13F HOLDINGS REPORT
United Bank
Quarter ended Q4 2025 · Filed February 5, 2026 · Accession 0001420506-26-000177
Total Value
$294.9M
Positions
124
Other Managers
0
Confidential Omitted
No
Holdings (124)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 44,903 | $14.1M | 4.77% |
| 2 | APPLE INC | AAPL | 46,256 | $12.6M | 4.26% |
| 3 | NVIDIA CORPORATION | NVDA | 62,484 | $11.7M | 3.95% |
| 4 | SELECT SECTOR SPDR TR | 81369Y803 | 80,107 | $11.5M | 3.91% |
| 5 | MICROSOFT CORP | MSFT | 21,813 | $10.5M | 3.58% |
| 6 | FLEXSHARES TR | FLEX | 169,510 | $10.3M | 3.48% |
| 7 | AMAZON COM INC | AMZN | 41,890 | $9.7M | 3.28% |
| 8 | FLEXSHARES TR | FLEX | 236,150 | $9.6M | 3.26% |
| 9 | JPMORGAN CHASE & CO. | VYLD | 28,235 | $9.1M | 3.08% |
| 10 | FLEXSHARES TR | FLEX | 175,309 | $8.0M | 2.73% |
| 11 | COCA COLA CO | KO | 92,390 | $6.5M | 2.19% |
| 12 | ISHARES TR | 464287309 | 47,602 | $5.9M | 1.99% |
| 13 | SCHWAB STRATEGIC TR | 808524797 | 210,092 | $5.8M | 1.95% |
| 14 | ISHARES TR | 464287507 | 85,873 | $5.7M | 1.92% |
| 15 | COSTCO WHSL CORP NEW | 22160K105 | 5,670 | $4.9M | 1.66% |
| 16 | SOUTHERN CO | SOMN | 55,311 | $4.8M | 1.64% |
| 17 | META PLATFORMS INC | META | 7,113 | $4.7M | 1.59% |
| 18 | MASTERCARD INCORPORATED | MA | 7,787 | $4.4M | 1.51% |
| 19 | VANGUARD INDEX FDS | 922908744 | 21,094 | $4.0M | 1.37% |
| 20 | ISHARES TR | 464287804 | 33,167 | $4.0M | 1.35% |
| 21 | ABBOTT LABS | ABLZF | 31,805 | $4.0M | 1.35% |
| 22 | SELECT SECTOR SPDR TR | 81369Y860 | 89,953 | $3.6M | 1.23% |
| 23 | NORFOLK SOUTHN CORP | 655844108 | 11,576 | $3.3M | 1.13% |
| 24 | SALESFORCE INC | CRM | 11,950 | $3.2M | 1.07% |
| 25 | ADVANCED MICRO DEVICES INC | AMD | 14,667 | $3.1M | 1.07% |
| 26 | SELECT SECTOR SPDR TR | 81369Y506 | 68,997 | $3.1M | 1.05% |
| 27 | FLEXSHARES TR | FLEX | 42,661 | $3.1M | 1.04% |
| 28 | ORACLE CORP | ORCL-PD | 15,730 | $3.1M | 1.04% |
| 29 | TRUIST FINL CORP | 89832Q109 | 61,362 | $3.0M | 1.02% |
| 30 | ELI LILLY & CO | LLY | 2,791 | $3.0M | 1.02% |
| 31 | LOWES COS INC | 548661107 | 12,279 | $3.0M | 1.00% |
| 32 | EXXON MOBIL CORP | XOM | 23,781 | $2.9M | 0.97% |
| 33 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,344 | $2.7M | 0.91% |
| 34 | CATERPILLAR INC | CAT | 4,651 | $2.7M | 0.90% |
| 35 | TJX COS INC NEW | 872540109 | 17,276 | $2.7M | 0.90% |
| 36 | JOHNSON & JOHNSON | JNJ | 12,805 | $2.6M | 0.90% |
| 37 | CISCO SYS INC | CSCO | 34,022 | $2.6M | 0.89% |
| 38 | GENERAL DYNAMICS CORP | GD | 7,700 | $2.6M | 0.88% |
| 39 | MCDONALDS CORP | MCD | 8,370 | $2.6M | 0.87% |
| 40 | CENCORA INC | COR | 7,344 | $2.5M | 0.84% |
