Long-term investor
United Bank @unitedbank
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001697791).
Record
- Tracked since 2025-06-30 (434 days), 70 trades recorded
- Returns: week n/a · month n/a · 90 days +6.2% · 6 months +2.9% · 1 year +8.9% · all +8.9%
- Max drawdown -3.2% · Sharpe 0.40 · win rate 16% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- XLK · 4.9% · long · since 2025-06-30
- GOOGL · 4.8% · long · since 2025-06-30
- AAPL · 4.2% · long · since 2025-06-30
- NVDA · 4.0% · long · since 2025-06-30
- NFRA · 3.7% · long · since 2025-06-30
- IJH · 3.2% · long · since 2025-06-30
- AMZN · 3.2% · long · since 2025-06-30
- GUNR · 3.1% · long · since 2025-06-30
- HYGV · 3.1% · long · since 2025-06-30
- AMD · 3.0% · long · since 2025-06-30
- JPM · 2.8% · long · since 2025-06-30
- MSFT · 2.7% · long · since 2025-06-30