Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, IJH, SPY, IWM, and represent 40.42% of Union Savings Bank's stock portfolio.
Added to shares of these 10 stocks: IJH, VEU, SPHQ, GVI, ISRG, MCHP, PANW, IJR, AMZN, MA.
Started 9 new stock positions in CEG, BA, SCHD, VSNT, AZN, CNP, COF, ULTA, PLTR.
Reduced shares in these 10 stocks: , ACN, CALI, IWV, NVO, AWK, CMF, , VYM, LMT.
Sold out of its positions in AstraZeneca, BR, GUNR, IWV, FLOT, IBIT, J, PAYC, SOLS, AON.
Union Savings Bank was a net buyer of stock by $1.3M.
Union Savings Bank has $228M in assets under management (AUM), dropping by -1.18%.
Central Index Key (CIK): 0001985855

Tip: Access up to 7 years of quarterly data

Positions held by Union Savings Bank consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Union Savings Bank

Union Savings Bank holds 320 positions in its portfolio as reported in the March 2026 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)	16.1	$37M		488k	75.19	View chart
Berkshire Hathaway Common Stock (BRK.A)	10.1	$23M		32.00	718140.00	View chart
Ishares Core S&p Mid-cap Etf Etf - Mid Cap (IJH)	6.2	$14M	+30%	209k	67.52	View chart
Spdr S&p 500 Etf Trust Etf - Large Cap (SPY)	5.4	$12M		19k	650.33	View chart
Ishares Russell 2000 Index Etf - Small Cap (IWM)	2.7	$6.1M		25k	248.00	View chart
Microsoft Corp Common Stock (MSFT)	2.6	$6.0M		16k	370.16	View chart
Vanguard High Dividend Yield Etf Etf - Large Cap (VYM)	2.6	$5.8M	-2%	39k	148.10	View chart
Apple Incorporated Common Stock (AAPL)	2.3	$5.3M		21k	253.79	View chart
Exxon Mobil Corp Common Stock (XOM)	2.2	$5.1M		30k	169.66	View chart
Etf Ishs Inter Govt Cr Bd Etf - Interm (GVI)	1.9	$4.4M	+8%	41k	106.68	View chart
Alphabet Common Stock (GOOGL)	1.8	$4.2M	-2%	15k	287.55	View chart
Spdr S&p Midcap 400 Etf Tr Etf - Mid Cap (MDY)	1.7	$4.0M		6.5k	616.76	View chart
J P Morgan Chase & Co Common Stock (JPM)	1.4	$3.1M		11k	294.15	View chart
Ishares Core S&p Small-cap Etf Etf - Small Cap (IJR)	1.3	$3.1M	+3%	25k	124.31	View chart
Nvidia Corp Common Stock (NVDA)	1.3	$3.0M		17k	174.40	View chart
Costco Wholesale Corporation Common Stock (COST)	1.0	$2.3M		2.4k	996.41	View chart
Amazon.com Common Stock (AMZN)	1.0	$2.3M	+3%	11k	208.27	View chart
Invesco Qqq Etf - Large Cap (QQQ)	1.0	$2.2M	+3%	3.9k	577.17	View chart
Idexx Laboratories Common Stock (IDXX)	0.9	$2.0M		3.5k	561.89	View chart
Vanguard Information Technology Vipers Etf - Equities (VGT)	0.8	$1.9M		2.7k	697.71	View chart
Spdr S&p Dividend Etf Etf - Large Cap (SDY)	0.8	$1.8M		12k	145.94	View chart
Tjx Cos Common Stock (TJX)	0.8	$1.7M		11k	159.70	View chart
Ishares Select Dividend Etf Etf - Mid Cap (DVY)	0.8	$1.7M	-5%	12k	151.41	View chart
Mastercard Common Stock (MA)	0.8	$1.7M	+4%	3.4k	499.64	View chart
Eli Lilly & Co Common Stock (LLY)	0.7	$1.5M		1.6k	919.76	View chart
Procter & Gamble Common Stock (PG)	0.7	$1.5M	-2%	10k	144.44	View chart
Chevron Corporation Common Stock (CVX)	0.6	$1.4M		6.6k	206.90	View chart
Broadcom Common Stock (AVGO)	0.6	$1.3M	+2%	4.3k	309.50	View chart
Johnson & Johnson Common Stock (JNJ)	0.6	$1.3M		5.2k	244.44	View chart
Norfolk Southn Corp Common Stock (NSC)	0.6	$1.3M	-3%	4.4k	287.00	View chart
