UNION SAVINGS BANK

Open in PORT →← all managers

CIK 1985855

13F portfolio (2026-Q1)

$228M

Positions

320

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

320

Top 5

40.4%

Top 10

52.1%

Effective N

20.3

HHI

0.049

This quarter

9 new · 0 exit →

By sector

Unclassified58.9%

Information Technology10.9%

Consumer Discretionary5.3%

Financials5.2%

Health Care4.6%

Industrials3.9%

Energy3.7%

Communication Services3.2%

Other4.2%

By market cap

Unknown59.7%

Mega (>$200B)25.8%

Large ($10–200B)14.1%

Mid ($2–10B)0.2%

Small ($300M–2B)0.1%

By region

Other58.9%

North America40.9%

Europe0.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	59.17%	85
Specialty Retail	4.18%	17
Pharmaceuticals & Biotechnology	3.97%	15
Oil, Gas & Consumable Fuels	3.73%	9
Technology Hardware & Equipment	3.60%	12
Software	3.30%	9
Software & IT Services	3.18%	5
Semiconductors & Semiconductor Equipment	2.61%	13
Banks	2.31%	14
Aerospace & Defense	1.39%	9
Utilities	1.37%	15
Commercial Services & Supplies	1.14%	8
Machinery	1.10%	13
Chemicals	1.08%	13
Capital Markets	0.97%	9
Road & Rail	0.90%	4
Electrical Equipment & Components	0.82%	3
Health Care Equipment & Supplies	0.81%	8
Insurance	0.78%	13
Beverages	0.73%	2
Hotels, Restaurants & Leisure	0.62%	4
Automobiles & Components	0.33%	3
Food Products	0.29%	4
Diversified Telecommunication Services	0.29%	2
Equity Real Estate Investment Trusts (REITs)	0.23%	4
Tobacco	0.17%	2
Media & Entertainment	0.16%	5
Distributors	0.15%	4
Paper & Forest Products	0.12%	1
Entertainment	0.10%	2
Metals & Mining	0.07%	1
Food & Staples Retailing	0.07%	1
Real Estate Management & Development	0.07%	1
Airlines	0.07%	1
Professional Services	0.04%	1
Communications Equipment	0.03%	1
Life Sciences Tools & Services	0.01%	1
Agricultural Products	0.01%	1
Transportation Infrastructure	0.00%	2
Health Care Providers & Services	0.00%	1
Household Durables	0.00%	1
Textiles, Apparel & Luxury Goods	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	SPHQ	INVESCO EXCHANGE TRADED FD T	Unclassified	16.09%
2	BRK.A	BERKSHIRE HATHAWAY INC DEL	Unclassified	10.07%
3	IJH	ISHARES TR	Unclassified	6.17%
4	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	5.42%
5	IWM	ISHARES TR	Unclassified	2.66%
6	MSFT	MICROSOFT CORP	Information Technology	2.65%
7	VYM	VANGUARD WHITEHALL FDS	Unclassified	2.55%
8	AAPL	Apple Inc.	Information Technology	2.33%
9	XOM	EXXON MOBIL CORP	Energy	2.24%
10	GVI	ISHARES TR	Unclassified	1.93%

237/320 names classified · sector 41.1% of weight · industry 40.8% · mkt cap 40.3%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 11 quarters

Information TechnologyMSFT, AAPL, ADP, NVDA, DHR · other

Health CareIDXX, LLY, SYK, JNJ, ZTS · other

FinancialsJPM, MA, BX, TRV, BAC · other

Consumer DiscretionaryCOST, AMZN, TJX, MCD, HD · other

IndustrialsACN, NSC, LMT, RTX, UNP · other

Communication ServicesGOOGL, META, GOOG, CMCSA, DIS · other

EnergyXOM, CVX, ENB, EOG, COP · other

MaterialsPG, KMB, LIN, DOW, ECL · other

Consumer StaplesPEP, MDLZ, CVS, KO, GIS · other

UtilitiesES, AWK, SO, NEE, DUK · other

Real EstateAMT, WY, EQIX, CBRE, CCI · other

UnclassifiedBRK.A, SPHQ, SPY, IJH, VYM · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 41.1% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 40% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (214 classified)UNION SAVINGS BANK centroid (Large Core)

Information TechnologyConsumer DiscretionaryFinancialsHealth CareIndustrialsCommunication ServicesEnergyUtilitiesConsumer StaplesMaterialsReal Estate

Style box summary for UNION SAVINGS BANK: centroid Large Core. Heaviest cells: Large Growth 14.4%, Large Core 11.6%, Large Value 10.2%.

