United Community Bank

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002000314

Type: FundHoldings: 487Value: $268.4MLatest: 2025Q1

United Community Bank is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 487 holdings worth $0.3 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:[
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "HSY",
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  "IJR",
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  "IWD",
  "KR",
  "ORCL",
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  "NOC",
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  "VGIT",
  null,
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  null,
  null,
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  null,
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  "PGR",
  "IJK",
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  "PHM",
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  "AAPL",
  "SPY",
  "ECL",
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  "GS",
  "HPE",
  "ENB",
  "INTC",
  "GEHC",
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  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
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  "LPLA",
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  "AMGN",
  "MAS",
  null,
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  "REGN",
  "ROK",
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  null,
  null,
  "NOW",
  null,
  null,
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  "O",
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  null,
  null,
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  "IBM",
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  "SNPS",
  "CI",
  "TXN",
  "TXRH",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TRV",
  "TSN",
  "TYL",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "VXF",
  "SNV",
  "OGE",
  "SCHW",
  "MNST",
  null,
  null,
  "PNW",
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  "LKQ",
  "JBL",
  "VCIT",
  null,
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  null,
  null,
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  "IWN",
  null,
  "TSM",
  "OHI",
  null,
  null,
  "VYM",
  "DD",
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  null,
  "TT",
  "GPK",
  "LFUS",
  "PRI",
  "UGI",
  "ADSK",
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  "HAL",
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  "WAB",
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  null,
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  null,
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  null,
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  null,
  null,
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  "WDAY",
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  "ZBRA",
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  null,
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  null,
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  null,
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  null,
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  "BAC",
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  "BRK-B",
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  "BMY",
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  "CACI",
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  "CARR",
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  "C",
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  "DHR",
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  "DE",
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  "FANG",
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  null,
  "DLR",
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  null,
  "IJJ",
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  "IWM",
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  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  "MO",
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  "XLK",
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  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 487
Total Value: 268392481
Accession Number: 0001104659-25-043845
Form Type: 13F-HR
CIK: united-community-bank
Manager Name: United-Community-Bank

Data Enrichment

81% identified

396 identified91 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

487 positions • $268.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 25

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:70.5K

Value:$37.5M

% of Portfolio:14.0% ($37.5M/$268.4M)

464287200

IVV|464287200

Shares:27.8K

Value:$15.6M

% of Portfolio:5.8% ($15.6M/$268.4M)

464287465

EFA|464287465

Shares:111.1K

Value:$9.1M

% of Portfolio:3.4% ($9.1M/$268.4M)

MICROSOFT CORP

MSFT|594918104

Shares:16.6K

Value:$6.3M

% of Portfolio:2.3% ($6.3M/$268.4M)

Apple Inc.

AAPL|037833100

Shares:18.1K

Value:$4.0M

% of Portfolio:1.5% ($4.0M/$268.4M)

464287507

IJH|464287507

Shares:67.2K

Value:$3.9M

% of Portfolio:1.5% ($3.9M/$268.4M)

922908652

VXF|922908652

Shares:22.3K

Value:$3.8M

% of Portfolio:1.4% ($3.8M/$268.4M)

CHEVRON CORP

CVX|166764100

Shares:22.5K

Value:$3.8M

% of Portfolio:1.4% ($3.8M/$268.4M)

AT&T INC.

T|00206R102

Shares:125.2K

Value:$3.5M

% of Portfolio:1.3% ($3.5M/$268.4M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:53.6K

Value:$3.3M

% of Portfolio:1.2% ($3.3M/$268.4M)

464285204

Shares:55.8K

Value:$3.3M

% of Portfolio:1.2% ($3.3M/$268.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:19.8K

Value:$3.3M

% of Portfolio:1.2% ($3.3M/$268.4M)

92206C870

VCIT|92206C870

Shares:39.5K

Value:$3.2M

% of Portfolio:1.2% ($3.2M/$268.4M)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:15.2K

Value:$3.2M

% of Portfolio:1.2% ($3.2M/$268.4M)

78468R200

Shares:101.2K

Value:$3.1M

% of Portfolio:1.2% ($3.1M/$268.4M)

Duke Energy CORP

DUK|26441C204

Shares:24.8K

Value:$3.0M

% of Portfolio:1.1% ($3.0M/$268.4M)

Meta Platforms, Inc.

META|30303M102

Shares:5.2K

Value:$3.0M

% of Portfolio:1.1% ($3.0M/$268.4M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:18.5K

Value:$2.6M

% of Portfolio:1.0% ($2.6M/$268.4M)

ENBRIDGE INC

ENB|29250N105

Shares:58.7K

Value:$2.6M

% of Portfolio:1.0% ($2.6M/$268.4M)

