United Bank

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), United Bank reported 122 stock positions worth $328.9 million. Its top holding was SS Technology Select Sector (XLK) at 4.9% of the portfolio, followed by Alphabet Class A (GOOGL, 4.8%) and Apple (AAPL, 4.2%). Compared with Q1 2026, it opened 5 new positions, sold out of 7, added to 49 and reduced 55. The biggest buy was iShares Core S&P Midcap ETF (IJH, shares +60%) and the biggest sale Abbott Laboratories (ABT, shares −65%).

Most Recent 13F
Q2 2026
Location
Zebulon, GA
CIK
0001697791
Portfolio Value
$328.9M (Q2 2026)
SEC Filing
0001420506-26-001495 ↗ filed Aug 10, 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 Q1 2026 Q2 2026: $328.9M $328.9M Q2 2026

Holdings 122 stocks · $328.9M
XLK SS Technology Select Sector 4.89% 84,395 $16.1M Add +1.2%
GOOGL Alphabet Inc. Class A 4.81% 44,306 $15.8M Reduce -1.3%
AAPL Apple Inc. 4.22% 47,939 $13.9M Reduce -0.8%
NVDA Nvidia Corp. 4.03% 66,223 $13.3M Add +0.3%
NFRA NT GLBL BRD Infra ETF 3.72% 190,983 $12.2M Add +3.9%
IJH iShares Core S&P Midcap ETF 3.22% 137,152 $10.6M Add +60.1%
AMZN Amazon.com Inc. 3.20% 44,179 $10.5M Reduce -0.7%
GUNR NT Mstar GLBL NR ETF 3.15% 210,191 $10.4M Reduce -0.5%
HYGV NT HY Val-SCRD BD ETF 3.06% 250,116 $10.1M Add +3.4%
AMD Advanced Micro Devices 3.00% 17,009 $9.9M Reduce -4.1%
JPM JPMorgan Chase & Co. 2.82% 28,348 $9.3M Reduce -0.8%
MSFT Microsoft Corp. 2.69% 23,689 $8.8M Reduce -6.1%
KO The Coca-Cola Co. 2.29% 92,618 $7.5M Add +1.6%
SCHD Schwab US DVD Equity ETF 2.15% 222,798 $7.1M Add +3.2%
IVW iShares S&P 500 Growth ETF 1.74% 41,523 $5.7M Reduce -8.1%
COST Costco Wholesale Corp. 1.72% 6,050 $5.7M Add +0.5%
SO The Southern Co. 1.64% 56,481 $5.4M Add +2.1%
CAT Caterpillar Inc. 1.60% 4,949 $5.3M Add +0.7%
IJR iShares Core S&P Small-Cap E 1.50% 33,166 $4.9M Add +0.1%
AVGO Broadcom Inc. 1.36% 11,857 $4.5M Add +30.7%
META Meta Platforms Inc. Class A 1.36% 7,942 $4.5M Reduce -3.4%
VTV Vanguard Mrngstr Val ETF-Aui 1.34% 20,183 $4.4M Reduce -0.8%
MA Mastercard Inc. Class A 1.32% 8,482 $4.4M Add +1.8%
PANW Palo Alto Networks Inc. 1.29% 12,396 $4.2M Reduce -7.2%
XLE SS Energy Select Sector 1.26% 78,025 $4.1M Add +5.9%
CSCO Cisco Systems Inc. 1.16% 32,527 $3.8M Reduce -4.1%
QLV NT US Qual Lowvol ETF 1.09% 47,387 $3.6M Add +5.6%
LLY Eli Lilly & Co. 0.96% 2,644 $3.2M Reduce -3.5%
JNJ Johnson & Johnson 0.96% 12,463 $3.2M Reduce -0.1%
XOM Exxon Mobil Corp. 0.91% 21,858 $3.0M Reduce -6.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.90% 19,547 $3.0M Add +5.1%