Mcdonalds Corp Common Stock (MCD)	0.5	$1.2M	-8%	3.9k	310.78	View chart
Meta Platforms Common Stock (META)	0.5	$1.2M		2.1k	572.12	View chart
Raytheon Technologies Corp. Common Stock (RTX)	0.5	$1.2M	-5%	6.1k	192.90	View chart
Ishares S&p Growth Index Fund Etf - Large Cap (IVW)	0.5	$1.2M		10k	113.11	View chart
Vanguard Ftse All World Ex Us Etf Etf - Developed Intl (VEU)	0.5	$1.1M	+81%	15k	75.10	View chart
Automatic Data Processing Common Stock (ADP)	0.5	$1.1M	-6%	5.5k	203.18	View chart
Pepsico Common Stock (PEP)	0.5	$1.1M		7.1k	155.29	View chart
Etf Vanguard Dividend Appreciation Etf - Large Cap (VIG)	0.5	$1.1M	-3%	5.1k	215.06	View chart
Enbridge Foreign Equities (ENB)	0.5	$1.1M	-5%	20k	54.13	View chart
Caterpillar Common Stock (CAT)	0.5	$1.1M		1.5k	708.45	View chart
Stryker Corp Common Stock (SYK)	0.5	$1.1M		3.2k	328.57	View chart
The Home Depot Common Stock (HD)	0.5	$1.1M	-4%	3.2k	328.87	View chart
Abbvie Common Stock (ABBV)	0.4	$1.0M		4.7k	217.49	View chart
Blackstone Group Common Stock (BX)	0.4	$1.0M	+3%	8.8k	114.99	View chart
Travelers Companies Common Stock (TRV)	0.4	$981k	-2%	3.4k	291.67	View chart
Oracle Corporation Common Stock (ORCL)	0.4	$971k	+6%	6.6k	147.11	View chart
Lockheed Martin Corp Common Stock (LMT)	0.4	$938k	-11%	1.6k	604.37	View chart
I Shs Russell 1000 Growth Index G Etf - Large Cap (IWF)	0.4	$889k	-5%	2.1k	426.39	View chart
Ishares Short-term Corp Bond Etf - Short (IGSB)	0.4	$876k	+3%	17k	52.56	View chart
Abbott Laboratories Common Stock (ABT)	0.4	$876k		8.5k	102.67	View chart
Vanguard Total Stock Market Index Etf - Large Cap (VTI)	0.4	$874k	-8%	2.7k	320.80	View chart
Financial Select Sector Spdretf Etf - Equities (XLF)	0.4	$871k		18k	49.36	View chart
Eversource Energy Common Stock (ES)	0.4	$866k		13k	69.28	View chart
Ge Aerospace Common Stock (GE)	0.4	$822k		2.9k	283.75	View chart
Honeywell Intl Common Stock (HON)	0.4	$809k		3.6k	226.03	View chart
Alphabet Common Stock (GOOG)	0.3	$754k		2.6k	286.85	View chart
Tesla Motors Inc. Common Common Stock (TSLA)	0.3	$754k		2.0k	371.75	View chart
American Express Common Stock (AXP)	0.3	$751k		2.5k	302.47	View chart
Ge Vernova Common Stock (GEV)	0.3	$745k	+3%	854.00	872.88	View chart
Caseys Gen Stores Common Stock (CASY)	0.3	$742k	+2%	1.0k	727.83	View chart
Vanguard Energy Etf Etf - Equities (VDE)	0.3	$732k		4.2k	173.04	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.3	$730k		1.5k	491.51	View chart
Applied Materials Common Stock (AMAT)	0.3	$693k		2.0k	341.78	View chart
Cisco Systems Common Stock (CSCO)	0.3	$637k	-7%	8.2k	77.59	View chart
Ishares Core S&p 500 Etf Etf - Large Cap (IVV)	0.3	$636k	+4%	974.00	653.20	View chart
Spdr Gold Tr Gold Etf - Alternative (GLD)	0.3	$615k		1.4k	430.28	View chart
Berkshire Hathaway Inc. Del Cl B Common Stock (BRK.B)	0.3	$596k		1.2k	479.20	View chart
Southern Common Stock (SO)	0.3	$589k	-10%	6.1k	96.52	View chart
Merck & Co Common Stock (MRK)	0.3	$581k	-7%	4.8k	120.29	View chart
Bristol Myers Squibb Common Stock (BMY)	0.3	$579k		9.6k	60.65	View chart
Coca Cola Company Common Stock (KO)	0.3	$579k		7.6k	76.04	View chart
Linde Common Stock (LIN)	0.2	$561k		1.1k	495.74	View chart