Classified: 40.0% of book weight (214/320 names) · unclassified 60.0%: SPHQ, BRK.A, IJH, SPY, IWM, VYM, GVI, MDY, IJR, QQQ +96 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 320 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	SPHQINVESCO EXCHANGE TRADED FD T	488,164	$37M	16.1%	HOLD
2	BRK.ABERKSHIRE HATHAWAY INC DEL	32	$23M	10.1%	HOLD
3	IJHISHARES TR	208,600	$14M	6.2%	ADD 30%
4	SPYSTATE STR SPDR S&P 500 ETF T	19,002	$12M	5.4%	HOLD
5	IWMISHARES TR	24,490	$6M	2.7%	HOLD
6	MSFTMICROSOFT CORP	16,320	$6M	2.6%	HOLD
7	VYMVANGUARD WHITEHALL FDS	39,294	$6M	2.6%	TRIM −2%
8	AAPLAPPLE INC	20,981	$5M	2.3%	HOLD
9	XOMEXXON MOBIL CORP	30,132	$5M	2.2%	HOLD
10	GVIISHARES TR	41,311	$4M	1.9%	ADD 8%
11	GOOGLALPHABET INC	14,553	$4M	1.8%	TRIM −3%
12	MDYSPDR S&P MIDCAP 400 ETF TR	6,453	$4M	1.7%	HOLD
13	JPMJPMORGAN CHASE & CO	10,685	$3M	1.4%	HOLD
14	IJRISHARES TR	24,558	$3M	1.3%	ADD 3%
15	NVDANVIDIA CORPORATION	17,052	$3M	1.3%	HOLD
16	COSTCOSTCO WHSL CORP NEW	2,357	$2M	1.0%	HOLD
17	AMZNAMAZON COM INC	10,882	$2M	1.0%	ADD 4%
18	QQQINVESCO QQQ TR	3,898	$2M	1.0%	ADD 3%
19	IDXXIDEXX LABS INC	3,500	$2M	0.9%	HOLD
20	VGTVANGUARD WORLD FD	2,674	$2M	0.8%	HOLD
21	SDYSPDR SER TR	12,364	$2M	0.8%	HOLD
22	TJXTJX COS INC NEW	10,908	$2M	0.8%	HOLD
23	DVYISHARES TR	11,487	$2M	0.8%	TRIM −6%
24	MAMASTERCARD INCORPORATED	3,444	$2M	0.8%	ADD 5%
25	LLYELI LILLY & CO	1,633	$2M	0.7%	HOLD
26	PGPROCTER AND GAMBLE CO	10,359	$1M	0.7%	TRIM −3%
27	CVXCHEVRON CORP NEW	6,594	$1M	0.6%	HOLD
28	AVGOBROADCOM INC	4,298	$1M	0.6%	ADD 3%
29	JNJJOHNSON & JOHNSON	5,209	$1M	0.6%	HOLD
30	NSCNORFOLK SOUTHN CORP	4,415	$1M	0.6%	TRIM −4%
31	MCDMCDONALDS CORP	3,907	$1M	0.5%	TRIM −8%
32	METAMETA PLATFORMS INC	2,073	$1M	0.5%	HOLD
33	RTXRTX CORPORATION	6,053	$1M	0.5%	TRIM −5%
34	IVWISHARES TR	10,170	$1M	0.5%	HOLD
35	VEUVANGUARD INTL EQUITY INDEX F	15,098	$1M	0.5%	ADD 81%
36	ADPAUTOMATIC DATA PROCESSING IN	5,507	$1M	0.5%	TRIM −6%
37	PEPPEPSICO INC	7,056	$1M	0.5%	HOLD
38	VIGVANGUARD SPECIALIZED FUNDS	5,064	$1M	0.5%	TRIM −3%
39	ENBENBRIDGE INC	20,061	$1M	0.5%	TRIM −6%
40	CATCATERPILLAR INC	1,511	$1M	0.5%	HOLD
41	SYKSTRYKER CORPORATION	3,247	$1M	0.5%	HOLD
42	HDHOME DEPOT INC	3,205	$1M	0.5%	TRIM −5%
43	ABBVABBVIE INC	4,671	$1M	0.4%	HOLD
44	BXBLACKSTONE INC	8,785	$1M	0.4%	ADD 3%
45	TRVTRAVELERS COMPANIES INC	3,363	$980,874	0.4%	TRIM −2%
46	ORCLORACLE CORP	6,597	$970,464	0.4%	ADD 6%
47	LMTLOCKHEED MARTIN CORP	1,552	$937,982	0.4%	TRIM −11%
48	IWFISHARES TR	2,084	$888,592	0.4%	TRIM −5%
49	IGSBISHARES TR	16,673	$876,324	0.4%	ADD 4%
50	ABTABBOTT LABS	8,528	$875,559	0.4%	HOLD
51	VTIVANGUARD INDEX FDS	2,723	$873,532	0.4%	TRIM −9%
52	XLFSELECT SECTOR SPDR TR	17,636	$870,509	0.4%	HOLD
53	ESEVERSOURCE ENERGY	12,496	$865,722	0.4%	HOLD
54	GEGE AEROSPACE	2,897	$822,036	0.4%	HOLD
55	HONHONEYWELL INTL INC	3,581	$809,409	0.4%	HOLD
56	GOOGALPHABET INC	2,630	$754,413	0.3%	HOLD
57	TSLATESLA INC	2,027	$753,536	0.3%	HOLD
58	AXPAMERICAN EXPRESS CO	2,484	$751,325	0.3%	HOLD
59	GEVGE VERNOVA INC	854	$745,440	0.3%	ADD 3%
60	CASYCASEYS GEN STORES INC	1,020	$742,391	0.3%	ADD 3%
61	VDEVANGUARD WORLD FD	4,229	$731,780	0.3%	HOLD
62	TMOTHERMO FISHER SCIENTIFIC INC	1,486	$730,381	0.3%	HOLD
63	AMATAPPLIED MATLS INC	2,027	$692,785	0.3%	HOLD
64	CSCOCISCO SYS INC	8,211	$637,083	0.3%	TRIM −8%
65	IVVISHARES TR	974	$636,219	0.3%	ADD 5%
66	GLDSPDR GOLD TR	1,430	$615,300	0.3%	HOLD
67	BRK.BBERKSHIRE HATHAWAY INC DEL	1,243	$595,641	0.3%	HOLD
68	SOSOUTHERN CO	6,104	$589,148	0.3%	TRIM −10%
69	MRKMERCK & CO INC	4,833	$581,350	0.3%	TRIM −8%
70	BMYBRISTOL-MYERS SQUIBB CO	9,550	$579,203	0.3%	HOLD
71	KOCOCA COLA CO	7,610	$578,661	0.3%	HOLD
72	LINLINDE PLC	1,131	$560,688	0.2%	HOLD
73	MDLZMONDELEZ INTL INC	9,659	$556,624	0.2%	TRIM −4%
74	MGCVanguard Mega Cap ETF	2,327	$549,986	0.2%	HOLD
75	IWRISHARES TR	5,647	$549,057	0.2%	HOLD
76	LOWLOWES COS INC	2,196	$518,863	0.2%	HOLD
77	IBMINTERNATIONAL BUSINESS MACHS	2,099	$508,769	0.2%	TRIM −7%
78	UNPUNION PAC CORP	2,095	$508,269	0.2%	TRIM −7%
79	ACNACCENTURE PLC IRELAND	2,492	$494,127	0.2%	TRIM −31%
80	EOGEOG RES INC	3,377	$488,200	0.2%	ADD 9%
81	NEENEXTERA ENERGY INC	5,174	$480,558	0.2%	HOLD
82	BACBANK AMERICA CORP	9,832	$479,307	0.2%	TRIM −5%
83	DHRDANAHER CORP DEL	2,508	$475,516	0.2%	TRIM −3%
84	PANWPALO ALTO NETWORKS INC	2,875	$460,905	0.2%	ADD 34%
85	IWBISHARES TR	1,263	$450,321	0.2%	HOLD
