Institutional Fund
United Bank
Zebulon, GACIK 16977915 filings on record
Portfolio Value
$300.64M
Q1 2026
Holdings
124
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+1.9%
from $294.93M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alphabet Inc4.3%
- Apple Inc4.1%
- Flexshares Tr3.9%
- Flexshares Tr3.9%
- Nvidia Corporation3.8%
- Select Sector Spdr Tr3.7%
- Other76.3%
Portfolio Holdings
124 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 44.9K | $12.91M | 4.3% | −16 | Reduced |
| 2 | Apple Inc | 48.3K | $12.26M | 4.1% | +2.1K | Added |
| 3 | Flexshares Tr | 183.8K | $11.75M | 3.9% | +14.3K | Added |
| 4 | Flexshares Tr | 211.3K | $11.65M | 3.9% | +36.0K | Added |
| 5 | Nvidia Corporation | 66.0K | $11.51M | 3.8% | +3.5K | Added |
| 6 | Select Sector Spdr Tr | 83.4K | $11.08M | 3.7% | +3.3K | Added |
| 7 | Flexshares Tr | 241.9K | $9.69M | 3.2% | +5.8K | Added |
| 8 | Microsoft Corp | 25.2K | $9.34M | 3.1% | +3.4K | Added |
| 9 | Amazon Com Inc | 44.5K | $9.27M | 3.1% | +2.6K | Added |
| 10 | Jpmorgan Chase & Co. | 28.6K | $8.41M | 2.8% | +339 | Added |
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