United Community Bank
Long book
$299.9M
Q1 2026
Positions
565
Top-10 weight
33%
concentration
Last quarter
+8.2%
SPY +14.8%
Turnover
25%
of book per quarter
Strategy in plain words
auto-generated from filingsUnited Community Bank is an institutional manager, running a $299.9M US long book across 565 positions.
The portfolio is moderately concentrated (top 10 ≈ 33% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: BERKSHIRE HATHAWAY INC-CL B, ISHARES GOLD TRUST MICRO, INVESCO S&P 500 BUYWRITE ETF, ISHARES MSCI EAFE ETF, ISHARES CORE S&P 500 ETF.
Over the last 9 quarters its long book ran on average 1.2pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.3%
Q2 2024
+8.1%
Q3 2024
-0.8%
Q4 2024
+1.5%
Q1 2025
+4.1%
Q2 2025
+5.6%
Q3 2025
+2.5%
Q4 2025
-0.4%
Q1 2026
+8.2%
Sector allocation
Financials 31%
Technology 21%
Consumer discretionary 9%
Healthcare 8%
Industrials 7%
Utilities 5%
Energy 5%
Services media 4%
Long book by quarter
What does United Community own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 57.4K | $27.5M | 9.2% | -0.2% |
| MSFT MICROSOFT CORP | Technology | 17.6K | $6.5M | 2.2% | -4.6% |
| AAPL APPLE INC | Technology | 15.7K | $4.0M | 1.3% | -0.3% |
| NVDA NVIDIA CORP | Technology | 22.2K | $3.9M | 1.3% | +1.1% |
| CVX CHEVRON CORP | Energy | 15.9K | $3.3M | 1.1% | +1.5% |
| JPM JPMORGAN CHASE & CO | Financials | 10.3K | $3.0M | 1.0% | +6.2% |
| UCB UNITED COMMUNITY BANKS/GA | Financials | 84.1K | $2.6M | 0.9% | New |
| T AT&T INC | Communications | 83.9K | $2.4M | 0.8% | +0.7% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 14.4K | $2.4M | 0.8% | +1.9% |
| CSCO CISCO SYSTEMS INC | Technology | 30.4K | $2.4M | 0.8% | -6.4% |
| AMZN AMAZON.COM INC | Consumer discretionary | 10.7K | $2.2M | 0.7% | +3.0% |
| ABBV ABBVIE INC | Healthcare | 9.3K | $2.0M | 0.7% | +1.8% |
| GOOG ALPHABET INC-CL C | Technology | 7.0K | $2.0M | 0.7% | -15.2% |
| AVGO BROADCOM INC | Technology | 6.4K | $2.0M | 0.7% | +1.8% |
| KO COCA-COLA CO/THE | Consumer staples | 26.2K | $2.0M | 0.7% | -0.2% |
| DUK DUKE ENERGY CORP | Utilities | 14.9K | $1.9M | 0.6% | -1.6% |
| MRK MERCK & CO. INC. | Healthcare | 16.0K | $1.9M | 0.6% | +20.9% |
| HD HOME DEPOT INC | Consumer discretionary | 5.8K | $1.9M | 0.6% | -19.6% |
| META META PLATFORMS INC-CLASS A | Technology | 3.3K | $1.9M | 0.6% | -0.8% |
| NEE NEXTERA ENERGY INC | Utilities | 18.7K | $1.7M | 0.6% | -5.8% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 28.3K | $1.7M | 0.6% | +1.5% |
| WMT WALMART INC | Consumer discretionary | 13.8K | $1.7M | 0.6% | -5.1% |
| GOOGL ALPHABET INC-CL A | Technology | 5.8K | $1.7M | 0.6% | -6.4% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.6K | $1.6M | 0.5% | -5.4% |
| GILD GILEAD SCIENCES INC | Healthcare | 11.7K | $1.6M | 0.5% | +3.4% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 32.2K | $1.6M | 0.5% | +9.8% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 6.6K | $1.6M | 0.5% | -0.7% |
| OKE ONEOK INC | Utilities | 17.7K | $1.6M | 0.5% | +4.2% |
| BLK BLACKROCK INC | Financials | 1.6K | $1.6M | 0.5% | -1.7% |
| XOM EXXON MOBIL CORP | Energy | 8.8K | $1.5M | 0.5% | -18.6% |
| LLY ELI LILLY & CO | Healthcare | 1.5K | $1.4M | 0.5% | +5.9% |
| PNC PNC FINANCIAL SERVICES GROUP | Financials | 6.5K | $1.3M | 0.4% | -4.2% |
| CSX CSX CORP | Industrials | 30.0K | $1.2M | 0.4% | -1.3% |
| JNJ JOHNSON & JOHNSON | Healthcare | 5.0K | $1.2M | 0.4% | -40.5% |
| V VISA INC-CLASS A SHARES | Services media | 3.9K | $1.2M | 0.4% | +9.0% |
| DRI DARDEN RESTAURANTS INC | Consumer discretionary | 5.9K | $1.2M | 0.4% | -7.5% |
| EMR EMERSON ELECTRIC CO | Industrials | 8.8K | $1.2M | 0.4% | +1.2% |
| AZO AUTOZONE INC | Consumer discretionary | 312 | $1.1M | 0.4% | +7700.0% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 11.1K | $1.0M | 0.3% | +1.1% |
| C CITIGROUP INC | Financials | 9.0K | $1.0M | 0.3% | +4.6% |
| ADP AUTOMATIC DATA PROCESSING | Technology | 4.9K | $997K | 0.3% | -4.5% |
| USB US BANCORP | Financials | 18.9K | $982K | 0.3% | -6.2% |
| LMT LOCKHEED MARTIN CORP | Industrials | 1.6K | $946K | 0.3% | +16.0% |
| MA MASTERCARD INC - A | Services media | 1.9K | $945K | 0.3% | +8.0% |
| ENB ENBRIDGE INC | Energy | 17.3K | $936K | 0.3% | -21.7% |
| CMCSA COMCAST CORP-CLASS A | Communications | 31.9K | $916K | 0.3% | +12.5% |
| BEN FRANKLIN RESOURCES INC | Financials | 37.5K | $886K | 0.3% | +10.3% |
| MS MORGAN STANLEY | Financials | 5.4K | $885K | 0.3% | +4.8% |
| UPS UNITED PARCEL SERVICE-CL B | Industrials | 9.0K | $881K | 0.3% | +16.4% |
| ETN EATON CORP PLC | Industrials | 2.4K | $849K | 0.3% | +5.6% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 24, 2026 | 565 | $299.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 30, 2026 | 552 | $264.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 4, 2025 | 592 | $323.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 31, 2025 | 503 | $292.3M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 2, 2025 | 487 | $268.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 7, 2025 | 405 | $256.9M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 30, 2024 | 361 | $256.2M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 2, 2024 | 388 | $247.5M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 3, 2024 | 356 | $257.5M | canonical | SEC ↗ |
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