AI Portfolio Summary
In 2025 Q4, UNITED BANK maintained a portfolio of 130 distinct positions. They heavily accumulated shares in ISHARES, increasing their position by 0.5%. Conversely, UNITED BANK completely exited their position in ORACLE CORP.
Total Positions
130
Quarter
2025 Q4
Top Holding
HUBB (16.8%)
Top 10 Concentration
50.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 130
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
HUBB
HUBBELL INC
|
Unknown | 16.77% | 14.66% |
#1
Prev: #1
|
6.7 | no change | no change |
P
S
|
285,888 | $126,965,722 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJR
ISHARES
|
ETF | 6.23% | 5.53% |
#2
1
Prev: #3
|
4.5 | 1,861 | 0.5% |
P
S
|
392,478 | $47,168,022 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT
|
Unknown | 4.38% | 4.52% |
#3
1
Prev: #4
|
1.8 | -4,579 | -6.3% |
P
S
|
68,565 | $33,159,403 | 2004 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Unknown | 4.32% | 3.91% |
#4
1
Prev: #5
|
1.7 | -8,571 | -6.7% |
P
S
|
120,296 | $32,703,681 | 2007 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGG
ISHARES
|
ETF | 4.20% | 3.68% |
#5
2
Prev: #7
|
3.7 | 10,010 | 3.2% |
P
S
|
318,214 | $31,783,205 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Unknown | 4.19% | 3.74% |
#6
Prev: #6
|
1.7 | -1,146 | -1.2% |
P
S
|
98,401 | $31,706,769 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UBSI
UNITED BANKSHAR...
|
Unknown | 3.62% | 3.16% |
#7
1
Prev: #8
|
3.4 | 1,556 | 0.2% |
P
S
|
713,288 | $27,390,258 | 2004 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GLW
CORNING INC
|
Unknown | 2.70% | 2.73% |
#8
1
Prev: #9
|
1.1 | -45,867 | -16.4% |
P
S
|
233,522 | $20,447,191 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CSCO
CISCO SYSTEMS I...
|
Unknown | 2.02% | 1.86% |
#9
3
Prev: #12
|
0.8 | -29,647 | -13.0% |
P
S
|
198,552 | $15,294,473 | 2004 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CVX
CHEVRON CORPORA...
|
Unknown | 1.93% | 1.93% |
#10
1
Prev: #11
|
0.8 | -8,777 | -8.4% |
P
S
|
95,627 | $14,574,516 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVW
ISHARES
|
ETF | 1.91% | 1.69% |
#11
4
Prev: #15
|
0.8 | no change | no change |
P
S
|
117,429 | $14,474,298 | 2015 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CMI
CUMMINS INC
|
Unknown | 1.85% | 1.66% |
#12
4
Prev: #16
|
0.8 | -5,550 | -16.9% |
P
S
|
27,381 | $13,976,637 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Unknown | 1.74% | 1.64% |
#13
4
Prev: #17
|
0.7 | -10,582 | -14.3% |
P
S
|
63,479 | $13,136,998 | 2004 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMGN
AMGEN INC
|
Unknown | 1.64% | 1.44% |
#14
8
Prev: #22
|
0.7 | -5,048 | -11.8% |
P
S
|
37,835 | $12,383,779 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IRM
IRON MOUNTAIN I...
|
Unknown | 1.63% | 2.04% |
#15
5
Prev: #10
|
0.7 | -18,506 | -11.0% |
P
S
|
149,014 | $12,360,714 | 2019 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABT
ABBOTT LABORATO...
|
Unknown | 1.60% | 1.73% |
#16
3
Prev: #13
|
0.7 | -11,863 | -10.9% |
P
S
|
96,819 | $12,130,457 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MCD
MCDONALDS CORP
|
Unknown | 1.57% | 1.60% |
#17
1
Prev: #18
|
0.7 | -5,256 | -11.9% |
P
S
|
38,791 | $11,855,699 | 2011 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DOV
DOVER CORP
|
Unknown | 1.56% | 1.38% |
#18
6
Prev: #24
|
0.7 | -8,681 | -12.5% |
P
S
|
60,541 | $11,820,029 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GD
GENERAL DYNAMIC...
|
Unknown | 1.55% | 1.69% |
#19
5
Prev: #14
|
0.7 | -6,831 | -16.4% |
P
S
|
34,846 | $11,731,257 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WM
WASTE MANAGEMEN...
|
Unknown | 1.55% | 1.58% |
#20
Prev: #20
|
0.7 | -6,941 | -11.5% |
P
S
|
53,261 | $11,701,970 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PG
PROCTER & GAMBL...
|
Unknown | 1.40% | 1.50% |
#21
Prev: #21
|
0.6 | -7,684 | -9.4% |
P
S
|
74,114 | $10,621,276 | 2004 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BLK
BLACKROCK INC
|
Unknown | 1.36% | 1.59% |
#22
3
Prev: #19
|
0.6 | -1,812 | -15.9% |
P
S
|
9,620 | $10,296,659 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TXN
TEXAS INSTRUMEN...
|
Unknown | 1.22% | 1.38% |
#23
Prev: #23
|
0.5 | -9,784 | -15.5% |
P
S
|
53,290 | $9,245,285 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
VANGUARD
|
ETF | 1.12% | 1.03% |
#24
11
Prev: #35
|
0.4 | no change | no change |
P
S
|
29,279 | $8,497,351 | 2016 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CME
CME GROUP INC
|
Unknown | 1.11% | 1.14% |
#25
4
Prev: #29
|
0.5 | -4,851 | -13.6% |
P
S
|
30,694 | $8,381,913 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORCL
ORACLE CORP
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #125) |
0.3 | -712 | -100.0% |
CLOSED
|
— | $— | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ATYR
ATYR PHARMA INC
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #128) |
0.3 | -11,970 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 130 holdings