ADI Analog Devices Inc. 0.90% 7,449 $3.0M Add +1.8%
TFC Truist Financial Corp. 0.89% 58,910 $2.9M Reduce -1.1%
BRK.B Berkshire Hathaway Inc. Class B 0.84% 5,515 $2.8M Add +1.6%
RTX RTX Corp. 0.79% 13,752 $2.6M Add +2.4%
C Citigroup Inc. 0.77% 18,120 $2.5M Add +12.7%
LOW Lowe's Cos Inc. 0.77% 11,501 $2.5M Reduce -3.7%
GD General Dynamics Corp. 0.77% 7,125 $2.5M Reduce -5.7%
ORCL Oracle Corp. 0.73% 16,396 $2.4M Add +8.2%
MU Micron Technology Inc. 0.72% 2,040 $2.4M Add +6.6%
PG The Procter & Gamble Co. 0.71% 15,948 $2.3M Reduce -3.2%
COR Cencora Inc. 0.69% 8,048 $2.3M Add +4.8%
ETN Eaton Corp. PLC 0.69% 5,318 $2.3M Add +8.7%
CVS CVS Health Corp. 0.68% 21,751 $2.3M Add +21.7%
GLD SPDR Gold Shares 0.67% 5,946 $2.2M Add +38.9%
MCD McDonald's Corp. 0.63% 7,687 $2.1M Reduce -6.7%
BX Blackstone Inc. 0.60% 16,880 $2.0M Reduce -7.5%
GSK GSK PLC-Spon ADR 0.58% 36,087 $1.9M Reduce -5.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.55% 18,892 $1.8M Add +1.9%
EMR Emerson Electric Co. 0.55% 12,553 $1.8M Add +0.7%
CRM Salesforce Inc. 0.54% 11,271 $1.8M Add +1.5%
MDT Medtronic PLC 0.54% 22,502 $1.8M Add +16.3%
CVX Chevron Corp. 0.53% 10,436 $1.7M Reduce -7.0%
BMY Bristol-Myers Squibb Co. 0.51% 28,828 $1.7M Add +1.7%
FCX Freeport-McMoran Inc. 0.50% 26,199 $1.6M Add +1.2%
NFLX Netflix Inc. 0.50% 23,005 $1.6M Add +0.3%
YUM Yum! Brands Inc. 0.48% 9,885 $1.6M Add +15.3%
BA The Boeing Co. 0.47% 7,169 $1.6M Add +10.1%
SCHW Schwab (charles) Corp. 0.47% 16,655 $1.5M Add +0.6%
NEE Nextera Energy Inc. 0.42% 15,633 $1.4M Reduce -5.5%
ICE Intercontinental Exchange Inc. 0.41% 10,930 $1.3M Reduce -3.0%
PFE Pfizer Inc. 0.41% 55,797 $1.3M Reduce -8.4%
NSC Norfolk Southern Corp. 0.41% 4,264 $1.3M Reduce -39.2%
PEP Pepsico Inc. 0.41% 9,861 $1.3M Add +66.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.41% 1,787 $1.3M Add +11.4%
KKR KKR & Co. Inc. 0.39% 14,006 $1.3M Add +2.9%
AMT American Tower Corp. 0.38% 7,717 $1.3M Add +12.8%
ZBH Zimmer Biomet Holdings Inc. 0.38% 14,621 $1.3M Reduce -1.6%
HD Home Depot Inc. 0.36% 3,394 $1.2M Reduce -14.3%
BDX Becton Dickinson and Co. 0.33% 7,198 $1.1M Add +32.8%
XLC SS Comm Select Sector SPDR 0.33% 10,041 $1.1M Add +60.9%
QQQ Invesco QQQ Trust Series 1 0.33% 1,457 $1.1M No change
IVV iShares Core S&P 500 ETF 0.33% 1,428 $1.1M Reduce -0.1%
ABT Abbott Laboratories 0.32% 11,652 $1.1M Reduce -64.9%
WMT Walmart Inc. 0.32% 9,194 $1.0M Add +21.6%
XLI SS Industrial Select Sector 0.29% 5,086 $942K Add +4.3%
