United Community Bank
GREENVILLE, SC
$323m in 534 US stocks at the end of 30 June 2026. The top 10 are 33.5% of the money. It changed about 9.5% of the portfolio this quarter.
Value
$323m
Stocks
534
Top 10 share
33.5%
Turnover
9.5%
What changed this quarter
New
Bought for the first time this quarter.
- American Centy ETF TRAVEM0.3% of the fund
- Spdr Series TrustSPYG0.1% of the fund
- Expedia GroupEXPE<0.1% of the fund
- Ralph LaurenRL<0.1% of the fund
- Ishares TRHDV<0.1% of the fund
- RayonierRYN<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- CelesticaCLS<0.1% of the fund
- Invesco Exchange Traded FD TPPA<0.1% of the fund
- FedEx Freight Holding CompanyFDXF<0.1% of the fund
- FoxFOXA<0.1% of the fund
- Spdr Series TrustSPIB<0.1% of the fund
- DuPont de NemoursDD<0.1% of the fund
- Cardinal HealthCAH<0.1% of the fund
- VersigentVGNT<0.1% of the fund
- AgcoAGCO<0.1% of the fund
- CarnivalCCL<0.1% of the fund
- EMCOR GroupEME<0.1% of the fund
- Hartford Insurance GroupHIG<0.1% of the fund
- FabrinetFN<0.1% of the fund
- Devon EnergyDVN<0.1% of the fund
Added
Bought more of a stock they already held.
- Berkshire HathawayBRK-B9.3% of the fund+5%
- Invesco Exchange Traded FD TPBP3.5% of the fund+3%
- Ishares TRIVV2.6% of the fund+6%
- Vanguard Index FDSVTI2.4% of the fund+14%
- Invesco Exchange Traded FD TSPHQ2.1% of the fund+24%
- Ishares TRIJH2.1% of the fund+6%
- Vanguard Star FDSVXUS2.1% of the fund+34%
- Vanguard Index FDSVUG1.9% of the fund+19%
- Vanguard Whitehall FDSVYM1.3% of the fund+30%
- State STR Spdr S&P 500 ETF TSPY1.2% of the fund+51%
- Vanguard Scottsdale FDSVCIT1.2% of the fund+5%
- Ishares TRIJR1.1% of the fund+3%
- J P Morgan Exchange Traded FJCPB1.0% of the fund+19%
- Ishares Gold TRIAU1.0% of the fund+6%
- Ishares TRAGG1.0% of the fund+3%
- Spdr Series TrustFLRN0.9% of the fund+4%
- Vanguard Tax-Managed FDSVEA0.8% of the fund+3%
- Vanguard BD Index FDSBIV0.8% of the fund+24%
- Philip Morris InternationalPM0.8% of the fund+4%
- AbbVieABBV0.8% of the fund+3%
- AT&TT0.6% of the fund+3%
- NextEra EnergyNEE0.5% of the fund+5%
- Bristol-Myers SquibbBMY0.5% of the fund+2%
- OneokOKE0.5% of the fund+4%
- Applied MaterialsAMAT0.5% of the fund+11%
Cut
Sold some of their stake.
- Ishares Gold Trust MicroIAUM4.3% of the fund-8%
- AppleAAPL1.4% of the fund-2%
- JPMorgan ChaseJPM1.0% of the fund-3%
- NvidiaNVDA0.9% of the fund-38%
- Amazon.comAMZN0.8% of the fund-5%
- AlphabetGOOG0.7% of the fund-4%
- Vanguard Scottsdale FDSVGIT0.7% of the fund-2%
- Coca-ColaKO0.6% of the fund-3%
- BroadcomAVGO0.6% of the fund-19%
- AlphabetGOOGL0.5% of the fund-18%
- Ishares TRIGSB0.5% of the fund-3%
- BlackRockBLK0.4% of the fund-15%
- VisaV0.4% of the fund-3%
- CSXCSX0.4% of the fund-10%
- CaterpillarCAT0.3% of the fund-24%
- Automatic Data ProcessingADP0.3% of the fund-20%
- Goldman Sachs ETF TRGBIL0.3% of the fund-31%
- Valero EnergyVLO0.3% of the fund-8%
- AutozoneAZO0.2% of the fund-21%
- Bank of AmericaBAC0.2% of the fund-4%
- Wisdomtree TRDGRW0.2% of the fund-4%
- Ishares TRDVY0.2% of the fund-6%
- FlexFLEX0.2% of the fund-40%
- Travelers CompaniesTRV0.2% of the fund-4%
- Ishares TRIJK0.2% of the fund-17%
Sold out
Sold their entire stake.
