United Bank

Q1 2026 13F-HR Holdings

Location
Zebulon, GA
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
124
Total value ($000)
$300,644
Net value change ($000)
+5,709 (1.9%)
New positions
6
Sold out positions
6
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
GUNR 3,616 45.0%
NFRA 1,496 14.6%
XLE 1,428 46.3%
CVS 1,284 NEW
AVGO 1,265 82.0%
XOM 1,112 38.9%
COST 1,110 22.7%
EMR 908 125.2%
FCX 876 135.6%
MDT 876 109.4%
Top Reduces (Value $000, Stocks/ETFs)
XLRE -2,882 -79.4%
NSC -1,329 -39.8%
MSFT -1,212 -11.5%
NOW -1,184 -100.0%
GOOGL -1,147 -8.2%
CRM -1,093 -34.5%
ORCL -837 -27.3%
XLV -835 -42.2%
IVW -756 -12.9%
JPM -693 -7.6%
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