United Bank
VIENNA, VA
$853m in 130 US stocks at the end of 30 June 2026. The top 10 are 51.1% of the money. It changed about 6.4% of the portfolio this quarter.
Value
$853m
Stocks
130
Top 10 share
51.1%
Turnover
6.4%
What changed this quarter
New
Bought for the first time this quarter.
- Dell TechnologiesDELL0.1% of the fund
- Space Exploration TechnologiesSPCX0.1% of the fund
- CienaCIEN<0.1% of the fund
- International Business MachinesIBM<0.1% of the fund
- Ishares TREEM<0.1% of the fund
- Select Sector Spdr TRXLK<0.1% of the fund
- CSXCSX<0.1% of the fund
- Capital One FinancialCOF<0.1% of the fund
- Kazia TherapeuticsKZIA<0.1% of the fund
- Airsculpt TechnologiesAIRS<0.1% of the fund
- Lineage Cell TherapeuticsLCTX<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIVW1.3% of the fund+4%
- Abbott LaboratoriesABT1.2% of the fund+2%
- VisaV1.1% of the fund+26%
- Vanguard Index FDSVNQ1.0% of the fund+5%
- American Water Works CompanyAWK0.9% of the fund+3%
- Honeywell InternationalHON0.8% of the fund+2%
- CME GroupCME0.8% of the fund+4%
- Ishares TRIGSB0.8% of the fund+7%
- StrykerSYK0.8% of the fund+36%
- Atmos EnergyATO0.7% of the fund+34%
- Ishares TRIJK0.6% of the fund+37%
- Vanguard Index FDSVTV0.4% of the fund+5%
- Vanguard Index FDSVUG0.3% of the fund+3%
- Vanguard BD Index FDSBIV0.2% of the fund+18%
- Advanced Micro DevicesAMD0.2% of the fund+18%
- Verizon CommunicationsVZ0.2% of the fund+16%
- Vanguard Index FDSVBK0.2% of the fund+38%
- Ishares TRIEFA0.1% of the fund+52%
- AT&TT0.1% of the fund+34%
- Southern CompanySO0.1% of the fund+8%
- General ElectricGE0.1% of the fund+3%
- Vanguard BD Index FDSBSV0.1% of the fund+5%
- GE VernovaGEV<0.1% of the fund+3%
- 3MMMM<0.1% of the fund+12%
- ComcastCMCSA<0.1% of the fund+35%
Cut
Sold some of their stake.
- CorningGLW4.5% of the fund-11%
- AppleAAPL3.9% of the fund-3%
- Cisco SystemsCSCO2.4% of the fund-5%
- Iron MountainIRM2.0% of the fund-5%
- CumminsCMI1.8% of the fund-7%
- Texas InstrumentsTXN1.7% of the fund-4%
- ChevronCVX1.7% of the fund-4%
- Johnson & JohnsonJNJ1.6% of the fund-6%
- AmgenAMGN1.5% of the fund-4%
- DoverDOV1.5% of the fund-4%
- Waste ManagementWM1.3% of the fund-3%
- General DynamicsGD1.3% of the fund-3%
- EOG ResourcesEOG1.2% of the fund-3%
- Air Products & ChemicalsAPD1.1% of the fund-3%
- KLAKLAC1.1% of the fund-4%
- BlackRockBLK1.1% of the fund-2%
- Vanguard Index FDSVO1.0% of the fund-7%
- Vanguard Index FDSVB0.6% of the fund-4%
- Vanguard Index FDSVTI0.6% of the fund-11%
- NvidiaNVDA0.4% of the fund-4%
- Ishares TREFA0.3% of the fund-11%
- Amazon.comAMZN0.2% of the fund-2%
- IsharesEMXC0.2% of the fund-5%
- AlphabetGOOG0.2% of the fund-4%
- AlphabetGOOGL0.2% of the fund-3%
Sold out
Sold their entire stake.
