United Community Bank

CIK 0002000314 · Q2 2026

13F Equity AUM

$323.4M

+7.8% QoQ

Positions

529

-32 QoQ

AUM Rank

#4,824

Top 55%

Skill Alpha (FF)

-2.5%/yr^ns

No Clear Edge

Rank #6,373 · Top 77%

vs S&P -3.4%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 22.7%Top 10: 33.5%Top 20: 46.5%

BRK/B9.3%

IAUM4.3%

PBP3.5%

EFA3.0%

IVV2.6%

VTI2.4%

SPHQ2.1%

IJH2.1%

VXUS2.1%

MSFT2.0%

Others (519)66.5%

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

Sector Allocation

Financial Services63.0%

Technology9.6%

Healthcare5.0%

Industrials4.1%

Consumer Cyclical3.6%

Communication Services3.3%

Consumer Defensive2.8%

Energy2.6%

Other6.0%

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

Position Sizing

Positions: 529Median: 0.04%Avg: 0.19%

0–0.5%

482(34.4%)

0.5–1%

25(17.1%)

1–3%

19(31.3%)

3–5%

2(7.8%)

5%+

1(9.3%)

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

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Portfolio Overlap

Shared: 0Unique: 529vs 20 funds

0%Low

529

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

New22Increased148Decreased173Exited53

New Positions

AVEM0.3%

+11K

SPYG0.1%

+4K

EXPE0.1%

+995

HDV0.1%

+7K

RL0.1%

+520

HONEYWELL AEROSPACE …0.1%

+663

HONEYWELL INTL INC C…0.1%

+663

RYN0.1%

+8K

PPA0.0%

+463

CLS0.0%

+275

Increased

VUG1.9%

+62K(+611%)

VXUS2.1%

+20K(+34%)

SPHQ2.1%

+15K(+24%)

PBP3.5%

+14K(+3%)

JCPB1.0%

+11K(+19%)

SPSB0.5%

+8K(+19%)

BIV0.8%

+7K(+24%)

VYM1.3%

+6K(+30%)

VGT0.2%

+5K(+700%)

XLF0.1%

+5K(+205%)

Decreased

IAUM4.3%

-28,982(-8%)

NVDA0.9%

-8,345(-38%)

LKQ10.0%

-6,171(-88%)

FISV0.0%

-4,975(-93%)

GBIL0.3%

-3,917(-31%)

CSX0.4%

-2,915(-10%)

SBUX0.0%

-2,308(-74%)

FLEX0.2%

-2,290(-40%)

RPRX0.1%

-1,770(-20%)

KVUE0.0%

-1,584(-99%)

Exited

-84,123

-8,786

-3,992

-1,342

-6,538

-4,052

-2,962

-11,340

-4,926

-738

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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