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Showing Q2 2025 data
UNION SAVINGS BANK's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
UNION SAVINGS BANK
•CIK: 1985855•Filing: Q2 2025
**UNION SAVINGS BANK** manages $218M across a diversified portfolio of 282 positions. The fund exhibits significant concentration in technology and financial staples, notably holding SPHQ at $33.5M and BRK/A at $23.0M. Further allocations include substantial exposure to the broad market via SPY ($12.1M) and a notable position in MSFT ($8.8M). This structure suggests a value-oriented approach with tactical tilts toward established market leaders.
Total AUM
$217.7M
QoQ Performance
+6.4%
Positions
281
Top 10 Concentration
50.9%
Latest Filing
Q2 2025
Top Holdings Allocation
SPHQ
BRK/A
SPY
SPHQ15.4%
BRK/A10.6%
SPY5.6%
IJH4.5%
MSFT4.0%
VYM2.6%
IWM2.2%
AAPL2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other52.1%
Financial14.5%
Technology12.9%
ETF6.0%
Consumer3.9%
Healthcare3.2%
Industrial2.5%
Energy1.9%
🚪 Exited Positionssold since Q1 2025
+103 more exited positions
Changes from Q1 2025
NEW1 new position
↑34 increased
↓74 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023