- Ishares TRIBB-100%
- Cardiff OncologyCRDF-100%
Holdings
- Ishares TRIJR
- Share
- 6.3%
- Value
- $53m
- Shares
- 360,103
Held
- Ishares TRAGG
- Share
- 4.0%
- Value
- $34m
- Shares
- 340,970
Held
- Ishares TRIVW
- Share
- 1.3%
- Value
- $11m
- Shares
- 79,127
+4%
- Vanguard Index FDSVO
- Share
- 1.0%
- Value
- $9m
- Shares
- 106,970
-7%
- Vanguard Index FDSVNQ
- Share
- 1.0%
- Value
- $8m
- Shares
- 84,748
+5%
- Ishares TRSHV
- Share
- 0.9%
- Value
- $8m
- Shares
- 71,909
Held
- Ishares TRIGSB
- Share
- 0.8%
- Value
- $7m
- Shares
- 127,313
+7%
- Vanguard Index FDSVB
- Share
- 0.6%
- Value
- $5m
- Shares
- 16,676
-4%
- Ishares TRIJK
- Share
- 0.6%
- Value
- $5m
- Shares
- 42,637
+37%
- Vanguard Index FDSVTI
- Share
- 0.6%
- Value
- $5m
- Shares
- 13,300
-11%
- Vanguard Index FDSVTV
- Share
- 0.4%
- Value
- $3m
- Shares
- 14,357
+5%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.3%
- Value
- $3m
- Shares
- 3,638
Held
- Vanguard Index FDSVUG
- Share
- 0.3%
- Value
- $2m
- Shares
- 28,326
+3%
- Ishares TREFA
- Share
- 0.3%
- Value
- $2m
- Shares
- 22,055
-11%
- IsharesEMXC
- Share
- 0.2%
- Value
- $2m
- Shares
- 20,020
-5%
- Vanguard BD Index FDSBIV
- Share
- 0.2%
- Value
- $2m
- Shares
- 26,300
+18%
- Vanguard Star FDSVXUS
- Share
- 0.2%
- Value
- $2m
- Shares
- 18,500
-8%
- Ishares TRIWF
- Share
- 0.2%
- Value
- $1m
- Shares
- 11,904
Held
- Vanguard Index FDSVBK
- Share
- 0.2%
- Value
- $1m
- Shares
- 3,811
+38%
- Ishares TRIEFA
- Share
- 0.1%
- Value
- $1m
- Shares
- 13,173
+52%
- Ishares TRMUB
- Share
- 0.1%
- Value
- $1m
- Shares
- 10,971
Held
- State STR Spdr DOW Jones INDDIA
- Share
- 0.1%
- Value
- $1m
- Shares
- 1,944
Held
- Vanguard BD Index FDSBSV
- Share
- 0.1%
- Value
- $903,756
- Shares
- 11,600
+5%
- Space Exploration TechnologiesSPCX
- Share
- 0.1%
- Value
- $871,386
- Shares
- 5,100
New
- Ishares TRIJH
- Share
- <0.1%
- Value
- $830,243
- Shares
- 10,767
Held
- Ishares TRIVV
- Share
- <0.1%
- Value
- $718,934
- Shares
- 960
-4%
- State STR Spdr S&P Midcap 40MDY
- Share
- <0.1%
- Value
- $603,465
- Shares
- 858
Held
- ETF SER SolutionsQTUM
- Share
- <0.1%
- Value
- $581,477
- Shares
- 3,516
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| HubbellHUBB | 17.5% | $150m | 285,888 | Held |
| Ishares TRIJR | 6.3% | $53m | 360,103 | Held |
| CorningGLW | 4.5% | $38m | 148,936 | -11% |
| Ishares TRAGG | 4.0% | $34m | 340,970 | Held |
| AppleAAPL | 3.9% | $33m | 113,760 | -3% |
| United BanksharesUBSI | 3.8% | $33m | 713,131 | Held |
| JPMorgan ChaseJPM | 3.8% | $32m | 97,846 | Held |