86	AMGNAMGEN INC	1,276	$448,944	0.2%	HOLD
87	BLKBLACKROCK INC	452	$434,685	0.2%	ADD 6%
88	AMTAMERICAN TOWER CORP	2,487	$429,199	0.2%	TRIM −4%
89	IVEISHARES TR	1,838	$388,091	0.2%	HOLD
90	MMM3M CO	2,592	$376,429	0.2%	HOLD
91	CMECME GROUP INC	1,271	$375,364	0.2%	TRIM −8%
92	TAT&T INC	12,784	$370,476	0.2%	TRIM −12%
93	DUKDUKE ENERGY CORP NEW	2,803	$367,016	0.2%	TRIM −9%
94	AGGISHARES TR	3,466	$344,061	0.2%	HOLD
95	PFEPFIZER INC	11,874	$333,302	0.1%	HOLD
96	MCKMCKESSON CORP	383	$331,428	0.1%	HOLD
97	XLUSELECT SECTOR SPDR TR	7,204	$330,515	0.1%	HOLD
98	CMICUMMINS INC	586	$315,276	0.1%	TRIM −5%
99	ISRGINTUITIVE SURGICAL INC	680	$313,453	0.1%	ADD 471%
100	MCHPMICROCHIP TECHNOLOGY INC.	4,761	$307,597	0.1%	ADD 133%
101	INTUINTUIT	705	$304,827	0.1%	HOLD
102	CMFISHARES TR	5,279	$300,163	0.1%	TRIM −34%
103	NFLXNETFLIX INC	3,100	$298,064	0.1%	HOLD
104	EMREMERSON ELEC CO	2,272	$297,674	0.1%	HOLD
105	DEDEERE & CO	518	$291,782	0.1%	HOLD
106	IWSISHARES TR	1,990	$290,019	0.1%	HOLD
107	TSCOTRACTOR SUPPLY CO	6,365	$288,251	0.1%	ADD 18%
108	VZVERIZON COMMUNICATIONS INC	5,665	$284,379	0.1%	HOLD
109	LRCXLAM RESEARCH CORP	1,302	$278,181	0.1%	TRIM −3%
110	KMBKIMBERLY-CLARK CORP	2,868	$276,674	0.1%	TRIM −2%
111	IWNISHARES TR	1,440	$273,005	0.1%	HOLD
112	ORLYOREILLY AUTOMOTIVE INC	2,910	$268,621	0.1%	HOLD
113	NBTBNBT BANCORP INC	6,282	$267,423	0.1%	TRIM −15%
114	EEMISHARES TR	4,609	$261,743	0.1%	HOLD
115	NVSNOVARTIS AG	1,691	$258,297	0.1%	TRIM −11%
116	PHPARKER-HANNIFIN CORP	280	$250,664	0.1%	HOLD
117	VVISA INC	822	$248,431	0.1%	HOLD
118	MUBISHARES TR	2,297	$243,824	0.1%	ADD 11%
119	AWKAMERICAN WTR WKS CO INC NEW	1,781	$242,368	0.1%	TRIM −42%
120	MOALTRIA GROUP INC	3,637	$240,001	0.1%	HOLD
121	IGIBISHARES TR	4,269	$227,194	0.1%	HOLD
122	VOOVANGUARD INDEX FDS	362	$216,308	0.1%	HOLD
123	HYGISHARES TR	2,697	$214,569	0.1%	HOLD
124	CCITIGROUP INC	1,867	$211,735	0.1%	HOLD
125	VXFVANGUARD INDEX FDS	989	$203,534	0.1%	HOLD
126	IBBISHARES TR	1,200	$202,617	0.1%	HOLD
127	PLABPHOTRONICS INC	5,000	$202,000	0.1%	HOLD
128	ICEINTERCONTINENTAL EXCHANGE IN	1,256	$197,541	0.1%	HOLD
129	AFLAFLAC INC	1,699	$186,396	0.1%	HOLD
