United Bank

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 136Value: $228.5MLatest: 2025Q1

UNITED BANK is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 136 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TRVI",
  "MMM",
  "ABT",
  "ABBV",
  "APD",
  "ALL",
  "GOOGL",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "CMI",
  "DUK",
  "D",
  "EOG",
  "GD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "HUBB",
  "EMXC",
  "ITW",
  "BKNG",
  "MUB",
  "META",
  null,
  "IVW",
  "IJH",
  null,
  "LHX",
  "ATYR",
  "MA",
  "MSFT",
  "MS",
  "GE",
  "HSY",
  "IJR",
  "KLAC",
  "ORCL",
  "IWF",
  "PANW",
  "PEP",
  "IRM",
  "IJK",
  null,
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "DGX",
  "IEFA",
  "RTX",
  "RSG",
  "TXN",
  "TGT",
  "TJX",
  "TFC",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "VV",
  "AFL",
  "UBSI",
  "DOV",
  "WM",
  "IWR",
  "AEP",
  "PJT",
  "AMZN",
  null,
  "USB",
  "VUG",
  "VXUS",
  "VBK",
  "BSV",
  "VB",
  "VTV",
  "V",
  "VOR",
  "WMT",
  "WFC",
  "YUM",
  "XYL",
  "GRMN",
  "DVY",
  "NSC",
  "SO",
  "DIA",
  "ZBH",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BMY",
  "CRDF",
  "CVX",
  "CINF",
  "CSCO",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "ED",
  "COST",
  "GLW",
  "DE",
  null,
  "EFA",
  "USMV",
  "NEE",
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "AWK",
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 136
Total Value: 228464592
Accession Number: 0001286478-25-000005
Form Type: 13F-HR
CIK: united-bank-2
Manager Name: United-Bank-2

Data Enrichment

96% identified

130 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

136 positions • $228.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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HUBBELL INC

HUBB|443510607

Shares:268.8K

Value:$88.9M

% of Portfolio:38.9% ($88.9M/$228.5M)

464287226

Shares:312.9K

Value:$31.0M

% of Portfolio:13.5% ($31.0M/$228.5M)

464287309

IVW|464287309

Shares:118.8K

Value:$11.0M

% of Portfolio:4.8% ($11.0M/$228.5M)

922908629

VO|922908629

Shares:30.9K

Value:$8.0M

% of Portfolio:3.5% ($8.0M/$228.5M)

922908553

VNQ|922908553

Shares:79.0K

Value:$7.2M

% of Portfolio:3.1% ($7.2M/$228.5M)

464288679

Shares:52.3K

Value:$5.8M

% of Portfolio:2.5% ($5.8M/$228.5M)

922908751

VB|922908751

Shares:22.2K

Value:$4.9M

% of Portfolio:2.2% ($4.9M/$228.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:8.8K

Value:$4.9M

% of Portfolio:2.2% ($4.9M/$228.5M)

922908769

VTI|922908769

Shares:16.0K

Value:$4.4M

% of Portfolio:1.9% ($4.4M/$228.5M)

922908736

VUG|922908736

Shares:10.5K

Value:$3.9M

% of Portfolio:1.7% ($3.9M/$228.5M)

922908744

VTV|922908744

Shares:18.5K

Value:$3.2M

% of Portfolio:1.4% ($3.2M/$228.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:11.2K

Value:$2.7M

% of Portfolio:1.2% ($2.7M/$228.5M)

MICROSOFT CORP

MSFT|594918104

Shares:6.9K

Value:$2.6M

% of Portfolio:1.1% ($2.6M/$228.5M)

464287606

IJK|464287606

Shares:29.1K

Value:$2.4M

% of Portfolio:1.1% ($2.4M/$228.5M)

Apple Inc.

AAPL|037833100

Shares:9.5K

Value:$2.1M

% of Portfolio:0.9% ($2.1M/$228.5M)

Tesla, Inc.

TSLA|88160R101

Shares:8.0K

Value:$2.1M

% of Portfolio:0.9% ($2.1M/$228.5M)

921937819

BIV|921937819

Shares:22.2K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$228.5M)

NVIDIA CORP

NVDA|67066G104

Shares:12.8K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$228.5M)

464287507

IJH|464287507

Shares:22.8K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$228.5M)

