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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
+7.54%
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
$839M
AUM Growth
+$3.7M
Cap. Flow
-$48.3M
Cap. Flow %
-5.76%
Top 10 Hldgs %
49.79%
Holding
142
New
4
Increased
7
Reduced
63
Closed
14

Top Buys

Rank Stock Value
1
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$500K
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$290K
3
INTC icon
Intel
INTC
+$261K
4
VBR icon
Vanguard Morningstar Small-Cap Value ETF
VBR
+$204K
5
WK icon
Workiva
WK
+$198K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.37M
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$2.12M
3
AAPL icon
Apple
AAPL
+$1.9M
4
CVX icon
Chevron
CVX
+$1.65M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.59M

Sector Composition

Rank Sector Weight
1 Industrials 24.6%
2 Technology 15.65%
3 Financials 11.48%
4 Healthcare 6.64%
5 Consumer Staples 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HUBB icon
1
Hubbell
HUBB
$26.5B
$123M 14.66%
285,888
-934
-0.3% -$402K
EMXC icon
2
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.3B
$48.8M 5.82%
723,300
-24,669
-3% -$1.59M
IJR icon
3
iShares Core S&P Small-Cap ETF
IJR
$113B
$46.4M 5.53%
390,617
-7,542
-2% -$867K
MSFT icon
4
Microsoft
MSFT
$3.66T
$37.9M 4.52%
73,144
-4,650
-6% -$2.37M
AAPL icon
5
Apple
AAPL
$4.52T
$32.8M 3.91%
128,867
-8,423
-6% -$1.9M
JPM icon
6
JPMorgan Chase
JPM
$950B
$31.4M 3.74%
99,547
-33
-0% -$9.81K
AGG icon
7
iShares Core US Aggregate Bond ETF
AGG
$138B
$30.9M 3.68%
308,204
-5,608
-2% -$556K
UBSI icon
8
United Bankshares
UBSI
$6.76B
$26.5M 3.16%
711,732
-1,244
-0.2% -$46.4K
GLW icon
9
Corning
GLW
$137B
$22.9M 2.73%
279,389
-23,252
-8% -$1.52M
IRM icon
10
Iron Mountain
IRM
$37.3B
$17.1M 2.04%
167,520
-13,489
-7% -$1.3M
CVX icon
11
Chevron
CVX
$379B
$16.2M 1.93%
104,404
-10,667
-9% -$1.65M
CSCO icon
12
Cisco
CSCO
$480B
$15.6M 1.86%
228,199
-21,560
-9% -$1.47M
ABT icon
13
Abbott
ABT
$182B
$14.6M 1.73%
108,682
-6,418
-6% -$842K
GD icon
14
General Dynamics
GD
$104B
$14.2M 1.69%
41,677
-4,093
-9% -$1.29M
IVW icon
15
iShares S&P 500 Growth ETF
IVW
$77.3B
$14.2M 1.69%
117,429
-350
-0.3% -$40.3K
CMI icon
16
Cummins
CMI
$87.8B
$13.9M 1.66%
32,931
-4,085
-11% -$1.57M
JNJ icon
17
Johnson & Johnson
JNJ
$614B
$13.7M 1.64%
74,061
-6,778
-8% -$1.16M
MCD icon
18
McDonald's
MCD
$191B
$13.4M 1.6%
44,047
-3,074
-7% -$936K
BLK icon
19
Blackrock
BLK
$175B
$13.3M 1.59%
11,432
-1,234
-10% -$1.38M
WM icon
20
Waste Management
WM
$90B
$13.3M 1.58%
60,202
-4,178
-6% -$941K
PG icon
21
Procter & Gamble
PG
$345B
$12.6M 1.5%
81,798
-6,781
-8% -$1.06M
AMGN icon
22
Amgen
AMGN
$210B
$12.1M 1.44%
42,883
-3,246
-7% -$941K
TXN icon
23
Texas Instruments
TXN
$259B
$11.6M 1.38%
63,074
-4,799
-7% -$938K
DOV icon
24
Dover
DOV
$28.3B
$11.5M 1.38%
69,222
-4,823
-7% -$866K
APD icon
25
Air Products & Chemicals
APD
$65.6B
$11M 1.31%
40,374
-3,481
-8% -$1.01M
1
2 3 4 5

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United Bank (Virginia)'s Q3 2025 Portfolio in Review

As of Q3 2025, United Bank (Virginia) held 142 positions worth $839M, up 0.44% from $835M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

United Bank (Virginia) withdrew a net $48.3M in Q3 2025, closing 14 positions and reducing 63 holdings. Its most notable exit was Berkshire Hathaway Class A, an estimated $729K position sold in full.

By sector, the portfolio is most concentrated in Industrials at 25% of assets, up from 25% a quarter earlier, followed by Technology and Financials.

Against the trend, United Bank (Virginia) opened a new position in Intel worth $362K.

  • United Bank (Virginia)'s largest Q3 2025 buy was Intel: 10,788 shares worth $362K.
  • United Bank (Virginia) added most to iShares 0-1 Year Treasury Bond ETF in Q3 2025, an estimated $500K increase.
  • United Bank (Virginia)'s biggest Q3 2025 reduction was Microsoft, cutting an estimated $2.37M.
  • United Bank (Virginia) fully exited Berkshire Hathaway Class A in Q3 2025, selling an estimated $729K.
  • United Bank (Virginia)'s ten largest holdings make up 50% of its $839M portfolio in Q3 2025.
  • United Bank (Virginia) opened 4 new positions and closed 14 in Q3 2025.
  • United Bank (Virginia)'s portfolio value rose 0.44% quarter-over-quarter to $839M.

Based on United Bank (Virginia)'s 13F filing for Q3 2025, filed 7 Nov 2025.