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United Community Bank

Period ended Sep 30, 2026 · Latest filing Oct 28, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2026: $335,928,952

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. BERKSHIRE HATHAWAY INC DEL CL B NEW COM · COMMON STOCK · 084670702 · shares: $30,260,919
  2. ISHARES GOLD TR SHARES REPRESENT ETF · EXCHANGE-TRADED FUNDS · 46436F103 · shares: $13,936,339
  3. INVESCO EXCHANGE TRADED FD TR ETF · EXCHANGE-TRADED FUNDS · 46137V399 · shares: $12,220,962
  4. ISHARES MSCI EAFE ETF · EXCHANGE-TRADED FUNDS · 464287465 · shares: $9,409,110
  5. MICROSOFT CORP COM · COMMON STOCK · 594918104 · shares: $9,242,458
  6. VANGUARD INDX FD MRNGSTR TTL STK MKT ETF · EXCHANGE-TRADED FUNDS · 922908769 · shares: $9,202,936
  7. VANGUARD TOTAL INTL STOCK ET · EXCHANGE-TRADED FUNDS · 921909768 · shares: $8,127,953
  8. ISHARES TR CORE S&P500 ETF · EXCHANGE-TRADED FUNDS · 464287200 · shares: $7,941,865
  9. INVESCO EXCHANGE TRADED FD TR S&P500 · EXCHANGE-TRADED FUNDS · 46137V241 · shares: $7,543,658
  10. VANGUARD INDEX FDS MORNINGSTAR GRWT ETF · EXCHANGE-TRADED FUNDS · 922908736 · shares: $7,359,554

Reported holdings

557 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
EMCOR GROUP INCCOMMON STOCK29084Q100 — 3 shares $2,263
AON PLC SHS CL A COMNON US EQUITYG0403H108 — 8 shares $2,214
TRANSDIGM GROUP INCCOMMON STOCK893641100 — 2 shares $2,165
TE CONNECTIVITY PLC ORD SHS COMNON US EQUITYG87052109 — 10 shares $2,111
WELLTOWER INC COMCOMMON STOCK95040Q104 — 9 shares $2,072
EQUINIX INCCOMMON STOCK29444U700 — 2 shares $2,023
MARTIN MARIETTA MATERIALS INCCOMMON STOCK573284106 — 4 shares $1,919
JP MORGAN EXCHANGE TRADED FD EQUITYEXCHANGE-TRADED FUNDS46641Q332 — 34 shares $1,911
WESTERN ASSET HIGH INC OPPORTUNITYEXCHANGE-TRADED FUNDS95766K109 — 585 shares $1,907
PAYPAL HOLDINGS INCCOMMON STOCK70450Y103 — 34 shares $1,786
NUCOR CORPCOMMON STOCK670346105 — 7 shares $1,636
ROSS STORES INCCOMMON STOCK778296103 — 7 shares $1,634
MSCI INC COMCOMMON STOCK55354G100 — 3 shares $1,616
HILTON INCCOMMON STOCK43300A203 — 5 shares $1,591
REPUBLIC SERVICES INCCOMMON STOCK760759100 — 7 shares $1,469
HARTFORD INSURANCE GROUP INC COMCOMMON STOCK416515104 — 11 shares $1,346
BOSTON SCIENTIFIC CORP COMCOMMON STOCK101137107 — 27 shares $1,179
SLB LIMITED COM STKCOMMON STOCK806857108 — 22 shares $1,072
CADENCE DESIGN SYSTEM INCCOMMON STOCK127387108 — 3 shares $991
CINTAS CORPCOMMON STOCK172908105 — 5 shares $975
EXELON CORP COMCOMMON STOCK30161N101 — 24 shares $970
AMERICAN INTL GROUP INCCOMMON STOCK026874784 — 13 shares $967
ANGLOGOLD ASHANTI PLC COM SHSCOMMON STOCKG0378L100 — 10 shares $940
CAPITAL SOUTHWEST CORPCOMMON STOCK140501107 — 40 shares $925
ARES CAPITAL CORPCOMMON STOCK04010L103 — 48 shares $917
CITIZENS FINANCIAL GROUP INCCOMMON STOCK174610105 — 14 shares $893
MOTOROLA SOLUTIONS INCCOMMON STOCK620076307 — 2 shares $892
FABRINETNON US EQUITYG3323L100 — 2 shares $849
ISHARES TR US AER DEF ETFEXCHANGE-TRADED FUNDS464288760 — 4 shares $829
VERSIGENT PLC ORDINARY SHARES COMNON US EQUITYG9600F104 — 18 shares $809
ASSURANT INCCOMMON STOCK04621X108 — 3 shares $791
BUNGE GLOBAL SA COM SHSNON US EQUITYH11356104 — 7 shares $749
LUMEN TECHNOLOGIES INC COMCOMMON STOCK550241103 — 126 shares $706
KROGER COCOMMON STOCK501044101 — 12 shares $703
CHURCH & DWIGHT CO INCCOMMON STOCK171340102 — 7 shares $660
BAKER HUGHES COMPANY COM CL ACOMMON STOCK05722G100 — 12 shares $659
ATMOS ENERGY CORPCOMMON STOCK049560105 — 4 shares $626
T ROWE PRICE GROUP INCCOMMON STOCK74144T108 — 6 shares $624
CENTERPOINT ENERGY INCCOMMON STOCK15189T107 — 16 shares $589
VISTRA CORP COMCOMMON STOCK92840M102 — 4 shares $553
YUM BRANDS INCCOMMON STOCK988498101 — 4 shares $545
PPG INDUSTRIES INCCOMMON STOCK693506107 — 5 shares $522
EVERSOURCE ENERGY COMCOMMON STOCK30040W108 — 8 shares $513
NIKE INC CL B COMCOMMON STOCK654106103 — 14 shares $496
ARCH CAPITAL GROUP LTDNON US EQUITYG0450A105 — 5 shares $462
LAS VEGAS SANDS CORPCOMMON STOCK517834107 — 12 shares $454
COPART INCCOMMON STOCK217204106 — 16 shares $436
AXON ENTERPRISE INC COMCOMMON STOCK05464C101 — 1 shares $423
LIBERTY ALL-STAR GROWTH FDEXCHANGE-TRADED FUNDS529900102 — 80 shares $404
COINBASE GLOBAL INC COM CL ACOMMON STOCK19260Q107 — 2 shares $373
MAMAS CREATIONS INC COMCOMMON STOCK56146T103 — 25 shares $322
NUVEEN CORE PLUS IMPACT FUND BEN INT COMEXCHANGE-TRADED FUNDS67080D103 — 9 shares $83
SCHOLASTIC CORP COMCOMMON STOCK807066105 — 1 shares $35
GEN DIGITAL INC CVR RTS EXP 04/17/2027RIGHTS668771116 — 33 shares $29
CHINA STL CORP SPON ADRADR / IDR / GDR169417102 — 1 shares $12
FIELDPOINT PETE CORP COMCOMMON STOCK316570100 — 50 shares $1
WESTBURY METALS GRP COMCOMMON STOCK957289101 — 1,000 shares $0