1y return+13.9%S&P 500 +20.9%
3y return+46.7%S&P 500 +68.5%
5y return+50.5%S&P 500 +74.5%
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 December 31, 2016: $250 against $334 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 |
|---|---|---|---|
| XLKSelect Sector Spdr Tr | $16.1M | 4.9% | +1.2% |
| GOOGLAlphabet Inc | $15.8M | 4.8% | −1.3% |
| AAPLApple Inc | $13.9M | 4.2% | |
| NVDANvidia Corporation | $13.3M | 4.0% | |
| NFRAFlexshares Tr | $12.2M | 3.7% | +3.9% |
| IJHIshares Tr | $10.6M | 3.2% | +60.1% |
| AMZNAmazon Com Inc | $10.5M | 3.2% | |
| GUNRFlexshares Tr | $10.4M | 3.1% | |
| HYGVFlexshares Tr | $10.1M | 3.1% | +3.4% |
| AMDAdvanced Micro Devices Inc | $9.9M | 3.0% | −4.1% |
| JPMJpmorgan Chase & Co | $9.3M | 2.8% | |
| MSFTMicrosoft Corp | $8.8M | 2.7% | −6.1% |
| KOCoca Cola Co | $7.5M | 2.3% | +1.6% |
| SCHDSchwab Strategic Tr | $7.1M | 2.1% | +3.2% |
| IVWIshares Tr | $5.7M | 1.7% | −8.1% |
| COSTCostco Wholesale Corporation | $5.7M | 1.7% | |
| SOSouthern Co | $5.4M | 1.6% | +2.1% |
| CATCaterpillar Inc | $5.3M | 1.6% | |
| IJRIshares Tr | $4.9M | 1.5% | |
| AVGOBroadcom Inc | $4.5M | 1.4% | +30.7% |
| METAMeta Platforms Inc | $4.5M | 1.4% | −3.4% |
| VTVVanguard Index Fds | $4.4M | 1.3% | |
| MAMastercard Incorporated | $4.4M | 1.3% | +1.8% |
| PANWPalo Alto Networks Inc | $4.2M | 1.3% | −7.2% |
| XLESelect Sector Spdr Tr | $4.1M | 1.3% | +5.9% |
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 |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2020 | +1378.8% | $13.3M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $4.2M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $3.2M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $15.8M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $16.1M |
| AMDAdvanced Micro Devices Inc | September 30, 2024 | +254.0% | $9.9M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $9.3M |
| ADIAnalog Devices Inc | September 30, 2020 | +240.2% | $3.0M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $13.9M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $5.7M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $1.7M
- MDLZMondelez Intl Inc was $694K
- MRSHMarsh & Mclennan Cos Inc was $569K
- Dupont De Nemours IncCUSIP 26614N102 was $457K
- BLKBlackrock Inc was $256K
- CMCSAComcast Corp New was $250K
- WFCWells Fargo & Co was $240K
- FDXFedex Corp was $223K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.8% | +14.8% |
| March 31, 2026 | −2.1% | −4.6% |
| December 31, 2025 | +1.1% | +2.4% |
| September 30, 2025 | +5.8% | +7.8% |
| June 30, 2025 | +7.4% | +10.5% |
| March 31, 2025 | −2.2% | −4.6% |
| December 31, 2024 | −0.7% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +2.6% | +4.0% |
| March 31, 2024 | +7.8% | +10.0% |
| December 31, 2023 | +9.6% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +5.8% | +8.3% |
| March 31, 2023 | +4.6% | +7.0% |
| December 31, 2022 | +8.6% | +7.1% |
| September 30, 2022 | −6.5% | −5.3% |
| June 30, 2022 | −14.3% | −16.5% |
| March 31, 2022 | −3.4% | −4.9% |
| December 31, 2021 | +10.3% | +10.7% |
| September 30, 2021 | +0.0% | +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=1697791&type=13F-HR&dateb=&owner=include&count=40CIK 1697791
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1697791/000142050626001495/Filed August 10, 2026 · accession 0001420506-26-001495