☆United Bank
Quality Q
0.298
AUM ($M)
329
Positions
122
Turnover
0.10
Top-10 wt
37%
Herfindahl
0.021
History (qtrs)
6
Excess Return
—
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Holdings · 130 positions · portfolio value $329M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆XLK funds › | SELECT SECTOR SPDR TR | ADD | — | 4.9% | +1.2% | 16.1 | 84,395 | +991 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 4.8% | +0.5% | 15.8 | 44,306 | -581 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 4.2% | +0.1% | 13.9 | 47,939 | -386 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 4.0% | +0.2% | 13.3 | 66,223 | +214 | 5 | — |
| ☆NFRA funds › | FLEXSHARES TR | ADD | — | 3.7% | -0.2% | 12.2 | 190,983 | +7,205 | 5 | — |
| ☆IJH funds › | ISHARES TR | ADD | — | 3.2% | +1.3% | 10.6 | 137,152 | +51,485 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 3.2% | +0.1% | 10.5 | 44,179 | -320 | 5 | — |
| ☆GUNR funds › | FLEXSHARES TR | TRIM | — | 3.1% | -0.7% | 10.4 | 210,191 | -1,086 | 5 | — |
| ☆HYGV funds › | FLEXSHARES TR | ADD | — | 3.1% | -0.2% | 10.1 | 250,116 | +8,185 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | TRIM | — | 3.0% | +1.8% | 9.9 | 17,009 | -733 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 2.8% | +0.0% | 9.3 | 28,348 | -226 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 2.7% | -0.4% | 8.8 | 23,689 | -1,535 | 5 | — |
| ☆KO funds › | COCA COLA CO | ADD | — | 2.3% | -0.0% | 7.5 | 92,618 | +1,438 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | ADD | — | 2.1% | -0.1% | 7.1 | 222,798 | +6,879 | 5 | — |
| ☆IVW funds › | ISHARES TR | TRIM | — | 1.7% | +0.0% | 5.7 | 41,523 | -3,663 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 1.7% | -0.3% | 5.7 | 6,050 | +30 | 5 | — |
| ☆SO funds › | SOUTHERN CO | ADD | — | 1.6% | -0.1% | 5.4 | 56,481 | +1,151 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | ADD | — | 1.6% | +0.4% | 5.3 | 4,949 | +32 | 5 | — |
| ☆IJR funds › | ISHARES TR | ADD | — | 1.5% | +0.1% | 4.9 | 33,166 | +26 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 1.4% | +0.4% | 4.5 | 11,857 | +2,786 | 4 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 1.4% | -0.2% | 4.5 | 7,942 | -278 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | TRIM | — | 1.3% | +0.0% | 4.4 | 20,183 | -158 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | ADD | — | 1.3% | -0.1% | 4.4 | 8,482 | +147 | 5 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | TRIM | — | 1.3% | +0.6% | 4.2 | 12,396 | -966 | 5 | — |
| ☆XLE funds › | SELECT SECTOR SPDR TR | ADD | — | 1.3% | -0.2% | 4.1 | 78,025 | +4,363 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 1.2% | +0.3% | 3.8 | 32,527 | -1,401 | 5 | — |
| ☆QLV funds › | FLEXSHARES TR | ADD | — | 1.1% | +0.0% | 3.6 | 47,387 | +2,525 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 1.0% | +0.1% | 3.2 | 2,644 | -97 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 1.0% | -0.1% | 3.2 | 12,463 | -9 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 0.9% | -0.4% | 3.0 | 21,858 | -1,566 | 5 | — |
| ☆TJX funds › | TJX COS INC NEW | ADD | — | 0.9% | -0.1% | 3.0 | 19,547 | +952 | 5 | — |
| ☆ADI funds › | ANALOG DEVICES INC | ADD | — | 0.9% | +0.1% | 3.0 | 7,449 | +131 | 5 | — |
| ☆TFC funds › | TRUIST FINL CORP | TRIM | — | 0.9% | -0.0% | 2.9 | 58,910 | -676 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 0.8% | -0.0% | 2.8 | 5,515 | +86 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | ADD | — | 0.8% | -0.1% | 2.6 | 13,752 | +317 | 5 | — |
| ☆C funds › | CITIGROUP INC | ADD | — | 0.8% | +0.2% | 2.5 | 18,120 | +2,036 | 5 | — |
| ☆LOW funds › | LOWES COS INC | TRIM | — | 0.8% | -0.2% | 2.5 | 11,501 | -439 | 5 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | TRIM | — | 0.8% | -0.1% | 2.5 | 7,125 | -429 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 0.7% | -0.0% | 2.4 | 16,396 | +1,243 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | ADD | — | 0.7% | +0.5% | 2.4 | 2,040 | +126 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.7% | -0.1% | 2.3 | 15,948 | -528 | 5 | — |
| ☆COR funds › | CENCORA INC | ADD | — | 0.7% | -0.1% | 2.3 | 8,048 | +372 | 5 | — |
| ☆ETN funds › | EATON CORP PLC | ADD | — | 0.7% | +0.1% | 2.3 | 5,318 | +426 | 5 | — |
| ☆CVS funds › | CVS HEALTH CORP | ADD | — | 0.7% | +0.3% | 2.3 | 21,751 | +3,872 | 2 | — |
| ☆GLD funds › | SPDR GOLD TR | ADD | — | 0.7% | +0.1% | 2.2 | 5,946 | +1,666 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.6% | -0.2% | 2.1 | 7,687 | -549 | 5 | — |
| ☆BX funds › | BLACKSTONE INC | TRIM | — | 0.6% | -0.1% | 2.0 | 16,880 | -1,369 | 5 | — |
| ☆GSK funds › | GSK PLC | TRIM | — | 0.6% | -0.1% | 1.9 | 36,087 | -1,996 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | ADD | — | 0.6% | -0.0% | 1.8 | 18,892 | +355 | 5 | — |
| ☆EMR funds › | EMERSON ELEC CO | ADD | — | 0.5% | +0.0% | 1.8 | 12,553 | +86 | 3 | — |
| ☆CRM funds › | SALESFORCE INC | ADD | — | 0.5% | -0.2% | 1.8 | 11,271 | +166 | 5 | — |
| ☆MDT funds › | MEDTRONIC PLC | ADD | — | 0.5% | -0.0% | 1.8 | 22,502 | +3,150 | 3 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.5% | -0.2% | 1.7 | 10,436 | -782 | 5 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | ADD | — | 0.5% | -0.1% | 1.7 | 28,828 | +470 | 5 | — |
| ☆FCX funds › | FREEPORT MCMORAN INC | ADD | — | 0.5% | -0.0% | 1.6 | 26,199 | +300 | 3 | — |
| ☆NFLX funds › | NETFLIX INC. | ADD | — | 0.5% | -0.2% | 1.6 | 23,005 | +65 | 5 | — |
| ☆YUM funds › | YUM BRANDS INC | ADD | — | 0.5% | +0.0% | 1.6 | 9,885 | +1,310 | 3 | — |
| ☆BA funds › | BOEING CO | ADD | — | 0.5% | +0.0% | 1.6 | 7,169 | +655 | 3 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | ADD | — | 0.5% | -0.1% | 1.5 | 16,655 | +91 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | TRIM | — | 0.4% | -0.1% | 1.4 | 15,633 | -901 | 5 | — |
| ☆ICE funds › | INTERCONTINENTAL EXCHANGE IN | TRIM | — | 0.4% | -0.2% | 1.3 | 10,930 | -339 | 5 | — |
| ☆PFE funds › | PFIZER INC | TRIM | — | 0.4% | -0.2% | 1.3 | 55,797 | -5,127 | 5 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORP | TRIM | — | 0.4% | -0.3% | 1.3 | 4,264 | -2,751 | 5 | — |
| ☆PEP funds › | PEPSICO INC | ADD | — | 0.4% | +0.1% | 1.3 | 9,861 | +3,940 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 0.4% | +0.1% | 1.3 | 1,787 | +183 | 5 | — |
| ☆KKR funds › | KKR & CO INC | ADD | — | 0.4% | -0.0% | 1.3 | 14,006 | +389 | 5 | — |
| ☆AMT funds › | AMERICAN TOWER CORP | ADD | — | 0.4% | -0.0% | 1.3 | 7,717 | +879 | 5 | — |
