United Bank
SEC Form 13F institutional filer · CIK 0001697791
13F-HR · 101 reported holdings · 2026-03-31
Reported long-US-equity value
$0.25B
Top-10 concentration
40.3%
United Bank — $251M AUM allocation strategy
United Bank files SEC Form 13F and reports $251M of long US equity value across 101 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 14.6%, followed by Financials 10.4% and Communication Services 7.0%.
The top 10 holdings account for 40% of reported value — a broadly spread portfolio. 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)
$251M
total across 101 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
40% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$FCX +13.2K sh · +$876K+$MDT +11K sh · +$876K+$EMR +7K sh · +$908K
Biggest trims (shares)
−$XLRE −71.6K sh · −$2.88M−$MDLZ −11K sh · −$549K−$DD −6.85K sh · −$219K
Exited to nil (held last quarter, gone now)
$NOW ($1.18M last qtr)$CMG ($674K last qtr)$CARR ($270K last qtr)$IWM ($230K last qtr)$CCL ($203K 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)
- Interactive Media & Services7.0%—
- Semiconductors6.0%—
- Technology Hardware, Storage & Peripherals4.9%—
- Systems Software3.7%—
- Broadline Retail3.7%—
- Diversified Banks3.4%—
- Investment Banking & Brokerage3.3%—
- Soft Drinks & Non-alcoholic Beverages2.8%—
- Other holdings65.2%—
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
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 44.9K | $12.9M | -16 | 5.1% |
| $AAPL | Apple Inc | 48.3K | $12.3M | +2.07K | 4.9% |
| $NVDA | NVIDIA Corporation | 66K | $11.5M | +3.52K | 4.6% |
| $MSFT | Microsoft Corporation | 25.2K | $9.34M | +3.41K | 3.7% |
| $AMZN | Amazon.com Inc | 44.5K | $9.27M | +2.61K | 3.7% |
| $JPM | JP Morgan Chase & Co | 28.6K | $8.41M | +339 | 3.3% |
| $SCHW | Charles Schwab Corporation | 232K | $8.18M | +5.88K | 3.3% |
| $KO | Coca-Cola Company | 91.2K | $6.93M | -1.21K | 2.8% |
…and 93 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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