☆UNITED BANK
Quality Q
0.652
AUM ($M)
853
Positions
130
Turnover
0.06
Top-10 wt
51%
Herfindahl
0.049
History (qtrs)
7
Excess Return
-11.0%
AI Eval Run AI Eval
Holdings · 132 positions · portfolio value $853M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆HUBB funds › | HUBBELL INC | HOLD | — | 17.5% | -0.4% | 149.6 | 285,888 | +0 | 6 | — |
| ☆IJR funds › | ISHARES | TRIM | — | 6.3% | +0.5% | 53.4 | 360,103 | -2,585 | 6 | — |
| ☆GLW funds › | CORNING INC | TRIM | — | 4.5% | +1.6% | 38.0 | 148,936 | -18,186 | 6 | — |
| ☆AGG funds › | ISHARES | TRIM | — | 4.0% | -0.4% | 33.7 | 340,970 | -2,128 | 6 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 3.9% | +0.0% | 32.9 | 113,760 | -3,744 | 6 | — |
| ☆UBSI funds › | UNITED BANKSHARES INC | ADD | — | 3.8% | +0.1% | 32.7 | 713,131 | +2,423 | 6 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 3.8% | +0.1% | 32.0 | 97,846 | -341 | 6 | — |
| ☆MSFT funds › | MICROSOFT | TRIM | — | 3.0% | -0.3% | 25.3 | 67,866 | -819 | 6 | — |
| ☆CSCO funds › | CISCO SYSTEMS INC | TRIM | — | 2.4% | +0.6% | 20.8 | 177,433 | -9,945 | 6 | — |
| ☆IRM funds › | IRON MOUNTAIN INC | TRIM | — | 2.0% | +0.1% | 17.0 | 134,721 | -6,915 | 6 | — |
| ☆CMI funds › | CUMMINS INC | TRIM | — | 1.8% | +0.2% | 15.3 | 21,505 | -1,640 | 6 | — |
| ☆TXN funds › | TEXAS INSTRUMENTS INC | TRIM | — | 1.7% | +0.4% | 14.9 | 49,987 | -2,313 | 6 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 1.7% | -0.7% | 14.4 | 86,648 | -3,621 | 6 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 1.6% | -0.2% | 13.9 | 54,544 | -3,177 | 6 | — |
| ☆AMGN funds › | AMGEN INC | TRIM | — | 1.5% | -0.2% | 12.6 | 34,754 | -1,518 | 6 | — |
| ☆DOV funds › | DOVER CORP | TRIM | — | 1.5% | -0.1% | 12.5 | 55,905 | -2,207 | 6 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 1.3% | -0.1% | 11.4 | 77,684 | -209 | 6 | — |
| ☆WM funds › | WASTE MANAGEMENT INC | TRIM | — | 1.3% | -0.2% | 11.3 | 50,811 | -1,449 | 6 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | TRIM | — | 1.3% | -0.1% | 11.0 | 31,183 | -1,126 | 6 | — |
| ☆IVW funds › | ISHARES | ADD | — | 1.3% | +0.2% | 10.9 | 79,127 | +2,921 | 6 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 1.2% | -0.3% | 10.3 | 38,013 | -518 | 6 | — |
| ☆EOG funds › | EOG RESOURCES INC | TRIM | — | 1.2% | -0.3% | 10.3 | 79,197 | -2,465 | 6 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | ADD | — | 1.2% | -0.2% | 9.8 | 108,426 | +2,585 | 6 | — |
| ☆APD funds › | AIR PRODS & CHEMS INC | TRIM | — | 1.1% | -0.1% | 9.7 | 33,251 | -952 | 6 | — |
| ☆KLAC funds › | KLA CORPORATION | ADD | — | 1.1% | +0.5% | 9.5 | 31,330 | +28,071 | 6 | — |