- United Community BanksUCB-100%
- ExxonMobil HoldingsXOM-100%
- Pimco ETF TRLDUR-100%
- Honeywell InternationalHON-100%
- MSC Industrial DirectMSM-100%
- Euronet WorldwideEEFT-100%
- BrookfieldBN-100%
- Open TextOTEX-100%
- Pgim ETF TRPAAA-100%
- Willis Towers WatsonWTW-100%
- Marriott Vacations WorldwideVAC-100%
- EverforthEFOR-100%
- NiceNICE-100%
- Pimco ETF TRSMMU-100%
- KemperKMPR-100%
- J P Morgan Exchange Traded FJPIE-100%
- Snap-onSNA-100%
- Carnival-100%
- Cincinnati FinancialCINF-100%
- Fidelity Covington TrustFTEC-100%
- Western Midstream Partners LWES-100%
- CloudflareNET-100%
- Schwab Strategic TRSCHR-100%
- WEC Energy GroupWEC-100%
- Janus Henderson Group-100%
Holdings
- Ishares Gold Trust MicroIAUM
- Share
- 4.3%
- Value
- $14m
- Shares
- 347,362
-8%
- Invesco Exchange Traded FD TPBP
- Share
- 3.5%
- Value
- $11m
- Shares
- 496,225
+3%
- Ishares TREFA
- Share
- 3.0%
- Value
- $10m
- Shares
- 92,548
Held
- Ishares TRIVV
- Share
- 2.6%
- Value
- $8m
- Shares
- 11,121
+6%
- Vanguard Index FDSVTI
- Share
- 2.4%
- Value
- $8m
- Shares
- 21,321
+14%
- Invesco Exchange Traded FD TSPHQ
- Share
- 2.1%
- Value
- $7m
- Shares
- 76,985
+24%
- Ishares TRIJH
- Share
- 2.1%
- Value
- $7m
- Shares
- 89,727
+6%
- Vanguard Star FDSVXUS
- Share
- 2.1%
- Value
- $7m
- Shares
- 78,736
+34%
- Vanguard Index FDSVUG
- Share
- 1.9%
- Value
- $6m
- Shares
- 71,958
+19%
- Vanguard Index FDSVXF
- Share
- 1.7%
- Value
- $5m
- Shares
- 22,286
Held
- Vanguard Whitehall FDSVYM
- Share
- 1.3%
- Value
- $4m
- Shares
- 26,058
+30%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.2%
- Value
- $4m
- Shares
- 5,328
+51%
- Vanguard Scottsdale FDSVCIT
- Share
- 1.2%
- Value
- $4m
- Shares
- 46,469
+5%
- Ishares TRIJR
- Share
- 1.1%
- Value
- $4m
- Shares
- 24,222
+3%
- J P Morgan Exchange Traded FJCPB
- Share
- 1.0%
- Value
- $3m
- Shares
- 70,569
+19%
- Ishares Gold TRIAU
- Share
- 1.0%
- Value
- $3m
- Shares
- 43,322
+6%
- Ishares TRAGG
- Share
- 1.0%
- Value
- $3m
- Shares
- 32,844
+3%
- Spdr Series TrustFLRN
- Share
- 0.9%
- Value
- $3m
- Shares
- 90,310
+4%
- Vanguard Tax-Managed FDSVEA
- Share
- 0.8%
- Value
- $3m
- Shares
- 38,384
+3%
- Vanguard BD Index FDSBIV
- Share
- 0.8%
- Value
- $3m
- Shares
- 35,326
+24%
- Ishares TRSHY
- Share
- 0.8%
- Value
- $3m
- Shares
- 32,635
Held
- Vanguard Intl Equity Index FVWO
