UNION SAVINGS BANK: 13F holdings
CIK 19858552026Q2
| Positions | 322 |
|---|---|
| Reported value | $248.9m |
| Filed | 2026-07-23 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPHQ INVESCO S&P 500 QUALITY ETF | 491,653 | $44.3m | 17.8% |
| BRK.A BERKSHIRE HATHAWAY INC COM | 32 | $24.0m | 9.6% |
| IJH ISHARES CORE S&P MID-CAP ETF | 216,309 | $16.7m | 6.7% |
| SPY SPDR S&P 500 ETF TRUST | 17,504 | $13.1m | 5.3% |
| IWM ISHARES RUSSELL 2000 INDEX | 25,308 | $7.6m | 3.1% |
| MSFT MICROSOFT CORP | 16,107 | $6.0m | 2.4% |
| VYM VANGUARD HIGH DIVIDEND YIELD ETF | 37,688 | $6.0m | 2.4% |
| AAPL APPLE INCORPORATED | 19,681 | $5.7m | 2.3% |
| GOOGL ALPHABET INC | 14,326 | $5.1m | 2.1% |
| GVI ETF ISHS INTER GOVT CR BD | 45,108 | $4.8m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1985855")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.