UNITED BANK
CIK: 0001286478SEC EDGAR →
Portfolio Value
$721K
Holdings
128
As of
Q4 2025
New Positions
4
Closed Positions
14
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | HUBBELL INC | 285,888 | $127K | 17.61% |
| 2 | ISHARES | 392,478 | $47K | 6.54% |
| 3 | MICROSOFT | 68,565 | $33K | 4.60% |
| 4 | APPLE INC | 120,296 | $33K | 4.53% |
| 5 | ISHARES | 318,214 | $32K | 4.41% |
| 6 | JPMORGAN CHASE & CO | 98,401 | $32K | 4.40% |
| 7 | UNITED BANKSHARES INC | 713,288 | $27K | 3.80% |
| 8 | CORNING INC | 233,522 | $20K | 2.83% |
| 9 | CISCO SYSTEMS INC | 198,552 | $15K | 2.12% |
| 10 | CHEVRON CORPORATION | 95,627 | $15K | 2.02% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 49 | $243K | 33.7% |
| Industrials | 13 | $187K | 25.9% |
| Technology | 14 | $117K | 16.2% |
| Healthcare | 14 | $52K | 7.2% |
| Consumer Defensive | 7 | $32K | 4.5% |
| Energy | 3 | $29K | 4.1% |
| Consumer Cyclical | 6 | $19K | 2.7% |
| Real Estate | 1 | $12K | 1.7% |
| Unknown | 6 | $9K | 1.3% |
| Basic Materials | 1 | $8K | 1.1% |
| Communication Services | 7 | $7K | 1.0% |
| Utilities | 7 | $5K | 0.7% |