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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
+6.75%
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
$781M
AUM Growth
+$23.7M
Cap. Flow
-$15.6M
Cap. Flow %
-2%
Top 10 Hldgs %
49.81%
Holding
133
New
5
Increased
22
Reduced
61
Closed
12

Top Buys

Rank Stock Value
1
V icon
Visa
V
+$5.66M
2
SYK icon
Stryker
SYK
+$5.44M
3
ATO icon
Atmos Energy
ATO
+$4.85M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.49M
5
ABT icon
Abbott
ABT
+$1.02M

Top Sells

Rank Stock Value
1
GLW icon
Corning
GLW
+$8.01M
2
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.96M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.78M
4
CMI icon
Cummins
CMI
+$2.4M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.1M

Sector Composition

Rank Sector Weight
1 Industrials 27.59%
2 Technology 14.48%
3 Financials 12.22%
4 Healthcare 7.5%
5 Energy 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HUBB icon
1
Hubbell
HUBB
$26.6B
$140M 17.97%
285,888
– –
IJR icon
2
iShares Core S&P Small-Cap ETF
IJR
$113B
$45.1M 5.77%
362,688
-29,790
-8% -$3.78M
AGG icon
3
iShares Core US Aggregate Bond ETF
AGG
$138B
$34.1M 4.36%
343,098
+24,884
+8% +$2.49M
AAPL icon
4
Apple
AAPL
$4.5T
$29.8M 3.82%
117,504
-2,792
-2% -$727K
UBSI icon
5
United Bankshares
UBSI
$6.79B
$29.4M 3.77%
710,708
-2,580
-0.4% -$107K
JPM icon
6
JPMorgan Chase
JPM
$960B
$28.9M 3.7%
98,187
-214
-0.2% -$64.9K
MSFT icon
7
Microsoft
MSFT
$3.68T
$25.4M 3.26%
68,685
+120
+0.2% +$50.2K
GLW icon
8
Corning
GLW
$137B
$22.7M 2.91%
167,122
-66,400
-28% -$8.01M
CVX icon
9
Chevron
CVX
$380B
$18.7M 2.39%
90,269
-5,358
-6% -$977K
CSCO icon
10
Cisco
CSCO
$484B
$14.5M 1.86%
187,378
-11,174
-6% -$875K
IRM icon
11
Iron Mountain
IRM
$37.9B
$14.5M 1.85%
141,636
-7,378
-5% -$734K
JNJ icon
12
Johnson & Johnson
JNJ
$617B
$14.1M 1.81%
57,721
-5,758
-9% -$1.34M
AMGN icon
13
Amgen
AMGN
$221B
$12.8M 1.63%
36,272
-1,563
-4% -$557K
CMI icon
14
Cummins
CMI
$89.1B
$12.5M 1.59%
23,145
-4,236
-15% -$2.4M
DOV icon
15
Dover
DOV
$28.4B
$12.1M 1.55%
58,112
-2,429
-4% -$519K
WM icon
16
Waste Management
WM
$89.7B
$12M 1.54%
52,260
-1,001
-2% -$230K
MCD icon
17
McDonald's
MCD
$191B
$12M 1.53%
38,531
-260
-0.7% -$82.8K
EOG icon
18
EOG Resources
EOG
$74.9B
$11.8M 1.51%
81,662
+4,785
+6% +$581K
PG icon
19
Procter & Gamble
PG
$342B
$11.3M 1.44%
77,893
+3,779
+5% +$573K
GD icon
20
General Dynamics
GD
$105B
$11.1M 1.42%
32,309
-2,537
-7% -$900K
ABT icon
21
Abbott
ABT
$183B
$10.9M 1.39%
105,841
+9,022
+9% +$1.02M
TXN icon
22
Texas Instruments
TXN
$257B
$10.2M 1.3%
52,300
-990
-2% -$200K
APD icon
23
Air Products & Chemicals
APD
$65.7B
$9.94M 1.27%
34,203
+749
+2% +$207K
PEP icon
24
PepsiCo
PEP
$190B
$9.65M 1.24%
62,136
+4,201
+7% +$655K
BLK icon
25
Blackrock
BLK
$177B
$9.35M 1.2%
9,726
+106
+1% +$112K
1
2 3 4 5

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United Bank (Virginia)'s Q1 2026 Portfolio in Review

As of Q1 2026, United Bank (Virginia) held 133 positions worth $781M, up 3.1% from $757M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

United Bank (Virginia)'s Q1 2026 filing shows 5 new, 22 increased, 61 reduced and 12 closed positions. Its largest new stake was Stryker: 15,146 shares worth $4.98M. The largest sale was Corning, an estimated $8.01M.

By sector, the portfolio is most concentrated in Industrials at 28% of assets, up from 26% a quarter earlier, followed by Technology and Financials.

  • United Bank (Virginia)'s largest Q1 2026 buy was Stryker: 15,146 shares worth $4.98M.
  • United Bank (Virginia) added most to Visa in Q1 2026, an estimated $5.66M increase.
  • United Bank (Virginia)'s biggest Q1 2026 reduction was Corning, cutting an estimated $8.01M.
  • United Bank (Virginia) fully exited Netflix in Q1 2026, selling an estimated $441K.
  • United Bank (Virginia)'s ten largest holdings make up 50% of its $781M portfolio in Q1 2026.
  • United Bank (Virginia) opened 5 new positions and closed 12 in Q1 2026.
  • United Bank (Virginia)'s portfolio value rose 3.1% quarter-over-quarter to $781M.

Based on United Bank (Virginia)'s 13F filing for Q1 2026, filed 11 May 2026.