UNITED BANK
SEC Form 13F institutional filer · CIK 0001286478
13F-HR · 88 reported holdings · 2026-03-31
Reported long-US-equity value
$0.70B
Top-10 concentration
56.0%
UNITED BANK — $704M AUM allocation strategy
UNITED BANK files SEC Form 13F and reports $704M of long US equity value across 88 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 26.7%, followed by Information Technology 13.2% and Financials 6.7%.
The top 10 holdings account for 56% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
UNITED BANK — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$704M
total across 88 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
56% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$V +17.6K sh · +$5.12M+$ABT +9.02K sh · −$1.26M+$AWK +6.92K sh · +$1.22M
Biggest trims (shares)
−$GLW −66.4K sh · +$2.28M−$BLK −41.1K sh · −$6.8M−$CSCO −11.2K sh · −$756K
Exited to nil (held last quarter, gone now)
$NFLX ($441K last qtr)$BKNG ($348K last qtr)$PANW ($263K last qtr)$LOW ($248K last qtr)$COF ($247K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Industrial Machinery & Supplies & Components21.6%—
- Technology Hardware, Storage & Peripherals4.2%—
- Diversified Banks4.1%—
- Systems Software3.6%—
- Electronic Components3.2%—
- Integrated Oil & Gas2.6%—
- Asset Management & Custody Banks2.6%—
- Communications Equipment2.0%—
- Other holdings56.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $HUBB | Hubbell Inc | 286K | $140M | +0 | 19.9% |
| $AAPL | Apple Inc | 118K | $29.8M | -2.79K | 4.2% |
| $JPM | JP Morgan Chase & Co | 98.2K | $28.9M | -214 | 4.1% |
| $MSFT | Microsoft Corporation | 68.7K | $25.4M | +120 | 3.6% |
| $GLW | Corning Incorporated | 167K | $22.7M | -66.4K | 3.2% |
| $CVX | Chevron Corporation | 90.3K | $18.7M | -5.36K | 2.7% |
| $BLK | BlackRock Inc | 85.9K | $18M | -41.1K | 2.6% |
| $CSCO | Cisco Systems Inc | 187K | $14.5M | -11.2K | 2.1% |
| $IRM | Iron Mountain Incorporated Common Stock REIT | 142K | $14.5M | -7.38K | 2.1% |
…and 79 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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