United Bank
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 1, 2026), United Bank reported 124 stock positions worth $300.6 million. Its top holding was Alphabet Class A (GOOGL) at 4.3% of the portfolio, followed by Apple (AAPL, 4.1%) and NT GLBL BRD Infra ETF (NFRA, 3.9%). Compared with Q4 2025, it opened 6 new positions, sold out of 6, added to 61 and reduced 42. The biggest buy was NT Mstar GLBL NR ETF (GUNR, shares +21%) and the biggest sale SS Real Estate Select Sector (XLRE, shares −80%).
- Most Recent 13F
- Q2 2026
- Location
- Zebulon, GA
- CIK
- 0001697791
- Portfolio Value
- $300.6M (Q1 2026)
- SEC Filing
- 0001420506-26-000776 ↗ filed May 1, 2026
Holdings Value
Holdings 124 stocks · $300.6M
| GOOGL Alphabet Inc. Class A | 4.29% | 44,887 | $12.9M | Reduce -0.0% |
| AAPL Apple Inc. | 4.08% | 48,325 | $12.3M | Add +4.5% |
| NFRA NT GLBL BRD Infra ETF | 3.91% | 183,778 | $11.8M | Add +8.4% |
| GUNR NT Mstar GLBL NR ETF | 3.88% | 211,277 | $11.7M | Add +20.5% |
| NVDA Nvidia Corp. | 3.83% | 66,009 | $11.5M | Add +5.6% |
| XLK SS Technology Select Sector | 3.69% | 83,404 | $11.1M | Add +4.1% |
| HYGV NT HY Val-SCRD BD ETF | 3.22% | 241,931 | $9.7M | Add +2.5% |
| MSFT Microsoft Corp. | 3.11% | 25,224 | $9.3M | Add +15.6% |
| AMZN Amazon.com Inc. | 3.08% | 44,499 | $9.3M | Add +6.2% |
| JPM JPMorgan Chase & Co. | 2.80% | 28,574 | $8.4M | Add +1.2% |
| KO The Coca-Cola Co. | 2.31% | 91,180 | $6.9M | Reduce -1.3% |
| SCHD Schwab US DVD Equity ETF | 2.20% | 215,919 | $6.6M | Add +2.8% |
| COST Costco Wholesale Corp. | 2.00% | 6,020 | $6.0M | Add +6.2% |
| IJH iShares Core S&P Midcap ETF | 1.92% | 85,667 | $5.8M | Reduce -0.2% |
| SO The Southern Co. | 1.78% | 55,330 | $5.3M | Add +0.0% |
| IVW iShares S&P 500 Growth ETF | 1.70% | 45,186 | $5.1M | Reduce -5.1% |
| META Meta Platforms Inc. Class A | 1.56% | 8,220 | $4.7M | Add +15.6% |
| XLE SS Energy Select Sector | 1.50% | 73,662 | $4.5M | Add +6.8% |
| MA Mastercard Inc. Class A | 1.39% | 8,335 | $4.2M | Add +7.0% |
| IJR iShares Core S&P Small-Cap E | 1.37% | 33,140 | $4.1M | Reduce -0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.33% | 20,341 | $4.0M | Reduce -3.6% |
| XOM Exxon Mobil Corp. | 1.32% | 23,424 | $4.0M | Reduce -1.5% |
| AMD Advanced Micro Devices | 1.20% | 17,742 | $3.6M | Add +21.0% |
| CAT Caterpillar Inc. | 1.16% | 4,917 | $3.5M | Add +5.7% |
| ABT Abbott Laboratories | 1.13% | 33,193 | $3.4M | Add +4.4% |
| QLV NT US Qual Lowvol ETF | 1.07% | 44,862 | $3.2M | Add +5.2% |
| JNJ Johnson & Johnson | 1.01% | 12,472 | $3.0M | Reduce -2.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.99% | 18,595 | $3.0M | Add +7.6% |
| LOW Lowe's Cos Inc. | 0.94% | 11,940 | $2.8M | Reduce -2.8% |
| AVGO Broadcom Inc. | 0.93% | 9,071 | $2.8M | Add +103.5% |
