Home › UNION SAVINGS BANK

UNION SAVINGS BANK 13F holdings

Filed 2026-07-23 · UNION SAVINGS BANK · 411 positions · $248.9M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
SPHQINVESCO S&P 500 QUALITY ETF491.4K$44.3M17.8%
BRK-BBERKSHIRE HATHAWAY INC COM32$24.0M9.6%
IJHISHARES CORE S&P MID-CAP ETF216.3K$16.7M6.7%
SPYSPDR S&P 500 ETF TRUST16.8K$12.5M5.0%
IWMISHARES RUSSELL 2000 INDEX25.2K$7.6M3.0%
VYMVANGUARD HIGH DIVIDEND YIELD ETF37.3K$5.9M2.4%
MSFTMICROSOFT CORP14.8K$5.5M2.2%
AAPLAPPLE INCORPORATED18.6K$5.4M2.2%
GOOGLALPHABET INC14.1K$5.0M2.0%
GVIETF ISHS INTER GOVT CR BD45.1K$4.8M1.9%
MDYSPDR S&P MIDCAP 400 ETF TR6.3K$4.4M1.8%
EXMOCEXXON MOBIL CORP COM27.8K$3.8M1.5%
IJRISHARES CORE S&P SMALL-CAP ETF24.8K$3.7M1.5%
NVDANVIDIA CORP17.0K$3.4M1.4%
JPMJ P MORGAN CHASE & CO8.7K$2.9M1.1%
QQQINVESCO QQQ3.8K$2.8M1.1%
VGTVANGUARD INFORMATION TECHNOLOGY VIPERS20.3K$2.4M1.0%
AMZNAMAZON.COM INC9.9K$2.4M1.0%
COSTCOSTCO WHOLESALE CORPORATION2.1K$1.9M0.8%
SDYSPDR S&P DIVIDEND ETF12.4K$1.9M0.8%
IDXXIDEXX LABORATORIES INC3.5K$1.8M0.7%
DVYISHARES SELECT DIVIDEND ETF11.5K$1.8M0.7%
TJXTJX COS INC10.9K$1.6M0.7%
MAMASTERCARD INC3.2K$1.6M0.7%
AVGOBROADCOM INC4.3K$1.6M0.7%
AMATAPPLIED MATERIALS COM2.0K$1.4M0.6%
CATCATERPILLAR INC COM1.3K$1.4M0.6%
IVWISHARES S&P GROWTH INDEX FUND10.2K$1.4M0.6%
JNJJOHNSON & JOHNSON COM5.0K$1.3M0.5%
AGGISHARES CORE TOTAL U S BOND MARKET ETF12.4K$1.2M0.5%
PGPROCTER & GAMBLE CO COM8.3K$1.2M0.5%
NSCNORFOLK SOUTHN CORP COM3.8K$1.2M0.5%
LLYELI LILLY & CO COM968$1.2M0.5%
VEUVANGUARD FTSE ALL WORLD EX US ETF13.7K$1.2M0.5%
GEGE AEROSPACE3.1K$1.1M0.5%
SYKSTRYKER CORP3.4K$1.1M0.4%
CVXCHEVRON CORPORATION COM6.4K$1.1M0.4%
BXBLACKSTONE GROUP INC8.6K$1.0M0.4%
VTIVANGUARD TOTAL STOCK MARKET INDEX2.7K$1.0M0.4%
RTXRAYTHEON TECHNOLOGIES CORP.5.2K$995,6910.4%
METAMETA PLATFORMS1.8K$990,2240.4%
VIGETF VANGUARD DIVIDEND APPRECIATION4.2K$988,1190.4%
GEVGE VERNOVA INC.825$969,2350.4%
ADPAUTOMATIC DATA PROCESSING COM4.3K$953,1240.4%
PANWPALO ALTO NETWORKS INC2.8K$953,1100.4%
IWFI SHS RUSSELL 1000 GROWTH INDEX G7.5K$927,2980.4%
CSCOCISCO SYSTEMS INC COM7.9K$926,4000.4%
ORCLORACLE CORPORATION COM6.3K$918,8510.4%
XLFFINANCIAL SELECT SECTOR SPDRETF17.1K$915,9770.4%
ESEVERSOURCE ENERGY12.5K$903,0850.4%
TRVTRAVELERS COMPANIES INC2.7K$895,5770.4%
TSLATESLA MOTORS INC. COMMON2.1K$873,1420.4%
IGSBISHARES SHORT-TERM CORP BOND16.6K$868,2120.3%
AXPAMERICAN EXPRESS CO COM2.5K$836,1460.3%
GOOGALPHABET INC2.3K$827,1170.3%
CASYCASEYS GEN STORES959$762,1780.3%
PEPPEPSICO, INC COM5.6K$758,6360.3%
HDTHE HOME DEPOT, INC2.1K$740,5850.3%
IVVISHARES CORE S&P 500 ETF974$729,4100.3%
ENBENBRIDGE INC NPV13.0K$704,4850.3%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings {{ activeFund.holdingsCountLabel }}

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.companyLabel }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}