| ☆V funds › | VISA INC | ADD | — | 1.1% | +0.3% | 9.4 | 27,318 | +5,663 | 6 | — |
| ☆BLK funds › | BLACKROCK INC | TRIM | — | 1.1% | -0.1% | 9.1 | 9,493 | -233 | 6 | — |
| ☆VO funds › | VANGUARD MORNINGSTAR | ADD | — | 1.0% | -0.0% | 8.6 | 106,970 | +78,186 | 6 | — |
| ☆AFL funds › | AFLAC INC | ADD | Common Stock | 1.0% | -0.0% | 8.6 | 73,113 | +422 | 6 | — |
| ☆PEP funds › | PEPSICO INC | ADD | — | 1.0% | -0.2% | 8.5 | 62,740 | +604 | 6 | — |
| ☆VNQ funds › | VANGUARD MORNINGSTAR | ADD | — | 1.0% | +0.0% | 8.2 | 84,748 | +4,038 | 6 | — |
| ☆ITW funds › | ILLINOIS TOOL WORKS INC | ADD | — | 0.9% | -0.0% | 8.1 | 29,862 | +500 | 6 | — |
| ☆SHV funds › | ISHARES | TRIM | — | 0.9% | -0.1% | 7.9 | 71,909 | -381 | 6 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | TRIM | — | 0.9% | -0.2% | 7.8 | 61,418 | -701 | 6 | — |
| ☆AWK funds › | AMERICAN WATER WORKS INC | ADD | — | 0.9% | -0.1% | 7.7 | 58,256 | +1,623 | 6 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.9% | -0.3% | 7.4 | 54,306 | +224 | 6 | — |
| ☆HSY funds › | HERSHEY CO | ADD | — | 0.8% | -0.2% | 7.2 | 41,199 | +188 | 6 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTERNATIONAL INC | ADD | — | 0.8% | -0.3% | 7.2 | 39,138 | +793 | 6 | — |
| ☆LMT funds › | LOCKHEED MARTIN | TRIM | — | 0.8% | -0.3% | 7.0 | 13,642 | -235 | 6 | — |
| ☆CME funds › | CME GROUP INC | ADD | — | 0.8% | -0.3% | 6.9 | 31,355 | +1,190 | 6 | — |
| ☆IGSB funds › | ISHARES | ADD | — | 0.8% | -0.0% | 6.7 | 127,313 | +8,818 | 6 | — |
| ☆SYK funds › | STRYKER CORP | ADD | — | 0.8% | +0.1% | 6.5 | 20,632 | +5,486 | 2 | -46.6% |
| ☆ATO funds › | ATMOS ENERGY CORP | ADD | — | 0.7% | +0.1% | 6.4 | 36,879 | +9,458 | 2 | -40.9% |
| ☆VB funds › | VANGUARD MORNINGSTAR | TRIM | — | 0.6% | +0.0% | 5.1 | 16,676 | -783 | 6 | — |
| ☆IJK funds › | ISHARES | ADD | — | 0.6% | +0.2% | 5.0 | 42,637 | +11,561 | 6 | — |
| ☆VTI funds › | VANGUARD MORNINGSTAR | TRIM | — | 0.6% | -0.0% | 4.9 | 13,300 | -1,700 | 6 | — |
| ☆KO funds › | COCA-COLA CO/THE | HOLD | — | 0.5% | -0.0% | 4.1 | 50,052 | +0 | 6 | — |
| ☆NVDA funds › | NVIDIA CORP | TRIM | — | 0.4% | +0.0% | 3.8 | 18,804 | -773 | 6 | — |
| ☆TSLA funds › | TESLA INC | HOLD | — | 0.4% | +0.0% | 3.3 | 7,898 | +0 | 6 | — |
| ☆VTV funds › | VANGUARD MORNINGSTAR | ADD | — | 0.4% | +0.0% | 3.1 | 14,357 | +656 | 6 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | TRIM | — | 0.4% | +0.2% | 3.0 | 2,640 | -30 | 5 | +506.6% |
| ☆SPY funds › | STATE STREET SPDR | HOLD | — | 0.3% | +0.0% | 2.7 | 3,638 | +0 | 6 | — |
| ☆VUG funds › | VANGUARD MORNINGSTAR | ADD | — | 0.3% | +0.0% | 2.4 | 28,326 | +23,752 | 6 | — |