| TFC Truist Financial Corp. | 0.91% | 59,586 | $2.7M | Reduce -2.9% |
| CSCO Cisco Systems Inc. | 0.88% | 33,928 | $2.6M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.87% | 5,429 | $2.6M | Add +1.6% |
| GD General Dynamics Corp. | 0.86% | 7,554 | $2.6M | Reduce -1.9% |
| RTX RTX Corp. | 0.86% | 13,435 | $2.6M | Add +5.5% |
| MCD McDonald's Corp. | 0.85% | 8,236 | $2.6M | Reduce -1.6% |
| LLY Eli Lilly & Co. | 0.84% | 2,741 | $2.5M | Reduce -1.8% |
| COR Cencora Inc. | 0.80% | 7,676 | $2.4M | Add +4.5% |
| PG The Procter & Gamble Co. | 0.79% | 16,476 | $2.4M | Reduce -1.0% |
| ADI Analog Devices Inc. | 0.77% | 7,318 | $2.3M | Reduce -2.2% |
| CVX Chevron Corp. | 0.77% | 11,218 | $2.3M | Reduce -2.1% |
| ORCL Oracle Corp. | 0.74% | 15,153 | $2.2M | Reduce -3.7% |
| NFLX Netflix Inc. | 0.73% | 22,940 | $2.2M | Add +19.2% |
| PANW Palo Alto Networks Inc. | 0.71% | 13,362 | $2.1M | Add +5.2% |
| GSK GSK PLC-Spon ADR | 0.70% | 38,083 | $2.1M | Add +2.0% |
| BX Blackstone Inc. | 0.70% | 18,249 | $2.1M | Add +21.9% |
| CRM Salesforce Inc. | 0.69% | 11,105 | $2.1M | Reduce -7.1% |
| NSC Norfolk Southern Corp. | 0.67% | 7,015 | $2.0M | Reduce -39.4% |
| GLD SPDR Gold Shares | 0.61% | 4,280 | $1.8M | Add +50.6% |
| C Citigroup Inc. | 0.61% | 16,084 | $1.8M | Add +1.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.59% | 18,537 | $1.8M | Add +4.4% |
| ICE Intercontinental Exchange Inc. | 0.59% | 11,269 | $1.8M | Reduce -2.3% |
| ETN Eaton Corp. PLC | 0.58% | 4,892 | $1.7M | Add +24.0% |
| BMY Bristol-Myers Squibb Co. | 0.57% | 28,358 | $1.7M | Reduce -0.8% |
| PFE Pfizer Inc. | 0.57% | 60,924 | $1.7M | Add +0.6% |
| MDT Medtronic PLC | 0.56% | 19,352 | $1.7M | Add +132.1% |
| HON Honeywell International Inc. | 0.55% | 7,362 | $1.7M | Reduce -30.0% |
| EMR Emerson Electric Co. | 0.54% | 12,467 | $1.6M | Add +128.1% |
| SCHW Schwab (charles) Corp. | 0.52% | 16,564 | $1.6M | Add +0.3% |
| NEE Nextera Energy Inc. | 0.51% | 16,534 | $1.5M | Reduce -11.0% |
| FCX Freeport-McMoran Inc. | 0.51% | 25,899 | $1.5M | Add +103.5% |
| ZBH Zimmer Biomet Holdings Inc. | 0.45% | 14,856 | $1.3M | Add +6.4% |
| YUM Yum! Brands Inc. | 0.44% | 8,575 | $1.3M | Add +122.2% |
| HD Home Depot Inc. | 0.43% | 3,958 | $1.3M | Add +8.0% |
| BA The Boeing Co. | 0.43% | 6,514 | $1.3M | Add +96.2% |
| CVS CVS Health Corp. | 0.43% | 17,879 | $1.3M | New |
| KKR KKR & Co. Inc. | 0.42% | 13,617 | $1.3M | Add +39.4% |
| AMT American Tower Corp. | 0.39% | 6,838 | $1.2M | Add +8.9% |
| XLV SS Health Care Select Sector | 0.38% | 7,792 | $1.1M | Reduce -39.0% |
| ACN Accenture PLC Class A | 0.38% | 5,694 | $1.1M | Add +16.5% |
| DE Deere & Co. | 0.35% | 1,874 | $1.1M | Reduce -1.5% |
| ACHR Archer Aviation Inc. Class A | 0.35% | 202,184 | $1.0M | Add +14.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 1,604 | $1.0M | Add +1.4% |