KLA CORP

KLAC|482480100

Shares:1.9K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$228.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HUBBELL INC(HUBBcusip443510607)	268.8K	QoQ 0.00% (-0) YoY -0.16% (-441)	All Managers (Combined)	$88.9M	38.9% ($88.9M/$228.5M)	QoQ -21.00% (-$23.6M) YoY -20.40% (-$22.8M)
(cusip464287226)✕	312.9K	QoQ +3.03% (+9.2K) YoY NEW(+312.9K)	All Managers (Combined)	$31.0M	13.5% ($31.0M/$228.5M)	QoQ +5.17% (+$1.5M) YoY NEW(+$31.0M)
(IVWcusip464287309)	118.8K	QoQ +3.14% (-3.6K) YoY +11.17% (+11.9K)	All Managers (Combined)	$11.0M	4.8% ($11.0M/$228.5M)	QoQ -5.69% (-$666.1K) YoY +22.22% (+$2.0M)
(VOcusip922908629)	30.9K	QoQ +23.25% (+5.8K) YoY +16.74% (+4.4K)	All Managers (Combined)	$8.0M	3.5% ($8.0M/$228.5M)	QoQ +20.68% (+$1.4M) YoY +20.84% (+$1.4M)
(VNQcusip922908553)	79.0K	QoQ -4.10% (-3.4K) YoY -4.12% (-3.4K)	All Managers (Combined)	$7.2M	3.1% ($7.2M/$228.5M)	QoQ -2.53% (-$186.0K) YoY +0.37% (-$26.8K)
(cusip464288679)✕	52.3K	QoQ -5.21% (-2.9K) YoY -11.49% (-6.8K)	All Managers (Combined)	$5.8M	2.5% ($5.8M/$228.5M)	QoQ -4.91% (-$299.0K) YoY -11.56% (-$755.6K)
(VBcusip922908751)	22.2K	QoQ +15.61% (+3.0K) YoY +1038.92% (+20.3K)	All Managers (Combined)	$4.9M	2.2% ($4.9M/$228.5M)	QoQ +6.70% (+$309.3K) YoY +1004.84% (+$4.5M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	8.8K	QoQ +2.70% (-232) YoY +1854.88% (+8.3K)	All Managers (Combined)	$4.9M	2.2% ($4.9M/$228.5M)	QoQ -1.96% (-$98.8K) YoY +1990.62% (+$4.7M)
(VTIcusip922908769)	16.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$4.4M	1.9% ($4.4M/$228.5M)	QoQ -5.16% (-$239.5K) YoY +5.74% (+$239.0K)
(VUGcusip922908736)	10.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.9M	1.7% ($3.9M/$228.5M)	QoQ -9.65% (-$415.1K) YoY +7.73% (+$278.9K)
(VTVcusip922908744)	18.5K	QoQ -20.98% (-4.9K) YoY -18.82% (-4.3K)	All Managers (Combined)	$3.2M	1.4% ($3.2M/$228.5M)	QoQ -19.38% (-$766.3K) YoY -13.89% (-$514.6K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	11.2K	QoQ 0.00% (+0) YoY -0.08% (-10)	All Managers (Combined)	$2.7M	1.2% ($2.7M/$228.5M)	QoQ +2.33% (+$62.6K) YoY +22.35% (-$502.0K)
MICROSOFT CORP(MSFTcusip594918104)	6.9K	QoQ 0.00% (-0) YoY -3.88% (-278)	All Managers (Combined)	$2.6M	1.1% ($2.6M/$228.5M)	QoQ -10.93% (-$316.9K) YoY -14.24% (-$428.5K)
(IJKcusip464287606)	29.1K	QoQ +0.68% (-198) YoY +8.06% (-2.2K)	All Managers (Combined)	$2.4M	1.1% ($2.4M/$228.5M)	QoQ -7.78% (-$204.5K) YoY -1.37% (-$33.7K)
Apple Inc.(AAPLcusip037833100)	9.5K	QoQ -0.13% (-13) YoY -10.71% (-1.1K)	All Managers (Combined)	$2.1M	0.9% ($2.1M/$228.5M)	QoQ -11.41% (-$271.8K) YoY +15.66% (-$285.6K)
Tesla, Inc.(TSLAcusip88160R101)	8.0K	QoQ +2.57% (-201) YoY NEW(+8.0K)	All Managers (Combined)	$2.1M	0.9% ($2.1M/$228.5M)	QoQ -34.17% (-$1.1M) YoY NEW(+$2.1M)
(BIVcusip921937819)	22.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$228.5M)	QoQ +2.46% (+$40.9K) YoY +1.55% (+$26.0K)
NVIDIA CORP(NVDAcusip67066G104)	12.8K	QoQ +1.58% (-200) YoY +984.74% (+11.6K)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$228.5M)	QoQ -18.01% (-$304.8K) YoY +30.11% (+$321.1K)
(IJHcusip464287507)	22.8K	QoQ -0.20% (-47) YoY +251.90% (+16.3K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$228.5M)	QoQ -6.54% (-$93.2K) YoY +238.06% (+$936.3K)
KLA CORP(KLACcusip482480100)	1.9K	QoQ 0.00% (+0) YoY -0.51% (-10)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$228.5M)	QoQ +7.88% (+$95.7K) YoY -3.18% (-$43.1K)