| MicrosoftMSFT | 3.0% | $25m | 67,866 | Held |
| Cisco SystemsCSCO | 2.4% | $21m | 177,433 | -5% |
| Iron MountainIRM | 2.0% | $17m | 134,721 | -5% |
| CumminsCMI | 1.8% | $15m | 21,505 | -7% |
| Texas InstrumentsTXN | 1.7% | $15m | 49,987 | -4% |
| ChevronCVX | 1.7% | $14m | 86,648 | -4% |
| Johnson & JohnsonJNJ | 1.6% | $14m | 54,544 | -6% |
| AmgenAMGN | 1.5% | $13m | 34,754 | -4% |
| DoverDOV | 1.5% | $13m | 55,905 | -4% |
| Procter & GamblePG | 1.3% | $11m | 77,684 | Held |
| Waste ManagementWM | 1.3% | $11m | 50,811 | -3% |
| General DynamicsGD | 1.3% | $11m | 31,183 | -3% |
| Ishares TRIVW | 1.3% | $11m | 79,127 | +4% |
| McDonald'sMCD | 1.2% | $10m | 38,013 | Held |
| EOG ResourcesEOG | 1.2% | $10m | 79,197 | -3% |
| Abbott LaboratoriesABT | 1.2% | $10m | 108,426 | +2% |
| Air Products & ChemicalsAPD | 1.1% | $10m | 33,251 | -3% |
| KLAKLAC | 1.1% | $9m | 31,330 | -4% |
| VisaV | 1.1% | $9m | 27,318 | +26% |
| BlackRockBLK | 1.1% | $9m | 9,493 | -2% |
| Vanguard Index FDSVO | 1.0% | $9m | 106,970 | -7% |
| AflacAFL | 1.0% | $9m | 73,113 | Held |
| PepsiCoPEP | 1.0% | $8m | 62,740 | Held |
| Vanguard Index FDSVNQ | 1.0% | $8m | 84,748 | +5% |
| Illinois Tool WorksITW | 0.9% | $8m | 29,862 | Held |
| Ishares TRSHV | 0.9% | $8m | 71,909 | Held |
| Gilead SciencesGILD | 0.9% | $8m | 61,418 | Held |
| American Water Works CompanyAWK | 0.9% | $8m | 58,256 | +3% |
| ExxonMobil HoldingsXOM | 0.9% | $7m | 54,306 | Held |
| HersheyHSY | 0.8% | $7m | 41,199 | Held |
| Honeywell InternationalHON | 0.8% | $7m | 39,138 | +2% |
| Lockheed MartinLMT | 0.8% | $7m | 13,642 | Held |
| CME GroupCME | 0.8% | $7m | 31,355 | +4% |
| Ishares TRIGSB | 0.8% | $7m | 127,313 | +7% |
| StrykerSYK | 0.8% | $6m | 20,632 | +36% |
| Atmos EnergyATO | 0.7% | $6m | 36,879 | +34% |
| Vanguard Index FDSVB | 0.6% | $5m | 16,676 | -4% |
| Ishares TRIJK | 0.6% | $5m | 42,637 | +37% |
| Vanguard Index FDSVTI | 0.6% | $5m | 13,300 | -11% |
| Coca-ColaKO | 0.5% | $4m | 50,052 | Held |
| NvidiaNVDA | 0.4% | $4m | 18,804 | -4% |
| TeslaTSLA | 0.4% | $3m | 7,898 | Held |
| Vanguard Index FDSVTV | 0.4% | $3m | 14,357 | +5% |
| Micron TechnologyMU | 0.4% | $3m | 2,640 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.3% | $3m | 3,638 | Held |
| Vanguard Index FDSVUG | 0.3% | $2m | 28,326 | +3% |
| Ishares TREFA | 0.3% | $2m | 22,055 | -11% |
| Amazon.comAMZN | 0.2% | $2m | 8,923 | -2% |
| Eli LillyLLY | 0.2% | $2m | 1,751 | Held |
| IsharesEMXC | 0.2% | $2m | 20,020 | -5% |
| Vanguard BD Index FDSBIV | 0.2% | $2m | 26,300 | +18% |
| AlphabetGOOG | 0.2% | $2m | 5,366 | -4% |
