United Bank
•CIK: 1697791•Filing: Q4 2025
**United Bank** manages $295M across a diversified portfolio of 124 positions. The fund exhibits a significant concentration in mega-cap technology names, with top holdings including GOOGL at $14.1M and AAPL at $12.6M. Further allocations are notable in NVDA ($11.7M), XLK ($11.5M), and MSFT ($10.5M), indicating a strong conviction in the technology sector. This structure suggests a growth-oriented mandate with deep exposure to market leaders.
Total AUM
$294.9M
QoQ Performance
+2.5%
Positions
110
Top 10 Concentration
36.3%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL4.8%
AAPL4.3%
NVDA4.0%
XLK3.9%
MSFT3.6%
NFRA3.5%
AMZN3.3%
HYGV3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other43.5%
Technology24.5%
Consumer8.3%
Financial6.6%
Healthcare4.8%
Industrial3.0%
Consumer Staples2.8%
Utilities2.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW9 new positions
↑55 increased
↓48 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023