Mondelez Intl Common Stock (MDLZ)	0.2	$557k	-4%	9.7k	57.63	View chart
Vanguard Mega Cap Index Fundetf Etf - Large Cap (MGC)	0.2	$550k		2.3k	236.35	View chart
Ishares Russell Midcap Index Fund Etf - Equities (IWR)	0.2	$549k		5.6k	97.23	View chart
Lowes Companies Inc Com Stk Common Stock (LOW)	0.2	$519k		2.2k	236.28	View chart
Internat'l Business Machines Common Stock (IBM)	0.2	$509k	-7%	2.1k	242.38	View chart
Union Pac Corp Common Stock (UNP)	0.2	$508k	-6%	2.1k	242.61	View chart
Accenture Foreign Equities (ACN)	0.2	$494k	-31%	2.5k	198.28	View chart
Eog Res Common Stock (EOG)	0.2	$488k	+8%	3.4k	144.57	View chart
Nextera Energy Common Stock (NEE)	0.2	$481k		5.2k	92.88	View chart
Bank Of America Corp Common Stock (BAC)	0.2	$479k	-4%	9.8k	48.75	View chart
Danaher Corp Common Stock (DHR)	0.2	$476k	-2%	2.5k	189.60	View chart
Palo Alto Networks Common Stock (PANW)	0.2	$461k	+34%	2.9k	160.31	View chart
I Shs Russell 1000 Etf - Large Cap (IWB)	0.2	$450k		1.3k	356.55	View chart
Amgen Common Stock (AMGN)	0.2	$449k		1.3k	351.84	View chart
Blackrock Common Stock (BLK)	0.2	$435k	+5%	452.00	961.69	View chart
American Tower Reit Common Stock (AMT)	0.2	$429k	-3%	2.5k	172.58	View chart
Ishares S&p Value Index Fund Etf - Large Cap (IVE)	0.2	$388k		1.8k	211.15	View chart
3m Company Common Stock (MMM)	0.2	$376k		2.6k	145.23	View chart
Cme Group Common Stock (CME)	0.2	$375k	-8%	1.3k	295.33	View chart
At&t Common Stock (T)	0.2	$371k	-12%	13k	28.98	View chart
Duke Energy Corp Common Stock (DUK)	0.2	$367k	-9%	2.8k	130.94	View chart
Ishares Core Total U S Bond Market Etf Etf - Interm (AGG)	0.2	$344k		3.5k	99.27	View chart
Pfizer Common Stock (PFE)	0.1	$333k		12k	28.07	View chart
Mckesson Corp Common Stock (MCK)	0.1	$331k		383.00	865.35	View chart
Select Sector Spdr - Utilities Etf - Equities (XLU)	0.1	$331k		7.2k	45.88	View chart
Cummins Common Stock (CMI)	0.1	$315k	-4%	586.00	538.01	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$314k	+471%	680.00	460.96	View chart
Microchip Technology Common Stock (MCHP)	0.1	$308k	+133%	4.8k	64.61	View chart
Intuit Common Stock (INTU)	0.1	$305k		705.00	432.38	View chart
Ishares California Muni Bondetf Etf - Interm (CMF)	0.1	$300k	-33%	5.3k	56.86	View chart
Netflix Common Stock (NFLX)	0.1	$298k		3.1k	96.15	View chart
Emerson Elec Common Stock (EMR)	0.1	$298k		2.3k	131.02	View chart
Deere & Company Common Stock (DE)	0.1	$292k		518.00	563.29	View chart
Ishares Russell Midcap Value Index Fund Etf - Mid Cap (IWS)	0.1	$290k		2.0k	145.74	View chart
Tractor Supply Common Stock (TSCO)	0.1	$288k	+18%	6.4k	45.29	View chart
Verizon Communications Common Stock (VZ)	0.1	$284k		5.7k	50.20	View chart
Lam Resh Corp Usd Common Stock (LRCX)	0.1	$278k	-3%	1.3k	213.66	View chart
Kimberly Clark Corp Common Stock (KMB)	0.1	$277k	-2%	2.9k	96.47	View chart
Ishares Russell 2000 Value Index Fund Etf - Small Cap (IWN)	0.1	$273k		1.4k	189.59	View chart
O'reilly Automotive Common Stock (ORLY)	0.1	$269k		2.9k	92.31	View chart
Nbt Bancorp Common Stock (NBTB)	0.1	$267k	-14%	6.3k	42.57	View chart
Ishares Msci Emerging Mkts Index Etf - Emerging Intl (EEM)	0.1	$262k		4.6k	56.79	View chart
Novartis A G Common Stock (NVS)	0.1	$258k	-11%	1.7k	152.75	View chart
Parker Hannifin Corp Common Stock (PH)	0.1	$251k		280.00	895.23	View chart
Visa Common Stock (V)	0.1	$248k		822.00	302.23	View chart
Ishares S&p Natl Muni Bond Fund Etf - Interm (MUB)	0.1	$244k	+11%	2.3k	106.15	View chart
American Wtr Wks Common Stock (AWK)	0.1	$242k	-42%	1.8k	136.09	View chart
Altria Group Common Stock (MO)	0.1	$240k		3.6k	65.99	View chart
Ishs Barclays Intermediate Term Credit Bond Etf - Interm (IGIB)	0.1	$227k		4.3k	53.22	View chart
Vanguard Index Funds S&p 500 Etf Etf - Large Cap (VOO)	0.1	$216k		362.00	597.54	View chart
Ishares Hi Yield Corporate Bond Etf - High Yield (HYG)	0.1	$215k		2.7k	79.56	View chart
Citigroup Common Stock (C)	0.1	$212k		1.9k	113.41	View chart
Vanguard Extended Market Etf Etf - Mid Cap (VXF)	0.1	$204k		989.00	205.80	View chart
Nasdaq Biotechnology I Shares Etf - Equities (IBB)	0.1	$203k		1.2k	168.85	View chart
Photronics Common Stock (PLAB)	0.1	$202k		5.0k	40.40	View chart
Intercontinental Exchange Common Stock (ICE)	0.1	$198k		1.3k	157.28	View chart
Aflac Incorporated Common Stock (AFL)	0.1	$186k		1.7k	109.71	View chart
Ishares Gold Trust Etf Etf - Alternative (IAU)	0.1	$186k		2.1k	88.15	View chart
Conocophillips Common Stock (COP)	0.1	$181k	-13%	1.4k	132.00	View chart
Walt Disney Company Common Stock (DIS)	0.1	$177k		1.8k	96.38	View chart
Vanguard Developed Markets Etf Etf - Developed Intl (VEA)	0.1	$172k		2.7k	64.08	View chart
Nucor Corp Common Stock (NUE)	0.1	$168k		995.00	169.10	View chart
Cvs Health Corp Common Stock (CVS)	0.1	$166k		2.3k	71.81	View chart
United Health Group Common Stock (UNH)	0.1	$164k	+35%	607.00	270.58	View chart
Starbucks Corporation Common Stock (SBUX)	0.1	$164k		1.8k	89.59	View chart
Suncor Energy Foreign Equities (SU)	0.1	$164k		2.5k	66.11	View chart
Ishares Esg Aware Msci Emerging Mkts Fund Etf - Emerging Intl (ESGE)	0.1	$163k	-2%	3.6k	45.47	View chart
Metlife Common Stock (MET)	0.1	$163k		2.3k	70.72	View chart
Cbre Group Inc Cl A Common Stock (CBRE)	0.1	$160k	+9%	1.2k	135.45	View chart
Csx Corp Common Stock (CSX)	0.1	$156k		3.8k	41.04	View chart
Etf Vanguard Bond Index Etf - Interm (BND)	0.1	$153k		2.1k	73.63	View chart
Philip Morris Intl Common Stock (PM)	0.1	$152k	-14%	921.00	165.34	View chart
Ishares Russell 1000 Value Index Etf - Equities (IWD)	0.1	$151k		708.00	213.67	View chart
Fedex Corporation Common Stock (FDX)	0.1	$150k		422.00	356.17	View chart
Ishares Short-term California Muni Active Etf Etf - Interm (CALI)	0.1	$149k	-57%	3.0k	50.43	View chart
Target Corp Common Stock (TGT)	0.1	$146k	-12%	1.2k	121.20	View chart
Eaton Corp Foreign Equities (ETN)	0.1	$144k		403.00	357.66	View chart
Ishares Russell 2000 Growth Index Fund Etf - Small Cap (IWO)	0.1	$142k		451.00	313.79	View chart
Vanguard Growth Etf Etf - Large Cap (VUG)	0.1	$138k		316.00	436.78	View chart
Ishares Msci Eafe Index Etf - Developed Intl (EFA)	0.1	$137k		1.4k	97.13	View chart
Adobe Systems Common Stock (ADBE)	0.1	$136k	-29%	561.00	243.08	View chart
Select Sector Spdr Tr Sbi Healthcare Etf - Equities (XLV)	0.1	$132k		902.00	146.61	View chart
Glaxo Smithkline Common Stock (GSK)	0.1	$131k	-17%	2.4k	55.18	View chart
Church & Dwight Common Stock (CHD)	0.1	$131k		1.4k	93.32	View chart
United Parcel Service Common Stock (UPS)	0.1	$129k		1.3k	98.38	View chart
General Dynamics Corp Common Stock (GD)	0.1	$127k		370.00	343.20	View chart
Nxp Semiconductors Nv Foreign Equities (NXPI)	0.1	$127k		645.00	196.86	View chart
Wal-mart Stores Common Stock (WMT)	0.1	$121k		973.00	124.28	View chart
Ishares Silver Trust Etf Etf - Alternative (SLV)	0.1	$120k		1.8k	68.13	View chart
Ishares Edge Msci Us Qulty Fact Etf Etf - Developed Intl (QUAL)	0.0	$112k		583.00	191.81	View chart
Chubb Ltd Chf Common Stock (CB)	0.0	$110k		336.00	325.92	View chart
Spdr Dow Jones Indl Average Etr Tr Etf - Large Cap (DIA)	0.0	$109k		236.00	463.19	View chart
Ishares S&p Us Preferred Stock Index Fund Preferred Stock (PFF)	0.0	$107k		3.5k	30.31	View chart
Idacorp Common Stock (IDA)	0.0	$107k		750.00	142.97	View chart
Truist Finl Corp Common Stock (TFC)	0.0	$106k	-20%	2.3k	45.97	View chart
Dominion Res Inc Va Common Stock (D)	0.0	$104k	-13%	1.7k	61.81	View chart
Wells Fargo & Co Common Stock (WFC)	0.0	$103k		1.3k	79.61	View chart
Consolidated Edison Common Stock (ED)	0.0	$103k		907.00	113.18	View chart
Ishares Russell Midcap Growth Index Fund Etf - Mid Cap (IWP)	0.0	$102k		795.00	128.12	View chart
Vanguard Communication Services Etf Etf - Equities (VOX)	0.0	$102k	-5%	565.00	179.84	View chart
Select Sector Spdr Tr Sbi Materials Etf - Equities (XLB)	0.0	$100k		2.0k	49.97	View chart
Public Svc Enterprise Group Common Stock (PEG)	0.0	$100k		1.2k	80.95	View chart
Marsh & Mclennan Companies Common Stock (MRSH)	0.0	$99k		569.00	173.44	View chart
Paychex Inc Com Stk Common Stock (PAYX)	0.0	$97k	-6%	1.0k	92.12	View chart
Fiserv Common Stock (FISV)	0.0	$95k		1.7k	55.79	View chart
Shell Common Stock (SHEL)	0.0	$93k	-19%	1.0k	93.00	View chart
Goldman Sachs Group Common Stock (GS)	0.0	$92k		109.00	845.96	View chart
Equinix Inc Com Par $0.001 Common Stock (EQIX)	0.0	$91k		93.00	980.23	View chart
Micron Technology Common Stock (MU)	0.0	$88k		260.00	337.83	View chart
Webster Finl Corp Conn Common Stock (WBS)	0.0	$87k		1.3k	69.42	View chart
Transdigm Group Common Stock (TDG)	0.0	$87k		75.00	1158.96	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf - Small Cap (ESML)	0.0	$86k		1.8k	47.02	View chart
Clorox Co Calif Com Stk Common Stock (CLX)	0.0	$85k		824.00	103.63	View chart
Spdr Consumer Discretionary Etf - Equities (XLY)	0.0	$85k		782.00	108.98	View chart
Texas Instruments Common Stock (TXN)	0.0	$84k		435.00	194.14	View chart
Morgan Stanley Common Stock (MS)	0.0	$82k		499.00	164.57	View chart
Analog Devices Common Stock (ADI)	0.0	$80k		252.00	318.12	View chart
General Mills Common Stock (GIS)	0.0	$79k		2.1k	37.22	View chart
Vanguard S&p 500 Growth Etf - Large Cap (VOOG)	0.0	$78k		190.00	407.68	View chart
Spdr Barclays Cap Conv Sec Etf - Interm (CWB)	0.0	$70k		764.00	91.52	View chart
Ishares Edge Msci Min Vol Usa Etf Etf - Equities (USMV)	0.0	$69k		740.00	92.74	View chart
Nike Inc Cl B Common Stock (NKE)	0.0	$69k		1.3k	52.81	View chart
Select Sector Spdr Tr Sbi Int-inds Etf - Equities (XLI)	0.0	$68k		419.00	161.73	View chart
Comcast Corp New Cl A Common Stock (CMCSA)	0.0	$66k		2.3k	28.70	View chart
Vanguard Esg U.s. Stock Etf Etf - Equities (ESGV)	0.0	$66k		586.00	112.27	View chart
Ishares Core Msci Eafe Etf Etf - Emerging Intl (IEFA)	0.0	$65k		719.00	90.53	View chart
Carrier Global Corp Common Stock (CARR)	0.0	$63k		1.1k	56.31	View chart
Ishares Iboxx $ Inv Grade Corp Bond Etf Etf - Interm (LQD)	0.0	$62k		569.00	108.99	View chart
Becton Dickinson & Co. Common Stock (BDX)	0.0	$62k		394.00	157.23	View chart
Esco Technologies Common Stock (ESE)	0.0	$60k		212.00	281.36	View chart
Ishares Inc Core Msci Emerging Mkts Etf Etf - Emerging Intl (IEMG)	0.0	$59k		849.00	69.75	View chart
Constellation Energy Corp Common Stock (CEG)	0.0	$59k	NEW	212.00	279.24	View chart
Advanced Micro Devices Common Stock (AMD)	0.0	$57k		278.00	203.43	View chart
Vaneck Vec Retail Etf Etf - Large Cap (RTH)	0.0	$50k		200.00	250.89	View chart
Novo Nordisk As Common Stock (NVO)	0.0	$46k	-79%	1.3k	36.75	View chart
Vail Resorts Common Stock (MTN)	0.0	$45k		350.00	128.32	View chart
Ishs Barclays 1-3 Yr Treas Bd Etf - Short (SHY)	0.0	$45k		544.00	82.56	View chart
Pnc Finl Svcs Group Common Stock (PNC)	0.0	$44k		212.00	208.09	View chart
Invesco Exchng Traded Fd Tr Global Water Etf - Large Cap (PIO)	0.0	$43k		979.00	43.42	View chart
Waste Mgmt Inc Del Common Stock (WM)	0.0	$40k		175.00	229.79	View chart
Illinois Tool Works Common Stock (ITW)	0.0	$39k		150.00	260.28	View chart
Wells Fargo Pfd L Preferred Stock (WFC.PL)	0.0	$37k		32.00	1155.00	View chart
Gilead Sciences Common Stock (GILD)	0.0	$36k		258.00	139.36	View chart
Entergy Corporation Common Stock (ETR)	0.0	$34k		298.00	112.36	View chart
Salesforce Common Stock (CRM)	0.0	$33k		178.00	186.66	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.0	$32k		81.00	390.38	View chart
Prudential Finl Common Stock (PRU)	0.0	$31k		312.00	97.69	View chart
American Elec Pwr Common Stock (AEP)	0.0	$30k		230.00	131.08	View chart
Hewlett Packard Ent Common Stock (HPE)	0.0	$30k		1.3k	23.80	View chart
Ecolab Common Stock (ECL)	0.0	$30k		113.00	266.01	View chart
Darden Restaurants Common Stock (DRI)	0.0	$29k		150.00	196.04	View chart
Schwab Us Dividend Equity Etf - Large Cap (SCHD)	0.0	$29k	NEW	947.00	30.68	View chart
Technology Select Sector Spdr Etf Etf - Equities (XLK)	0.0	$29k		216.00	132.90	View chart
Mccormick & Co Common Stock (MKC)	0.0	$27k		528.00	50.43	View chart
Garmin Common Stock (GRMN)	0.0	$26k		110.00	232.01	View chart
Capital One Financial Common Stock (COF)	0.0	$25k	NEW	136.00	182.43	View chart
HP Common Stock (HPQ)	0.0	$24k		1.3k	19.20	View chart
Dupont De Nemours Common Stock (DD)	0.0	$23k		511.00	45.79	View chart
Ishs Tr S&p Mdcp 400 Value Etf Etf - Mid Cap (IJJ)	0.0	$23k		176.00	132.50	View chart
Regions Finl Corp Common Stock (RF)	0.0	$22k		859.00	26.11	View chart
Ameren Corp Common Stock (AEE)	0.0	$22k		200.00	109.92	View chart
Total Energies Se Foreign Equities (TTE)	0.0	$20k		223.00	90.98	View chart
Johnson Ctls Intl Foreign Equities (JCI)	0.0	$19k		145.00	130.94	View chart
Fastenal Common Stock (FAST)	0.0	$19k		400.00	46.40	View chart
Waters Corporation Common Stock (WAT)	0.0	$18k	+510%	61.00	297.77	View chart
The Williams Common Stock (WMB)	0.0	$18k		249.00	72.78	View chart
T Rowe Price Group Common Stock (TROW)	0.0	$18k		200.00	90.14	View chart
America Movil S.a.b. De C.v. Foreign Equities (AMX)	0.0	$18k		700.00	25.47	View chart
Medtronic Foreign Equities (MDT)	0.0	$18k		204.00	86.65	View chart
Ge Healthcare Technologies Common Stock (GEHC)	0.0	$18k		247.00	71.17	View chart
Principal Financial Group Common Stock (PFG)	0.0	$18k		195.00	90.11	View chart
Masco Corporation Common Stock (MAS)	0.0	$17k		275.00	60.36	View chart
Vanguard Small Cap Etf - Small Cap (VBR)	0.0	$16k		75.00	217.24	View chart
Ubs Group Common Stock (UBS)	0.0	$16k		410.00	39.06	View chart
Corteva Common Stock (CTVA)	0.0	$16k		190.00	83.71	View chart
Colgate Palmolive Common Stock (CL)	0.0	$15k		174.00	85.21	View chart
Vanguard Reit Etf - Equities (VNQ)	0.0	$15k		165.00	88.70	View chart
Palantir Technologies Cl A Common Stock (PLTR)	0.0	$15k	NEW	100.00	146.28	View chart
Manulife Financial Corp Common Stock (MFC)	0.0	$13k		390.00	34.43	View chart
Haleon Common Stock (HLN)	0.0	$13k		1.3k	10.01	View chart
Pacer Data And Digital Revolution Etf - Large Cap (TRFK)	0.0	$13k	+41%	207.00	62.24	View chart
Dow Hldgs Common Stock (DOW)	0.0	$13k		303.00	41.65	View chart
Ishares Global Communication Services Etf Etf - Large Cap (IXP)	0.0	$12k	+43%	105.00	114.86	View chart
Communication Services Select Sector Spdr Fund Etf - Large Cap (XLC)	0.0	$12k	+42%	107.00	110.85	View chart
Ross Stores Common Stock (ROST)	0.0	$11k		51.00	216.63	View chart
Arch Capit Common Stock (ACGL)	0.0	$11k		109.00	95.98	View chart
MKS Common Stock (MKSI)	0.0	$9.9k		43.00	229.79	View chart
Amphenol Cl A Common Stock (APH)	0.0	$9.9k		78.00	126.35	View chart
Marriott International Inc New Class A Common Stock (MAR)	0.0	$9.8k		30.00	327.07	View chart
Ark Innovation Etf Etf - Equities (ARKK)	0.0	$9.7k		144.00	67.58	View chart
State Street Corp Common Stock (STT)	0.0	$9.5k		75.00	126.56	View chart
Air Products And Chemicals Common Stock (APD)	0.0	$8.4k		29.00	290.45	View chart
Booking Holdings Common Stock (BKNG)	0.0	$8.4k		2.00	4210.00	View chart
Vanguard Index Funds Small Cap Etf - Small Cap (VB)	0.0	$8.4k		32.00	261.91	View chart
Asml Holding Nv Common Stock (ASML)	0.0	$7.9k		6.00	1320.67	View chart
Paypal Holdings Common Stock (PYPL)	0.0	$7.2k		160.00	45.22	View chart
Centerpoint Energy Common Stock (CNP)	0.0	$6.3k	NEW	147.00	43.15	View chart
Unilever Common Stock (UL)	0.0	$6.3k		111.00	56.96	View chart
Intel Corp Common Stock (INTC)	0.0	$6.1k		139.00	44.13	View chart
Sysco Corp Common Stock (SYY)	0.0	$6.1k		85.00	71.33	View chart
Paccar Common Stock (PCAR)	0.0	$6.0k		52.00	115.50	View chart
Crown Castle Intl Corp Common Stock (CCI)	0.0	$5.9k		72.00	81.31	View chart
Carlisle Cos Common Stock (CSL)	0.0	$5.3k		16.00	333.56	View chart
Ulta Beauty Common Stock (ULTA)	0.0	$5.2k	NEW	10.00	522.70	View chart
Xylem Common Stock (XYL)	0.0	$5.0k		42.00	119.48	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$4.9k		11.00	446.45	View chart
Labcorp Hldgs Common Stock (LH)	0.0	$4.8k		18.00	266.78	View chart
Baker Hughes Inc. Cl A Common Common Stock (BKR)	0.0	$4.8k		78.00	61.01	View chart
