1y return+13.0%S&P 500 +20.9%
3y return+45.1%S&P 500 +68.5%
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, 2021: $138 against $157 in the S&P 500.2
United Community 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 |
|---|---|---|---|
| BRK/BBerkshire Hathaway Inc Del Cl B New Com | $30.2M | 9.3% | +5.2% |
| IAUMIshares Gold Tr Shares Represent Etf | $13.9M | 4.3% | −7.7% |
| PBPInvesco Exchange Traded Fd Tr Etf | $11.4M | 3.5% | +3.0% |
| EFAIshares Msci Eafe Etf | $9.6M | 3.0% | |
| IVVIshares Tr Core S&p500 Etf | $8.3M | 2.6% | +5.7% |
| VTIVanguard Idx Fds Vang Total Stk Mkt Etf | $7.9M | 2.4% | +13.9% |
| SPHQInvesco Exchange Traded Fd Tr S&p500 | $6.9M | 2.1% | +24.3% |
| IJHIshares Core S&p Midcap Etf | $6.9M | 2.1% | +6.0% |
| VXUSVanguard Total Intl Stock Et | $6.7M | 2.1% | +34.0% |
| MSFTMicrosoft Corp Com | $6.5M | 2.0% | |
| VUGVanguard Growth Etf | $6.2M | 1.9% | +18.5% |
| VXFVanguard Extended Market Etf | $5.5M | 1.7% | |
| AAPLApple Inc Com | $4.4M | 1.4% | −2.4% |
| VYMVanguard High Dividend Yield Etf | $4.1M | 1.3% | +30.0% |
| SPYState Street Spdr S&p 500 Etf Trust Unit | $4.0M | 1.2% | +51.0% |
| VCITVanguard Int Term Corporate Etf | $3.8M | 1.2% | +4.9% |
| IJRIshares Core S&p Small Cap Etf | $3.6M | 1.1% | +2.9% |
| CSCOCisco Systems Inc | $3.6M | 1.1% | |
| JCPBJp Morgan Etf Core Plus Bd Etf | $3.3M | 1.0% | +18.9% |
| JPMJpmorgan Chase & Co | $3.3M | 1.0% | −3.2% |
| IAUIshares Gold Tr Ishares New Etf | $3.3M | 1.0% | +6.1% |
| AGGIshares Core Total Us Aggregate Bond Etf | $3.3M | 1.0% | +2.6% |
| FLRNSpdr Ser Tr Ss Spdr Bbg Invt Flt Rte Etf | $2.8M | 0.9% | +3.5% |
| NVDANvidia Corporation Com | $2.8M | 0.9% | −37.6% |
| VEAVanguard Ftse Developed Markets Etf | $2.7M | 0.8% | +3.1% |
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 Com | December 31, 2021 | +580.3% | $2.8M |
| AVGOBroadcom Inc Com | December 31, 2021 | +467.7% | $2.0M |
| GOOGAlphabet Inc Cap Stk Cl C | December 31, 2021 | +144.2% | $2.4M |
| XLKSelect Sector Spdr Tr State St Tech Etf | September 30, 2023 | +132.4% | $2.2M |
| IAUIshares Gold Tr Ishares New Etf | December 31, 2021 | +116.9% | $3.3M |
| JPMJpmorgan Chase & Co | December 31, 2021 | +106.7% | $3.3M |
| PMPhilip Morris Intl Inc Com | December 31, 2021 | +90.4% | $2.7M |
| ABBVAbbvie Inc Com | December 31, 2021 | +85.8% | $2.4M |
| CSCOCisco Systems Inc | December 31, 2021 | +85.4% | $3.6M |
| VXFVanguard Extended Market Etf | September 30, 2023 | +71.8% | $5.5M |
Sold off last quarter
- UCBUnited Cmnty Bks Blairsvle Ga Com was $2.6M
- Exxon Mobil CorpCUSIP 30231G102 was $1.5M
- LDURPimco Etf Tr Enhncd Lw Dur Ac Etf was $383K
- Honeywell Intl Inc ComCUSIP 438516106 was $303K
- MSMMsc Indl Direct Inc Cl A was $273K
- EEFTEuronet Worldwide Inc Com was $269K
- BNBrookfield Corp Cl A Ltd Vt Sh Com was $265K
- OTEXOpen Text Corp Com was $252K
- PAAAPgim Etf Tr Aaa Clo Etf was $252K
- Willis Towers Watson PLC Ltd ShsCUSIP G96629103 was $215K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.7% | +14.8% |
| March 31, 2026 | −0.9% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +5.1% | +7.8% |
| June 30, 2025 | +3.5% | +10.5% |
| March 31, 2025 | +1.1% | −4.6% |
| December 31, 2024 | −1.4% | +2.1% |
| September 30, 2024 | +7.6% | +5.4% |
| June 30, 2024 | −0.3% | +4.0% |
| March 31, 2024 | +9.2% | +10.0% |
| December 31, 2023 | +8.4% | +11.2% |
| September 30, 2023 | −2.0% | −3.6% |
| June 30, 2023 | +6.0% | +8.3% |
| March 31, 2023 | +3.1% | +7.0% |
| December 31, 2022 | +10.0% | +7.1% |
| September 30, 2022 | −6.3% | −5.3% |
| June 30, 2022 | −14.1% | −16.5% |
| March 31, 2022 | −1.6% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: United Community Bank Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2000314&type=13F-HR&dateb=&owner=include&count=40CIK 2000314
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2000314/000110465926095695/Filed August 13, 2026 · accession 0001104659-26-095695