| NKE Nike Inc. Class B | 0.33% | 18,768 | $991K | Add +10.4% |
| T AT&T Inc. | 0.32% | 33,465 | $970K | Reduce -0.9% |
| WMT Walmart Inc. | 0.31% | 7,559 | $939K | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 0.31% | 1,430 | $934K | Reduce -5.7% |
| PYPL PayPal Holdings Inc. | 0.31% | 20,439 | $924K | Add +2.8% |
| PEP Pepsico Inc. | 0.31% | 5,921 | $919K | Add +244.8% |
| INTU Intuit Inc. | 0.30% | 2,105 | $910K | Add +27.8% |
| ADBE Adobe Inc. | 0.30% | 3,658 | $889K | Add +1.4% |
| BDX Becton Dickinson and Co. | 0.28% | 5,419 | $852K | Add +11.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 1,457 | $841K | Add +0.3% |
| GNR State Street SPDR S&P Global | 0.27% | 10,805 | $807K | Add +1.3% |
| DUK Duke Energy Corp. | 0.26% | 6,040 | $791K | Reduce -0.8% |
| XLI SS Industrial Select Sector | 0.26% | 4,876 | $789K | Add +15.3% |
| SDY SS SPDR S&P Dividend ETF | 0.26% | 5,361 | $782K | Reduce -2.4% |
| VOO Vanguard S&P 500 ETF | 0.26% | 1,286 | $768K | Add +145.4% |
| XLRE SS Real Estate Select Sector | 0.25% | 18,312 | $748K | Reduce -79.6% |
| FDL First Trust Morn DVD Lead Inc. | 0.24% | 14,386 | $731K | Add +90.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 2,883 | $699K | Reduce -33.9% |
| MDLZ Mondelez International Inc. Class A | 0.23% | 12,035 | $694K | Reduce -47.9% |
| XLC SS Comm Select Sector SPDR | 0.23% | 6,240 | $692K | New |
| MU Micron Technology Inc. | 0.22% | 1,914 | $647K | No change |
| AGG iShares Core U.S. Aggregate | 0.19% | 5,793 | $575K | No change |
| MRSH Marsh & McLennan Cos | 0.19% | 3,281 | $569K | Reduce -50.5% |
| TSLA Tesla Inc. | 0.19% | 1,526 | $567K | Add +16.1% |
| VZ Verizon Communications Inc. | 0.19% | 11,139 | $559K | Add +0.6% |
| JEPI JPMorgan Equity Premium Inco | 0.16% | 8,669 | $491K | New |
| ABBV Abbvie Inc. | 0.16% | 2,192 | $477K | Add +62.0% |
Portfolio Sells Q4 2025 → Q1 2026
| XLRE SS Real Estate Select Sector | Reduce -79.6% | 0.25% | −0.98 |
| GOOGL Alphabet Inc. Class A | Reduce -0.0% | 4.29% | −0.47 |
| NSC Norfolk Southern Corp. | Reduce -39.4% | 0.67% | −0.46 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.40 |
| CRM Salesforce Inc. | Reduce -7.1% | 0.69% | −0.38 |
| ORCL Oracle Corp. | Reduce -3.7% | 0.74% | −0.30 |
| XLV SS Health Care Select Sector | Reduce -39.0% | 0.38% | −0.29 |
| IVW iShares S&P 500 Growth ETF | Reduce -5.1% | 1.70% | −0.29 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.23 |
| MRSH Marsh & McLennan Cos | Reduce -50.5% | 0.19% | −0.23 |
| IBM Intl Business Machines Corp. | Reduce -33.9% | 0.23% | −0.21 |
| MDLZ Mondelez International Inc. Class A | Reduce -47.9% | 0.23% | −0.19 |
| LLY Eli Lilly & Co. | Reduce -1.8% | 0.84% | −0.18 |
