§ 13F · FUND PROFILE
UNION SAVINGS BANK.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $217.7T (13F)Positions · 378Turnover · — · Q2Filed · Aug 8, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED AUG 8, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPHQ | INVESCO S&P 500 QUALITY ETF | 469K | $33.5T | 15.4% | — |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC COM | 32 | $23.0T | 10.6% | — |
| 3 | SPY | SPDR S&P 500 ETF TRUST | 18K | $11.7T | 5.4% | — |
| 4 | IJH | ISHARES CORE S&P MID-CAP ETF | 156K | $9.8T | 4.5% | — |
| 5 | MSFT | MICROSOFT CORP | 15K | $8.1T | 3.7% | — |
| 6 | VYM | VANGUARD HIGH DIVIDEND YIELD ETF | 42K | $5.6T | 2.6% | — |
| 7 | IWM | ISHARES RUSSELL 2000 INDEX | 21K | $4.7T | 2.2% | — |
| 8 | AAPL | APPLE INCORPORATED | 20K | $4.2T | 1.9% | — |
| 9 | MDY | SPDR S&P MIDCAP 400 ETF TR | 7K | $3.8T | 1.7% | — |
| 10 | GVI | ETF ISHS INTER GOVT CR BD | 34K | $3.7T | 1.7% | — |
§ 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 $217680.1 trillion in assets. The fund runs a broad portfolio of 378 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed