Institutional Fund
United Community Bank
Greenville, SCCIK 20003145 filings on record
Portfolio Value
$299.92M
Q1 2026
Holdings
565
Reported positions
New Buys
87
Opened this quarter
QoQ Change
+13.4%
from $264.47M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del9.2%
- Ishares Gold Tr5.9%
- Invesco Exchange Traded Fd T3.5%
- Ishares Tr3.0%
- Ishares Tr2.3%
- Microsoft Corp2.2%
- Other74.0%
Portfolio Holdings
565 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 57.4K | $27.49M | 9.2% | −143 | Reduced |
| 2 | Ishares Gold Tr | 376.3K | $17.58M | 5.9% | −13.3K | Reduced |
| 3 | Invesco Exchange Traded Fd T | 481.7K | $10.59M | 3.5% | +1.5K | Added |
| 4 | Ishares Tr | 92.9K | $9.02M | 3.0% | −3.7K | Reduced |
| 5 | Ishares Tr | 10.5K | $6.87M | 2.3% | −1.5K | Reduced |
| 6 | Microsoft Corp | 17.6K | $6.51M | 2.2% | −841 | Reduced |
| 7 | Vanguard Index Fds | 18.7K | $6.01M | 2.0% | +5.4K | Added |
| 8 | Ishares Tr | 84.7K | $5.72M | 1.9% | +6.3K | Added |
| 9 | Invesco Exchange Traded Fd T | 61.9K | $4.66M | 1.6% | +17.2K | Added |
| 10 | Vanguard Index Fds | 22.1K | $4.54M | 1.5% | +744 | Added |
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