,505 $1.3M Reduce -2.5%
IEFA iShares Core MSCI Eafe ETF 0.15% 13,173 $1.3M Add +51.9%
T AT&T Inc. 0.14% 59,305 $1.2M Add +34.2%
SO The Southern Co. 0.14% 12,492 $1.2M Add +8.5%
MUB iShares National Muni Bond E 0.14% 10,971 $1.2M Add +0.2%
DELL Dell Technologies -C 0.12% 2,448 $1.1M New
BMY Bristol-Myers Squibb Co. 0.12% 18,248 $1.1M Add +0.8%
PFE Pfizer Inc. 0.12% 42,568 $1.0M Reduce -0.1%
HD Home Depot Inc. 0.12% 2,893 $1.0M Reduce -2.3%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.12% 1,944 $1.0M No change
META Meta Platforms Inc. Class A 0.11% 1,636 $922K Reduce -3.9%
GE General Electric filed as GE AEROSPACE 0.11% 2,444 $913K Add +3.2%
BSV Vanguard Short-Term Bond ETF 0.11% 11,600 $904K Add +5.1%
SPCX Space Exploration Techn Class A 0.10% 5,100 $871K New
IJH iShares Core S&P Midcap ETF 0.10% 10,767 $830K No change
MO Altria Group Inc. 0.09% 11,141 $802K Reduce -0.6%
DUK Duke Energy Corp. 0.09% 6,305 $798K No change
MS Morgan Stanley 0.09% 3,703 $774K Reduce -0.9%
WMT Walmart Inc. 0.09% 6,560 $743K Reduce -19.5%
IVV iShares Core S&P 500 ETF 0.08% 960 $719K Reduce -3.6%
GEV GE Vernova Inc. 0.08% 610 $717K Add +3.0%
ALL Allstate Corp. 0.08% 3,000 $714K No change
ED Consolidated Edison Inc. 0.08% 6,450 $714K No change
DGX Quest Diagnostics Inc. 0.08% 3,124 $662K No change
MMM 3M Co. 0.07% 3,766 $610K Add +11.9%
MDY State Street SPDR S&P Midcap 0.07% 858 $603K No change
MRK Merck & Co. Inc. 0.07% 4,553 $585K No change
TRVI Trevi Therapeutics Inc. 0.07% 31,200 $582K No change
QTUM Defiance Quantum ETF 0.07% 3,516 $581K Reduce -0.8%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.07% 290 $577K No change
NEE Nextera Energy Inc. 0.06% 6,301 $553K Reduce -5.2%
CAT Caterpillar Inc. 0.06% 502 $535K Reduce -8.7%
BAC Bank of America Corp. 0.05% 7,715 $440K No change
CMCSA Comcast Corp. Class A 0.05% 17,819 $437K Add +35.2%
PJT PJT Partners Inc. Class A 0.05% 2,675 $404K No change
D Dominion Energy Inc. 0.05% 5,714 $390K Add +12.2%
USMV iShares MSCI USA Min Vol Fac 0.05% 4,018 $388K No change
DE Deere & Co. 0.04% 599 $380K No change
PFF iShares Preferred & Income S 0.04% 12,313 $375K No change
DVY iShares Select Dividend ETF 0.04% 2,399 $375K No change
IWR iShares Russell Mid-Cap ETF 0.04% 3,380 $373K No change
CIEN Ciena Corp. 0.04% 725 $356K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.04% 1,221 $343K New
WFC Wells Fargo & Co. 0.04% 4,000 $331K No change
MA Mastercard Inc. Class A 0.04% 615 $316K Reduce -4.2%
LHX L3HARRIS Technologies Inc. 0.03% 980 $285K Reduce -1.4%
COST Costco Wholesale Corp. 0.03% 292 $273K Reduce -31.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.03% 794 $273K No change
CINF Cincinnati Financial Corp. 0.03% 1,403 $260K No change
