$0 is the total value of Unified Trust Company, N.A.'s 0 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | VG TOTL STK VPRSequities | $1,833,000 | +21.5% | 11,711 | 0.0% | 1.38% | +37.2% | |
| INO | INOVIO PHARMACEUTICALS INCequities | $531,000 | +263.7% | 19,716 | 0.0% | 0.40% | +312.4% | |
| PNC | PNC BANKequities | $456,000 | +9.9% | 4,337 | 0.0% | 0.34% | +23.8% | |
| IJR | ISHARES CORE S&P SMALL-CAP ETFequities | $434,000 | +21.6% | 6,368 | 0.0% | 0.33% | +37.4% | |
| SYBT | STOCK YARDS BANCORP INC.equities | $416,000 | +39.1% | 10,355 | 0.0% | 0.31% | +57.3% | |
| MCD | MCDONALDSequities | $410,000 | +11.7% | 2,223 | 0.0% | 0.31% | +26.1% | |
| LLY | ELI LILLY & COequities | $394,000 | +18.7% | 2,400 | 0.0% | 0.30% | +34.4% | |
| ABBV | ABBVIE INCequities | $389,000 | +28.8% | 3,968 | 0.0% | 0.29% | +45.8% | |
| CTAS | CINTAS CORP.equities | $384,000 | +53.6% | 1,445 | 0.0% | 0.29% | +73.1% | |
| INTC | INTELequities | $308,000 | +10.8% | 5,149 | 0.0% | 0.23% | +25.4% | |
| EHC | ENCOMPASS HEALTH CORPORATIONequities | $293,000 | -3.3% | 4,736 | 0.0% | 0.22% | +9.4% | |
| BRKA | BERKSHIRE HATHAWAYequities | $267,000 | -1.8% | 1 | 0.0% | 0.20% | +11.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 12 | Q3 2021 | 4.6% |
| MICROSOFT | 12 | Q3 2021 | 3.7% |
| LINDE PLC | 12 | Q3 2021 | 3.6% |
| UNITEDHEALTH GROUP | 12 | Q3 2021 | 3.7% |
| JP MORGAN CHASE | 12 | Q3 2021 | 4.0% |
| JOHNSON & JOHNSON | 12 | Q3 2021 | 3.9% |
| HONEYWELL INTERNATIONAL INC | 12 | Q3 2021 | 3.4% |
| TJX COMPANIES | 12 | Q3 2021 | 3.5% |
| BAXTER INTL | 12 | Q3 2021 | 3.2% |
| NEXTERA ENERGY INC. | 12 | Q3 2021 | 3.4% |
View Unified Trust Company, N.A.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-11-23 |
| 13F-HR | 2021-08-13 |
| 13F-HR | 2021-05-28 |
| 13F-HR | 2021-01-20 |
| 13F-HR | 2020-11-12 |
| 13F-HR | 2020-08-04 |
| 13F-HR/A | 2020-05-12 |
| 13F-HR | 2020-05-07 |
| 13F-HR/A | 2020-01-27 |
| 13F-HR | 2020-01-24 |
View Unified Trust Company, N.A.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.