| HON Honeywell International Inc. | Reduce -30.0% | 0.55% | −0.14 |
| TFC Truist Financial Corp. | Reduce -2.9% | 0.91% | −0.11 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.09 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.08 |
| DD Dupont DE Nemours Inc. | Reduce -40.7% | 0.15% | −0.08 |
| CCL Carnival Corp. | Sold out | 0.00% | −0.07 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.07 |
| LOW Lowe's Cos Inc. | Reduce -2.8% | 0.94% | −0.07 |
| ICE Intercontinental Exchange Inc. | Reduce -2.3% | 0.59% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -5.7% | 0.31% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.6% | 1.33% | −0.04 |
| BLK BlackRock Inc. | Reduce -15.8% | 0.09% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -21.0% | 0.08% | −0.03 |
| AFL Aflac Inc. | Reduce -24.8% | 0.07% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -1.0% | 0.79% | −0.02 |
| GD General Dynamics Corp. | Reduce -1.9% | 0.86% | −0.02 |
| MCD McDonald's Corp. | Reduce -1.6% | 0.85% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -0.5% | 0.08% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -0.3% | 0.88% | −0.01 |
| PNC PNC Financial Services Group | Reduce -2.8% | 0.15% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -2.4% | 0.26% | +0.00 |
| FDX FedEx Corp. | Reduce -14.8% | 0.07% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.2% | 1.92% | +0.00 |
| NEE Nextera Energy Inc. | Reduce -11.0% | 0.51% | +0.01 |
| INTC Intel Corp. | Reduce -9.8% | 0.13% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.1% | 1.37% | +0.02 |
| DUK Duke Energy Corp. | Reduce -0.8% | 0.26% | +0.02 |
| T AT&T Inc. | Reduce -0.9% | 0.32% | +0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.8% | 0.57% | +0.05 |
| DE Deere & Co. | Reduce -1.5% | 0.35% | +0.05 |
| ADI Analog Devices Inc. | Reduce -2.2% | 0.77% | +0.09 |
| JNJ Johnson & Johnson | Reduce -2.6% | 1.01% | +0.12 |
| KO The Coca-Cola Co. | Reduce -1.3% | 2.31% | +0.12 |
| CVX Chevron Corp. | Reduce -2.1% | 0.77% | +0.18 |
| XOM Exxon Mobil Corp. | Reduce -1.5% | 1.32% | +0.35 |
Portfolio Buys Q4 2025 → Q1 2026
| GUNR NT Mstar GLBL NR ETF | Add +20.5% | 3.88% | +1.15 |
| XLE SS Energy Select Sector | Add +6.8% | 1.50% | +0.46 |
| NFRA NT GLBL BRD Infra ETF | Add +8.4% | 3.91% | +0.43 |
| CVS CVS Health Corp. | New | 0.43% | +0.43 |
| AVGO Broadcom Inc. | Add +103.5% | 0.93% | +0.41 |
| COST Costco Wholesale Corp. | Add +6.2% | 2.00% | +0.34 |
| EMR Emerson Electric Co. | Add +128.1% | 0.54% | +0.30 |
| FCX Freeport-McMoran Inc. | Add +103.5% | 0.51% | +0.29 |
| MDT Medtronic PLC | Add +132.1% | 0.56% | +0.29 |
| CAT Caterpillar Inc. | Add +5.7% | 1.16% | +0.26 |
| SCHD Schwab US DVD Equity ETF | Add +2.8% | 2.20% | +0.25 |
| YUM Yum! Brands Inc. | Add +122.2% | 0.44% | +0.25 |