| ☆EFA funds › | ISHARES | TRIM | — | 0.3% | -0.0% | 2.3 | 22,055 | -2,675 | 6 | — |
| ☆AMZN funds › | AMAZON.COM INC | TRIM | — | 0.2% | +0.0% | 2.1 | 8,923 | -214 | 6 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 0.2% | +0.0% | 2.1 | 1,751 | -35 | 6 | — |
| ☆EMXC funds › | ISHARES | TRIM | — | 0.2% | +0.0% | 2.0 | 20,020 | -1,055 | 6 | — |
| ☆BIV funds › | VANGUARD | ADD | — | 0.2% | +0.0% | 2.0 | 26,300 | +4,051 | 6 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.2% | +0.0% | 1.9 | 5,366 | -227 | 6 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 0.2% | +0.0% | 1.8 | 4,994 | -164 | 6 | — |
| ☆AEP funds › | AMERICAN ELECTRIC PWR INC | HOLD | — | 0.2% | -0.0% | 1.7 | 12,432 | +0 | 6 | — |
| ☆VXUS funds › | VANGUARD | TRIM | — | 0.2% | -0.0% | 1.6 | 18,500 | -1,500 | 6 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 0.2% | -0.0% | 1.5 | 6,081 | -1,126 | 6 | — |
| ☆INTC funds › | INTEL CORP | HOLD | — | 0.2% | +0.1% | 1.5 | 10,788 | +0 | 4 | +297.3% |
| ☆IWF funds › | ISHARES | ADD | — | 0.2% | +0.0% | 1.5 | 11,904 | +8,928 | 6 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | ADD | — | 0.2% | +0.1% | 1.5 | 2,500 | +388 | 2 | +541.8% |
| ☆VZ funds › | VERIZON COMMUNICATIONS | ADD | — | 0.2% | -0.0% | 1.4 | 33,862 | +4,767 | 6 | — |
| ☆VBK funds › | VANGUARD MORNINGSTAR | ADD | — | 0.2% | +0.1% | 1.4 | 3,811 | +1,041 | 6 | — |
| ☆TFC funds › | TRUIST FINANCIAL CORP | HOLD | — | 0.2% | -0.0% | 1.3 | 27,000 | +0 | 6 | — |
| ☆APP funds › | APPLOVIN CORP-CLASS A | TRIM | — | 0.2% | +0.0% | 1.3 | 2,505 | -65 | 6 | — |
| ☆IEFA funds › | ISHARES | ADD | — | 0.1% | +0.0% | 1.3 | 13,173 | +4,500 | 6 | — |
| ☆T funds › | AT&T INC | ADD | — | 0.1% | -0.0% | 1.2 | 59,305 | +15,125 | 6 | — |
| ☆SO funds › | SOUTHERN CO | ADD | — | 0.1% | -0.0% | 1.2 | 12,492 | +976 | 6 | — |
| ☆MUB funds › | ISHARES | ADD | — | 0.1% | -0.0% | 1.2 | 10,971 | +19 | 6 | — |
| ☆DELL funds › | DELL TECHNOLOGIES INC | NEW | — | 0.1% | +0.1% | 1.1 | 2,448 | +2,448 | 1 | +1905.4% |
| ☆BMY funds › | BRISTOL MYERS SQUIBB CO | ADD | — | 0.1% | -0.0% | 1.1 | 18,248 | +150 | 6 | — |
| ☆PFE funds › | PFIZER INC | TRIM | — | 0.1% | -0.0% | 1.0 | 42,568 | -53 | 6 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.1% | -0.0% | 1.0 | 2,893 | -69 | 6 | — |
| ☆DIA funds › | STATE STREET SPDR | HOLD | — | 0.1% | +0.0% | 1.0 | 1,944 | +0 | 6 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.1% | -0.0% | 0.9 | 1,636 | -67 | 6 | — |
| ☆GE funds › | GENERAL ELECTRIC CO | ADD | — | 0.1% | +0.0% | 0.9 | 2,444 | +75 | 6 | — |
| ☆BSV funds › | VANGUARD | ADD | — | 0.1% | -0.0% | 0.9 | 11,600 | +566 | 6 | — |