| 41 | PROCTER AND GAMBLE CO | 742718109 | 16,640 | $2.4M | 0.81% |
| 42 | PALO ALTO NETWORKS INC | PANW | 12,705 | $2.3M | 0.79% |
| 43 | RTX CORPORATION | RTX | 12,741 | $2.3M | 0.79% |
| 44 | BLACKSTONE INC | BX | 14,969 | $2.3M | 0.78% |
| 45 | HONEYWELL INTL INC | 438516106 | 10,511 | $2.1M | 0.70% |
| 46 | ANALOG DEVICES INC | ADI | 7,486 | $2.0M | 0.69% |
| 47 | DISNEY WALT CO | 254687106 | 17,757 | $2.0M | 0.68% |
| 48 | SELECT SECTOR SPDR TR | 81369Y209 | 12,774 | $2.0M | 0.67% |
| 49 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 11,530 | $1.9M | 0.63% |
| 50 | CITIGROUP INC | C-PR | 15,852 | $1.8M | 0.63% |
| 51 | GSK PLC | GLAXF | 37,336 | $1.8M | 0.62% |
| 52 | NETFLIX INC | NFLX | 19,252 | $1.8M | 0.61% |
| 53 | CHEVRON CORP NEW | CVX | 11,458 | $1.7M | 0.59% |
| 54 | SCHWAB CHARLES CORP | SCHW-PJ | 16,509 | $1.6M | 0.56% |
| 55 | BROADCOM INC | AVGO | 4,458 | $1.5M | 0.52% |
| 56 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 28,596 | $1.5M | 0.52% |
| 57 | PFIZER INC | PFE | 60,557 | $1.5M | 0.51% |
| 58 | NEXTERA ENERGY INC | NEE-PW | 18,577 | $1.5M | 0.51% |
| 59 | ARCHER AVIATION INC | ACHR-WT | 176,664 | $1.3M | 0.45% |
| 60 | ACCENTURE PLC IRELAND | ACN | 4,888 | $1.3M | 0.44% |
| 61 | INTERNATIONAL BUSINESS MACHS | INTR | 4,360 | $1.3M | 0.44% |
| 62 | ADOBE INC | ADBE | 3,609 | $1.3M | 0.43% |
| 63 | HOME DEPOT INC | HD | 3,664 | $1.3M | 0.43% |
| 64 | EATON CORP PLC | ETN | 3,945 | $1.3M | 0.43% |
| 65 | ZIMMER BIOMET HOLDINGS INC | ZBH | 13,967 | $1.3M | 0.43% |
| 66 | KKR & CO INC | KKRT | 9,769 | $1.2M | 0.42% |
| 67 | MONDELEZ INTL INC | 609207105 | 23,081 | $1.2M | 0.42% |
| 68 | MARSH & MCLENNAN COS INC | 571748102 | 6,633 | $1.2M | 0.42% |
| 69 | SERVICENOW INC | NOW | 7,727 | $1.2M | 0.40% |
| 70 | PAYPAL HLDGS INC | PYPL | 19,880 | $1.2M | 0.39% |
| 71 | SPDR GOLD TR | GLD | 2,841 | $1.1M | 0.38% |
| 72 | AMERICAN TOWER CORP NEW | 03027X100 | 6,276 | $1.1M | 0.37% |
| 73 | INTUIT | INTU | 1,647 | $1.1M | 0.37% |
| 74 | NIKE INC | NKE | 16,995 | $1.1M | 0.37% |
| 75 | SPDR S&P 500 ETF TR | SPY | 1,581 | $1.1M | 0.37% |
| 76 | ISHARES TR | 464287200 | 1,516 | $1.0M | 0.35% |
| 77 | BECTON DICKINSON & CO | BDX | 4,859 | $942,986 | 0.32% |
| 78 | INVESCO QQQ TR | IVZ | 1,453 | $892,592 | 0.30% |
| 79 | DEERE & CO | DE | 1,903 | $885,980 | 0.30% |
| 80 | WALMART INC | WMT | 7,533 | $839,252 | 0.28% |
| 81 | AT&T INC | T-PC | 33,770 | $838,847 | 0.28% |
| 82 | MEDTRONIC PLC | MDT | 8,337 | $800,852 | 0.27% |
| 83 | SPDR SERIES TRUST | 78464A763 | 5,495 | $764,684 | 0.26% |
