UNITED BANK — 13F Holdings & Portfolio
CIK 1286478 · latest 13F-HR filed 2026-05-11
UNITED BANK manages $780.8M in 13F-reported U.S. long-equity assets across 239 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are HUBB (16.83%), IJR (5.60%), AGG (4.36%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 12, added to 43, and trimmed 44.
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.
$780.8M
Long-equity book
239
Distinct positions
2026-03-31
Filed 2026-05-11
+5 / −12 / ↑43 / ↓44
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- HUBBELL INC$13.3M +10.5%
- VISA INC$5.1M +359.3%
- CHEVRON CORPORATION$4.1M +28.1%
- EOG RESOURCES INC$3.7M +46.2%
- EXXON MOBIL CORP$2.5M +36.8%
Top Trims
- MICROSOFT-$7.7M -23.3%
- ISHARES-$5.9M -40.4%
- APPLE INC-$2.9M -8.8%
- JPMORGAN CHASE & CO-$2.8M -8.9%
- STATE STREET SPDR-$2.2M -48.5%
New Positions
- ATMOS ENERGY CORP$5.1M
- STRYKER CORP$5.0M
- ADVANCED MICRO DEVICES INC$429.6K
- CATERPILLAR INC.$389.7K
- ZEVRA THERAPEUTICS INC$98.5K
Exited Positions
- NETFLIX INC.$440.7K
- BOOKING HOLDINGS INC.$348.1K
- PALO ALTO NETWORKS INC$263.4K
- LOWE'S COS INC$247.7K
- CAPITAL ONE FINANCIAL CO$247.0K
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 | $131.4M | 16.83% | 267,846 | SH |
| 2 | ISHARES | IJR | 464287804 | $43.8M | 5.60% | 351,992 | SH |
| 3 | ISHARES | AGG | 464287226 | $34.0M | 4.36% | 342,697 | SH |
| 4 | UNITED BANKSHARES INC | UBSI | 909907107 | $28.8M | 3.69% | 694,858 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $26.8M | 3.43% | 105,476 | SH |
| 6 | JPMORGAN CHASE & CO | JPM | 46625H100 | $23.7M | 3.04% | 80,725 | SH |
| 7 | MICROSOFT | MSFT | 594918104 | $22.3M | 2.85% | 60,129 | SH |
| 8 | CORNING INC | GLW | 219350105 | $21.4M | 2.74% | 157,569 | SH |
| 9 | CHEVRON CORPORATION | CVX | 166764100 | $16.9M | 2.17% | 81,866 | SH |
| 10 | IRON MOUNTAIN INC | IRM | 46284V101 | $13.6M | 1.74% | 133,021 | SH |
| 11 | CISCO SYSTEMS INC | CSCO | 17275R102 | $13.5M | 1.72% | 173,576 | SH |
| 12 | JOHNSON & JOHNSON | JNJ | 478160104 | $13.1M | 1.68% | 53,698 | SH |
| 13 | AMGEN INC | AMGN | 031162100 | $12.2M | 1.56% | 34,625 | SH |
| 14 | CUMMINS INC | CMI | 231021106 | $12.1M | 1.55% | 22,493 | SH |
| 15 | WASTE MANAGEMENT INC | WM | 94106L109 | $11.8M | 1.51% | 51,251 | SH |
| 16 | DOVER CORP | DOV | 260003108 | $11.7M | 1.50% | 56,361 | SH |
| 17 | EOG RESOURCES INC | EOG | 26875P101 | $11.7M | 1.50% | 80,989 | SH |
| 18 | MCDONALDS CORP | MCD | 580135101 | $11.1M | 1.42% | 35,719 | SH |
| 19 | GENERAL DYNAMICS CORP | GD | 369550108 | $10.9M | 1.39% | 31,666 | SH |
| 20 | PROCTER & GAMBLE CO | PG | 742718109 | $10.6M | 1.35% | 73,154 | SH |
| 21 | ABBOTT LABORATORIES | ABT | 002824100 | $10.3M | 1.32% | 100,525 | SH |
| 22 | TEXAS INSTRUMENTS INC | TXN | 882508104 | $10.0M | 1.28% | 51,509 | SH |
| 23 | AIR PRODS & CHEMS INC | APD | 009158106 | $9.8M | 1.25% | 33,578 | SH |
| 24 | PEPSICO INC | PEP | 713448108 | $9.2M | 1.18% | 59,376 | SH |
| 25 | BLACKROCK INC | BLK | 09290D101 | $9.2M | 1.17% | 9,533 | SH |
| 26 | HUBBELL INC | HUBB | 443510607 | $8.9M | 1.13% | 18,042 | SH |
| 27 | CME GROUP INC | CME | 12572Q105 | $8.8M | 1.12% | 29,665 | SH |
| 28 | ISHARES | IVW | 464287309 | $8.6M | 1.10% | 76,206 | SH |
| 29 | GILEAD SCIENCES INC | GILD | 375558103 | $8.5M | 1.09% | 61,266 | SH |
| 30 | HERSHEY CO | HSY | 427866108 | $8.3M | 1.07% | 40,163 | SH |
| 31 | EXXON MOBIL CORP | XOM | 30231G102 | $8.3M | 1.07% | 49,069 | SH |
| 32 | VANGUARD | VO | 922908629 | $8.3M | 1.06% | 28,784 | SH |
| 33 | LOCKHEED MARTIN | LMT | 539830109 | $8.2M | 1.06% | 13,634 | SH |
| 34 | HONEYWELL INTERNATIONAL | HON | 438516106 | $8.1M | 1.04% | 35,944 | SH |
| 35 | ISHARES | SHV | 464288679 | $7.9M | 1.02% | 71,836 | SH |
| 36 | AFLAC INC | AFL | 001055102 | $7.8M | 1.00% | 70,836 | SH |
| 37 | AMERICAN WATER WORKS INC | AWK | 030420103 | $7.6M | 0.97% | 55,826 | SH |
| 38 | ILLINOIS TOOL WORKS INC | ITW | 452308109 | $7.5M | 0.97% | 28,964 | SH |
| 39 | VANGUARD | VNQ | 922908553 | $7.2M | 0.92% | 80,710 | SH |
| 40 | VISA INC | V | 92826C839 | $6.1M | 0.79% | 20,325 | SH |
| 41 | ISHARES | IGSB | 464288646 | $5.7M | 0.73% | 108,847 | SH |
| 42 | ATMOS ENERGY CORP | ATO | 049560105 | $5.0M | 0.64% | 27,203 | SH |
| 43 | STRYKER CORP | SYK | 863667101 | $4.9M | 0.63% | 15,025 | SH |
| 44 | VANGUARD | VTI | 922908769 | $4.8M | 0.62% | 15,000 | SH |
| 45 | VANGUARD | VB | 922908751 | $4.6M | 0.59% | 17,459 | SH |
| 46 | COCA-COLA CO/THE | KO | 191216100 | $3.4M | 0.44% | 45,161 | SH |
| 47 | JPMORGAN CHASE & CO | JPM | 46625H100 | $3.3M | 0.42% | 11,182 | SH |
| 48 | ISHARES | IJK | 464287606 | $3.1M | 0.40% | 31,076 | SH |
| 49 | TESLA INC | TSLA | 88160R101 | $2.9M | 0.38% | 7,898 | SH |
| 50 | KLA CORPORATION | KLAC | 482480100 | $2.8M | 0.36% | 1,922 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |