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UCB

United Community Bank Portfolio holdings

AUM $300M
1-Year Est. Return 14.66%
This Fund
S&P 500
This Quarter Est. Return
+2.84%
1 Year Est. Return
+14.66%
3 Year Est. Return
+59.98%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$264M
AUM Growth
-$58.5M
Cap. Flow
-$63.8M
Cap. Flow %
-24.12%
Top 10 Hldgs %
38.35%
Holding
655
New
63
Increased
110
Reduced
226
Closed
103

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$924K
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$820K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$722K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$701K

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.2M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.69M
3
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.46M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$3.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.88M

Sector Composition

Rank Sector Weight
1 Financials 19.18%
2 Technology 12.64%
3 Healthcare 5.67%
4 Consumer Discretionary 4.63%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SBUX icon
151
Starbucks
SBUX
$119B
$245K 0.09%
2,913
-5,100
-64% -$430K
CL icon
152
Colgate-Palmolive
CL
$74.3B
$243K 0.09%
3,076
– –
USMV icon
153
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$242K 0.09%
2,575
-175
-6% -$16.5K
CB icon
154
Chubb
CB
$134B
$241K 0.09%
772
+31
+4% +$9.06K
AEM icon
155
Agnico Eagle Mines
AEM
$91.4B
$239K 0.09%
1,412
+140
+11% +$23.5K
VB icon
156
Vanguard Morningstar Small-Cap ETF
VB
$82.5B
$238K 0.09%
924
+784
+560% +$201K
GD icon
157
General Dynamics
GD
$107B
$234K 0.09%
696
-15
-2% -$5.12K
NOW icon
158
ServiceNow
NOW
$132B
$231K 0.09%
1,505
-600
-29% -$103K
HSY icon
159
Hershey
HSY
$36.7B
$224K 0.08%
1,230
+570
+86% +$104K
APP icon
160
Applovin
APP
$113B
$218K 0.08%
324
-215
-40% -$135K
APH icon
161
Amphenol
APH
$207B
$217K 0.08%
1,605
+895
+126% +$120K
URI icon
162
United Rentals
URI
$70.8B
$213K 0.08%
263
-41
-13% -$35.6K
IWF icon
163
iShares Russell 1000 Growth ETF
IWF
$127B
$210K 0.08%
1,772
+332
+23% +$39.3K
LOW icon
164
Lowe's Companies
LOW
$123B
$207K 0.08%
858
-341
-28% -$81.9K
MAR icon
165
Marriott International
MAR
$90.9B
$207K 0.08%
666
-375
-36% -$107K
COP icon
166
ConocoPhillips
COP
$148B
$205K 0.08%
2,195
-639
-23% -$57.8K
ITOT icon
167
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$203K 0.08%
1,362
+148
+12% +$21.8K
CASY icon
168
Casey's General Stores
CASY
$31.6B
$202K 0.08%
366
-14
-4% -$7.71K
ELV icon
169
Elevance Health
ELV
$86.2B
$198K 0.08%
566
-985
-64% -$333K
SDY icon
170
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$194K 0.07%
1,393
-205
-13% -$28.5K
VO icon
171
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$194K 0.07%
2,668
+208
+8% +$15.1K
STLD icon
172
Steel Dynamics
STLD
$38.5B
$187K 0.07%
1,103
-275
-20% -$43.7K
SCHG icon
173
Schwab US Large-Cap Growth ETF
SCHG
$63B
$183K 0.07%
5,600
– –
NVS icon
174
Novartis
NVS
$298B
$179K 0.07%
1,296
– –
SHEL icon
175
Shell
SHEL
$249B
$177K 0.07%
2,410
-3,760
-61% -$277K
5 6
7
8 9

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RP
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SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
FPCG
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RCA
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KEM
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I
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VIM
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GCC
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United Community Bank's Q4 2025 Portfolio in Review

As of Q4 2025, United Community Bank held 655 positions worth $264M, down 18% from $323M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

United Community Bank withdrew a net $63.8M in Q4 2025, closing 103 positions and reducing 226 holdings. Its most notable exit was Vanguard Intermediate-Term Corporate Bond ETF, an estimated $3.46M position sold in full.

By sector, the portfolio is most concentrated in Financials at 19% of assets, up from 19% a quarter earlier, followed by Technology and Healthcare.

Against the trend, United Community Bank opened a new position in Interactive Brokers worth $152K.

  • United Community Bank's largest Q4 2025 buy was Interactive Brokers: 2,370 shares worth $152K.
  • United Community Bank added most to Vanguard FTSE Developed Markets ETF in Q4 2025, an estimated $1.52M increase.
  • United Community Bank's biggest Q4 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $10.2M.
  • United Community Bank fully exited Vanguard Intermediate-Term Corporate Bond ETF in Q4 2025, selling an estimated $3.46M.
  • United Community Bank's ten largest holdings make up 38% of its $264M portfolio in Q4 2025.
  • United Community Bank opened 63 new positions and closed 103 in Q4 2025.
  • United Community Bank's portfolio value fell 18% quarter-over-quarter to $264M.

Based on United Community Bank's 13F filing for Q4 2025, filed 30 Jan 2026.