United Bank

CIK 0001697791 · Q2 2026

13F Equity AUM

$328.9M

+9.4% QoQ

Positions

122

-2 QoQ

AUM Rank

#6,249

Top 50%

Skill Alpha (FF)

-0.7%/yr^ns

No Clear Edge

Rank #3,819 · Top 46%

vs S&P -2.2%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 21.7%Top 10: 37.3%Top 20: 56.8%

XLK4.9%

GOOGL4.8%

AAPL4.2%

NVDA4.0%

NFRA3.7%

IJH3.2%

AMZN3.2%

GUNR3.1%

HYGV3.1%

AMD3.0%

Others (112)62.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services40.0%

Technology21.6%

Communication Services7.5%

Consumer Cyclical6.8%

Industrials6.1%

Healthcare6.1%

Consumer Defensive5.6%

Utilities2.4%

Other4.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 122Median: 0.41%Avg: 0.82%

0–0.5%

67(14.5%)

0.5–1%

28(19.9%)

1–3%

17(28.3%)

3–5%

10(37.3%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 122vs 20 funds

0%Low

122

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New6Increased50Decreased54Exited8

New Positions

SPGI0.1%

+1K

AMAT0.1%

+575

HONEYWELL INTL INC0.1%

+2K

IWF0.1%

+2K

GE0.1%

+612

SES0.0%

+19K

Increased

IJH3.2%

+51K(+60%)

HYGV3.1%

+8K(+3%)

NFRA3.7%

+7K(+4%)

SCHD2.1%

+7K(+3%)

XLE1.3%

+4K(+6%)

PEP0.4%

+4K(+67%)

CVS0.7%

+4K(+22%)

XLC0.3%

+4K(+61%)

VUG0.1%

+4K(+500%)

QLVD0.1%

+4K(+35%)

Decreased

ACHR0.2%

-62,822(-31%)

ABT0.3%

-21,541(-65%)

PYPL0.1%

-8,744(-43%)

XLRE0.2%

-6,187(-34%)

INTC0.1%

-5,675(-65%)

XLV0.1%

-5,175(-66%)

PFE0.4%

-5,127(-8%)

IVW1.7%

-3,663(-8%)

NSC0.4%

-2,751(-39%)

T0.2%

-2,310(-7%)

Exited

HON

-7,362

MDLZ

-12,035

MRSH

-3,281

-9,979

-266

-3,010

-8,702

-627

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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