United Community Bank
Annual return '25
+13.4%
SPY '25
+17.7%
Alpha
-4.3ptsvs SPY
Invested
$299.9M
Holdings
563
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW COM
Q1 2026: Increased +129.6% (240 → 551 shares)
9.2%
02
$IAUM
ISHARES GOLD TR SHARES REPRESENT ETF
Q1 2026: Sold 42.0% (129.3k → 75.0k shares)
5.9%
03
$PBP
INVESCO EXCHANGE TRADED FD TR ETF
Q4 2025: Exited (was 537.9k shares)
3.5%
04
$EFA
ISHARES MSCI EAFE ETF
Q1 2026: Exited (was 1.4k shares)
3.0%
05
$IVV
ISHARES TR CORE S&P500 ETF
Q1 2026: Exited (was 26 shares)
2.3%
06
$MSFT
MICROSOFT CORP COM
Q1 2026: Increased +286.7% (972 → 3.8k shares)
2.2%
07
$VTI
VANGUARD TOTAL STOCK MARKET ETF
Q4 2025: Exited (was 10.9k shares)
2.0%
08
$IJH
ISHARES CORE S&P MIDCAP ETF
Q1 2026: Exited (was 2.1k shares)
1.9%
09
$SPHQ
INVESCO EXCHANGE TRADED FD TR S&P500
Q4 2025: Exited (was 35.3k shares)
1.6%
10
$VXF
VANGUARD EXTENDED MARKET ETF
Q4 2025: Exited (was 18.6k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:34 UTC.