AMAZON COM INC

AMZN|023135106

Shares:13.2K

Value:$2.5M

% of Portfolio:0.9% ($2.5M/$268.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	70.5K	QoQ -0.06% (-47) YoY -3.64% (-2.7K)	All Managers (Combined)	$37.5M	14.0% ($37.5M/$268.4M)	QoQ +17.41% (-$5.6M) YoY +22.02% (-$6.8M)
(IVVcusip464287200)	27.8K	QoQ +0.36% (-100) YoY -28.16% (-10.9K)	All Managers (Combined)	$15.6M	5.8% ($15.6M/$268.4M)	QoQ -4.20% (-$686.8K) YoY -21.30% (-$4.2M)
(EFAcusip464287465)	111.1K	QoQ -7.99% (-9.6K) YoY -15.87% (-21.0K)	All Managers (Combined)	$9.1M	3.4% ($9.1M/$268.4M)	QoQ -0.54% (-$49.6K) YoY -13.90% (-$1.5M)
MICROSOFT CORP(MSFTcusip594918104)	16.6K	QoQ +6.36% (-996) YoY -12.52% (-2.4K)	All Managers (Combined)	$6.3M	2.3% ($6.3M/$268.4M)	QoQ -5.27% (-$347.9K) YoY -21.95% (-$1.8M)
Apple Inc.(AAPLcusip037833100)	18.1K	QoQ -8.61% (-1.7K) YoY +46.80% (+5.8K)	All Managers (Combined)	$4.0M	1.5% ($4.0M/$268.4M)	QoQ -18.93% (-$940.8K) YoY +90.16% (+$1.9M)
(IJHcusip464287507)	67.2K	QoQ -1.88% (-1.3K) YoY -10.11% (-7.6K)	All Managers (Combined)	$3.9M	1.5% ($3.9M/$268.4M)	QoQ -8.11% (-$346.6K) YoY -13.65% (-$620.1K)
(VXFcusip922908652)	22.3K	QoQ -2.38% (-546) YoY -11.16% (-2.8K)	All Managers (Combined)	$3.8M	1.4% ($3.8M/$268.4M)	QoQ -11.49% (-$499.2K) YoY -12.68% (-$558.6K)
CHEVRON CORP(CVXcusip166764100)	22.5K	QoQ -2.38% (-550) YoY +160.32% (+13.9K)	All Managers (Combined)	$3.8M	1.4% ($3.8M/$268.4M)	QoQ +12.74% (-$425.9K) YoY +176.08% (+$2.4M)
AT&T INC.(Tcusip00206R102)	125.2K	QoQ +127.24% (+70.1K) YoY +1338.21% (+116.5K)	All Managers (Combined)	$3.5M	1.3% ($3.5M/$268.4M)	QoQ +182.23% (+$2.3M) YoY +2210.95% (+$3.4M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	53.6K	QoQ -1.52% (-830) YoY +1.39% (+736)	All Managers (Combined)	$3.3M	1.2% ($3.3M/$268.4M)	QoQ +2.64% (-$85.3K) YoY +25.36% (+$669.0K)
(cusip464285204)✕	55.8K	QoQ +4.25% (+2.3K) YoY +84.96% (+25.7K)	All Managers (Combined)	$3.3M	1.2% ($3.3M/$268.4M)	QoQ +24.15% (+$640.5K) YoY +159.60% (+$2.0M)
JOHNSON & JOHNSON(JNJcusip478160104)	19.8K	QoQ +1.58% (+309) YoY +161.15% (+12.2K)	All Managers (Combined)	$3.3M	1.2% ($3.3M/$268.4M)	QoQ +16.49% (+$464.9K) YoY +173.78% (+$2.1M)
(VCITcusip92206C870)	39.5K	QoQ -8.22% (-3.5K) YoY +2945.76% (+38.2K)	All Managers (Combined)	$3.2M	1.2% ($3.2M/$268.4M)	QoQ -6.51% (-$225.4K) YoY +2992.99% (+$3.1M)
DARDEN RESTAURANTS INC(DRIcusip237194105)	15.2K	QoQ -14.62% (-2.6K) YoY +156.82% (+9.3K)	All Managers (Combined)	$3.2M	1.2% ($3.2M/$268.4M)	QoQ -4.99% (-$165.9K) YoY +219.22% (+$2.2M)
(cusip78468R200)✕	101.2K	QoQ -11.09% (-12.6K) YoY +3290.25% (+98.2K)	All Managers (Combined)	$3.1M	1.2% ($3.1M/$268.4M)	QoQ -10.83% (-$379.2K) YoY +3289.16% (+$3.0M)
Duke Energy CORP(DUKcusip26441C204)	24.8K	QoQ +264.76% (+18.0K) YoY +250.45% (+17.7K)	All Managers (Combined)	$3.0M	1.1% ($3.0M/$268.4M)	QoQ +312.94% (+$2.3M) YoY +341.98% (+$2.3M)
Meta Platforms, Inc.(METAcusip30303M102)	5.2K	QoQ +9.22% (+435) YoY -4.09% (-220)	All Managers (Combined)	$3.0M	1.1% ($3.0M/$268.4M)	QoQ +7.51% (+$207.5K) YoY +13.83% (-$361.0K)
KIMBERLY CLARK CORP(KMBcusip494368103)	18.5K	QoQ +339.96% (+14.3K) YoY +328.95% (+14.2K)	All Managers (Combined)	$2.6M	1.0% ($2.6M/$268.4M)	QoQ +377.49% (+$2.1M) YoY +371.63% (+$2.1M)
ENBRIDGE INC(ENBcusip29250N105)	58.7K	QoQ +3.67% (+2.1K) YoY +5.75% (+3.2K)	All Managers (Combined)	$2.6M	1.0% ($2.6M/$268.4M)	QoQ +8.26% (+$198.6K) YoY +29.52% (+$592.6K)
AMAZON COM INC(AMZNcusip023135106)	13.2K	QoQ -0.36% (-48) YoY +53.06% (+4.6K)	All Managers (Combined)	$2.5M	0.9% ($2.5M/$268.4M)	QoQ -13.59% (-$396.4K) YoY +61.45% (+$959.2K)