DE Deere & Co. 0.28% 1,451 $920K Reduce -22.6%
NKE Nike Inc. Class B 0.27% 21,238 $872K Add +13.2%
VOO Vanguard S&P 500 ETF 0.25% 1,215 $834K Reduce -5.5%
FDL First Trust Morn DVD Lead Inc. 0.25% 17,106 $832K Add +18.9%
SDY SS SPDR S&P Dividend ETF 0.25% 5,335 $812K Reduce -0.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.23% 2,713 $763K Reduce -5.9%
DUK Duke Energy Corp. 0.23% 5,945 $753K Reduce -1.6%
ACN Accenture PLC Class A 0.21% 5,476 $681K Reduce -3.8%
ACHR Archer Aviation Inc. Class A 0.20% 139,362 $659K Reduce -31.1%
GNR State Street SPDR S&P Global 0.20% 9,657 $650K Reduce -10.6%
T AT&T Inc. 0.20% 31,155 $645K Reduce -6.9%
TSLA Tesla Inc. 0.19% 1,516 $638K Reduce -0.7%
JEPI JPMorgan Equity Premium Inco 0.18% 10,416 $588K Add +20.1%
ABBV Abbvie Inc. 0.17% 2,192 $552K No change
AGG iShares Core U.S. Aggregate 0.17% 5,528 $547K Reduce -4.6%
XLRE SS Real Estate Select Sector 0.16% 12,125 $534K Reduce -33.8%
PNC PNC Financial Services Group 0.15% 2,052 $505K Reduce -2.3%
PYPL PayPal Holdings Inc. 0.15% 11,695 $505K Reduce -42.8%
SPGI S&P Global Inc. 0.14% 1,168 $476K New
FDVV Fidelity High Dividend ETF 0.14% 7,669 $462K Add +28.3%
QLVD NT Dev Exus QLV ETF 0.14% 13,680 $445K Add +34.5%
INTU Intuit Inc. 0.13% 1,675 $437K Reduce -20.4%
INTC Intel Corp. 0.13% 3,104 $433K Reduce -64.6%
AMAT Applied Materials Inc. 0.13% 575 $416K New
XLV SS Health Care Select Sector 0.13% 2,617 $415K Reduce -66.4%
V Visa Inc. Class A 0.12% 1,187 $407K Reduce -7.0%
DAL Delta Air Lines Inc. 0.12% 4,314 $404K No change
VZ Verizon Communications Inc. 0.12% 9,342 $396K Reduce -16.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.12% 4,518 $389K No change
MO Altria Group Inc. 0.11% 5,170 $372K No change
IDXX Idexx Laboratories Inc. 0.11% 700 $369K No change
HON Honeywell International Inc. 0.11% 1,646 $368K Reduce -55.3%
GPN Global Payments Inc. 0.10% 4,444 $322K No change
RF Regions Financial Corp. 0.10% 10,448 $316K No change
ADBE Adobe Inc. 0.09% 1,441 $295K Reduce -60.6%
MRK Merck & Co. Inc. 0.08% 1,927 $248K Reduce -5.8%
ED Consolidated Edison Inc. 0.07% 2,184 $242K No change
PM Philip Morris International 0.07% 1,277 $231K Reduce -6.9%
IWF iShares Russell 1000 Growth 0.07% 1,856 $230K New
GE General Electric filed as GE AEROSPACE 0.07% 612 $229K New
AFL Aflac Inc. 0.07% 1,824 $214K No change
ALL Allstate Corp. 0.06% 847 $202K Reduce -14.5%
SRFM Surf Air Mobility Inc. 0.04% 125,000 $145K No change
IBRX Immunitybio Inc. 0.04% 14,300 $125K No change