| AlphabetGOOGL | 0.2% | $2m | 4,994 | -3% |
| American Electric PowerAEP | 0.2% | $2m | 12,432 | Held |
| Vanguard Star FDSVXUS | 0.2% | $2m | 18,500 | -8% |
| AbbVieABBV | 0.2% | $2m | 6,081 | -16% |
| IntelINTC | 0.2% | $2m | 10,788 | Held |
| Ishares TRIWF | 0.2% | $1m | 11,904 | Held |
| Advanced Micro DevicesAMD | 0.2% | $1m | 2,500 | +18% |
| Verizon CommunicationsVZ | 0.2% | $1m | 33,862 | +16% |
| Vanguard Index FDSVBK | 0.2% | $1m | 3,811 | +38% |
| Truist FinancialTFC | 0.2% | $1m | 27,000 | Held |
| AppLovinAPP | 0.2% | $1m | 2,505 | -3% |
| Ishares TRIEFA | 0.1% | $1m | 13,173 | +52% |
| AT&TT | 0.1% | $1m | 59,305 | +34% |
| Southern CompanySO | 0.1% | $1m | 12,492 | +8% |
| Ishares TRMUB | 0.1% | $1m | 10,971 | Held |
| Dell TechnologiesDELL | 0.1% | $1m | 2,448 | New |
| Bristol-Myers SquibbBMY | 0.1% | $1m | 18,248 | Held |
| PfizerPFE | 0.1% | $1m | 42,568 | Held |
| Home DepotHD | 0.1% | $1m | 2,893 | -2% |
| State STR Spdr DOW Jones INDDIA | 0.1% | $1m | 1,944 | Held |
| Meta PlatformsMETA | 0.1% | $921,545 | 1,636 | -4% |
| General ElectricGE | 0.1% | $913,396 | 2,444 | +3% |
| Vanguard BD Index FDSBSV | 0.1% | $903,756 | 11,600 | +5% |
| Space Exploration TechnologiesSPCX | 0.1% | $871,386 | 5,100 | New |
| Ishares TRIJH | <0.1% | $830,243 | 10,767 | Held |
| Altria GroupMO | <0.1% | $801,595 | 11,141 | Held |
| Duke EnergyDUK | <0.1% | $798,087 | 6,305 | Held |
| Morgan StanleyMS | <0.1% | $774,075 | 3,703 | Held |
| WalmartWMT | <0.1% | $742,986 | 6,560 | -20% |
| Ishares TRIVV | <0.1% | $718,934 | 960 | -4% |
| GE VernovaGEV | <0.1% | $716,664 | 610 | +3% |
| AllstateALL | <0.1% | $713,820 | 3,000 | Held |
| Consolidated EdisonED | <0.1% | $713,564 | 6,450 | Held |
| Quest DiagnosticsDGX | <0.1% | $662,131 | 3,124 | Held |
| 3MMMM | <0.1% | $609,753 | 3,766 | +12% |
| State STR Spdr S&P Midcap 40MDY | <0.1% | $603,465 | 858 | Held |
| MerckMRK | <0.1% | $585,061 | 4,553 | Held |
| Trevi TherapeuticsTRVI | <0.1% | $581,880 | 31,200 | Held |
| ETF SER SolutionsQTUM | <0.1% | $581,477 | 3,516 | Held |
| ASML Holding NVASML | <0.1% | $576,937 | 290 | Held |
| NextEra EnergyNEE | <0.1% | $553,039 | 6,301 | -5% |
Showing the largest 100 of 130.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 2.1% since 30 June 2025.
Where the money is
Industrials26.5%
Technology18.0%
Financial services12.2%
Health care6.8%
Everyday goods3.9%
Energy3.8%
Utilities2.3%
Real estate2.0%
Retail & consumer2.0%
Materials1.1%
Media & telecom1.1%
Other20.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.