- Share
- 0.7%
- Value
- $2m
- Shares
- 38,055
Held
- Vanguard Scottsdale FDSVGIT
- Share
- 0.7%
- Value
- $2m
- Shares
- 37,028
-2%
- Select Sector Spdr TRXLK
- Share
- 0.7%
- Value
- $2m
- Shares
- 11,297
Held
- Ishares TRIGSB
- Share
- 0.5%
- Value
- $2m
- Shares
- 30,808
-3%
- Invesco QQQ TRQQQ
- Share
- 0.5%
- Value
- $1m
- Shares
- 2,032
+16%
- Spdr Series TrustSPSB
- Share
- 0.5%
- Value
- $1m
- Shares
- 48,760
+19%
- Vanguard Scottsdale FDSVGSH
- Share
- 0.4%
- Value
- $1m
- Shares
- 20,775
Held
- State STR Spdr S&P Midcap 40MDY
- Share
- 0.3%
- Value
- $1m
- Shares
- 1,582
+15%
- American Centy ETF TRAVEM
- Share
- 0.3%
- Value
- $1m
- Shares
- 11,127
New
- Toronto Dominion BankTD
- Share
- 0.3%
- Value
- $1m
- Shares
- 8,455
Held
- Ishares TRIVW
- Share
- 0.3%
- Value
- $885,281
- Shares
- 6,437
+27%
- Goldman Sachs ETF TRGBIL
- Share
- 0.3%
- Value
- $853,664
- Shares
- 8,523
-31%
- Vanguard Index FDSVNQ
- Share
- 0.2%
- Value
- $801,623
- Shares
- 8,313
Held
- Ishares TRIGV
- Share
- 0.2%
- Value
- $748,809
- Shares
- 8,265
Held
- Vanguard World FDVGT
- Share
- 0.2%
- Value
- $731,462
- Shares
- 6,120
Held
- Wisdomtree TRDGRW
- Share
- 0.2%
- Value
- $717,054
- Shares
- 7,499
-4%
- State STR Spdr DOW Jones INDDIA
- Share
- 0.2%
- Value
- $676,495
- Shares
- 1,295
+825%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Berkshire HathawayBRK-B | 9.3% | $30m | 60,354 | +5% |
| Ishares Gold Trust MicroIAUM | 4.3% | $14m | 347,362 | -8% |
| Invesco Exchange Traded FD TPBP | 3.5% | $11m | 496,225 | +3% |
| Ishares TREFA | 3.0% | $10m | 92,548 | Held |
| Ishares TRIVV | 2.6% | $8m | 11,121 | +6% |
| Vanguard Index FDSVTI | 2.4% | $8m | 21,321 | +14% |
| Invesco Exchange Traded FD TSPHQ | 2.1% | $7m | 76,985 | +24% |
| Ishares TRIJH | 2.1% | $7m | 89,727 | +6% |
| Vanguard Star FDSVXUS | 2.1% | $7m | 78,736 | +34% |
| MicrosoftMSFT | 2.0% | $7m | 17,525 | Held |
| Vanguard Index FDSVUG | 1.9% | $6m | 71,958 | +19% |
| Vanguard Index FDSVXF | 1.7% | $5m | 22,286 | Held |
| AppleAAPL | 1.4% | $4m | 15,299 | -2% |
| Vanguard Whitehall FDSVYM | 1.3% | $4m | 26,058 | +30% |
| State STR Spdr S&P 500 ETF TSPY | 1.2% | $4m | 5,328 | +51% |
| Vanguard Scottsdale FDSVCIT | 1.2% | $4m | 46,469 | +5% |
| Ishares TRIJR | 1.1% | $4m | 24,222 | +3% |
| Cisco SystemsCSCO | 1.1% | $4m | 30,569 | Held |