| ☆SPCX funds › | SPACE EXPLORATION TECH | NEW | — | 0.1% | +0.1% | 0.9 | 5,100 | +5,100 | 1 | -90.9% |
| ☆IJH funds › | ISHARES | HOLD | — | 0.1% | +0.0% | 0.8 | 10,767 | +0 | 6 | — |
| ☆MO funds › | ALTRIA GROUP INC | TRIM | — | 0.1% | -0.0% | 0.8 | 11,141 | -64 | 6 | — |
| ☆DUK funds › | DUKE ENERGY | HOLD | — | 0.1% | -0.0% | 0.8 | 6,305 | +0 | 6 | — |
| ☆MS funds › | MORGAN STANLEY GROUP INC | TRIM | — | 0.1% | +0.0% | 0.8 | 3,703 | -33 | 6 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 0.1% | -0.0% | 0.7 | 6,560 | -1,591 | 6 | — |
| ☆IVV funds › | ISHARES | TRIM | — | 0.1% | +0.0% | 0.7 | 960 | -36 | 6 | — |
| ☆GEV funds › | GE VERNOVA INC | ADD | — | 0.1% | +0.0% | 0.7 | 610 | +18 | 5 | +82.7% |
| ☆ALL funds › | ALLSTATE CORP | HOLD | — | 0.1% | +0.0% | 0.7 | 3,000 | +0 | 6 | — |
| ☆ED funds › | CONSOLIDATED EDISON INC | HOLD | — | 0.1% | -0.0% | 0.7 | 6,450 | +0 | 6 | — |
| ☆DGX funds › | QUEST DIAGNOSTICS INC | HOLD | — | 0.1% | -0.0% | 0.7 | 3,124 | +0 | 6 | — |
| ☆MMM funds › | 3M COMPANY | ADD | — | 0.1% | +0.0% | 0.6 | 3,766 | +400 | 6 | — |
| ☆MDY funds › | STATE STREET SPDR | HOLD | — | 0.1% | +0.0% | 0.6 | 858 | +0 | 6 | — |
| ☆MRK funds › | MERCK & CO INC | HOLD | — | 0.1% | -0.0% | 0.6 | 4,553 | +0 | 6 | — |
| ☆TRVI funds › | TREVI THERAPEUTICS INC | HOLD | — | 0.1% | +0.0% | 0.6 | 31,200 | +0 | 6 | — |
| ☆QTUM funds › | DEFIANCE QUANTUM | TRIM | — | 0.1% | +0.0% | 0.6 | 3,516 | -30 | 3 | +51.8% |
| ☆ASML funds › | ASML HOLDINGS N.V. | HOLD | — | 0.1% | +0.0% | 0.6 | 290 | +0 | 5 | +82.5% |
| ☆NEE funds › | NEXTERA ENERGY INC | TRIM | — | 0.1% | -0.0% | 0.6 | 6,301 | -342 | 6 | — |
| ☆CAT funds › | CATERPILLAR INC. | TRIM | — | 0.1% | +0.0% | 0.5 | 502 | -48 | 2 | -4.4% re-entry |
| ☆BAC funds › | BANK OF AMERICA | HOLD | — | 0.1% | +0.0% | 0.4 | 7,715 | +0 | 6 | — |
| ☆CMCSA funds › | COMCAST CORP | ADD | — | 0.1% | +0.0% | 0.4 | 17,819 | +4,640 | 6 | — |
| ☆PJT funds › | PJT PARTNERS INC - A | HOLD | — | 0.0% | -0.0% | 0.4 | 2,675 | +0 | 6 | — |
| ☆D funds › | DOMINION ENERGY INC. | ADD | — | 0.0% | +0.0% | 0.4 | 5,714 | +620 | 6 | — |
| ☆USMV funds › | ISHARES | HOLD | — | 0.0% | -0.0% | 0.4 | 4,018 | +0 | 6 | — |
| ☆DE funds › | DEERE & COMPANY | HOLD | — | 0.0% | +0.0% | 0.4 | 599 | +0 | 6 | — |
| ☆PFF funds › | ISHARES | HOLD | — | 0.0% | -0.0% | 0.4 | 12,313 | +0 | 6 | — |
| ☆DVY funds › | ISHARES | HOLD | — | 0.0% | -0.0% | 0.4 | 2,399 | +0 | 6 | — |
| ☆IWR funds › | ISHARES | HOLD | — | 0.0% | +0.0% | 0.4 | 3,380 | +0 | 6 | — |
| ☆CIEN funds › | CIENA CORP | NEW | — | 0.0% | +0.0% | 0.4 | 725 | +725 | 1 | -80.9% |
