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

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $196.7M Q1 2024 Q2 2024: $200.4M Q2 2024 Q3 2024: $216.8M Q3 2024 Q4 2024: $236.7M Q4 2024 Q1 2025: $242.0M Q1 2025 Q2 2025: $261.3M Q2 2025 Q3 2025: $287.8M Q3 2025 Q4 2025: $294.9M Q4 2025 Q1 2026: $300.6M $300.6M Q1 2026 Q2 2026: $328.9M Q2 2026

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%
DD Dupont DE Nemours Inc. 0.15% 9,979 $457K Reduce -40.7%
PNC PNC Financial Services Group 0.15% 2,101 $437K Reduce -2.8%
IDXX Idexx Laboratories Inc. 0.13% 700 $393K No change
INTC Intel Corp. 0.13% 8,779 $387K Reduce -9.8%
V Visa Inc. Class A 0.13% 1,277 $386K No change
MO Altria Group Inc. 0.11% 5,170 $341K No change
QLVD NT Dev Exus QLV ETF 0.11% 10,169 $334K New
FDVV Fidelity High Dividend ETF 0.11% 5,978 $330K New
VUG Vanguard Mrngstar GR ETF-Sui 0.11% 753 $329K No change
GPN Global Payments Inc. 0.10% 4,444 $299K No change
DAL Delta Air Lines Inc. 0.10% 4,314 $287K No change
RF Regions Financial Corp. 0.09% 10,448 $273K No change
BLK BlackRock Inc. 0.09% 266 $256K Reduce -15.8%
CMCSA Comcast Corp. Class A 0.08% 8,702 $250K Reduce -21.0%
ED Consolidated Edison Inc. 0.08% 2,184 $247K No change
MRK Merck & Co. Inc. 0.08% 2,046 $246K No change
WFC Wells Fargo & Co. 0.08% 3,010 $240K Reduce -0.5%
PM Philip Morris International 0.08% 1,372 $227K No change
FDX FedEx Corp. 0.07% 627 $223K Reduce -14.8%
ALL Allstate Corp. 0.07% 991 $205K No change
AFL Aflac Inc. 0.07% 1,824 $200K Reduce -24.8%
SRFM Surf Air Mobility Inc. 0.05% 125,000 $144K No change
IBRX Immunitybio Inc. 0.04% 14,300 $110K New
OXSQ Oxford Square Capital Corp. 0.01% 15,420 $27K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 122$328.9MXLK, GOOGL, AAPL, NVDA, NFRA
Q1 2026 124$300.6MGOOGL, AAPL, NFRA, GUNR, NVDA
Q4 2025 124$294.9MGOOGL, AAPL, NVDA, XLK, MSFT
Q3 2025 119$287.8MNVDA, AAPL, GOOGL, XLK, MSFT
Q2 2025 116$261.3MNVDA, MSFT, HYGV, AAPL, XLK
Q1 2025 113$242.0MHYGV, AAPL, NFRA, MSFT, NVDA
Q4 2024 108$236.7MHYGV, AAPL, NVDA, MSFT, GOOGL
Q3 2024 103$216.8MHYGV, AAPL, MSFT, NFRA, NVDA
Q2 2024 94$200.4MHYGV, NVDA, AAPL, GOOGL, MSFT
Q1 2024 95$196.7MHYGV, GUNR, AAPL, NVDA, MSFT