130	IAUISHARES GOLD TR	2,106	$185,643	0.1%	HOLD
131	COPCONOCOPHILLIPS	1,368	$180,576	0.1%	TRIM −14%
132	DISDISNEY WALT CO	1,841	$177,434	0.1%	HOLD
133	VEAVANGUARD TAX-MANAGED FDS	2,688	$172,246	0.1%	HOLD
134	NUENUCOR CORP	995	$168,253	0.1%	HOLD
135	CVSCVS HEALTH CORP	2,313	$166,092	0.1%	HOLD
136	UNHUNITEDHEALTH GROUP INC	607	$164,240	0.1%	ADD 35%
137	SBUXSTARBUCKS CORP	1,827	$163,679	0.1%	HOLD
138	SUSUNCOR ENERGY INC NEW	2,475	$163,622	0.1%	HOLD
139	ESGEISHARES INC	3,590	$163,232	0.1%	TRIM −2%
140	METMETLIFE INC	2,299	$162,583	0.1%	HOLD
141	CBRECBRE GROUP INC	1,183	$160,240	0.1%	ADD 10%
142	CSXCSX CORP	3,800	$155,952	0.1%	HOLD
143	BNDVANGUARD BD INDEX FDS	2,078	$153,002	0.1%	HOLD
144	PMPHILIP MORRIS INTL INC	921	$152,276	0.1%	TRIM −14%
145	IWDISHARES TR	708	$151,277	0.1%	HOLD
146	FDXFEDEX CORP	422	$150,303	0.1%	HOLD
147	CALIBLACKROCK ETF TRUST II	2,954	$148,969	0.1%	TRIM −57%
148	TGTTARGET CORP	1,201	$145,558	0.1%	TRIM −13%
149	ETNEATON CORP PLC	403	$144,136	0.1%	HOLD
150	IWOISHARES TR	451	$141,521	0.1%	HOLD
151	VUGVANGUARD INDEX FDS	316	$138,021	0.1%	HOLD
152	EFAISHARES TR	1,407	$136,660	0.1%	HOLD
153	ADBEADOBE INC	561	$136,366	0.1%	TRIM −30%
154	XLVSELECT SECTOR SPDR TR	902	$132,241	0.1%	HOLD
155	GSKGSK PLC	2,368	$130,662	0.1%	TRIM −17%
156	CHDCHURCH & DWIGHT CO INC	1,400	$130,648	0.1%	HOLD
157	UPSUNITED PARCEL SERVICE INC	1,314	$129,269	0.1%	HOLD
158	GDGENERAL DYNAMICS CORP	370	$126,985	0.1%	HOLD
159	NXPINXP SEMICONDUCTORS N V	645	$126,974	0.1%	HOLD
160	WMTWALMART INC	973	$120,923	0.1%	HOLD
161	SLVISHARES SILVER TR	1,761	$119,976	0.1%	HOLD
162	QUALISHARES TR	583	$111,825	0.0%	HOLD
163	CBCHUBB LIMITED	336	$109,508	0.0%	HOLD
164	DIASPDR DOW JONES INDL AVERAGE	236	$109,312	0.0%	HOLD
165	PFFISHARES TR	3,539	$107,265	0.0%	HOLD
166	IDAIDACORP INC	750	$107,227	0.0%	HOLD
167	TFCTRUIST FINL CORP	2,309	$106,143	0.0%	TRIM −20%
168	DDOMINION ENERGY INC	1,679	$103,776	0.0%	TRIM −14%
169	WFCWELLS FARGO CO NEW	1,293	$102,933	0.0%	HOLD
170	EDCONSOLIDATED EDISON INC	907	$102,653	0.0%	HOLD
171	IWPISHARES TR	795	$101,852	0.0%	HOLD
172	VOXVANGUARD WORLD FD	565	$101,608	0.0%	TRIM −6%
173	XLBSELECT SECTOR SPDR TR	2,000	$99,939	0.0%	HOLD
174	PEGPUBLIC SVC ENTERPRISE GROUP	1,230	$99,568	0.0%	HOLD
175	MRSHMARSH & MCLENNAN COS INC	569	$98,690	0.0%	HOLD
176	PAYXPAYCHEX INC	1,049	$96,631	0.0%	TRIM −7%
177	FISVFISERV INC	1,700	$94,843	0.0%	HOLD
178	SHELSHELL PLC	1,004	$93,372	0.0%	TRIM −20%
179	GSGOLDMAN SACHS GROUP INC	109	$92,210	0.0%	HOLD
180	EQIXEQUINIX INC	93	$91,161	0.0%	HOLD
181	MUMICRON TECHNOLOGY INC	260	$87,835	0.0%	HOLD
182	WBSWEBSTER FINL CORP CONN	1,258	$87,330	0.0%	HOLD
183	TDGTRANSDIGM GROUP INC	75	$86,922	0.0%	HOLD
184	ESMLISHARES TR	1,827	$85,901	0.0%	HOLD
185	CLXCLOROX CO DEL	824	$85,390	0.0%	HOLD
186	XLYSELECT SECTOR SPDR TR	782	$85,221	0.0%	HOLD
187	TXNTEXAS INSTRS INC	435	$84,450	0.0%	HOLD
188	MSMORGAN STANLEY	499	$82,119	0.0%	HOLD
189	ADIANALOG DEVICES INC	252	$80,167	0.0%	HOLD
190	GISGENERAL MILLS INC	2,125	$79,092	0.0%	HOLD
191	VOOGVANGUARD ADMIRAL FDS INC	190	$77,460	0.0%	HOLD
192	CWBSPDR SER TR	764	$69,921	0.0%	HOLD
193	USMVISHARES TR	740	$68,627	0.0%	HOLD
194	NKENIKE INC	1,298	$68,544	0.0%	HOLD
195	XLISELECT SECTOR SPDR TR	419	$67,764	0.0%	HOLD
196	CMCSACOMCAST CORP NEW	2,300	$66,008	0.0%	HOLD
197	ESGVVanguard ESG US Stock - ETF	586	$65,790	0.0%	HOLD
198	IEFAISHARES TR	719	$65,091	0.0%	HOLD
199	CARRCARRIER GLOBAL CORPORATION	1,124	$63,292	0.0%	HOLD
200	LQDISHARES TR	569	$62,013	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

SPHQINVESCO EXCHANGE TRADED FD T

388K

437K

470K

—

482K

488K

$37M

BRK/ABERKSHIRE HATHAWAY INC DEL

—

$23M

IJHISHARES TR

169K

159K

156K

—

160K

209K

$14M

SPYSTATE STR SPDR S&P 500 ETF T

19K

20K

19K

—

19K

$12M

IWMISHARES TR

21K

22K

—

24K

$6M

MSFTMICROSOFT CORP

16K

17K

16K

—

16K

$6M

VYMVANGUARD WHITEHALL FDS

44K

43K

42K

—

40K

39K

$6M

AAPLAPPLE INC

22K

—

21K

$5M

XOMEXXON MOBIL CORP

16K

31K

—

31K

30K

$5M

GVIISHARES TR

28K

34K

35K

—

38K

41K

$4M

GOOGLALPHABET INC

16K

—

15K

$4M

MDYSPDR S&P MIDCAP 400 ETF TR

—

$4M

JPMJPMORGAN CHASE & CO

13K

11K

—

11K

$3M

IJRISHARES TR

28K

26K

27K

—

24K

25K

$3M

NVDANVIDIA CORPORATION

16K

—

17K

$3M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆UNION SAVINGS BANK