UNITED BANK — 13F Holdings & Portfolio

CIK 1286478 · latest 13F-HR filed 2026-07-30

UNITED BANK manages $852.7M in 13F-reported U.S. long-equity assets across 254 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are HUBB (16.43%), IJR (6.09%), GLW (4.18%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions, exited 2, added to 69, and trimmed 19.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
2071 CHAIN BRIDGE RD, ST 300
VIENNA, VA 22182
Phone
(304) 424-8751
Filing Manager
UNITED BANK
VIENNA, VA
Signatory
LINDSAY DIEHL GREEN
DIRECTOR OF OPERATIONS
Loading holdings…
AUM

$852.7M

Long-equity book

Holdings

254

Distinct positions

Period

2026-06-30

Filed 2026-07-30

Q/Q Activity

+11 / −2 / ↑69 / ↓19

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CORNING INC$15.3M +67.4%
  • HUBBELL INC$9.3M +6.6%
  • ISHARES$8.3M +18.5%
  • CISCO SYSTEMS INC$6.3M +43.4%
  • TEXAS INSTRUMENTS INC$4.7M +46.7%
Show all 69 →

Top Trims

  • CHEVRON CORPORATION-$4.3M -23.1%
  • CME GROUP INC-$2.0M -22.3%
  • EXXON MOBIL CORP-$1.8M -19.1%
  • MCDONALDS CORP-$1.7M -14.2%
  • EOG RESOURCES INC-$1.5M -13.0%
Show all 19 →

New Positions

  • DELL TECHNOLOGIES INC$1.1M
  • SPACE EXPLORATION TECH$871.4K
  • CIENA CORP$355.7K
  • IBM$343.4K
  • ISHARES$236.2K
Show all 11 →

Exited Positions

  • ISHARES$322.2K
  • CARDIFF ONCOLOGY INC$36.3K
Show all 2 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 HUBBELL INC HUBB 443510607 $140.1M 16.43% 267,846 SH
2 ISHARES IJR 464287804 $51.9M 6.09% 350,170 SH
3 CORNING INC GLW 219350105 $35.6M 4.18% 139,524 SH
4 ISHARES AGG 464287226 $33.7M 3.95% 340,494 SH
5 UNITED BANKSHARES INC UBSI 909907107 $32.0M 3.75% 697,281 SH
6 APPLE INC AAPL 037833100 $29.5M 3.45% 101,788 SH
7 JPMORGAN CHASE & CO JPM 46625H100 $26.3M 3.09% 80,384 SH
8 MICROSOFT MSFT 594918104 $22.1M 2.60% 59,346 SH
9 CISCO SYSTEMS INC CSCO 17275R102 $19.2M 2.26% 163,770 SH
10 IRON MOUNTAIN INC IRM 46284V101 $15.9M 1.87% 126,203 SH
11 CUMMINS INC CMI 231021106 $14.9M 1.75% 20,893 SH
12 TEXAS INSTRUMENTS INC TXN 882508104 $14.7M 1.72% 49,219 SH
13 CHEVRON CORPORATION CVX 166764100 $13.0M 1.52% 78,326 SH
14 JOHNSON & JOHNSON JNJ 478160104 $12.8M 1.51% 50,552 SH
15 DOVER CORP DOV 260003108 $12.2M 1.43% 54,188 SH
16 AMGEN INC AMGN 031162100 $12.0M 1.41% 33,134 SH
17 WASTE MANAGEMENT INC WM 94106L109 $11.1M 1.30% 49,837 SH
18 ISHARES IVW 464287309 $10.9M 1.28% 79,127 SH
19 GENERAL DYNAMICS CORP GD 369550108 $10.8M 1.27% 30,560 SH
20 PROCTER & GAMBLE CO PG 742718109 $10.7M 1.25% 72,972 SH
21 EOG RESOURCES INC EOG 26875P101 $10.2M 1.20% 78,549 SH
22 AIR PRODS & CHEMS INC APD 009158106 $9.6M 1.12% 32,637 SH
23 MCDONALDS CORP MCD 580135101 $9.5M 1.12% 35,225 SH
24 HUBBELL INC HUBB 443510607 $9.4M 1.11% 18,042 SH
25 ABBOTT LABORATORIES ABT 002824100 $9.4M 1.10% 103,118 SH
26 BLACKROCK INC BLK 09290D101 $8.9M 1.05% 9,306 SH
27 VISA INC V 92826C839 $8.9M 1.04% 25,917 SH
28 VANGUARD MORNINGSTAR VO 922908629 $8.6M 1.01% 106,970 SH
29 AFLAC INC AFL 001055102 $8.4M 0.98% 71,269 SH
30 VANGUARD MORNINGSTAR VNQ 922908553 $8.2M 0.96% 84,693 SH
31 PEPSICO INC PEP 713448108 $8.1M 0.95% 60,114 SH
32 ILLINOIS TOOL WORKS INC ITW 452308109 $8.0M 0.93% 29,469 SH
33 ISHARES SHV 464288679 $7.9M 0.92% 71,455 SH
34 GILEAD SCIENCES INC GILD 375558103 $7.7M 0.90% 60,610 SH
35 AMERICAN WATER WORKS INC AWK 030420103 $7.6M 0.89% 57,447 SH
36 HERSHEY CO HSY 427866108 $7.1M 0.83% 40,379 SH
37 HONEYWELL INTERNATIONAL INC HON 438516106 $7.0M 0.82% 36,749 SH
38 LOCKHEED MARTIN LMT 539830109 $6.8M 0.80% 13,403 SH
39 CME GROUP INC CME 12572Q105 $6.8M 0.80% 30,868 SH
40 EXXON MOBIL CORP XOM 30231G102 $6.7M 0.79% 49,293 SH
41 STRYKER CORP SYK 863667101 $6.4M 0.75% 20,445 SH
42 ATMOS ENERGY CORP ATO 049560105 $6.3M 0.74% 36,544 SH
43 ISHARES IGSB 464288646 $6.2M 0.72% 117,665 SH
44 KLA CORPORATION KLAC 482480100 $5.7M 0.67% 18,990 SH
45 VANGUARD MORNINGSTAR VB 922908751 $5.1M 0.59% 16,676 SH
46 ISHARES IJK 464287606 $5.0M 0.59% 42,637 SH
47 VANGUARD MORNINGSTAR VTI 922908769 $4.9M 0.58% 13,300 SH
48 KLA CORPORATION KLAC 482480100 $3.7M 0.44% 12,340 SH
49 COCA-COLA CO/THE KO 191216100 $3.7M 0.43% 45,161 SH
50 JPMORGAN CHASE & CO JPM 46625H100 $3.7M 0.43% 11,182 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-30 $852.7M 254 0001286478-26-000009
2026-03-31 2026-05-11 $780.8M 239 0001286478-26-000004
2025-12-31 2026-02-13 $757.1M 243 0001286478-26-000002
2025-09-30 2025-11-07 $839.1M 245 0001286478-25-000012