| ☆ZBH funds › | ZIMMER BIOMET HOLDINGS INC | TRIM | — | 0.4% | -0.1% | 1.3 | 14,621 | -235 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.4% | -0.1% | 1.2 | 3,394 | -564 | 5 | — |
| ☆BDX funds › | BECTON DICKINSON & CO | ADD | — | 0.3% | +0.0% | 1.1 | 7,198 | +1,779 | 5 | — |
| ☆XLC funds › | SELECT SECTOR SPDR TR | ADD | — | 0.3% | +0.1% | 1.1 | 10,041 | +3,801 | 2 | — |
| ☆QQQ funds › | INVESCO QQQ TR | HOLD | — | 0.3% | +0.0% | 1.1 | 1,457 | +0 | 5 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 0.3% | +0.0% | 1.1 | 1,428 | -2 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | TRIM | — | 0.3% | -0.8% | 1.1 | 11,652 | -21,541 | 5 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 0.3% | +0.0% | 1.0 | 9,194 | +1,635 | 5 | — |
| ☆XLI funds › | SELECT SECTOR SPDR TR | ADD | — | 0.3% | +0.0% | 0.9 | 5,086 | +210 | 5 | — |
| ☆DE funds › | DEERE & CO | TRIM | — | 0.3% | -0.1% | 0.9 | 1,451 | -423 | 5 | — |
| ☆NKE funds › | NIKE INC | ADD | — | 0.3% | -0.1% | 0.9 | 21,238 | +2,470 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 0.3% | -0.0% | 0.8 | 1,215 | -71 | 5 | — |
| ☆FDL funds › | FIRST TR EXCHANGE-TRADED FD | ADD | — | 0.3% | +0.0% | 0.8 | 17,106 | +2,720 | 5 | — |
| ☆SDY funds › | SPDR SERIES TRUST | TRIM | — | 0.2% | -0.0% | 0.8 | 5,335 | -26 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | TRIM | — | 0.2% | -0.0% | 0.8 | 2,713 | -170 | 5 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | TRIM | — | 0.2% | -0.0% | 0.8 | 5,945 | -95 | 5 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND | TRIM | — | 0.2% | -0.2% | 0.7 | 5,476 | -218 | 5 | — |
| ☆ACHR funds › | ARCHER AVIATION INC | TRIM | — | 0.2% | -0.1% | 0.7 | 139,362 | -62,822 | 5 | — |
| ☆GNR funds › | SPDR INDEX SHS FDS | TRIM | — | 0.2% | -0.1% | 0.7 | 9,657 | -1,148 | 5 | — |
| ☆T funds › | AT&T INC | TRIM | — | 0.2% | -0.1% | 0.6 | 31,155 | -2,310 | 5 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 0.2% | +0.0% | 0.6 | 1,516 | -10 | 5 | — |
| ☆JEPI funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.2% | +0.0% | 0.6 | 10,416 | +1,747 | 2 | — |
| ☆ABBV funds › | ABBVIE INC | HOLD | — | 0.2% | +0.0% | 0.6 | 2,192 | +0 | 5 | — |
| ☆AGG funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 0.5 | 5,528 | -265 | 5 | — |
| ☆XLRE funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.2% | -0.1% | 0.5 | 12,125 | -6,187 | 4 | — |
| ☆PNC funds › | PNC FINL SVCS GROUP INC | TRIM | — | 0.2% | +0.0% | 0.5 | 2,052 | -49 | 5 | — |
| ☆PYPL funds › | PAYPAL HLDGS INC | TRIM | — | 0.2% | -0.2% | 0.5 | 11,695 | -8,744 | 5 | — |
| ☆SPGI funds › | S&P GLOBAL INC | NEW | — | 0.1% | +0.1% | 0.5 | 1,168 | +1,168 | 1 | — |
| ☆FDVV funds › | FIDELITY COVINGTON TRUST | ADD | — | 0.1% | +0.0% | 0.5 | 7,669 | +1,691 | 2 | — |
| ☆QLVD funds › | FLEXSHARES TR | ADD | — | 0.1% | +0.0% | 0.4 | 13,680 | +3,511 | 2 | — |
| ☆INTU funds › | INTUIT | TRIM | — | 0.1% | -0.2% | 0.4 | 1,675 | -430 | 5 | — |
| ☆INTC funds › | INTEL CORP | TRIM | — | 0.1% | +0.0% | 0.4 | 3,104 | -5,675 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | NEW | — | 0.1% | +0.1% | 0.4 | 575 | +575 | 1 | — |
