§ 13F · FUND PROFILE
UNION SAVINGS BANK.
AUM · $249M (13F)Positions · 411Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$154K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPHQ | INVESCO S&P 500 QUALITY ETF | 491K | $44M | 17.8% | +1% |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC COM | 32 | $24M | 9.6% | ±0% |
| 3 | IJH | ISHARES CORE S&P MID-CAP ETF | 216K | $17M | 6.7% | +4% |
| 4 | SPY | SPDR S&P 500 ETF TRUST | 17K | $13M | 5.0% | −8% |
| 5 | IWM | ISHARES RUSSELL 2000 INDEX | 25K | $8M | 3.0% | +3% |
| 6 | VYM | VANGUARD HIGH DIVIDEND YIELD ETF | 37K | $6M | 2.4% | −4% |
| 7 | MSFT | MICROSOFT CORP | 15K | $6M | 2.2% | −1% |
| 8 | AAPL | APPLE INCORPORATED | 19K | $5M | 2.2% | −6% |
| 9 | GOOGL | ALPHABET INC | 14K | $5M | 2.0% | −2% |
| 10 | GVI | ETF ISHS INTER GOVT CR BD | 45K | $5M | 1.9% | +9% |
§ 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 $249 million in assets. The fund runs a broad portfolio of 411 positions.
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