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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
CAT icon
101
Caterpillar
CAT
$368B
$535K 0.06%
502
-48
-9% -$42.2K
BAC icon
102
Bank of America
BAC
$436B
$440K 0.05%
7,715
– –
CMCSA icon
103
Comcast
CMCSA
$96B
$437K 0.05%
17,819
+4,640
+35% +$120K
PJT icon
104
PJT Partners
PJT
$4.67B
$404K 0.05%
2,675
– –
D icon
105
Dominion Energy
D
$57.7B
$390K 0.05%
5,714
+620
+12% +$40.3K
USMV icon
106
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$388K 0.05%
4,018
– –
DE icon
107
Deere & Co
DE
$170B
$380K 0.04%
599
– –
PFF icon
108
iShares Preferred and Income Securities ETF
PFF
$13.1B
$375K 0.04%
12,313
– –
DVY icon
109
iShares Select Dividend ETF
DVY
$23.8B
$375K 0.04%
2,399
– –
IWR icon
110
iShares Russell Mid-Cap ETF
IWR
$57.1B
$373K 0.04%
3,380
– –
CIEN icon
111
Ciena
CIEN
$53.6B
$356K 0.04%
+725
New +$370K
IBM icon
112
IBM
IBM
$222B
$343K 0.04%
+1,221
New +$308K
WFC icon
113
Wells Fargo
WFC
$262B
$331K 0.04%
4,000
– –
MA icon
114
Mastercard
MA
$521B
$316K 0.04%
615
-27
-4% -$13.5K
LHX icon
115
L3Harris
LHX
$48.9B
$285K 0.03%
980
-14
-1% -$4.45K
COST icon
116
Costco
COST
$419B
$273K 0.03%
292
-132
-31% -$132K
VV icon
117
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$273K 0.03%
794
– –
CINF icon
118
Cincinnati Financial
CINF
$26.4B
$260K 0.03%
1,403
– –
BRK.B icon
119
Berkshire Hathaway Class B
BRK.B
$1.08T
$259K 0.03%
517
-4
-0.8% -$1.92K
VBR icon
120
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.6B
$243K 0.03%
1,000
– –
EEM icon
121
iShares MSCI Emerging Markets ETF
EEM
$31.2B
$236K 0.03%
+3,453
New +$226K
XLK icon
122
State Street Technology Select Sector SPDR ETF
XLK
$121B
$228K 0.03%
+1,198
New +$205K
IBIT icon
123
iShares Bitcoin Trust
IBIT
$58.6B
$223K 0.03%
6,693
– –
CSX icon
124
CSX Corp
CSX
$95B
$206K 0.02%
+4,326
New +$195K
COF icon
125
Capital One
COF
$132B
$204K 0.02%
+1,019
New +$195K
2 3 4
5
6

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CC
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MSWM
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BC
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DCM
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BEW
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CAWM
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HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

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.