| J P Morgan Exchange Traded FJCPB | 1.0% | $3m | 70,569 | +19% |
| JPMorgan ChaseJPM | 1.0% | $3m | 10,015 | -3% |
| Ishares Gold TRIAU | 1.0% | $3m | 43,322 | +6% |
| Ishares TRAGG | 1.0% | $3m | 32,844 | +3% |
| Spdr Series TrustFLRN | 0.9% | $3m | 90,310 | +4% |
| NvidiaNVDA | 0.9% | $3m | 13,860 | -38% |
| Vanguard Tax-Managed FDSVEA | 0.8% | $3m | 38,384 | +3% |
| Vanguard BD Index FDSBIV | 0.8% | $3m | 35,326 | +24% |
| Philip Morris InternationalPM | 0.8% | $3m | 14,937 | +4% |
| Ishares TRSHY | 0.8% | $3m | 32,635 | Held |
| ChevronCVX | 0.8% | $3m | 15,975 | Held |
| Amazon.comAMZN | 0.8% | $2m | 10,215 | -5% |
| AbbVieABBV | 0.8% | $2m | 9,661 | +3% |
| AlphabetGOOG | 0.7% | $2m | 6,753 | -4% |
| Vanguard Intl Equity Index FVWO | 0.7% | $2m | 38,055 | Held |
| Vanguard Scottsdale FDSVGIT | 0.7% | $2m | 37,028 | -2% |
| Select Sector Spdr TRXLK | 0.7% | $2m | 11,297 | Held |
| MerckMRK | 0.6% | $2m | 16,030 | Held |
| Coca-ColaKO | 0.6% | $2m | 25,338 | -3% |
| Home DepotHD | 0.6% | $2m | 5,837 | Held |
| BroadcomAVGO | 0.6% | $2m | 5,189 | -19% |
| Duke EnergyDUK | 0.6% | $2m | 14,888 | Held |
| International Business MachinesIBM | 0.6% | $2m | 6,699 | Held |
| Meta PlatformsMETA | 0.6% | $2m | 3,254 | Held |
| AT&TT | 0.6% | $2m | 86,120 | +3% |
| Eli LillyLLY | 0.6% | $2m | 1,486 | Held |
| NextEra EnergyNEE | 0.5% | $2m | 19,761 | +5% |
| AlphabetGOOGL | 0.5% | $2m | 4,722 | -18% |
| Bristol-Myers SquibbBMY | 0.5% | $2m | 28,994 | +2% |
| Ishares TRIGSB | 0.5% | $2m | 30,808 | -3% |
| PNC Financial Services GroupPNC | 0.5% | $2m | 6,523 | Held |
| OneokOKE | 0.5% | $2m | 18,408 | +4% |
| Costco WholesaleCOST | 0.5% | $2m | 1,659 | Held |
| WalmartWMT | 0.5% | $2m | 13,590 | Held |
| Applied MaterialsAMAT | 0.5% | $2m | 2,125 | +11% |
| Gilead SciencesGILD | 0.5% | $2m | 11,912 | Held |
| Invesco QQQ TRQQQ | 0.5% | $1m | 2,032 | +16% |
| Micron TechnologyMU | 0.5% | $1m | 1,279 | +25% |
| Spdr Series TrustSPSB | 0.5% | $1m | 48,760 | +19% |
| Verizon CommunicationsVZ | 0.4% | $1m | 33,515 | +4% |
| BlackRockBLK | 0.4% | $1m | 1,396 | -15% |
| Johnson & JohnsonJNJ | 0.4% | $1m | 5,108 | +2% |
| VisaV | 0.4% | $1m | 3,762 | -3% |
| CSXCSX | 0.4% | $1m | 27,124 | -10% |
| CitigroupC | 0.4% | $1m | 9,146 | Held |
| Franklin TempletonBEN | 0.4% | $1m | 37,849 | Held |
