§ 13F · FUND PROFILE
United Bank.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $288M (13F)Positions · 119Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M 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 MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 45K | $13M | 4.3% | ±0% |
| 2 | AAPL | APPLE INC | 48K | $12M | 4.1% | +4% |
| 3 | NFRA | FLEXSHARES TR | 184K | $12M | 3.9% | +8% |
| 4 | GUNR | FLEXSHARES TR | 211K | $12M | 3.9% | +21% |
| 5 | NVDA | NVIDIA CORPORATION | 66K | $12M | 3.8% | +6% |
| 6 | XLK | SELECT SECTOR SPDR TR | 83K | $11M | 3.7% | +4% |
| 7 | HYGV | FLEXSHARES TR | 242K | $10M | 3.2% | +2% |
| 8 | MSFT | MICROSOFT CORP | 25K | $9M | 3.1% | +16% |
| 9 | AMZN | AMAZON COM INC | 44K | $9M | 3.1% | +6% |
| 10 | JPM | JPMORGAN CHASE & CO | 29K | $8M | 2.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE UNITED SIGNAL
AC read
United Bank is a Dealer / Bank fund managing $288 million in assets. The fund runs a portfolio of 119 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
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed