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Union Savings Bank

Latest statistics and disclosures from Union Savings Bank's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPHQ, BRK.A, SPY, IJH, MSFT, and represent 40.10% of Union Savings Bank's stock portfolio.
Added to shares of these 10 stocks: SPHQ, XOM, QQQ, VGT, ORLY, GEV, PANW, CVX, NBTB, GVI.
Started 2 new stock positions in PANW, ARM.
Reduced shares in these 10 stocks: JPM, SPY, FLOT, XLK, DHR, LLY, MUB, ZTS, IJH, MSFT.
Sold out of its positions in AMP, ADSK, BBWI, BAX, BKNG, CDNS, CAG, DG, DOV, ET.
Union Savings Bank was a net buyer of stock by $719k.
Union Savings Bank has $218M in assets under management (AUM), dropping by 6.38%.
Central Index Key (CIK): 0001985855

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Portfolio Holdings for Union Savings Bank

Union Savings Bank holds 282 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco S&p 500 Quality Etf Etf - Large Cap (SPHQ)	15.4	$34M	+7%	470k	71.38	View chart
Berkshire Hathaway Common Stock (BRK.A)	10.6	$23M		32.00	719850.00	View chart
Spdr S&p 500 Etf Trust Etf - Large Cap (SPY)	5.6	$12M	-3%	19k	632.08	View chart
Ishares Core S&p Mid-cap Etf Etf - Mid Cap (IJH)	4.5	$9.8M		156k	63.02	View chart
Microsoft Corp Common Stock (MSFT)	4.0	$8.8M		16k	533.50	View chart
Vanguard High Dividend Yield Etf Etf - Large Cap (VYM)	2.6	$5.7M	-2%	42k	134.13	View chart
Ishares Russell 2000 Index Etf - Small Cap (IWM)	2.2	$4.7M		22k	219.39	View chart
Apple Incorporated Common Stock (AAPL)	2.1	$4.5M		22k	207.57	View chart
Spdr S&p Midcap 400 Etf Tr Etf - Mid Cap (MDY)	1.7	$3.8M	-3%	6.6k	575.61	View chart
Etf Ishs Inter Govt Cr Bd Etf - Interm (GVI)	1.7	$3.7M	+2%	35k	106.38	View chart
Exxon Mobil Corp Common Stock (XOM)	1.6	$3.5M	+94%	31k	111.64	View chart
J P Morgan Chase & Co Common Stock (JPM)	1.5	$3.3M	-13%	11k	296.23	View chart
Alphabet Common Stock (GOOGL)	1.4	$3.0M		16k	191.90	View chart
Ishares Core S&p Small-cap Etf Etf - Small Cap (IJR)	1.4	$3.0M	+2%	27k	110.28	View chart
Nvidia Corp Common Stock (NVDA)	1.3	$2.9M		17k	177.87	View chart
Amazon.com Common Stock (AMZN)	1.2	$2.5M		11k	234.11	View chart
Costco Wholesale Corporation Common Stock (COST)	1.0	$2.3M		2.4k	939.63	View chart
Idexx Laboratories Common Stock (IDXX)	1.0	$2.1M		4.0k	534.30	View chart
Vanguard Information Technology Vipers Etf - Equities (VGT)	1.0	$2.1M	+17%	3.0k	690.46	View chart
Spdr S&p Dividend Etf Etf - Large Cap (SDY)	0.9	$1.9M	-4%	14k	136.96	View chart
Mastercard Common Stock (MA)	0.9	$1.9M		3.3k	566.45	View chart
Automatic Data Processing Common Stock (ADP)	0.8	$1.8M		5.9k	309.50	View chart
Oracle Corporation Common Stock (ORCL)	0.8	$1.8M		7.1k	253.77	View chart
Ishares Select Dividend Etf Etf - Mid Cap (DVY)	0.8	$1.8M		13k	135.05	View chart
Procter & Gamble Common Stock (PG)	0.8	$1.7M	-4%	11k	150.47	View chart
Meta Platforms Common Stock (META)	0.7	$1.6M	-2%	2.0k	773.43	View chart
Blackstone Group Common Stock (BX)	0.7	$1.4M		8.3k	172.96	View chart
Tjx Cos Common Stock (TJX)	0.6	$1.4M		11k	124.53	View chart
Broadcom Common Stock (AVGO)	0.6	$1.4M	-4%	4.8k	293.69	View chart
Ishares S&p Growth Index Fund Etf - Large Cap (IVW)	0.6	$1.3M	-4%	12k	113.90	View chart
Stryker Corp Common Stock (SYK)	0.6	$1.3M		3.3k	392.71	View chart
Mcdonalds Corp Common Stock (MCD)	0.6	$1.3M		4.3k	300.07	View chart
Norfolk Southn Corp Common Stock (NSC)	0.6	$1.3M		4.6k	278.00	View chart
The Home Depot Common Stock (HD)	0.6	$1.2M		3.3k	367.50	View chart
Invesco Qq Etf - Large Cap (QQQ)	0.5	$1.2M	+72%	2.0k	565.01	View chart
Eli Lilly & Co Common Stock (LLY)	0.5	$1.1M	-20%	1.5k	740.06	View chart
Abbott Labs Common Stock (ABT)	0.5	$1.1M		8.6k	126.19	View chart
Etf Vanguard Dividend Appreciation Etf - Large Cap (VIG)	0.5	$1.1M		5.2k	206.06	View chart
Chevron Corporation Common Stock (CVX)	0.5	$1.1M	+21%	7.1k	151.64	View chart
Pepsico Common Stock (PEP)	0.5	$1.0M		7.5k	137.92	View chart
Accenture Foreign Equities (ACN)	0.5	$1.0M	-6%	3.8k	267.08	View chart
Raytheon Technologies Corp. Common Stock (RTX)	0.5	$998k		6.3k	157.57	View chart
Financial Select Sector Spdretf Etf - Equities (XLF)	0.5	$987k	-5%	19k	52.36	View chart
I Shs Russell 1000 Growth Index G Etf - Large Cap (IWF)	0.4	$972k	-10%	2.2k	440.40	View chart
Enbridge Foreign Equities (ENB)	0.4	$972k	+2%	22k	45.29	View chart
Vanguard Total Stock Market Index Etf - Large Cap (VTI)	0.4	$968k		3.1k	310.88	View chart
Abbvie Common Stock (ABBV)	0.4	$893k	-4%	4.7k	189.02	View chart
Travelers Companies Common Stock (TRV)	0.4	$889k	-3%	3.4k	260.23	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$854k	-2%	5.2k	164.74	View chart
Ishares Trust Floating Rate Bond Etf Etf - Short (FLOT)	0.4	$852k	-27%	17k	51.04	View chart
Ishares Short-term Corp Bond Etf - Short (IGSB)	0.4	$844k	-4%	16k	52.63	View chart
Eversource Energy Common Stock (ES)	0.4	$831k	-10%	13k	66.10	View chart
Honeywell Intl Common Stock (HON)	0.4	$826k	-5%	3.7k	222.35	View chart
Ge Aerospace Common Stock (GE)	0.4	$824k		3.0k	271.07	View chart
Ishares Core Total U S Bond Market Etf Etf - Interm (AGG)	0.4	$818k		8.3k	98.62	View chart
American Express Common Stock (AXP)	0.3	$762k	-7%	2.5k	299.30	View chart
Lockheed Martin Corp Common Stock (LMT)	0.3	$758k		1.8k	420.95	View chart
Caterpillar Common Stock (CAT)	0.3	$686k	-5%	1.6k	438.00	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.3	$653k		1.4k	467.66	View chart
Southern Common Stock (SO)	0.3	$642k		6.8k	94.48	View chart
Mondelez Intl Common Stock (MDLZ)	0.3	$639k	+8%	9.9k	64.69	View chart
Cisco Systems Common Stock (CSCO)	0.3	$600k	+6%	8.8k	68.08	View chart
Ishares Core S&p 500 Etf Etf - Large Cap (IVV)	0.3	$591k	+6%	931.00	634.88	View chart
Berkshire Hathaway Inc. Del Cl B Common Stock (BRK.B)	0.3	$587k		1.2k	471.88	View chart
Danaher Corp Common Stock (DHR)	0.3	$585k	-34%	3.0k	197.16	View chart
Caseys Gen Stores Common Stock (CASY)	0.3	$558k		1.1k	520.11	View chart
Intuit Common Stock (INTU)	0.3	$554k		705.00	785.13	View chart
American Tower Reit Common Stock (AMT)	0.3	$545k		2.6k	208.39	View chart
Internat'l Business Machines Common Stock (IBM)	0.2	$538k		2.1k	253.14	View chart
Vanguard W Mega Cap 300 Index Etf Etf - Large Cap (MGC)	0.2	$536k		2.3k	230.26	View chart
Bank Of America Corp Common Stock (BAC)	0.2	$533k	-3%	11k	47.27	View chart
Linde Common Stock (LIN)	0.2	$530k	-11%	1.2k	460.25	View chart
Vanguard Energy Etf Etf - Equities (VDE)	0.2	$518k		4.2k	122.45	View chart
Vanguard Ftse All World Ex Us Etf Etf - Developed Intl (VEU)	0.2	$506k	+4%	7.6k	66.60	View chart
Union Pac Corp Common Stock (UNP)	0.2	$489k		2.2k	221.96	View chart
Coca Cola Company Common Stock (KO)	0.2	$482k		7.1k	67.88	View chart
Lowes Companies Inc Com Stk Common Stock (LOW)	0.2	$470k	-19%	2.1k	223.57	View chart
Blackrock Common Stock (BLK)	0.2	$458k	-13%	414.00	1106.00	View chart
American Wtr Wks Common Stock (AWK)	0.2	$451k		3.2k	140.23	View chart
Kimberly Clark Corp Common Stock (KMB)	0.2	$449k		3.6k	124.62	View chart
I Shs Russell 1000 Etf - Large Cap (IWB)	0.2	$439k		1.3k	347.35	View chart
Ge Vernova Common Stock (GEV)	0.2	$436k	+113%	660.00	660.27	View chart
Alphabet Common Stock (GOOG)	0.2	$436k		2.3k	192.86	View chart
Spdr Gold Tr Gold Etf - Alternative (GLD)	0.2	$433k		1.4k	302.95	View chart
At&t Common Stock (T)	0.2	$427k		16k	27.40	View chart
Bristol Myers Squibb Common Stock (BMY)	0.2	$424k	-3%	9.8k	43.31	View chart
Ishares S&p Value Index Fund Etf - Large Cap (IVE)	0.2	$423k	-4%	2.1k	196.98	View chart
Merck & Co Common Stock (MRK)	0.2	$415k		5.3k	78.12	View chart
Nextera Energy Common Stock (NEE)	0.2	$395k		5.6k	71.06	View chart
Cme Group Common Stock (CME)	0.2	$391k	-3%	1.4k	278.26	View chart
3m Company Common Stock (MMM)	0.2	$387k		2.6k	149.22	View chart
Blackrock International Dividend Etf Etf - Developed Intl (BIDD)	0.2	$385k		15k	26.31	View chart
Ishares S&p Natl Muni Bond Fund Etf - Interm (MUB)	0.2	$384k	-33%	3.7k	103.87	View chart
Eog Res Common Stock (EOG)	0.2	$379k	+20%	3.2k	120.02	View chart
Nbt Bancorp Common Stock (NBTB)	0.2	$377k	+69%	9.1k	41.38	View chart
Duke Energy Corp Common Stock (DUK)	0.2	$374k		3.1k	121.64	View chart
Applied Materials Common Stock (AMAT)	0.2	$370k	-4%	2.1k	180.06	View chart
Amgen Common Stock (AMGN)	0.2	$369k		1.3k	295.09	View chart
Ishares California Muni Bondetf Etf - Interm (CMF)	0.2	$355k	+6%	6.4k	55.43	View chart
Novo Nordisk As Common Stock (NVO)	0.2	$350k	-2%	7.4k	47.06	View chart
Netflix Common Stock (NFLX)	0.2	$340k		293.00	1159.40	View chart
Ishares Short-term California Muni Active Etf Etf - Interm (CALI)	0.2	$331k	+33%	6.6k	50.47	View chart
Emerson Elec Common Stock (EMR)	0.2	$331k	-22%	2.3k	145.51	View chart
Tractor Supply Common Stock (TSCO)	0.2	$330k	-8%	5.8k	56.95	View chart
Ishares Russell Midcap Index Fund Etf - Equities (IWR)	0.1	$312k		3.3k	93.71	View chart
Select Sector Spdr - Utilities Etf - Equities (XLU)	0.1	$309k		3.6k	85.67	View chart
Visa Common Stock (V)	0.1	$299k		864.00	345.46	View chart
O'reilly Automotive Common Stock (ORLY)	0.1	$285k	+1400%	2.9k	98.32	View chart
Adobe Systems Common Stock (ADBE)	0.1	$284k	-11%	794.00	357.69	View chart
Pfizer Common Stock (PFE)	0.1	$282k		12k	23.28	View chart
Ishares Russell Midcap Value Index Fund Etf - Mid Cap (IWS)	0.1	$277k		2.1k	134.57	View chart
Deere & Company Common Stock (DE)	0.1	$272k		518.00	524.36	View chart
Mckesson Corp Common Stock (MCK)	0.1	$266k		383.00	693.53	View chart
Walt Disney Company Common Stock (DIS)	0.1	$247k	-8%	2.1k	119.11	View chart
Ishares Russell 2000 Value Index Fund Etf - Small Cap (IWN)	0.1	$241k		1.5k	160.39	View chart
Ishares Msci Emerging Mkts Index Etf - Emerging Intl (EEM)	0.1	$240k		4.9k	48.56	View chart
Cummins Common Stock (CMI)	0.1	$238k		646.00	367.60	View chart
Fiserv Common Stock (FI)	0.1	$236k		1.7k	138.94	View chart
Intercontinental Exchange Common Stock (ICE)	0.1	$232k	-5%	1.3k	184.83	View chart
Tesla Motors Inc. Common Common Stock (TSLA)	0.1	$227k	+15%	735.00	308.26	View chart
Altria Group Common Stock (MO)	0.1	$225k		3.6k	61.93	View chart
Novartis A G Common Stock (NVS)	0.1	$217k		1.9k	113.74	View chart
Servicenow Common Stock (NOW)	0.1	$212k		225.00	943.11	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$210k	NEW	1.2k	173.59	View chart
Philip Morris Intl Common Stock (PM)	0.1	$209k	+14%	1.3k	164.05	View chart
Ishs Russell 3000 Index Etf - Large Cap (IWV)	0.1	$208k		578.00	358.95	View chart
Parker Hannifin Corp Common Stock (PH)	0.1	$205k		280.00	731.90	View chart
Aflac Incorporated Common Stock (AFL)	0.1	$201k	+6%	2.0k	99.36	View chart
Vanguard Extended Market Etf Etf - Mid Cap (VXF)	0.1	$196k		989.00	197.75	View chart
Vanguard Index Funds S&p 500 Etf Etf - Large Cap (VOO)	0.1	$195k		336.00	581.02	View chart
Verizon Communications Common Stock (VZ)	0.1	$190k	+45%	4.4k	42.75	View chart
Citigroup Common Stock (C)	0.1	$181k	+30%	1.9k	93.70	View chart
Vanguard Developed Markets Etf Etf - Developed Intl (VEA)	0.1	$177k		3.2k	56.22	View chart
Metlife Common Stock (MET)	0.1	$175k		2.3k	75.95	View chart
Paychex Inc Com Stk Common Stock (PAYX)	0.1	$173k		1.2k	144.33	View chart
Microchip Technology Common Stock (MCHP)	0.1	$164k		2.4k	67.59	View chart
Nasdaq Biotechnology I Shares Etf - Equities (IBB)	0.1	$159k		1.2k	132.76	View chart
Conocophillips Common Stock (COP)	0.1	$154k	-3%	1.6k	95.34	View chart
Broadridge Finl Solutions Common Stock (BR)	0.1	$154k		620.00	247.51	View chart
Vanguard Esg Us Stk Etf Etf - Equities (ESGV)	0.1	$152k		1.4k	111.94	View chart
Cvs Health Corp Common Stock (CVS)	0.1	$151k		2.4k	62.10	View chart
Starbucks Corporation Common Stock (SBUX)	0.1	$151k		1.7k	89.15	View chart
Target Corp Common Stock (TGT)	0.1	$148k	-44%	1.5k	100.50	View chart
Vanguard Growth Etf Etf - Large Cap (VUG)	0.1	$144k		316.00	455.17	View chart
Nucor Corp Common Stock (NUE)	0.1	$142k	-14%	995.00	143.07	View chart
Eaton Corp Foreign Equities (ETN)	0.1	$142k		368.00	384.71	View chart
Ishares Russell 1000 Value Index Etf - Equities (IWD)	0.1	$138k		708.00	195.42	View chart
Nxp Semiconductors Nv Foreign Equities (NXPI)	0.1	$138k		645.00	213.77	View chart
Ishares Esg Aware Msci Emerging Mkts Fund Etf - Emerging Intl (ESGE)	0.1	$138k	-2%	3.5k	39.45	View chart
Ishares Russell Midcap Growth Index Fund Etf - Mid Cap (IWP)	0.1	$137k		971.00	141.42	View chart
General Dynamics Corp Common Stock (GD)	0.1	$135k		434.00	311.60	View chart
Cbre Group Inc Cl A Common Stock (CBRE)	0.1	$135k	-3%	868.00	155.73	View chart
Csx Corp Common Stock (CSX)	0.1	$135k		3.8k	35.54	View chart
Texas Instruments Common Stock (TXN)	0.1	$135k		745.00	181.06	View chart
Ishares Hi Yield Corporate Bond Etf - High Yield (HYG)	0.1	$132k		1.6k	80.38	View chart
Church & Dwight Common Stock (CHD)	0.1	$131k		1.4k	93.77	View chart
North European Oil Royalty Trust Common Stock (NRT)	0.1	$129k		26k	4.98	View chart
Etf Vanguard Bond Index Etf - Interm (BND)	0.1	$128k	-7%	1.7k	73.20	View chart
Ishares Msci Eafe Index Etf - Developed Intl (EFA)	0.1	$123k		1.4k	87.52	View chart
United Parcel Service Common Stock (UPS)	0.1	$123k	+89%	1.4k	86.15	View chart
Transdigm Group Common Stock (TDG)	0.1	$121k		75.00	1608.45	View chart
Select Sector Spdr Tr Sbi Healthcare Etf - Equities (XLV)	0.1	$118k		902.00	130.43	View chart
Paycom Software Common Stock (PAYC)	0.1	$117k		505.00	231.54	View chart
United Health Group Common Stock (UNH)	0.1	$117k	-27%	467.00	249.56	View chart
General Mills Common Stock (GIS)	0.1	$114k		2.3k	48.97	View chart
Dominion Res Inc Va Common Stock (D)	0.1	$114k		1.9k	58.45	View chart
Ishares S&p Us Preferred Stock Index Fund Preferred Stock (PFF)	0.1	$111k		3.5k	31.25	View chart
Public Svc Enterprise Group Common Stock (PEG)	0.1	$110k		1.2k	89.79	View chart
Ishares Edge Msci Us Qulty Fact Etf Etf - Developed Intl (QUAL)	0.0	$107k		583.00	184.12	View chart
Vanguard Communication Services Etf Etf - Equities (VOX)	0.0	$105k	-3%	600.00	174.91	View chart
Wells Fargo & Co Common Stock (WFC)	0.0	$104k		1.3k	80.63	View chart
Spdr Dow Jones Indl Average Etr Tr Etf - Large Cap (DIA)	0.0	$104k		236.00	441.32	View chart
Clorox Co Calif Com Stk Common Stock (CLX)	0.0	$104k		824.00	125.56	View chart
Marsh & Mclennan Companies Common Stock (MMC)	0.0	$102k		512.00	199.20	View chart
Photronics Common Stock (PLAB)	0.0	$102k		5.0k	20.36	View chart
Glaxo Smithkline Common Stock (GSK)	0.0	$98k		2.6k	37.14	View chart
Suncor Energy Foreign Equities (SU)	0.0	$98k		2.5k	39.45	View chart
Nike Inc Cl B Common Stock (NKE)	0.0	$96k		1.3k	74.69	View chart
Wal-mart Stores Common Stock (WMT)	0.0	$95k		973.00	97.98	View chart
Fedex Corporation Common Stock (FDX)	0.0	$94k		422.00	223.48	View chart
Idacorp Common Stock (IDA)	0.0	$94k		750.00	125.33	View chart
Consolidated Edison Common Stock (ED)	0.0	$94k		907.00	103.50	View chart
Lam Resh Corp Usd Common Stock (LRCX)	0.0	$93k	-21%	985.00	94.84	View chart
Morgan Stanley Common Stock (MS)	0.0	$93k		649.00	142.46	View chart
Vanguard Large Cap Etf - Large Cap (VV)	0.0	$91k	+6%	313.00	292.05	View chart
Shell Common Stock (SHEL)	0.0	$90k		1.2k	72.20	View chart
Chubb Ltd Chf Common Stock (CB)	0.0	$89k	-23%	336.00	266.02	View chart
Select Sector Spdr Tr Sbi Materials Etf - Equities (XLB)	0.0	$88k		1.0k	87.72	View chart
Vanguart Short-term Treasureindex Fund Etf - Short (VGSH)	0.0	$87k		1.5k	58.54	View chart
Spdr Consumer Discretionary Etf - Equities (XLY)	0.0	$87k	-6%	391.00	221.42	View chart
Truist Finl Corp Common Stock (TFC)	0.0	$84k	+34%	1.9k	43.70	View chart
Goldman Sachs Group Common Stock (GS)	0.0	$79k		109.00	723.57	View chart
Vanguard S&p 500 Growth Etf - Large Cap (VOOG)	0.0	$78k	-25%	190.00	410.84	View chart
Carrier Global Corp Common Stock (CARR)	0.0	$77k		1.1k	68.61	View chart
Equinix Inc Com Par $0.001 Common Stock (EQIX)	0.0	$73k		93.00	785.15	View chart
Webster Finl Corp Conn Common Stock (WBS)	0.0	$73k		1.3k	57.65	View chart
Salesforce Common Stock (CRM)	0.0	$72k		277.00	258.31	View chart
Ishares Russell 2000 Growth Index Fund Etf - Small Cap (IWO)	0.0	$71k		245.00	290.12	View chart
Becton Dickinson & Co. Common Stock (BDX)	0.0	$70k		394.00	178.25	View chart
Ishares Core Msci Eafe Etf Etf - Emerging Intl (IEFA)	0.0	$69k		841.00	81.87	View chart
Ishares Edge Msci Min Vol Usa Etf Etf - Equities (USMV)	0.0	$69k		740.00	92.61	View chart
Comcast Corp New Cl A Common Stock (CMCSA)	0.0	$67k	-39%	2.0k	33.22	View chart
Spdr Barclays Cap Conv Sec Etf - Interm (CWB)	0.0	$65k	-31%	764.00	84.92	View chart
Select Sector Spdr Tr Sbi Int-inds Etf - Equities (XLI)	0.0	$64k		419.00	152.01	View chart
Ishares Iboxx $ Inv Grade Corp Bond Etf Etf - Interm (LQD)	0.0	$62k		569.00	109.11	View chart
Ishares Bitcoin Trust Etf Etf - Equities (IBIT)	0.0	$60k		903.00	66.31	View chart
Analog Devices Common Stock (ADI)	0.0	$57k		252.00	224.62	View chart
Etf Vanguard Mid-cap Etf - Mid Cap (VO)	0.0	$56k		196.00	285.98	View chart
Ishares Inc Core Msci Emerging Mkts Etf Etf - Emerging Intl (IEMG)	0.0	$55k		918.00	60.33	View chart
Ecolab Common Stock (ECL)	0.0	$54k		208.00	261.75	View chart
Vanguard Reit Etf - Equities (VNQ)	0.0	$54k		600.00	89.14	View chart
Vail Resorts Common Stock (MTN)	0.0	$53k		350.00	150.26	View chart
Chipotle Mexican Grill Common Stock (CMG)	0.0	$49k	-23%	1.1k	42.88	View chart
Omnicom Group Common Stock (OMC)	0.0	$49k		676.00	72.04	View chart
Vaneck Vec Retail Etf Etf - Large Cap (RTH)	0.0	$48k		200.00	241.23	View chart
Crowdstike Holdings Common Stock (CRWD)	0.0	$46k		100.00	454.57	View chart
Ishs Barclays 1-3 Yr Treas Bd Etf - Short (SHY)	0.0	$45k	-46%	544.00	82.52	View chart
Prudential Finl Common Stock (PRU)	0.0	$44k		420.00	103.58	View chart
Invesco Exchng Traded Fd Tr Global Water Etf - Large Cap (PIO)	0.0	$43k		979.00	43.98	View chart
Esco Technologies Common Stock (ESE)	0.0	$41k		212.00	193.70	View chart
Masco Corporation Common Stock (MAS)	0.0	$39k	-40%	575.00	68.13	View chart
Illinois Tool Works Common Stock (ITW)	0.0	$38k		150.00	255.97	View chart
Vanguard Index Funds Small Cap Etf - Small Cap (VB)	0.0	$38k		158.00	241.54	View chart
Wells Fargo Pfd L Preferred Stock (WFC.PL)	0.0	$38k		32.00	1184.50	View chart
Mccormick & Co Common Stock (MKC)	0.0	$37k		528.00	70.63	View chart
Dupont De Nemours Common Stock (DD)	0.0	$37k	-54%	511.00	71.90	View chart
Air Products And Chemicals Common Stock (APD)	0.0	$36k	-72%	125.00	287.86	View chart
Otis Worldwide Corp Common Stock (OTIS)	0.0	$35k		411.00	85.69	View chart
HP Common Stock (HPQ)	0.0	$31k		1.3k	24.79	View chart
Darden Restaurants Common Stock (DRI)	0.0	$30k		150.00	201.67	View chart
Corteva Common Stock (CTVA)	0.0	$29k		403.00	72.13	View chart
Micron Technology Common Stock (MU)	0.0	$28k	-39%	260.00	109.14	View chart
Technology Select Sector Spdr Etf Etf - Equities (XLK)	0.0	$28k	-91%	108.00	262.72	View chart
Hewlett Packard Ent Common Stock (HPE)	0.0	$26k		1.3k	20.68	View chart
American Elec Pwr Common Stock (AEP)	0.0	$26k		230.00	113.14	View chart
Colgate Palmolive Common Stock (CL)	0.0	$26k		309.00	83.84	View chart
Genuine Parts Common Stock (GPC)	0.0	$26k		200.00	128.88	View chart
Ishs Barclays Intermediate Term Credit Bond Etf - Interm (IGIB)	0.0	$24k		450.00	53.15	View chart
Gilead Sciences Common Stock (GILD)	0.0	$23k		205.00	112.29	View chart
Waste Mgmt Inc Del Common Stock (WM)	0.0	$23k		100.00	229.16	View chart
Aon Common Stock (AON)	0.0	$23k	-7%	64.00	355.69	View chart
Jacobs Solutions Common Stock (J)	0.0	$23k		160.00	141.86	View chart
Entergy Corporation Common Stock (ETR)	0.0	$23k		250.00	90.43	View chart
Ishs Tr S&p Mdcp 400 Value Etf Etf - Mid Cap (IJJ)	0.0	$22k		176.00	124.65	View chart
T Rowe Price Group Common Stock (TROW)	0.0	$20k		200.00	101.45	View chart
Ameren Corp Common Stock (AEE)	0.0	$20k		200.00	101.13	View chart
Marriott International Inc New Class A Common Stock (MAR)	0.0	$20k		75.00	263.80	View chart
Fastenal Common Stock (FAST)	0.0	$19k	+100%	400.00	46.13	View chart
Cigna Corporation Common Stock (CI)	0.0	$18k		69.00	267.38	View chart
U S Bancorp Del Common Stock (USB)	0.0	$18k		400.00	44.95	View chart
Advanced Micro Devices Common Stock (AMD)	0.0	$18k		100.00	176.31	View chart
Ge Healthcare Technologies Common Stock (GEHC)	0.0	$18k	-17%	247.00	71.31	View chart
Arm Holdings Common Stock (ARM)	0.0	$16k	NEW	115.00	141.37	View chart
Ubs Group Common Stock (UBS)	0.0	$15k		410.00	37.32	View chart
Johnson Ctls Intl Foreign Equities (JCI)	0.0	$15k		145.00	105.00	View chart
Principal Financial Group Common Stock (PFG)	0.0	$15k		195.00	77.83	View chart
Vanguard Small Cap Etf - Small Cap (VBR)	0.0	$15k		75.00	198.27	View chart
Dte Energy Common Stock (DTE)	0.0	$14k		100.00	138.41	View chart
Medtronic Foreign Equities (MDT)	0.0	$14k		150.00	90.24	View chart
Dow Common Stock (DOW)	0.0	$14k	-86%	578.00	23.28	View chart
America Movil S.a.b. De C.v. Foreign Equities (AMX)	0.0	$13k		700.00	18.06	View chart
Paypal Holdings Common Stock (PYPL)	0.0	$11k	-41%	160.00	68.76	View chart
Zoetis Common Stock (ZTS)	0.0	$11k	-94%	75.00	145.79	View chart
Kraft Heinz Common Stock (KHC)	0.0	$9.7k	-60%	353.00	27.44	View chart
Pacer Data And Digital Revolution Etf - Large Cap (TRFK)	0.0	$9.1k		146.00	62.03	View chart
State Street Corp Common Stock (STT)	0.0	$8.4k		75.00	111.75	View chart
Ishares Global Communication Services Etf Etf - Large Cap (IXP)	0.0	$8.3k		73.00	113.52	View chart
Communication Services Select Sector Spdr Fund Etf - Large Cap (XLC)	0.0	$8.1k		75.00	107.39	View chart
Whirlpool Corporation Common Stock (WHR)	0.0	$6.6k	-32%	80.00	83.04	View chart
Xylem Common Stock (XYL)	0.0	$6.1k		42.00	144.60	View chart
Freeport-mcmoran Copper Common Stock (FCX)	0.0	$6.0k		150.00	40.23	View chart
Schlumberger Ltd Com Stk Common Stock (SLB)	0.0	$5.6k		165.00	33.78	View chart
Heico Corp Common Stock (HEI)	0.0	$5.6k		17.00	326.76	View chart
Veralto Corp Common Stock (VLTO)	0.0	$4.5k		43.00	104.81	View chart
Domino's Pizza Common Stock (DPZ)	0.0	$4.2k		9.00	463.11	View chart
Baker Hughes Inc. Cl A Common Common Stock (BKR)	0.0	$3.5k		78.00	45.01	View chart
Alcon Inc Chf Foreign Equities (ALC)	0.0	$3.5k		40.00	87.55	View chart
Amentum Holdings Common Stock (AMTM)	0.0	$3.3k	+7%	134.00	24.95	View chart
Intel Corp Common Stock (INTC)	0.0	$2.8k		139.00	19.78	View chart
V F Corp Common Stock (VFC)	0.0	$2.1k		175.00	11.72	View chart
Flexshares 3 Year Duration Tips Etf Etf - Inflation Protected (TDTT)	0.0	$2.0k		81.00	24.17	View chart
Solventum Corp. Common Stock (SOLV)	0.0	$1.8k	-80%	25.00	71.36	View chart

Past Filings by Union Savings Bank

SEC 13F filings are viewable for Union Savings Bank going back to 2023

Union Savings Bank 2025 Q2 filed Aug. 8, 2025
Union Savings Bank 2025 Q1 filed April 22, 2025
Union Savings Bank 2024 Q4 filed Jan. 16, 2025
Union Savings Bank 2024 Q3 filed Oct. 15, 2024
Union Savings Bank 2024 Q2 filed Aug. 1, 2024
Union Savings Bank 2024 Q1 filed April 29, 2024
Union Savings Bank 2023 Q4 filed Feb. 9, 2024
Union Savings Bank 2023 Q3 filed Oct. 24, 2023
Union Savings Bank 2023 Q2 filed Aug. 14, 2023

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