| 84 | EMERSON ELEC CO | EMR | 5,466 | $725,448 | 0.25% |
| 85 | BOEING CO | BA-PA | 3,321 | $721,056 | 0.24% |
| 86 | DUKE ENERGY CORP NEW | DUKB | 6,089 | $713,692 | 0.24% |
| 87 | DUPONT DE NEMOURS INC | DD | 16,829 | $676,526 | 0.23% |
| 88 | CHIPOTLE MEXICAN GRILL INC | CMG | 18,211 | $673,807 | 0.23% |
| 89 | SPDR INDEX SHS FDS | 78463X541 | 10,668 | $662,910 | 0.22% |
| 90 | SELECT SECTOR SPDR TR | 81369Y704 | 4,229 | $656,002 | 0.22% |
| 91 | FREEPORT-MCMORAN INC | FCX | 12,727 | $646,404 | 0.22% |
| 92 | TESLA INC | TSLA | 1,314 | $590,932 | 0.20% |
| 93 | YUM BRANDS INC | YUM | 3,859 | $583,790 | 0.20% |
| 94 | ISHARES TR | 464287226 | 5,793 | $578,605 | 0.20% |
| 95 | MICRON TECHNOLOGY INC | MU | 1,914 | $546,275 | 0.19% |
| 96 | IDEXX LABS INC | 45168D104 | 700 | $473,571 | 0.16% |
| 97 | VERIZON COMMUNICATIONS INC | VZ | 11,075 | $451,085 | 0.15% |
| 98 | PNC FINL SVCS GROUP INC | 693475105 | 2,161 | $451,066 | 0.15% |
| 99 | VISA INC | V | 1,277 | $447,857 | 0.15% |
| 100 | VANGUARD INDEX FDS | 922908736 | 753 | $367,359 | 0.12% |
| 101 | INTEL CORP | INTC | 9,730 | $359,037 | 0.12% |
| 102 | GLOBAL PMTS INC | 37940X102 | 4,444 | $343,966 | 0.12% |
| 103 | BLACKROCK INC | BLK | 316 | $338,227 | 0.11% |
| 104 | FIRST TR EXCHANGE-TRADED FD | 336917109 | 7,572 | $335,742 | 0.11% |
| 105 | COMCAST CORP NEW | CCZ | 11,010 | $329,089 | 0.11% |
| 106 | VANGUARD INDEX FDS | 922908363 | 524 | $328,616 | 0.11% |
| 107 | ABBVIE INC | ABBV | 1,353 | $309,147 | 0.10% |
| 108 | DELTA AIR LINES INC DEL | DAL | 4,314 | $299,392 | 0.10% |
| 109 | ALTRIA GROUP INC | MO | 5,170 | $298,102 | 0.10% |
| 110 | REGIONS FINANCIAL CORP NEW | RF-PF | 10,448 | $283,141 | 0.10% |
| 111 | WELLS FARGO CO NEW | 949746101 | 3,026 | $282,023 | 0.10% |
| 112 | CARRIER GLOBAL CORPORATION | CARR | 5,118 | $270,435 | 0.09% |
| 113 | AFLAC INC | AFL | 2,424 | $267,294 | 0.09% |
| 114 | PEPSICO INC | PEP | 1,717 | $246,424 | 0.08% |
| 115 | SURF AIR MOBILITY INC | SRFM | 125,000 | $242,500 | 0.08% |
| 116 | ISHARES TR | 464287614 | 487 | $230,497 | 0.08% |
| 117 | PHILIP MORRIS INTL INC | 718172109 | 1,372 | $220,069 | 0.07% |
| 118 | CONSOLIDATED EDISON INC | ED | 2,184 | $216,915 | 0.07% |
| 119 | MERCK & CO INC | MRK | 2,046 | $215,362 | 0.07% |
| 120 | FEDEX CORP | FDX | 736 | $212,601 | 0.07% |
| 121 | ALLSTATE CORP | ALL-PJ | 991 | $206,277 | 0.07% |
| 122 | CARNIVAL CORP | CUKPF | 6,647 | $202,999 | 0.07% |
| 123 | MICROCHIP TECHNOLOGY INC. | MCHPP | 3,161 | $201,419 | 0.07% |
| 124 | OXFORD SQUARE CAP CORP | OXSQH | 15,420 | $27,139 | 0.01% |