§ 13F · FUND PROFILE
UNITED BANK.
AUM · $839M (13F)Positions · 245Turnover · n/a · Q1Filed · May 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | HUBB | HUBBELL INC | 268K | $131M | 16.8% | ±0% |
| 2 | IJR | ISHARES | 352K | $44M | 5.6% | −8% |
| 3 | AGG | ISHARES | 343K | $34M | 4.4% | +8% |
| 4 | UBSI | UNITED BANKSHARES INC | 695K | $29M | 3.7% | ±0% |
| 5 | AAPL | APPLE INC | 105K | $27M | 3.4% | −2% |
| 6 | JPM | JPMORGAN CHASE & CO | 81K | $24M | 3.0% | ±0% |
| 7 | MSFT | MICROSOFT | 60K | $22M | 2.9% | ±0% |
| 8 | GLW | CORNING INC | 158K | $21M | 2.7% | −28% |
| 9 | CVX | CHEVRON CORPORATION | 82K | $17M | 2.2% | −6% |
| 10 | IRM | IRON MOUNTAIN INC | 133K | $14M | 1.7% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE UNITED SIGNAL
AC read
UNITED BANK is a Dealer / Bank fund managing $839 million in assets. The fund runs a broad portfolio of 245 positions.
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