OXSQ Oxford Square Capital Corp. 0.01% 15,420 $20K No change
SES Ses AI Corp. 0.01% 18,865 $18K New

Portfolio Sells Q1 2026 → Q2 2026
ABT Abbott Laboratories Reduce -64.9% 0.32% −0.81
GUNR NT Mstar GLBL NR ETF Reduce -0.5% 3.15% −0.73
HON Honeywell International Inc. Reduce -55.3% 0.11% −0.44
MSFT Microsoft Corp. Reduce -6.1% 2.69% −0.42
XOM Exxon Mobil Corp. Reduce -6.7% 0.91% −0.41
NSC Norfolk Southern Corp. Reduce -39.2% 0.41% −0.26
XLV SS Health Care Select Sector Reduce -66.4% 0.13% −0.25
CVX Chevron Corp. Reduce -7.0% 0.53% −0.25
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.23
MCD McDonald's Corp. Reduce -6.7% 0.63% −0.22
ADBE Adobe Inc. Reduce -60.6% 0.09% −0.21
META Meta Platforms Inc. Class A Reduce -3.4% 1.36% −0.20
MRSH Marsh & McLennan Cos Sold out 0.00% −0.19
ICE Intercontinental Exchange Inc. Reduce -3.0% 0.41% −0.18
INTU Intuit Inc. Reduce -20.4% 0.13% −0.17
ACN Accenture PLC Class A Reduce -3.8% 0.21% −0.17
LOW Lowe's Cos Inc. Reduce -3.7% 0.77% −0.17
PFE Pfizer Inc. Reduce -8.4% 0.41% −0.16
PYPL PayPal Holdings Inc. Reduce -42.8% 0.15% −0.15
DD Dupont DE Nemours Inc. Sold out 0.00% −0.15
ACHR Archer Aviation Inc. Class A Reduce -31.1% 0.20% −0.15
T AT&T Inc. Reduce -6.9% 0.20% −0.13
GSK GSK PLC-Spon ADR Reduce -5.2% 0.58% −0.12
GD General Dynamics Corp. Reduce -5.7% 0.77% −0.09
BX Blackstone Inc. Reduce -7.5% 0.60% −0.09
NEE Nextera Energy Inc. Reduce -5.5% 0.42% −0.09
XLRE SS Real Estate Select Sector Reduce -33.8% 0.16% −0.09
BLK BlackRock Inc. Sold out 0.00% −0.09
CMCSA Comcast Corp. Class A Sold out 0.00% −0.08
PG The Procter & Gamble Co. Reduce -3.2% 0.71% −0.08
WFC Wells Fargo & Co. Sold out 0.00% −0.08
FDX FedEx Corp. Sold out 0.00% −0.07
DE Deere & Co. Reduce -22.6% 0.28% −0.07
GNR State Street SPDR S&P Global Reduce -10.6% 0.20% −0.07
HD Home Depot Inc. Reduce -14.3% 0.36% −0.07
VZ Verizon Communications Inc. Reduce -16.1% 0.12% −0.07
ZBH Zimmer Biomet Holdings Inc. Reduce -1.6% 0.38% −0.06
JNJ Johnson & Johnson Reduce -0.1% 0.96% −0.05
DUK Duke Energy Corp. Reduce -1.6% 0.23% −0.03
AGG iShares Core U.S. Aggregate Reduce -4.6% 0.17% −0.02
TFC Truist Financial Corp. Reduce -1.1% 0.89% −0.02
SDY SS SPDR S&P Dividend ETF Reduce -0.5% 0.25% −0.01
ALL Allstate Corp. Reduce -14.5% 0.06% −0.01
MRK Merck & Co. Inc. Reduce -5.8% 0.08% −0.01
PM Philip Morris International Reduce -6.9% 0.07% −0.01
V Visa Inc. Class A Reduce -7.0% 0.12% −0.00
VOO Vanguard S&P 500 ETF Reduce -5.5% 0.25% −0.00
IBM Intl Business Machines Corp. Reduce -5.9% 0.23% −0.00
