U

United Bank

United Bank is an institution, managing $287.8M across 119 long positions as of Q3 2025 with NVDA as the largest holding (4% allocation).

Portfolio Value
$287.8M
Positions
119
Top Holding
NVDA at 4.49%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in United Bank's portfolio (35.9% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$12.9M
4.49%
+$466.8K
Bought
0.00%
69.2K shares
2
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$12.0M
4.17%
+$345.0K
Bought
0.00%
47.1K shares
Internet Content & Information
Communication Services
$11.4M
3.95%
-$338.9K
Sold
0.00%
46.8K shares
ETF
ETF
$10.8M
3.76%
+$513.0K
Bought
38.4K shares
Software - Infrastructure
Technology
$10.8M
3.74%
+$204.6K
Bought
0.00%
20.8K shares
ETF
ETF
$10.0M
3.47%
+$389.6K
Bought
242.2K shares
ETF
ETF
$9.9M
3.46%
+$1.2M
Bought
158.1K shares
8
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$8.9M
3.09%
+$749.6K
Bought
0.00%
40.5K shares
Banks - Diversified
Financial Services
$8.9M
3.08%
+$28.4K
Bought
0.00%
28.1K shares
ETF
ETF
$7.8M
2.70%
+$209.5K
Bought
177.2K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in United Bank's latest filing

See all changes
Market Value
$287.8M
Prior: $261.3M
Q/Q Change
+10.11%
+$26.4M
Net Flows % of MV
+3.74%
Turnover Ratio
3.75%
New Purchases
2 stocks
$2.1M
Added To
69 stocks
+$13.9M
Sold Out Of
1 stocks
$68.5K
Reduced Holdings
29 stocks
-$5.1M

Increased Positions

PositionShares Δ
New
New
3
Netflix logo
+385.65%
+60.79%
5
Intuit logo
Intuit
INTU
+35.52%

Decreased Positions

PositionShares Δ
Sold
-58.2%
3
FedEx logo
-47.65%
4
CDW logo
CDW
CDW
-36.92%
-22.67%

Analytics

Portfolio insights and performance metrics for United Bank

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Sector Allocation

ETF: 28.20%ETFTechnology: 20.80%TechnologyFinancial Services: 11.20%Financial ServicesCommunication Services: 7.90%Consumer Cyclical: 7.80%Industrials: 6.10%Consumer Defensive: 6.10%Healthcare: 5.80%Utilities: 2.60%Energy: 1.50%Basic Materials: 0.60%Real Estate: 0.40%
ETF
28.20%
Technology
20.80%
Financial Services
11.20%
Communication Services
7.90%
Consumer Cyclical
7.80%
Industrials
6.10%
Consumer Defensive
6.10%
Healthcare
5.80%
Utilities
2.60%
Energy
1.50%
Basic Materials
0.60%
Real Estate
0.40%

Market Cap Distribution

Mega Cap (> $200B): 46.11%Mega Cap (> $200B)Large Cap ($10B - $200B): 23.74%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.21%Small Cap ($300M - $2B): 0.00%Micro Cap ($50M - $300M): 0.01%Nano Cap (< $50M): 0.80%N/A (ETF or Unknown): 29.13%N/A (ETF or Unknown)
Mega Cap (> $200B)
46.11%
Large Cap ($10B - $200B)
23.74%
Mid Cap ($2B - $10B)
0.21%
Small Cap ($300M - $2B)
0.00%
Micro Cap ($50M - $300M)
0.01%
Nano Cap (< $50M)
0.80%
N/A (ETF or Unknown)
29.13%

Portfolio Concentration

Top 10 Holdings %
35.9%
Top 20 Holdings %
53.85%
Top 50 Holdings %
80.7%
Top 100 Holdings %
98.53%

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