United Bank

Q2 2026 13F-HR Holdings

Location
Zebulon, GA
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
122
Total value ($000)
$328,857
Net value change ($000)
+28,213 (9.4%)
New positions
6
Sold out positions
8
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 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)
AMD 6,272 173.8%
XLK 4,995 45.1%
IJH 4,791 82.8%
GOOGL 2,926 22.7%
PANW 2,085 97.3%
CAT 1,787 51.3%
NVDA 1,739 15.1%
MU 1,708 264.0%
AVGO 1,671 59.5%
AAPL 1,608 13.1%
Top Reduces (Value $000, Stocks/ETFs)
ABT -2,351 -69.0%
HON -1,664 -100.0%
GUNR -1,296 -11.1%
XOM -986 -24.8%
XLV -727 -63.7%
MDLZ -694 -100.0%
NSC -672 -33.4%
ADBE -594 -66.8%
CVX -591 -25.5%
MRSH -569 -100.0%
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