INTC Intel Corp. Reduce -64.6% 0.13% +0.00
TSLA Tesla Inc. Reduce -0.7% 0.19% +0.01

Portfolio Buys Q1 2026 → Q2 2026
IJH iShares Core S&P Midcap ETF Add +60.1% 3.22% +1.29
XLK SS Technology Select Sector Add +1.2% 4.89% +1.20
MU Micron Technology Inc. Add +6.6% 0.72% +0.50
CAT Caterpillar Inc. Add +0.7% 1.60% +0.44
AVGO Broadcom Inc. Add +30.7% 1.36% +0.43
CVS CVS Health Corp. Add +21.7% 0.68% +0.26
NVDA Nvidia Corp. Add +0.3% 4.03% +0.20
C Citigroup Inc. Add +12.7% 0.77% +0.16
SPGI S&P Global Inc. New 0.14% +0.14
AMAT Applied Materials Inc. New 0.13% +0.13
IJR iShares Core S&P Small-Cap E Add +0.1% 1.50% +0.13
ADI Analog Devices Inc. Add +1.8% 0.90% +0.13
ETN Eaton Corp. PLC Add +8.7% 0.69% +0.11
PEP Pepsico Inc. Add +66.5% 0.41% +0.10
XLC SS Comm Select Sector SPDR Add +60.9% 0.33% +0.10
IWF iShares Russell 1000 Growth New 0.07% +0.07
GE General Electric New 0.07% +0.07
SPY SS SPDR S&P 500 ETF Trust-US Add +11.4% 0.41% +0.06
GLD SPDR Gold Shares Add +38.9% 0.67% +0.05
BDX Becton Dickinson and Co. Add +32.8% 0.33% +0.05
BA The Boeing Co. Add +10.1% 0.47% +0.04
YUM Yum! Brands Inc. Add +15.3% 0.48% +0.04
FDVV Fidelity High Dividend ETF Add +28.3% 0.14% +0.03
QLVD NT Dev Exus QLV ETF Add +34.5% 0.14% +0.02
XLI SS Industrial Select Sector Add +4.3% 0.29% +0.02
JEPI JPMorgan Equity Premium Inco Add +20.1% 0.18% +0.02
QLV NT US Qual Lowvol ETF Add +5.6% 1.09% +0.02
FDL First Trust Morn DVD Lead Inc. Add +18.9% 0.25% +0.01
SES Ses AI Corp. New 0.01% +0.01
WMT Walmart Inc. Add +21.6% 0.32% +0.00
EMR Emerson Electric Co. Add +0.7% 0.55% +0.00
FCX Freeport-McMoran Inc. Add +1.2% 0.50% −0.01
AMT American Tower Corp. Add +12.8% 0.38% −0.01
ORCL Oracle Corp. Add +8.2% 0.73% −0.01
KO The Coca-Cola Co. Add +1.6% 2.29% −0.02
MDT Medtronic PLC Add +16.3% 0.54% −0.02
BRK.B Berkshire Hathaway Inc. Class B Add +1.6% 0.84% −0.03
KKR KKR & Co. Inc. Add +2.9% 0.39% −0.03
DIS The Walt Disney Co. Add +1.9% 0.55% −0.04
SCHW Schwab (charles) Corp. Add +0.6% 0.47% −0.05
SCHD Schwab US DVD Equity ETF Add +3.2% 2.15% −0.06
MA Mastercard Inc. Class A Add +1.8% 1.32% −0.06
NKE Nike Inc. Class B Add +13.2% 0.27% −0.06
BMY Bristol-Myers Squibb Co. Add +1.7% 0.51% −0.07
RTX RTX Corp. Add +2.4% 0.79% −0.07
TJX TJX Companies Inc. Add +5.1% 0.90% −0.09
COR Cencora Inc. Add +4.8% 0.69% −0.11
SO The Southern Co. Add +2.1% 1.64% −0.13
CRM Salesforce Inc. Add +1.5% 0.54% −0.15
HYGV NT HY Val-SCRD BD ETF Add +3.4% 3.06% −0.16

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