| GLD SPDR Gold Shares | Add +50.6% | 0.61% | +0.23 |
| XLC SS Comm Select Sector SPDR | New | 0.23% | +0.23 |
| PEP Pepsico Inc. | Add +244.8% | 0.31% | +0.22 |
| BA The Boeing Co. | Add +96.2% | 0.43% | +0.19 |
| JEPI JPMorgan Equity Premium Inco | New | 0.16% | +0.16 |
| ETN Eaton Corp. PLC | Add +24.0% | 0.58% | +0.16 |
| VOO Vanguard S&P 500 ETF | Add +145.4% | 0.26% | +0.14 |
| SO The Southern Co. | Add +0.0% | 1.78% | +0.14 |
| AMD Advanced Micro Devices | Add +21.0% | 1.20% | +0.14 |
| FDL First Trust Morn DVD Lead Inc. | Add +90.0% | 0.24% | +0.13 |
| NFLX Netflix Inc. | Add +19.2% | 0.73% | +0.12 |
| QLVD NT Dev Exus QLV ETF | New | 0.11% | +0.11 |
| FDVV Fidelity High Dividend ETF | New | 0.11% | +0.11 |
| TJX TJX Companies Inc. | Add +7.6% | 0.99% | +0.09 |
| GSK GSK PLC-Spon ADR | Add +2.0% | 0.70% | +0.08 |
| RTX RTX Corp. | Add +5.5% | 0.86% | +0.07 |
| PFE Pfizer Inc. | Add +0.6% | 0.57% | +0.06 |
| ABBV Abbvie Inc. | Add +62.0% | 0.16% | +0.05 |
| GNR State Street SPDR S&P Global | Add +1.3% | 0.27% | +0.04 |
| XLI SS Industrial Select Sector | Add +15.3% | 0.26% | +0.04 |
| IBRX Immunitybio Inc. | New | 0.04% | +0.04 |
| VZ Verizon Communications Inc. | Add +0.6% | 0.19% | +0.03 |
| QLV NT US Qual Lowvol ETF | Add +5.2% | 1.07% | +0.03 |
| WMT Walmart Inc. | Add +0.3% | 0.31% | +0.03 |
| ZBH Zimmer Biomet Holdings Inc. | Add +6.4% | 0.45% | +0.02 |
| AMT American Tower Corp. | Add +8.9% | 0.39% | +0.02 |
| HD Home Depot Inc. | Add +8.0% | 0.43% | +0.01 |
| KKR KKR & Co. Inc. | Add +39.4% | 0.42% | −0.00 |
| TSLA Tesla Inc. | Add +16.1% | 0.19% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.4% | 0.35% | −0.02 |
| C Citigroup Inc. | Add +1.5% | 0.61% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.3% | 0.28% | −0.02 |
| META Meta Platforms Inc. Class A | Add +15.6% | 1.56% | −0.03 |
| BDX Becton Dickinson and Co. | Add +11.5% | 0.28% | −0.04 |
| NKE Nike Inc. Class B | Add +10.4% | 0.33% | −0.04 |
| HYGV NT HY Val-SCRD BD ETF | Add +2.5% | 3.22% | −0.04 |
| COR Cencora Inc. | Add +4.5% | 0.80% | −0.04 |
| SCHW Schwab (charles) Corp. | Add +0.3% | 0.52% | −0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 122 | $328.9M | XLK, GOOGL, AAPL, NVDA, NFRA |
| Q1 2026 | 124 | $300.6M | GOOGL, AAPL, NFRA, GUNR, NVDA |
| Q4 2025 | 124 | $294.9M | GOOGL, AAPL, NVDA, XLK, MSFT |
| Q3 2025 | 119 | $287.8M | NVDA, AAPL, GOOGL, XLK, MSFT |
| Q2 2025 | 116 | $261.3M | NVDA, MSFT, HYGV, AAPL, XLK |
| Q1 2025 | 113 | $242.0M | HYGV, AAPL, NFRA, MSFT, NVDA |
| Q4 2024 | 108 | $236.7M | HYGV, AAPL, NVDA, MSFT, GOOGL |
| Q3 2024 | 103 | $216.8M | HYGV, AAPL, MSFT, NFRA, NVDA |
| Q2 2024 | 94 | $200.4M | HYGV, NVDA, AAPL, GOOGL, MSFT |
| Q1 2024 | 95 | $196.7M | HYGV, GUNR, AAPL, NVDA, MSFT |