| ☆IBM funds › | IBM | NEW | — | 0.0% | +0.0% | 0.3 | 1,221 | +1,221 | 1 | +2.8% re-entry |
| ☆WFC funds › | WELLS FARGO & CO | HOLD | — | 0.0% | -0.0% | 0.3 | 4,000 | +0 | 6 | — |
| ☆MA funds › | MASTERCARD INC | TRIM | — | 0.0% | -0.0% | 0.3 | 615 | -27 | 6 | — |
| ☆LHX funds › | L3HARRIS TECHNOLOGIES INC | TRIM | — | 0.0% | -0.0% | 0.3 | 980 | -14 | 6 | — |
| ☆COST funds › | COSTCO WHOLESALE CORP | TRIM | — | 0.0% | -0.0% | 0.3 | 292 | -132 | 6 | — |
| ☆VV funds › | VANGUARD MORNINGSTAR | HOLD | — | 0.0% | +0.0% | 0.3 | 794 | +0 | 6 | — |
| ☆CINF funds › | CINCINNATI FINANCIAL CORP | HOLD | — | 0.0% | +0.0% | 0.3 | 1,403 | +0 | 6 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC | TRIM | — | 0.0% | -0.0% | 0.3 | 517 | -4 | 6 | — |
| ☆VBR funds › | VANGUARD MORNINGSTAR | HOLD | — | 0.0% | +0.0% | 0.2 | 1,000 | +0 | 4 | +4.4% |
| ☆EEM funds › | ISHARES | NEW | — | 0.0% | +0.0% | 0.2 | 3,453 | +3,453 | 1 | -11.0% |
| ☆XLK funds › | STATE STREET SPDR | NEW | — | 0.0% | +0.0% | 0.2 | 1,198 | +1,198 | 1 | +19.3% re-entry |
| ☆IBIT funds › | ISHARES BITCOIN TRUST | HOLD | — | 0.0% | -0.0% | 0.2 | 6,693 | +0 | 6 | — |
| ☆CSX funds › | CSX CORP | NEW | — | 0.0% | +0.0% | 0.2 | 4,326 | +4,326 | 1 | +18.2% |
| ☆COF funds › | CAPITAL ONE FINANCIAL CO | NEW | — | 0.0% | +0.0% | 0.2 | 1,019 | +1,019 | 1 | +103.9% re-entry |
| ☆KZIA funds › | KAZIA THERAPEUTICS-SPON ADR | NEW | — | 0.0% | +0.0% | 0.2 | 12,851 | +12,851 | 1 | +11.5% |
| ☆ZVRA funds › | ZEVRA THERAPEUTICS INC | HOLD | — | 0.0% | +0.0% | 0.2 | 10,564 | +0 | 2 | +44.6% |
| ☆AIRS funds › | AIRSCULPT TECHNOLOGIES, INC. | NEW | — | 0.0% | +0.0% | 0.1 | 21,500 | +21,500 | 1 | -98.6% |
| ☆GNLX funds › | GENELUX CORP. | HOLD | — | 0.0% | +0.0% | 0.0 | 12,070 | +0 | 5 | -17.0% |
| ☆LCTX funds › | LINEAGE CELL | NEW | — | 0.0% | +0.0% | 0.0 | 21,170 | +21,170 | 1 | -70.0% |
| ☆CRDF funds › | CARDIFF ONCOLOGY INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -22,411 | 0 | — |
| ☆IBB funds › | ISHARES | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,908 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 853 | 130 | 0.06 | 51% | 0.049 | 0.649 | — | in |
| 2026Q1 | 781 | 121 | 0.07 | 50% | 0.050 | 0.631 | — | in |
| 2025Q4 | 757 | 128 | 0.08 | 50% | 0.047 | 0.548 | — | in |
| 2025Q3 | 839 | 128 | 0.04 | 50% | 0.042 | 0.644 | — | in |
| 2025Q2 | 835 | 138 | 0.05 | 47% | 0.040 | 0.647 | — | in |
| 2025Q1 | 786 | 136 | 0.14 | 45% | 0.034 | 0.417 | — | entered |
| 2024Q4 | 839 | 134 | 0.00 | 48% | 0.041 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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