1y return+23.4%S&P 500 +20.9%
3y return+49.2%S&P 500 +68.5%
5y return+56.1%S&P 500 +74.5%
10y return+181.0%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $281 against $357 in the S&P 500.2
United BankS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| HUBBHubbell Inc | $149.6M | 17.5% | |
| IJRIshares | $53.4M | 6.3% | |
| GLWCorning Inc | $38.0M | 4.5% | −10.9% |
| AGGIshares | $33.7M | 4.0% | |
| AAPLApple Inc | $32.9M | 3.9% | −3.2% |
| UBSIUnited Bankshares Inc | $32.7M | 3.8% | |
| JPMJpmorgan Chase & Co | $32.0M | 3.8% | |
| MSFTMicrosoft | $25.3M | 3.0% | −1.2% |
| CSCOCisco Systems Inc | $20.8M | 2.4% | −5.3% |
| IRMIron Mountain Inc | $17.0M | 2.0% | −4.9% |
| CMICummins Inc | $15.3M | 1.8% | −7.1% |
| TXNTexas Instruments Inc | $14.9M | 1.7% | −4.4% |
| CVXChevron Corporation | $14.4M | 1.7% | −4.0% |
| JNJJohnson & Johnson | $13.9M | 1.6% | −5.5% |
| AMGNAmgen Inc | $12.6M | 1.5% | −4.2% |
| DOVDover Corp | $12.5M | 1.5% | −3.8% |
| PGProcter & Gamble Co | $11.4M | 1.3% | |
| WMWaste Management Inc | $11.3M | 1.3% | −2.8% |
| GDGeneral Dynamics Corp | $11.0M | 1.3% | −3.5% |
| IVWIshares | $10.9M | 1.3% | +3.8% |
| MCDMcdonalds Corp | $10.3M | 1.2% | −1.3% |
| EOGEog Resources Inc | $10.3M | 1.2% | −3.0% |
| ABTAbbott Laboratories | $9.8M | 1.2% | +2.4% |
| APDAir Prods & Chems Inc | $9.7M | 1.1% | −2.8% |
| KLACKla Corporation | $9.5M | 1.1% | +861.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GLWCorning Inc | June 30, 2020 | +886.1% | $38.0M |
| IRMIron Mountain Inc | June 30, 2020 | +383.9% | $17.0M |
| HUBBHubbell Inc | June 30, 2020 | +317.4% | $149.6M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $32.0M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $32.9M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $7.4M |
| CMICummins Inc | December 31, 2022 | +194.4% | $15.3M |
| IVWIshares | June 30, 2020 | +165.1% | $10.9M |
| CSCOCisco Systems Inc | June 30, 2020 | +151.8% | $20.8M |
| TXNTexas Instruments Inc | June 30, 2020 | +134.8% | $14.9M |
Sold off last quarter
- IBBIshares was $322K
- CRDFCardiff Oncology Inc was $36K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.3% | +14.8% |
| March 31, 2026 | +5.3% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +7.2% | +10.5% |
| March 31, 2025 | −4.6% | −4.6% |
| December 31, 2024 | −1.8% | +2.1% |
| September 30, 2024 | +8.6% | +5.4% |
| June 30, 2024 | −0.8% | +4.0% |
| March 31, 2024 | +7.5% | +10.0% |
| December 31, 2023 | +8.9% | +11.2% |
| September 30, 2023 | −4.5% | −3.6% |
| June 30, 2023 | +5.3% | +8.3% |
| March 31, 2023 | +2.2% | +7.0% |
| December 31, 2022 | +9.6% | +7.1% |
| September 30, 2022 | −3.4% | −5.3% |
| June 30, 2022 | −11.7% | −16.5% |
| March 31, 2022 | −3.9% | −4.9% |
| December 31, 2021 | +9.4% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: United Bank Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1286478&type=13F-HR&dateb=&owner=include&count=40CIK 1286478
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1286478/000128647826000009/Filed July 30, 2026 · accession 0001286478-26-000009