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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
XLI icon
201
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
$140K 0.05%
905
-15
-2% -$2.31K
COR icon
202
Cencora
COR
$62B
$137K 0.05%
407
-686
-63% -$234K
UBER icon
203
Uber
UBER
$159B
$136K 0.05%
1,667
-88
-5% -$7.92K
DKS icon
204
Dick's Sporting Goods
DKS
$19.2B
$135K 0.05%
680
-375
-36% -$81.8K
MMIT icon
205
IQ MacKay Municipal Intermediate ETF
MMIT
$1.47B
$131K 0.05%
5,375
+600
+13% +$14.6K
WFC icon
206
Wells Fargo
WFC
$265B
$131K 0.05%
1,403
-1,875
-57% -$163K
APTV icon
207
Aptiv
APTV
$10.3B
$131K 0.05%
1,717
-1,856
-52% -$149K
PLTR icon
208
Palantir
PLTR
$421B
$130K 0.05%
732
+500
+216% +$90.5K
TTD icon
209
Trade Desk
TTD
$6.29B
$127K 0.05%
3,355
-2,000
-37% -$88.7K
XLY icon
210
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$127K 0.05%
1,064
+84
+9% +$9.96K
IWO icon
211
iShares Russell 2000 Growth ETF
IWO
$14.9B
$125K 0.05%
387
– –
AMD icon
212
Advanced Micro Devices
AMD
$767B
$124K 0.05%
579
+200
+53% +$44.9K
MAS icon
213
Masco
MAS
$14.7B
$123K 0.05%
1,943
-3,112
-62% -$202K
IWD icon
214
iShares Russell 1000 Value ETF
IWD
$84.2B
$121K 0.05%
575
+83
+17% +$17.1K
ORLY icon
215
O'Reilly Automotive
ORLY
$75.3B
$118K 0.04%
1,293
+978
+310% +$95.5K
HMOP icon
216
Hartford Municipal Opportunities ETF
HMOP
$796M
$117K 0.04%
2,980
– –
GEHC icon
217
GE HealthCare
GEHC
$32.9B
$116K 0.04%
1,410
+130
+10% +$10.1K
CTVA icon
218
Corteva
CTVA
$51B
$115K 0.04%
1,721
-128
-7% -$8.28K
GSIE icon
219
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.13B
$114K 0.04%
2,645
– –
HOLA
220
JPMorgan International Hedged Equity Laddered Overlay ETF
HOLA
$287M
$113K 0.04%
2,169
– –
USA icon
221
Liberty All-Star Equity Fund
USA
$1.86B
$113K 0.04%
18,039
– –
FTEC icon
222
Fidelity MSCI Information Technology Index ETF
FTEC
$21.1B
$112K 0.04%
500
– –
SSNC icon
223
SS&C Technologies
SSNC
$18.7B
$112K 0.04%
1,285
+155
+14% +$13.2K
ODFL icon
224
Old Dominion Freight Line
ODFL
$44.1B
$110K 0.04%
699
-419
-37% -$60.1K
XAR icon
225
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.53B
$109K 0.04%
+452
New +$107K
7 8
9
10 11

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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.