Heico Corp Common Stock (HEI)	0.0	$4.7k		17.00	274.18	View chart
Arista Networks Common Stock (ANET)	0.0	$4.5k		37.00	122.76	View chart
Brown & Brown Common Stock (BRO)	0.0	$4.4k		68.00	65.19	View chart
Whirlpool Corporation Common Stock (WHR)	0.0	$4.3k		80.00	53.91	View chart
Teledyne Technologies Common Stock (TDY)	0.0	$4.2k		7.00	605.00	View chart
Te Connectivity Plc Usd Common Stock (TEL)	0.0	$4.2k		20.00	209.00	View chart
Berkley W R Corp Common Stock (WRB)	0.0	$4.0k		60.00	66.27	View chart
Keysight Technologies Common Stock (KEYS)	0.0	$4.0k		14.00	282.36	View chart
Cdw Corp Common Stock (CDW)	0.0	$3.9k		32.00	121.00	View chart
Liberty Media Corp Del Common Stock (FWONK)	0.0	$3.8k		45.00	85.00	View chart
Veralto Corp Common Stock (VLTO)	0.0	$3.8k		43.00	88.42	View chart
Realty Income Corporation Common Stock (O)	0.0	$3.7k		61.00	61.16	View chart
Servicenow Common Stock (NOW)	0.0	$3.7k	-96%	35.00	104.54	View chart
Cadence Design Systems Common Stock (CDNS)	0.0	$3.6k		13.00	277.85	View chart
Copart Common Stock (CPRT)	0.0	$3.5k		104.00	33.19	View chart
Domino's Pizza Common Stock (DPZ)	0.0	$3.2k		9.00	358.78	View chart
Alcon Inc Chf Foreign Equities (ALC)	0.0	$3.0k		40.00	75.35	View chart
V F Corp Common Stock (VFC)	0.0	$3.0k		175.00	16.98	View chart
Astrazeneca Common Stock (AZN)	0.0	$3.0k	NEW	15.00	197.20	View chart
Thor Inds Common Stock (THO)	0.0	$2.9k		36.00	79.86	View chart
Brookfield Asset Mgmt Common Stock (BAM)	0.0	$2.8k		62.00	44.44	View chart
Expeditors Intl Wash Common Stock (EXPD)	0.0	$2.6k		18.00	143.22	View chart
Cognizant Technology Solutions Corp Common Stock (CTSH)	0.0	$2.5k		40.00	61.35	View chart
Slb Limited Com Stk Common Stock (SLB)	0.0	$2.4k		47.00	51.36	View chart
Airbnb Common Stock (ABNB)	0.0	$2.4k		19.00	126.26	View chart
Asbury Automotive Group Common Stock (ABG)	0.0	$2.3k		12.00	195.33	View chart
Liberty Broadband Corp Common Stock (LBRDK)	0.0	$2.3k		45.00	50.29	View chart
Lithia Motors Cl A Common Stock (LAD)	0.0	$2.2k		9.00	249.67	View chart
Moelis & Co Common Stock (MC)	0.0	$2.2k		39.00	57.00	View chart
Kraft Heinz Common Stock (KHC)	0.0	$2.2k		98.00	22.47	View chart
Boeing Company Common Stock (BA)	0.0	$2.0k	NEW	10.00	199.00	View chart
Flexshares 3 Year Duration Tips Etf Etf - Inflation Protected (TDTT)	0.0	$2.0k		81.00	24.22	View chart
Versant Media Group Common Stock (VSNT)	0.0	$1.9k	NEW	51.00	37.00	View chart
Kinsale Cap Group Common Stock (KNSL)	0.0	$1.7k		5.00	341.60	View chart
Cullen/frost Bankers Common Stock (CFR)	0.0	$1.6k		12.00	137.00	View chart
Brown-forman Corp Class B Common Stock (BF.B)	0.0	$1.6k		62.00	26.42	View chart
Solventum Corp. Common Stock (SOLV)	0.0	$1.6k		25.00	65.28	View chart
Qnity Electronics Common Stock (Q)	0.0	$1.2k	-96%	10.00	115.30	View chart
Magnum Ice Cream Company Nv Common Stock (MICC)	0.0	$373.000000		25.00	14.92	View chart
Amentum Holdings Common Stock (AMTM)	0.0	$52.000000		2.00	26.00	View chart

Past Filings by Union Savings Bank

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

Union Savings Bank 2026 Q1 filed April 17, 2026
Union Savings Bank 2025 Q4 filed March 6, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z