United Bank

Q3 2026 13F-HR Holdings

Location
Zebulon, GA
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
121
Total value ($000)
$343,846
Net value change ($000)
+14,989 (4.6%)
New positions
8
Sold out positions
9
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 3,585 40.6%
NVDA 1,978 14.9%
AAPL 1,971 14.2%
TSM 1,699 NEW
IJH 1,621 15.3%
GUNR 1,559 15.1%
META 1,396 31.2%
TMO 1,319 NEW
AIG 1,147 NEW
SHOP 1,058 NEW
Top Reduces (Value $000, Stocks/ETFs)
XLK -3,081 -19.2%
XOM -2,988 -100.0%
ZBH -1,259 -100.0%
CAT -1,186 -22.5%
PEP -1,037 -77.7%
NKE -872 -100.0%
ICE -727 -54.0%
SO -685 -12.7%
PYPL -505 -100.0%
CSCO -472 -12.4%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type