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Livermore
Livermore
ZHEN

United Bank

SEC CIK
0001286478
Latest filing
Jul 30, 2026

The latest 13F from United Bank covers Q2 2026 (filed Jul 30, 2026): 130 long positions worth $852.7M. The top 10 holdings make up 51.1% of the portfolio, and the largest is Hubbell Inc (HUBB) at 17.5%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
11
Est. +$3.81M
Added
34
Est. +$11.7M
Reduced
53
Est. −$18.7M
Sold out
2
Est. −$358.5K

Top 5 holdings

Share of this quarter's portfolio value

  1. HUBBHubbell Inc
    17.5%$149.6MHistory
  2. iShares Core S&P Small Cap ETF464287804
    6.3%$53.4M
  3. GLWCorning Inc
    4.5%$38.0MHistory
  4. iShares Core U.S. Aggregate Bond ETF464287226
    4.0%$33.7M
  5. AAPLApple Inc.
    3.9%$32.9MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. VVisa Inc.
    +$1.94MAddedHistory
  2. SYKStryker Corp
    +$1.73MAddedHistory
  3. ATOAtmos Energy Corp
    +$1.63MAddedHistory
  4. iShares S&P Mid-Cap 400 Growth ETF464287606
    +$1.36MAdded
  5. DELLDell Technologies Inc.
    +$1.06MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. VVisa Inc.
    +0.26 pp0.8% → 1.1%History
  2. iShares S&P Mid-Cap 400 Growth ETF464287606
    +0.19 pp0.4% → 0.6%
  3. iShares S&P 500 Growth ETF464287309
    +0.17 pp1.1% → 1.3%
  4. SYKStryker Corp
    +0.12 pp0.6% → 0.8%History
  5. DELLDell Technologies Inc.
    +0.12 pp0.0% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. GLWCorning Inc
    −$4.65MReducedHistory
  2. CMICummins Inc
    −$1.17MReducedHistory
  3. CSCOCisco Systems, Inc.
    −$1.17MReducedHistory
  4. AAPLApple Inc.
    −$1.08MReducedHistory
  5. IRMIron Mountain Inc
    −$873.4KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. CVXChevron Corp
    −0.71 pp2.4% → 1.7%History
  2. iShares Core U.S. Aggregate Bond ETF464287226
    −0.40 pp4.4% → 4.0%
  3. MCDMcDonalds Corp
    −0.33 pp1.5% → 1.2%History
  4. EOGEOG Resources Inc
    −0.31 pp1.5% → 1.2%History
  5. MSFTMicrosoft Corp
    −0.29 pp3.3% → 3.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$852.7M
+$71.9M (+9.2%) vs. prior quarter
Positions
130
+9 vs. prior quarter
Top 10 concentration
51.1%
Top 10 as share of value
Turnover
1.9%
Q2 2026, one quarter
Average holding period
19.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $859.3M (Q3 2024)

Q1 2021: $728.1MQ2 2021: $743.7MQ3 2021: $746.8MQ4 2021: $813.8MQ1 2022: $760.3MQ2 2022: $666.9MQ3 2022: $649.6MQ4 2022: $713.5MQ1 2023: $782.7MQ2 2023: $813.4MQ3 2023: $761.2MQ4 2023: $796.6MQ1 2024: $837.8MQ2 2024: $805.9MQ3 2024: $859.3MQ4 2024: $838.9MQ1 2025: $786.1MQ2 2025: $835.3MQ3 2025: $839.1MQ4 2025: $757.1MQ1 2026: $780.8MQ2 2026: $852.7M
Q1 2021Q2 2026
13F filings of United Bank by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 30, 2026130$852.7MHUBBiShares Core S&P Small Cap ETFGLWvs. Q1 2026SEC
Q1 2026May 11, 2026121$780.8MHUBBiShares Core S&P Small Cap ETFiShares Core U.S. Aggregate Bond ETFvs. Q4 2025SEC
Q4 2025Feb 13, 2026128$757.1MHUBBiShares Core S&P Small Cap ETFMSFTvs. Q3 2025SEC
Q3 2025Nov 7, 2025128$839.1MHUBBiShares InciShares Core S&P Small Cap ETFvs. Q2 2025SEC
Q2 2025Jul 18, 2025138$835.3MHUBBiShares InciShares Core S&P Small Cap ETFvs. Q1 2025SEC
Q1 2025May 14, 2025136$786.1MHUBBiShares InciShares Core S&P Small Cap ETFvs. Q4 2024SEC
Q4 2024May 14, 2025134$838.9MHUBBiShares Core S&P Small Cap ETFAAPLvs. Q3 2024SEC
Q3 2024Nov 15, 2024142$859.3MHUBBiShares Core S&P Small Cap ETFiShares Incvs. Q2 2024SEC
Q2 2024Aug 14, 2024142$805.9MHUBBiShares IncMSFTvs. Q1 2024SEC
Q1 2024May 13, 2024148$837.8MHUBBiShares Core S&P Small Cap ETFMSFTvs. Q4 2023SEC
Q4 2023Feb 7, 2024148$796.6MHUBBAAPLiShares Core S&P Small Cap ETFvs. Q3 2023SEC
Q3 2023Nov 8, 2023146$761.2MHUBBiShares TriShares Core S&P Small Cap ETFvs. Q2 2023SEC
Q2 2023Aug 3, 2023155$813.4MHUBBiShares TrAAPLvs. Q1 2023SEC
Q1 2023May 1, 2023161$782.7MHUBBiShares TriShares Core S&P Small Cap ETFvs. Q4 2022SEC
Q4 2022Feb 14, 2023159$713.5MHUBBiShares Core S&P Small Cap ETFiShares Trust iShares 0-1 Year Treasury Bond ETFvs. Q3 2022SEC
Q3 2022Nov 14, 2022159$649.6MHUBBSchwab US Tips ETFiShares Core S&P Small Cap ETFvs. Q2 2022SEC
Q2 2022Aug 12, 2022149$666.9MHUBBSchwab US Tips ETFiShares Core S&P Small Cap ETFvs. Q1 2022SEC
Q1 2022May 16, 2022160$760.3MiShares Core S&P Small Cap ETFHUBBSchwab US Tips ETFvs. Q4 2021SEC
Q4 2021Feb 11, 2022163$813.8MiShares Core S&P Small Cap ETFHUBBSchwab US Tips ETFvs. Q3 2021SEC
Q3 2021Oct 21, 2021161$746.8MiShares Core S&P Small Cap ETFHUBBSchwab US Tips ETFvs. Q2 2021SEC
Q2 2021Aug 16, 2021163$743.7MiShares Core S&P Small Cap ETFHUBBSchwab US Tips ETFvs. Q1 2021SEC
Q1 2021Apr 23, 2021174$728.1MiShares Core S&P Small Cap ETFHUBBUBSI–SEC