Data as of Q4 2025 (Dec 31, 2025)

United Community Bank

•CIK: 2000314•Filing: Q4 2025

**United Community Bank** manages $264M across a diversified portfolio of 551 positions. The fund exhibits significant conviction in value and conglomerate plays, highlighted by a $28.9M allocation to BRK/B and a substantial $16.8M holding in IAUM. Notable overweight positions include PBP ($11.0M), EFA ($9.3M), and MSFT ($8.9M), suggesting a focus on established, multi-sector growth names. This structure indicates a disciplined, large-cap tilt with clear thematic anchors.

Total AUM
$264.5M
QoQ Performance
-18.1%
Positions
550
Top 10 Concentration
40.2%
Latest Filing
Q4 2025

Top Holdings Allocation

BRK/B
IAUM
BRK/B10.9%
IAUM6.3%
PBP4.1%
EFA3.5%
MSFT3.4%
IVV3.1%
IJH2.0%
VTI1.7%

📈 Biggest Buys

VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+220.1%
0.9% of portfolio
VUG
VANGUARD GROWTH ETF
+36.3%
1.3% of portfolio
VTI
VANGUARD TOTAL STOCK MARKET ETF
+22.7%
1.7% of portfolio
XLK
SELECT SECTOR SPDR TR STATE ST TECH ETF
+90.1%
0.6% of portfolio
VXUS
VANGUARD TOTAL INTL STOCK ET
+33.1%
1.1% of portfolio

📉 Biggest Sells

IVV
ISHARES TR CORE S&P500 ETF
-55.5%
3.1% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW COM
-19.0%
10.9% of portfolio
GOOGL
ALPHABET INC CL A
-45.2%
0.7% of portfolio
PBP
INVESCO EXCHANGE TRADED FD TR ETF
-10.7%
4.1% of portfolio
AMZN
AMAZON COM INC COM
-29.0%
0.9% of portfolio

Sector Breakdown

Other51.5%
Financial16.0%
Technology13.5%
Healthcare5.0%
Consumer4.1%
ETF3.7%
Utilities1.5%
Communication1.4%

🚪 Exited Positionssold since Q3 2025

VCIT
VANGUARD INT TERM CORPORATE ETF
SOLD
$3.5M
FLRN
SPDR SER TR BLOOMBERG INVT
SOLD
$3.1M
AGG
ISHARES CORE TOTAL US AGGREGATE BOND ETF
SOLD
$2.9M
JCPB
J P MORGAN EXCHANGE TRADED FD CORE ETF
SOLD
$1.8M
IGSB
ISHARES TR ISHS 1-5YR INVS ETF
SOLD
$1.7M
+387 more exited positions

Changes from Q3 2025

NEW2 new positions
↑63 increased
↓122 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

BRK/B10.9%
BERKSHIRE HATHAWAY INC DEL CL B NEW COM
$28.9M
IAUM6.3%
ISHARES GOLD TR SHARES REPRESENT ETF
$16.8M
PBP4.1%
INVESCO EXCHANGE TRADED FD TR ETF
$11.0M
EFA3.5%
ISHARES MSCI EAFE ETF
$9.3M
MSFT3.4%
MICROSOFT CORP COM
$8.9M

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