UNITED BANK
Q3 2025 Form 13-F
ZEBULON, GEORGIA
CIK 0001697791
· Institutional investment manager
$287.8M Reported Value Total
Reported value
$287.8M
Quarter over quarter
+5.8%
Holdings
119
Top-10 concentration
35.9%
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 2025 13F record
Q3 2025 13F filing summary
| Period of report | September 30, 2025 |
|---|---|
| Filed | November 12, 2025 |
| Form | 13F-HR |
| Reported value | $287.8M |
| Positions | 119 |
| Change in reported value | +10.1% |
| New positions | 4 |
| Exited positions | 1 |
| Position turnover | 4.2% |
| Top-10 concentration | 35.9% |
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 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | $12.9M | 4.49% |
| 2 | AAPL APPLE INC | $12.0M | 4.17% |
| 3 | GOOGL ALPHABET INC | $11.4M | 3.95% |
| 4 | XLK SELECT SECTOR SPDR TR | $10.8M | 3.76% |
| 5 | MSFT MICROSOFT CORP | $10.8M | 3.74% |
| 6 | HYGV FLEXSHARES TR | $10.0M | 3.47% |
| 7 | NFRA FLEXSHARES TR | $9.9M | 3.46% |
| 8 | AMZN AMAZON COM INC | $8.9M | 3.09% |
| 9 | JPM JPMORGAN CHASE & CO. | $8.9M | 3.08% |
| 10 | GUNR FLEXSHARES TR | $7.8M | 2.7% |
| 11 | KO COCA COLA CO | $6.1M | 2.13% |
| 12 | IVW ISHARES TR | $6.1M | 2.11% |
| 13 | COST COSTCO WHSL CORP NEW | $5.6M | 1.96% |
| 14 | SCHD SCHWAB STRATEGIC TR | $5.5M | 1.92% |
| 15 | META META PLATFORMS INC | $5.3M | 1.84% |
| 16 | SO SOUTHERN CO | $5.3M | 1.83% |
| 17 | IJH ISHARES TR | $5.1M | 1.78% |
| 18 | MA MASTERCARD INCORPORATED | $4.4M | 1.51% |
| 19 | ORCL ORACLE CORP | $4.1M | 1.44% |
| 20 | ABT ABBOTT LABS | $4.1M | 1.43% |
Values as reported on the Q3 2025 Form 13F. Every position is in the holdings table below.