UNITED BANK

Q2 2026 13F-HR Holdings

Location
Vienna, VA
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
130
Total value ($000)
$852,700
Net value change ($000)
+71,894 (9.2%)
New positions
11
Sold out positions
2
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
GLW 15,319 67.4%
HUBB 9,280 6.6%
IJR 8,321 18.5%
CSCO 6,302 43.3%
TXN 4,746 46.7%
KLAC 4,654 97.0%
UBSI 3,245 11.0%
JPM 3,145 10.9%
AAPL 3,097 10.4%
CMI 2,886 23.2%
Top Reduces (Value $000, Stocks/ETFs)
CVX -4,314 -23.1%
CME -1,985 -22.3%
XOM -1,751 -19.1%
MCD -1,700 -14.2%
EOG -1,532 -13.0%
HON -1,490 -17.2%
LMT -1,437 -17.1%
HSY -1,298 -15.2%
PEP -1,154 -12.0%
ABT -1,028 -9.5%
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