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Home > Institutional Investor > United Bank > Profile

Instuitional Investor - United Bank

Fund Profile
Filing Period:
Fund Name: United Bank
Portfolio Value $328,856,824
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLE 84,395 $16,078,935 4.89%
2.
Alphabet Inc.
 GOOGL 44,306 $15,833,635 4.81%
3.
Apple Inc.
 AAPL 47,939 $13,871,629 4.22%
4.
Nvidia Corp
 NVDA 66,223 $13,250,560 4.03%
5.
Flexshares Trust
 GUNR 190,983 $12,245,881 3.72%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.