2026 Q1 Portfolio Activity
In 2026 Q1, UNITED BANK maintained a portfolio of 133 distinct positions. The most significant new addition was ATMOS ENERGY CORP, now representing 0.65% of the total fund value. They heavily accumulated shares in VISA INC, increasing the position by 433.0%. The fund also reduced its exposure to ISHARES by 35.1%.
Position History
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Total Positions
133
Quarter
2026 Q1
Top Holding
HUBB (18.0%)
Top 10 Concentration
49.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 133
UNITED BANK Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
HUBB
HUBBELL INC
|
Industrials | 17.97% | 16.77% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
285,888 | $140,296,674 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IJR
ISHARES
|
ETF | 5.77% | 6.23% |
#2
Prev: #2
|
4.3 |
—
|
-29,790 | -7.6% |
P
S
|
362,688 | $45,085,757 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AGG
ISHARES
|
ETF | 4.36% | 4.20% |
#3
2
Prev: #5
|
4.7 |
—
|
24,884 | 7.8% |
P
S
|
343,098 | $34,059,329 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AAPL
APPLE INC
|
Technology | 3.82% | 4.32% |
#4
Prev: #4
|
2.5 |
—
|
-2,792 | -2.3% |
P
S
|
117,504 | $29,821,333 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
UBSI
UNITED BANKSHAR...
|
Financial Services | 3.77% | 3.62% |
#5
2
Prev: #7
|
2.5 |
—
|
-2,580 | -0.4% |
P
S
|
710,708 | $29,437,526 | 2004 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 3.70% | 4.19% |
#6
Prev: #6
|
2.0 |
—
|
-214 | -0.2% |
P
S
|
98,187 | $28,882,687 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MSFT
MICROSOFT
|
Technology | 3.26% | 4.38% |
#7
4
Prev: #3
|
1.8 |
—
|
120 | 0.2% |
P
S
|
68,685 | $25,425,122 | 2004 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GLW
CORNING INC
|
Technology | 2.91% | 2.70% |
#8
Prev: #8
|
1.2 |
—
|
-66,400 | -28.4% |
P
S
|
167,122 | $22,723,574 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 2.39% | 1.93% |
#9
1
Prev: #10
|
1.5 |
—
|
-5,358 | -5.6% |
P
S
|
90,269 | $18,676,665 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CSCO
CISCO SYSTEMS I...
|
Technology | 1.86% | 2.02% |
#10
1
Prev: #9
|
1.2 |
—
|
-11,174 | -5.6% |
P
S
|
187,378 | $14,538,676 | 2004 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IRM
IRON MOUNTAIN I...
|
Real Estate | 1.85% | 1.63% |
#11
4
Prev: #15
|
1.2 |
—
|
-7,378 | -5.0% |
P
S
|
141,636 | $14,466,695 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.81% | 1.74% |
#12
1
Prev: #13
|
1.2 |
—
|
-5,758 | -9.1% |
P
S
|
57,721 | $14,109,321 | 2004 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AMGN
AMGEN INC
|
Healthcare | 1.63% | 1.64% |
#13
1
Prev: #14
|
1.2 |
—
|
-1,563 | -4.1% |
P
S
|
36,272 | $12,762,315 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CMI
CUMMINS INC
|
Industrials | 1.59% | 1.85% |
#14
2
Prev: #12
|
1.1 |
—
|
-4,236 | -15.5% |
P
S
|
23,145 | $12,452,448 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DOV
DOVER CORP
|
Industrials | 1.55% | 1.56% |
#15
3
Prev: #18
|
1.1 |
—
|
-2,429 | -4.0% |
P
S
|
58,112 | $12,113,455 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
WM
WASTE MANAGEMEN...
|
Industrials | 1.54% | 1.55% |
#16
4
Prev: #20
|
1.1 |
—
|
-1,001 | -1.9% |
P
S
|
52,260 | $12,008,824 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 1.53% | 1.57% |
#17
Prev: #17
|
1.1 |
—
|
-260 | -0.7% |
P
S
|
38,531 | $11,975,049 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EOG
EOG RESOURCES I...
|
Energy | 1.51% | 1.07% |
#18
10
Prev: #28
|
2.6 |
—
|
4,785 | 6.2% |
P
S
|
81,662 | $11,805,885 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 1.44% | 1.40% |
#19
2
Prev: #21
|
2.6 |
—
|
3,779 | 5.1% |
P
S
|
77,893 | $11,250,856 | 2004 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GD
GENERAL DYNAMIC...
|
Industrials | 1.42% | 1.55% |
#20
1
Prev: #19
|
1.1 |
—
|
-2,537 | -7.3% |
P
S
|
32,309 | $11,089,098 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 1.39% | 1.60% |
#21
5
Prev: #16
|
2.6 |
—
|
9,022 | 9.3% |
P
S
|
105,841 | $10,866,688 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TXN
TEXAS INSTRUMEN...
|
Technology | 1.30% | 1.22% |
#22
1
Prev: #23
|
1.0 |
—
|
-990 | -1.9% |
P
S
|
52,300 | $10,153,517 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
APD
AIR PRODS & CHE...