| Emerson ElectricEMR | 0.4% | $1m | 8,697 | Held |
| Darden RestaurantsDRI | 0.4% | $1m | 5,913 | Held |
| Vanguard Scottsdale FDSVGSH | 0.4% | $1m | 20,775 | Held |
| US BancorpUSB | 0.4% | $1m | 19,359 | +2% |
| BPBP | 0.4% | $1m | 31,536 | Held |
| Morgan StanleyMS | 0.4% | $1m | 5,496 | +2% |
| State STR Spdr S&P Midcap 40MDY | 0.3% | $1m | 1,582 | +15% |
| American Centy ETF TRAVEM | 0.3% | $1m | 11,127 | New |
| Charles SchwabSCHW | 0.3% | $1m | 11,155 | Held |
| Toronto Dominion BankTD | 0.3% | $1m | 8,455 | Held |
| EatonETN | 0.3% | $1m | 2,390 | Held |
| MastercardMA | 0.3% | $959,405 | 1,868 | Held |
| United Parcel ServiceUPS | 0.3% | $952,128 | 8,857 | Held |
| AmphenolAPH | 0.3% | $945,075 | 5,360 | +35% |
| CaterpillarCAT | 0.3% | $941,372 | 884 | -24% |
| EnbridgeENB | 0.3% | $939,080 | 17,323 | Held |
| Truist FinancialTFC | 0.3% | $914,695 | 18,360 | Held |
| Omega Healthcare InvestorsOHI | 0.3% | $892,331 | 18,715 | Held |
| Ishares TRIVW | 0.3% | $885,281 | 6,437 | +27% |
| Automatic Data ProcessingADP | 0.3% | $876,764 | 3,915 | -20% |
| TargetTGT | 0.3% | $863,855 | 6,614 | Held |
| Goldman Sachs ETF TRGBIL | 0.3% | $853,664 | 8,523 | -31% |
| Valero EnergyVLO | 0.3% | $808,927 | 3,106 | -8% |
| Vanguard Index FDSVNQ | 0.2% | $801,623 | 8,313 | Held |
| Lockheed MartinLMT | 0.2% | $800,362 | 1,571 | Held |
| ComcastCMCSA | 0.2% | $789,503 | 32,159 | Held |
| AutozoneAZO | 0.2% | $789,397 | 247 | -21% |
| Kimberly-ClarkKMB | 0.2% | $773,110 | 7,043 | +2% |
| Delta Air LinesDAL | 0.2% | $773,070 | 8,254 | +13% |
| American ExpressAXP | 0.2% | $760,724 | 2,249 | Held |
| Bank of AmericaBAC | 0.2% | $751,167 | 13,183 | -4% |
| Ishares TRIGV | 0.2% | $748,809 | 8,265 | Held |
| Vanguard World FDVGT | 0.2% | $731,462 | 6,120 | Held |
| Wisdomtree TRDGRW | 0.2% | $717,054 | 7,499 | -4% |
| State STR Spdr DOW Jones INDDIA | 0.2% | $676,495 | 1,295 | +825% |
| MedtronicMDT | 0.2% | $654,785 | 8,370 | +7% |
Showing the largest 100 of 534.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 10.6% since 30 June 2025.
Where the money is
Financial services16.5%
Technology9.5%
Health care5.0%
Industrials4.4%
Everyday goods3.6%
Retail & consumer3.5%
Media & telecom3.4%
Energy2.5%
Utilities1.6%
Materials1.0%
Real estate0.7%
Other48.3%
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.