Institutional Fund
Union Savings Bank
Litchfield, CTCIK 19858554 filings on record
Portfolio Value
$228.12M
Q1 2026
Holdings
320
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-1.2%
from $230.84M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Exchange Traded Fd T16.1%
- Berkshire Hathaway Inc Del10.1%
- Ishares Tr6.2%
- Spdr S&P 500 ETF Tr5.4%
- Ishares Tr2.7%
- Microsoft Corp2.6%
- Other56.9%
Portfolio Holdings
320 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded Fd T | 488.2K | $36.70M | 16.1% | +6.1K | Added |
| 2 | Berkshire Hathaway Inc Del | 32 | $22.98M | 10.1% | 0 | Held |
| 3 | Ishares Tr | 208.6K | $14.08M | 6.2% | +48.2K | Added |
| 4 | Spdr S&P 500 ETF Tr | 19.0K | $12.36M | 5.4% | −119 | Reduced |
| 5 | Ishares Tr | 24.5K | $6.07M | 2.7% | +191 | Added |
| 6 | Microsoft Corp | 16.3K | $6.04M | 2.6% | +4 | Added |
| 7 | Vanguard Whitehall Fds | 39.3K | $5.82M | 2.6% | −833 | Reduced |
| 8 | Apple Inc | 21.0K | $5.32M | 2.3% | −332 | Reduced |
| 9 | Exxon Mobil Corp | 30.1K | $5.11M | 2.2% | −512 | Reduced |
| 10 | Ishares Tr | 41.3K | $4.41M | 1.9% | +3.2K | Added |
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