§ 13F · FUND PROFILE
UNION SAVINGS BANK.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $218M (13F)Positions · 378Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$145K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPHQ | INVESCO S&P 500 QUALITY ETF | 488K | $37M | 16.1% | +1% |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC COM | 32 | $23M | 10.1% | ±0% |
| 3 | IJH | ISHARES CORE S&P MID-CAP ETF | 209K | $14M | 6.2% | +30% |
| 4 | SPY | SPDR S&P 500 ETF TRUST | 18K | $12M | 5.2% | −1% |
| 5 | IWM | ISHARES RUSSELL 2000 INDEX | 24K | $6M | 2.7% | +1% |
| 6 | VYM | VANGUARD HIGH DIVIDEND YIELD ETF | 39K | $6M | 2.5% | −2% |
| 7 | MSFT | MICROSOFT CORP | 15K | $6M | 2.4% | ±0% |
| 8 | AAPL | APPLE INCORPORATED | 20K | $5M | 2.2% | −2% |
| 9 | XOM | EXXON MOBIL CORP COM | 28K | $5M | 2.1% | −2% |
| 10 | GVI | ETF ISHS INTER GOVT CR BD | 41K | $4M | 1.9% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE UNION SIGNAL
AC read
UNION SAVINGS BANK is a Dealer / Bank fund managing $218 million in assets. The fund runs a broad portfolio of 378 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed