United Bank holds a diversified book of 122 stocks worth $328.9M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened S&P Global Inc and trimmed Alphabet Inc-CL A. Their largest long position is SS Technology Select Sector at 5% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
69% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as United Bank
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $635.4B |
| JPMORGAN CHASE & CO | 80 / 80 | $611.0B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $453.2B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $186.4B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $115.8B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $94.3B |
| LPL Financial LLC | 80 / 80 | $88.8B |
| Cetera Investment Advisers | 80 / 80 | $24.2B |
Ranked by how many of United Bank's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Select Sector SPDR TR ST STR TECHN ETF | $16.1M | 84.4K | 4.9% | ▲+1.2% Added · +991 sh | |
| 2 | Alphabet Inc CAP STK CL A | $15.8M | 44.3K | 4.8% | ▼−1.3% Reduced · −581 sh | |
| 3 | Apple Inc COM | $13.9M | 47.9K | 4.2% | ▼−0.8% Reduced · −386 sh | |
| 4 | Nvidia Corporation COM | $13.3M | 66.2K | 4.0% | ▲+0.3% Added · +214 sh | |
| 5 | Flexshares TR STOXX GLOBR INF | $12.2M | 191.0K | 3.7% | ▲+3.9% Added · +7K sh | |
| 6 | Ishares TR CORE S&P MCP ETF | $10.6M | 137.2K | 3.2% | ▲+60% Added · +51K sh | |
| 7 | Amazon Com Inc COM | $10.5M | 44.2K | 3.2% | ▼−0.7% Reduced · −320 sh | |
| 8 | Flexshares TR MORNSTAR UPSTR | $10.4M | 210.2K | 3.1% | ▼−0.5% Reduced · −1K sh | |
| 9 | Flexshares TR HIG YLD VL ETF | $10.1M | 250.1K | 3.1% | ▲+3.4% Added · +8K sh | |
| 10 | Advanced Micro Devices Inc COM | $9.9M | 17.0K | 3.0% | ▼−4.1% Reduced · −733 sh | |
| 11 | JPMorgan Chase & Co COM | $9.3M | 28.3K | 2.8% | ▼−0.8% Reduced · −226 sh | |
| 12 | Microsoft Corp COM | $8.8M | 23.7K | 2.7% | ▼−6.1% Reduced · −2K sh | |
| 13 | Coca Cola Co COM | $7.5M | 92.6K | 2.3% | ▲+1.6% Added · +1K sh | |
| 14 | Schwab Strategic TR US DIVIDEND EQ | $7.1M | 222.8K | 2.1% | ▲+3.2% Added · +7K sh | |
| 15 | Ishares TR S&P 500 GRWT ETF | $5.7M | 41.5K | 1.7% | ▼−8.1% Reduced · −4K sh | |
| 16 | Costco Wholesale Corporation COM | $5.7M | 6.0K | 1.7% | ▲+0.5% Added · +30 sh | |
| 17 | Southern Co COM | $5.4M | 56.5K | 1.6% | ▲+2.1% Added · +1K sh | |
| 18 | Caterpillar Inc COM | $5.3M | 4.9K | 1.6% | ▲+0.7% Added · +32 sh | |
| 19 | Ishares TR CORE S&P SCP ETF | $4.9M | 33.2K | 1.5% | ▲+0.1% Added · +26 sh | |
| 20 | Broadcom Inc COM | $4.5M | 11.9K | 1.4% | ▲+31% Added · +3K sh | |
| 21 | Meta Platforms Inc CL A | $4.5M | 7.9K | 1.4% | ▼−3.4% Reduced · −278 sh | |
| 22 | Vanguard Index FDS VALUE ETF | $4.4M | 20.2K | 1.3% | ▼−0.8% Reduced · −158 sh | |
| 23 | Mastercard Incorporated CL A | $4.4M | 8.5K | 1.3% | ▲+1.8% Added · +147 sh | |
| 24 | Palo Alto Networks Inc COM | $4.2M | 12.4K | 1.3% | ▼−7.2% Reduced · −966 sh | |
| 25 | Select Sector SPDR TR ST STR ENERG ETF | $4.1M | 78.0K | 1.3% | ▲+5.9% Added · +4K sh | |
| 26 | Cisco Sys Inc COM | $3.8M | 32.5K | 1.2% | ▼−4.1% Reduced · −1K sh | |
| 27 | Flexshares TR US QT LW VLTY | $3.6M | 47.4K | 1.1% | ▲+5.6% Added · +3K sh | |
| 28 | Eli Lilly & Co COM | $3.2M | 2.6K | 1.0% | ▼−3.5% Reduced · −97 sh | |
| 29 | Johnson & Johnson COM | $3.2M | 12.5K | 1.0% | ▼−0.1% Reduced · −9 sh | |
| 30 | Exxon Mobil Corp COM | $3.0M | 21.9K | 0.9% | ▼−6.7% Reduced · −2K sh | |
| 31 | TJX Cos Inc New COM | $3.0M | 19.5K | 0.9% | ▲+5.1% Added · +952 sh | |
| 32 | Analog Devices Inc COM | $3.0M | 7.4K | 0.9% | ▲+1.8% Added · +131 sh | |
| 33 | Truist Finl Corp COM | $2.9M | 58.9K | 0.9% | ▼−1.1% Reduced · −676 sh | |
| 34 | Berkshire Hathaway Inc Del CL B NEW | $2.8M | 5.5K | 0.8% | ▲+1.6% Added · +86 sh | |
| 35 | RTX Corporation COM | $2.6M | 13.8K | 0.8% | ▲+2.4% Added · +317 sh | |
| 36 | Citigroup Inc COM NEW | $2.5M | 18.1K | 0.8% | ▲+13% Added · +2K sh | |
| 37 | Lowes Cos Inc COM | $2.5M | 11.5K | 0.8% | ▼−3.7% Reduced · −439 sh | |
| 38 | General Dynamics Corp COM | $2.5M | 7.1K | 0.8% | ▼−5.7% Reduced · −429 sh | |
| 39 | Oracle Corp COM | $2.4M | 16.4K | 0.7% | ▲+8.2% Added · +1K sh | |
| 40 | Micron Technology Inc COM | $2.4M | 2.0K | 0.7% | ▲+6.6% Added · +126 sh | |
| 41 | Procter & Gamble Co COM | $2.3M | 15.9K | 0.7% | ▼−3.2% Reduced · −528 sh | |
| 42 | Cencora Inc COM | $2.3M | 8.0K | 0.7% | ▲+4.8% Added · +372 sh | |
| 43 | Eaton Corp PLC SHS | $2.3M | 5.3K | 0.7% | ▲+8.7% Added · +426 sh | |
| 44 | CVS Health Corp COM | $2.3M | 21.8K | 0.7% | ▲+22% Added · +4K sh | |
| 45 | SPDR Gold TR GOLD SHS | $2.2M | 5.9K | 0.7% | ▲+39% Added · +2K sh | |
| 46 | McDonalds Corp COM | $2.1M | 7.7K | 0.6% | ▼−6.7% Reduced · −549 sh | |
| 47 | Blackstone Inc COM | $2.0M | 16.9K | 0.6% | ▼−7.5% Reduced · −1K sh | |
| 48 | GSK PLC SPONSORED ADR | $1.9M | 36.1K | 0.6% | ▼−5.2% Reduced · −2K sh | |
| 49 | Disney Walt Co COM | $1.8M | 18.9K | 0.6% | ▲+1.9% Added · +355 sh | |
| 50 | Emerson Elec Co COM | $1.8M | 12.6K | 0.5% | ▲+0.7% Added · +86 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1697791/holdings"
Use Arkolith to show United Bank's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.