BRK.B Berkshire Hathaway Inc. Class B 0.03% 517 $259K Reduce -0.8%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.03% 1,000 $243K No change
EEM iShares MSCI Emerging Market 0.03% 3,453 $236K New
XLK SS Technology Select Sector 0.03% 1,198 $228K New
IBIT iShares Bitcoin Trust ETF 0.03% 6,693 $223K No change
CSX CSX Corp. 0.02% 4,326 $206K New
COF Capital One Financial Corp. 0.02% 1,019 $204K New
KZIA Kazia Therapeutics-Spon ADR 0.02% 12,851 $181K New
ZVRA Zevra Therapeutics Inc. 0.02% 10,564 $151K No change
AIRS Airsculpt Technologies Inc. 0.01% 21,500 $97K New
GNLX Genelux Corp. 0.00% 12,070 $36K No change
LCTX Lineage Cell Therapeutics Inc. 0.00% 21,170 $28K New

Portfolio Sells Q1 2026 → Q2 2026
CVX Chevron Corp. Reduce -4.0% 1.68% −0.71
AGG iShares Core U.S. Aggregate Reduce -0.6% 3.96% −0.40
MCD McDonald's Corp. Reduce -1.3% 1.21% −0.33
EOG EOG Resources Inc. Reduce -3.0% 1.20% −0.31
MSFT Microsoft Corp. Reduce -1.2% 2.97% −0.29
LMT Lockheed Martin Corp. Reduce -1.7% 0.82% −0.26
WM Waste Management Inc. Reduce -2.8% 1.33% −0.21
GILD Gilead Sciences Inc. Reduce -1.1% 0.91% −0.20
JNJ Johnson & Johnson Reduce -5.5% 1.62% −0.18
AMGN Amgen Inc. Reduce -4.2% 1.48% −0.16
APD Air Products & Chemicals Inc. Reduce -2.8% 1.14% −0.13
BLK BlackRock Inc. Reduce -2.4% 1.07% −0.13
GD General Dynamics Corp. Reduce -3.5% 1.30% −0.12
PG The Procter & Gamble Co. Reduce -0.3% 1.34% −0.10
SHV iShares 0-1 Year Treasury Bo Reduce -0.5% 0.93% −0.09
DOV Dover Corp. Reduce -3.8% 1.47% −0.08
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -7.1% 1.01% −0.05
WMT Walmart Inc. Reduce -19.5% 0.09% −0.04
IBB iShares Biotechnology ETF Sold out 0.00% −0.04
VTI VG Morningstar TS MKT ETF-US Reduce -11.3% 0.58% −0.04
EFA iShares MSCI Eafe ETF Reduce -10.8% 0.27% −0.04
PFE Pfizer Inc. Reduce -0.1% 0.12% −0.03
COST Costco Wholesale Corp. Reduce -31.1% 0.03% −0.02
ABBV Abbvie Inc. Reduce -15.6% 0.18% −0.02
META Meta Platforms Inc. Class A Reduce -3.9% 0.11% −0.02
NEE Nextera Energy Inc. Reduce -5.2% 0.06% −0.01
VXUS Vanguard Total Intl Stock Reduce -7.5% 0.19% −0.01
LHX L3HARRIS Technologies Inc. Reduce -1.4% 0.03% −0.01
HD Home Depot Inc. Reduce -2.3% 0.12% −0.01
CRDF Cardiff Oncology Inc. Sold out 0.00% −0.00
MA Mastercard Inc. Class A Reduce -4.2% 0.04% −0.00
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.8% 0.03% −0.00
MO Altria Group Inc. Reduce -0.6% 0.09% −0.00
IVV iShares Core S&P 500 ETF Reduce -3.6% 0.08% +0.00
NVDA Nvidia Corp. Reduce -4.0% 0.44% +0.00
AMZN Amazon.com Inc. Reduce -2.3% 0.25% +0.01
VB Vanguard Most SM-Cap ETF-Usd Reduce -4.5% 0.59% +0.01
MS Morgan Stanley Reduce -0.9% 0.09% +0.01
CAT Caterpillar Inc. Reduce -8.7% 0.06% +0.01
GOOG Alphabet Inc. Class C Reduce -4.1% 0.22% +0.02