|
Basic Materials | 1.27% | 1.09% |
#23
4
Prev: #27
|
1.0 |
—
|
749 | 2.2% |
P
S
|
34,203 | $9,935,610 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 1.24% | 1.10% |
#24
2
Prev: #26
|
2.5 |
—
|
4,201 | 7.3% |
P
S
|
62,136 | $9,649,108 | 2004 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 1.20% | 1.36% |
#25
3
Prev: #22
|
1.0 |
—
|
106 | 1.1% |
P
S
|
9,726 | $9,353,591 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.18% | 0.89% |
#26
11
Prev: #37
|
1.0 |
—
|
-1,641 | -2.9% |
P
S
|
54,082 | $9,175,552 | 2004 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CME
CME GROUP INC
|
Financial Services | 1.14% | 1.11% |
#27
2
Prev: #25
|
1.0 |
—
|
-529 | -1.7% |
P
S
|
30,165 | $8,909,241 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
HON
HONEYWELL INTER...
|
Industrials | 1.11% | 0.99% |
#28
5
Prev: #33
|
0.9 |
—
|
85 | 0.2% |
P
S
|
38,345 | $8,667,106 | 2011 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 1.11% | 1.05% |
#29
1
Prev: #30
|
0.9 |
—
|
-2,726 | -4.2% |
P
S
|
62,119 | $8,657,529 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IVW
ISHARES
|
ETF | 1.10% | 1.91% |
#30
19
Prev: #11
|
0.4 |
—
|
-41,223 | -35.1% |
P
S
|
76,206 | $8,619,660 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
HSY
HERSHEY CO
|
Consumer Defensive | 1.09% | 1.03% |
#31
Prev: #31
|
0.9 |
—
|
-1,701 | -4.0% |
P
S
|
41,011 | $8,525,769 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
LMT
LOCKHEED MARTIN
|
Industrials | 1.07% | 0.97% |
#32
2
Prev: #34
|
0.9 |
—
|
-1,354 | -8.9% |
P
S
|
13,877 | $8,387,121 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VO
VANGUARD
|
ETF | 1.06% | 1.12% |
#33
9
Prev: #24
|
0.9 |
—
|
-495 | -1.7% |
P
S
|
28,784 | $8,266,189 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SHV
ISHARES
|
ETF | 1.02% | 1.06% |
#34
5
Prev: #29
|
0.9 |
—
|
-518 | -0.7% |
P
S
|
72,290 | $7,980,094 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AFL
AFLAC INC
|
Financial Services | 1.02% | 0.99% |
#35
3
Prev: #32
|
2.4 |
—
|
4,651 | 6.8% |
P
S
|
72,691 | $7,974,933 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AWK
AMERICAN WATER ...
|
Utilities | 0.99% | 0.86% |
#36
2
Prev: #38
|
2.4 |
—
|
6,917 | 13.9% |
P
S
|
56,633 | $7,707,189 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ITW
ILLINOIS TOOL W...
|
Industrials | 0.98% | 0.91% |
#37
1
Prev: #36
|
2.4 |
—
|
1,435 | 5.1% |
P
S
|
29,362 | $7,642,636 | 2011 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VNQ
VANGUARD
|
ETF | 0.92% | 0.91% |
#38
3
Prev: #35
|
0.9 |
—
|
2,651 | 3.4% |
P
S
|
80,710 | $7,158,980 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
V
VISA INC
|
Financial Services | 0.84% | 0.19% |
#39
23
Prev: #62
|
3.3 |
—
|
17,592 | 433.0% |
P
S
|
21,655 | $6,545,004 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IGSB
ISHARES
|
ETF | 0.80% | 0.73% |
#40
Prev: #40
|
2.3 |
—
|
14,190 | 13.6% |
P
S
|
118,495 | $6,228,097 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ATO
ATMOS ENERGY CO...
|
Utilities | 0.65% | — |
#41
Prev: #—
|
3.8 |
—
|
27,421 | — |
NEW
|
27,421 | $5,065,209 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SYK
STRYKER CORP
|
Healthcare | 0.64% | — |
#42
Prev: #—
|
3.8 |
—
|
15,146 | — |
NEW
|
15,146 | $4,976,820 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VTI
VANGUARD
|
ETF | 0.62% | 0.83% |
#43
4
Prev: #39
|
0.7 |
—
|
-3,660 | -19.6% |
P
S
|
15,000 | $4,812,150 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
KLAC
KLA CORPORATION
|
Technology | 0.61% | 0.63% |
#44
3
Prev: #41
|
0.7 |
—
|
-652 | -16.7% |
P
S
|
3,259 | $4,798,584 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VB
VANGUARD
|
ETF | 0.59% | 0.62% |
#45
3
Prev: #42
|
0.7 |
—
|
-851 | -4.6% |
P
S
|
17,459 | $4,572,862 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
KO
COCA-COLA CO/TH...
|
Consumer Defensive | 0.49% | 0.47% |
#46
Prev: #46
|
0.7 |
—
|
-824 | -1.6% |
P
S
|
50,052 | $3,806,456 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NVDA
NVIDIA CORP
|
Technology | 0.44% | 0.51% |
#47
3
Prev: #44
|
0.7 |
—
|
-1,156 | -5.6% |
P
S
|
19,577 | $3,414,229 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IJK
ISHARES
|
ETF | 0.40% | 0.39% |
#48
Prev: #48
|
0.7 |
—
|
275 | 0.9% |
P
S
|
31,076 | $3,126,868 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.38% | 0.47% |
#49
4
Prev: #45
|
0.7 |
—
|
-62 | -0.8% |
P
S
|
7,898 | $2,936,083 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VTV
VANGUARD
|
ETF | 0.34% | 0.41% |
#50
3
Prev: #47
|
0.6 |
—
|
-2,745 | -16.7% |
P
S
|
13,701 | $2,688,136 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 |
Showing 1-50 of 133 holdings