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UBV

United Bank (Virginia) Portfolio holdings

AUM $853M
1-Year Est. Return 34.07%
This Fund
S&P 500
This Quarter Est. Return
+14.51%
1 Year Est. Return
+34.07%
3 Year Est. Return
+76.1%
5 Year Est. Return
+99.67%
10 Year Est. Return
+313.94%
AUM
$853M
AUM Growth
+$71.9M
Cap. Flow
-$2.22M
Cap. Flow %
-0.26%
Top 10 Hldgs %
51.08%
Holding
132
New
11
Increased
34
Reduced
53
Closed
2

Top Buys

Rank Stock Value
1
V icon
Visa
V
+$1.82M
2
SYK icon
Stryker
SYK
+$1.73M
3
ATO icon
Atmos Energy
ATO
+$1.69M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.28M
5
SPCX
SpaceX
SPCX
+$866K

Top Sells

Rank Stock Value
1
GLW icon
Corning
GLW
+$3.31M
2
CMI icon
Cummins
CMI
+$1.08M
3
AAPL icon
Apple
AAPL
+$1.07M
4
CSCO icon
Cisco
CSCO
+$1.04M
5
IRM icon
Iron Mountain
IRM
+$848K

Sector Composition

Rank Sector Weight
1 Industrials 26.57%
2 Miscellaneous 20.33%
3 Technology 18.01%
4 Financials 12.17%
5 Healthcare 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HUBB icon
1
Hubbell
HUBB
$24.3B
$150M 17.54%
285,888
– –
IJR icon
2
iShares Core S&P Small-Cap ETF
IJR
$110B
$53.4M 6.26%
360,103
-2,585
-0.7% -$355K
GLW icon
3
Corning
GLW
$128B
$38M 4.46%
148,936
-18,186
-11% -$3.31M
AGG icon
4
iShares Core US Aggregate Bond ETF
AGG
$138B
$33.7M 3.96%
340,970
-2,128
-0.6% -$211K
AAPL icon
5
Apple
AAPL
$4.67T
$32.9M 3.86%
113,760
-3,744
-3% -$1.07M
UBSI icon
6
United Bankshares
UBSI
$6.48B
$32.7M 3.83%
713,131
+2,423
+0.3% +$106K
JPM icon
7
JPMorgan Chase
JPM
$951B
$32M 3.76%
97,846
-341
-0.3% -$106K
MSFT icon
8
Microsoft
MSFT
$3.81T
$25.3M 2.97%
67,866
-819
-1% -$331K
CSCO icon
9
Cisco
CSCO
$433B
$20.8M 2.44%
177,433
-9,945
-5% -$1.04M
IRM icon
10
Iron Mountain
IRM
$35B
$17M 2%
134,721
-6,915
-5% -$848K
CMI icon
11
Cummins
CMI
$77.8B
$15.3M 1.8%
21,505
-1,640
-7% -$1.08M
TXN icon
12
Texas Instruments
TXN
$236B
$14.9M 1.75%
49,987
-2,313
-4% -$642K
CVX icon
13
Chevron
CVX
$396B
$14.4M 1.68%
86,648
-3,621
-4% -$674K
JNJ icon
14
Johnson & Johnson
JNJ
$646B
$13.9M 1.62%
54,544
-3,177
-6% -$740K
AMGN icon
15
Amgen
AMGN
$234B
$12.6M 1.48%
34,754
-1,518
-4% -$520K
DOV icon
16
Dover
DOV
$26.8B
$12.5M 1.47%
55,905
-2,207
-4% -$481K
PG icon
17
Procter & Gamble
PG
$334B
$11.4M 1.34%
77,684
-209
-0.3% -$30.4K
WM icon
18
Waste Management
WM
$87.8B
$11.3M 1.33%
50,811
-1,449
-3% -$322K
GD icon
19
General Dynamics
GD
$103B
$11M 1.3%
31,183
-1,126
-3% -$386K
IVW icon
20
iShares S&P 500 Growth ETF
IVW
$76.8B
$10.9M 1.28%
79,127
+2,921
+4% +$386K
MCD icon
21
McDonald's
MCD
$188B
$10.3M 1.21%
38,013
-518
-1% -$149K
EOG icon
22
EOG Resources
EOG
$75.2B
$10.3M 1.2%
79,197
-2,465
-3% -$336K
ABT icon
23
Abbott
ABT
$195B
$9.84M 1.15%
108,426
+2,585
+2% +$236K
APD icon
24
Air Products & Chemicals
APD
$68.6B
$9.75M 1.14%
33,251
-952
-3% -$277K
KLAC icon
25
KLA
KLAC
$229B
$9.45M 1.11%
31,330
-1,260
-4% -$250K
1
2 3 4 5

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MSWM
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BC
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DCM
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BEW
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United Bank (Virginia)'s Q2 2026 Portfolio in Review

As of Q2 2026, United Bank (Virginia) held 132 positions worth $853M, up 9.2% from $781M the previous quarter. Its ten largest holdings account for 51% of the portfolio.

United Bank (Virginia)'s Q2 2026 filing shows 11 new, 34 increased, 53 reduced and 2 closed positions. Its largest new stake was SpaceX: 5,100 shares worth $871K. The largest sale was Corning, an estimated $3.31M.

By sector, the portfolio is most concentrated in Industrials at 27% of assets, down from 28% a quarter earlier, followed by Miscellaneous and Technology.

  • United Bank (Virginia)'s largest Q2 2026 buy was SpaceX: 5,100 shares worth $871K.
  • United Bank (Virginia) added most to Visa in Q2 2026, an estimated $1.82M increase.
  • United Bank (Virginia)'s biggest Q2 2026 reduction was Corning, cutting an estimated $3.31M.
  • United Bank (Virginia) fully exited iShares Biotechnology ETF in Q2 2026, selling an estimated $322K.
  • United Bank (Virginia)'s ten largest holdings make up 51% of its $853M portfolio in Q2 2026.
  • United Bank (Virginia) opened 11 new positions and closed 2 in Q2 2026.
  • United Bank (Virginia)'s portfolio value rose 9.2% quarter-over-quarter to $853M.

Based on United Bank (Virginia)'s 13F filing for Q2 2026, filed 30 Jul 2026.