GOOGL Alphabet Inc. Class A Reduce -3.2% 0.21% +0.02
QTUM Defiance Quantum ETF Reduce -0.8% 0.07% +0.02
APP AppLovin Corp. Class A Reduce -2.5% 0.15% +0.02
EMXC iShares MSCI Emr MRK Ex Chna Reduce -5.0% 0.24% +0.03
LLY Eli Lilly & Co. Reduce -2.0% 0.25% +0.04
AAPL Apple Inc. Reduce -3.2% 3.86% +0.04
JPM JPMorgan Chase & Co. Reduce -0.3% 3.76% +0.06
IRM Iron Mountain Inc. Reduce -4.9% 2.00% +0.14
CMI Cummins Inc. Reduce -7.1% 1.80% +0.20
MU Micron Technology Inc. Reduce -1.1% 0.36% +0.24

Portfolio Buys Q1 2026 → Q2 2026
V Visa Inc. Class A Add +26.1% 1.10% +0.26
IJK iShares S&P Mid-Cap 400 Grow Add +37.2% 0.59% +0.19
IVW iShares S&P 500 Growth ETF Add +3.8% 1.28% +0.17
SYK Stryker Corp. Add +36.2% 0.76% +0.12
DELL Dell Technologies -C New 0.12% +0.12
AMD Advanced Micro Devices Add +18.4% 0.17% +0.12
SPCX Space Exploration Techn Class A New 0.10% +0.10
ATO Atmos Energy Corp. Add +34.5% 0.75% +0.10
UBSI United Bankshares Inc. Add +0.3% 3.83% +0.06
VBK Van Morst SML-Cap Gro-Usd Inc. Add +37.6% 0.16% +0.06
IEFA iShares Core MSCI Eafe ETF Add +51.9% 0.15% +0.05
CIEN Ciena Corp. New 0.04% +0.04
VNQ Vanguard Real Estate ETF Add +5.0% 0.96% +0.04
IBM Intl Business Machines Corp. New 0.04% +0.04
VUG Vanguard Mrngstar GR ETF-Sui Add +3.2% 0.29% +0.03
EEM iShares MSCI Emerging Market New 0.03% +0.03
XLK SS Technology Select Sector New 0.03% +0.03
CSX CSX Corp. New 0.02% +0.02
COF Capital One Financial Corp. New 0.02% +0.02
VTV Vanguard Mrngstr Val ETF-Aui Add +4.8% 0.37% +0.02
KZIA Kazia Therapeutics-Spon ADR New 0.02% +0.02
GE General Electric Add +3.2% 0.11% +0.02
GEV GE Vernova Inc. Add +3.0% 0.08% +0.02
BIV Vanguard Intermediate-Term B Add +18.2% 0.24% +0.02
AIRS Airsculpt Technologies Inc. New 0.01% +0.01
MMM 3M Co. Add +11.9% 0.07% +0.01
D Dominion Energy Inc. Add +12.2% 0.05% +0.01
LCTX Lineage Cell Therapeutics Inc. New 0.00% +0.00
CMCSA Comcast Corp. Class A Add +35.2% 0.05% +0.00
SO The Southern Co. Add +8.5% 0.14% −0.00
BSV Vanguard Short-Term Bond ETF Add +5.1% 0.11% −0.00
MUB iShares National Muni Bond E Add +0.2% 0.14% −0.01
IGSB iShares 1-5Y Inv Grade Corp. Add +7.4% 0.78% −0.02
AFL Aflac Inc. Add +0.6% 1.01% −0.02
BMY Bristol-Myers Squibb Co. Add +0.8% 0.12% −0.02
VZ Verizon Communications Inc. Add +16.4% 0.17% −0.02
T AT&T Inc. Add +34.2% 0.14% −0.02
ITW Illinois Tool Works Add +1.7% 0.95% −0.03
AWK American Water Works Co. Inc. Add +2.9% 0.90% −0.09
ABT Abbott Laboratories Add +2.4% 1.15% −0.24
PEP Pepsico Inc. Add +1.0% 1.00% −0.24
HSY The Hershey Co. Add +0.5% 0.85% −0.24
HON Honeywell International Inc. Add +2.1% 0.84% −0.27
XOM Exxon Mobil Corp. Add +0.4% 0.87% −0.30
CME Cme Group Inc. Add +3.9% 0.81% −0.33

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