UNITED BANK
Q3 2026 Form 13-F
ZEBULON, GEORGIA
CIK 0001697791
· Institutional investment manager
$343.8M Reported Value Total
Reported value
$343.8M
Quarter over quarter
+2.4%
Holdings
121
Top-10 concentration
37.8%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Daniel B. Searcy III
Senior Vice-President
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | November 06, 2026 |
| Form | 13F-HR |
| Reported value | $343.8M |
| Positions | 121 |
| Change in reported value | +4.6% |
| New positions | 8 |
| Exited positions | 9 |
| Position turnover | 13.1% |
| Top-10 concentration | 37.8% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Nov 6, 2026
|
121 | $343.8M |
|
Q2 2026 13F
Filed Aug 10, 2026
|
122 | $328.9M |
|
Q1 2026 13F
Filed May 1, 2026
|
124 | $300.6M |
|
Q4 2025 13F
Filed Feb 5, 2026
|
124 | $294.9M |
|
Q3 2025 13F
Filed Nov 12, 2025
|
119 | $287.8M |
|
Q2 2025 13F
Filed Jul 29, 2025
|
116 | $261.3M |
|
Q1 2025 13F
Filed May 6, 2025
|
113 | $242.0M |
|
Q4 2024 13F
Filed Feb 12, 2025
|
108 | $236.7M |
|
Q3 2024 13F
Filed Nov 1, 2024
|
103 | $216.8M |
|
Q2 2024 13F
Filed Jul 23, 2024
|
94 | $200.4M |
|
Q1 2024 13F
Filed May 10, 2024
|
95 | $196.7M |
|
Q4 2023 13F
Filed Feb 13, 2024
|
90 | $181.3M |
|
Q3 2023 13F
Filed Oct 27, 2023
|
89 | $167.3M |
|
Q2 2023 13F
Filed Aug 7, 2023
|
90 | $175.6M |
|
Q1 2023 13F
Filed May 12, 2023
|
86 | $170.7M |
|
Q4 2022 13F
Filed Feb 10, 2023
|
85 | $163.0M |
|
Q3 2022 13F
Filed Nov 10, 2022
|
85 | $150.2M |
|
Q2 2022 13F
Filed Aug 5, 2022
|
86 | $161.0M |
|
Q1 2022 13F
Filed May 9, 2022
|
89 | $188.6M |
|
Q4 2021 13F
Filed Feb 11, 2022
|
91 | $186.5M |
20 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $15.8M | 4.61% |
| 2 | GOOGL ALPHABET INC | $15.4M | 4.48% |
| 3 | NVDA NVIDIA CORPORATION | $15.2M | 4.43% |
| 4 | XLK SELECT SECTOR SPDR TR | $13.0M | 3.78% |
| 5 | NFRA FLEXSHARES TR | $12.4M | 3.62% |
| 6 | MSFT MICROSOFT CORP | $12.4M | 3.61% |
| 7 | IJH ISHARES TR | $12.2M | 3.55% |
| 8 | GUNR FLEXSHARES TR | $11.9M | 3.47% |
| 9 | AMZN AMAZON COM INC | $11.5M | 3.34% |
| 10 | HYGV FLEXSHARES TR | $9.9M | 2.87% |
| 11 | AMD ADVANCED MICRO DEVICES INC | $9.6M | 2.78% |
| 12 | JPM JPMORGAN CHASE & CO | $9.3M | 2.7% |
| 13 | KO COCA COLA CO | $8.0M | 2.33% |
| 14 | SCHD SCHWAB STRATEGIC TR | $7.3M | 2.12% |
| 15 | META META PLATFORMS INC | $5.9M | 1.71% |
| 16 | IVW ISHARES TR | $5.8M | 1.69% |
| 17 | COST COSTCO WHOLESALE CORPORATION | $5.6M | 1.62% |
| 18 | AVGO BROADCOM INC | $5.3M | 1.54% |
| 19 | PANW PALO ALTO NETWORKS INC | $4.8M | 1.41% |
| 20 | XLE SELECT SECTOR SPDR TR | $4.8M | 1.4% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.