| ☆XLV funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.1% | -0.3% | 0.4 | 2,617 | -5,175 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.1% | -0.0% | 0.4 | 1,187 | -90 | 5 | — |
| ☆DAL funds › | DELTA AIR LINES INC | HOLD | — | 0.1% | +0.0% | 0.4 | 4,314 | +0 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | TRIM | — | 0.1% | -0.1% | 0.4 | 9,342 | -1,797 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.4 | 4,518 | +3,765 | 4 | — |
| ☆MO funds › | ALTRIA GROUP INC | HOLD | — | 0.1% | -0.0% | 0.4 | 5,170 | +0 | 5 | — |
| ☆IDXX funds › | IDEXX LABS INC | HOLD | — | 0.1% | -0.0% | 0.4 | 700 | +0 | 5 | — |
| ☆HON funds › | HONEYWELL INTL INC | NEW | — | 0.1% | +0.1% | 0.4 | 1,646 | +1,646 | 1 | — |
| ☆GPN funds › | GLOBAL PMTS INC | HOLD | — | 0.1% | -0.0% | 0.3 | 4,444 | +0 | 5 | — |
| ☆RF funds › | REGIONS FINANCIAL CORP NEW | HOLD | — | 0.1% | +0.0% | 0.3 | 10,448 | +0 | 5 | — |
| ☆ADBE funds › | ADOBE INC | TRIM | — | 0.1% | -0.2% | 0.3 | 1,441 | -2,217 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 0.1% | -0.0% | 0.2 | 1,927 | -119 | 3 | — |
| ☆ED funds › | CONSOLIDATED EDISON INC | HOLD | — | 0.1% | -0.0% | 0.2 | 2,184 | +0 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | TRIM | — | 0.1% | -0.0% | 0.2 | 1,277 | -95 | 5 | — |
| ☆IWF funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 1,856 | +1,856 | 1 | — |
| ☆GE funds › | GE AEROSPACE | NEW | — | 0.1% | +0.1% | 0.2 | 612 | +612 | 1 | — |
| ☆AFL funds › | AFLAC INC | HOLD | Common Stock | 0.1% | -0.0% | 0.2 | 1,824 | +0 | 5 | — |
| ☆ALL funds › | ALLSTATE CORP | TRIM | — | 0.1% | -0.0% | 0.2 | 847 | -144 | 4 | — |
| ☆SRFM funds › | SURF AIR MOBILITY INC | HOLD | — | 0.0% | -0.0% | 0.1 | 125,000 | +0 | 3 | — |
| ☆IBRX funds › | IMMUNITYBIO INC | HOLD | — | 0.0% | +0.0% | 0.1 | 14,300 | +0 | 2 | — |
| ☆OXSQ funds › | OXFORD SQUARE CAP CORP | HOLD | — | 0.0% | -0.0% | 0.0 | 15,420 | +0 | 5 | — |
| ☆SES funds › | SES AI CORPORATION | NEW | — | 0.0% | +0.0% | 0.0 | 18,865 | +18,865 | 1 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -7,362 | 0 | — |
| ☆FDX funds › | FEDEX CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -627 | 0 | — |
| ☆MDLZ funds › | MONDELEZ INTL INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -12,035 | 0 | — |
| ☆CUSIP:26614N102 funds › | DUPONT DE NEMOURS INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -9,979 | 0 | — |
| ☆BLK funds › | BLACKROCK INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -266 | 0 | — |
| ☆CMCSA funds › | COMCAST CORP NEW | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -8,702 | 0 | — |
| ☆WFC funds › | WELLS FARGO & CO | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,010 | 0 | — |
| ☆MRSH funds › | MARSH & MCLENNAN COS INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -3,281 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 329 | 122 | 0.10 | 37% | 0.021 | 0.297 | — | in |
| 2026Q1 | 301 | 124 | 0.09 | 36% | 0.020 | 0.304 | — | in |
| 2025Q4 | 295 | 124 | 0.07 | 36% | 0.020 | 0.289 | — | in |
| 2025Q3 | 288 | 119 | 0.05 | 36% | 0.020 | 0.319 | — | in |
| 2025Q2 | 261 | 116 | 0.08 | 34% | 0.019 | 0.278 | — | entered |
| 2025Q1 | 242 | 113 | 0.00 | 33% | 0.019 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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