UNITED BANK

Q4 2025 13F-HR Holdings

Location
Vienna, VA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
128
Total value ($000)
$757,076
Net value change ($000)
-81,977 (-9.8%)
New positions
2
Sold out positions
2
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/7/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HUBB 3,946 3.2%
SHV 1,714 27.2%
VTI 1,333 27.1%
IGSB 954 20.9%
UBSI 906 3.4%
AGG 886 2.9%
IJR 751 1.6%
LLY 554 40.9%
QTUM 484 NEW
GOOGL 403 28.8%
Top Reduces (Value $000, Stocks/ETFs)
EMXC -45,924 -94.0%
MSFT -4,726 -12.5%
IRM -4,716 -27.6%
BLK -3,031 -22.7%
APD -2,747 -24.9%
EOG -2,498 -23.6%
GD -2,481 -17.5%
GLW -2,471 -10.8%
ABT -2,427 -16.7%
TXN -2,344 -20.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type