UNION SAVINGS BANK
CIK 0001985855 · LITCHFIELD, CT · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$248.9M
2026 Q2
Positions
322
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
53.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPHQ
INVESCO S&P 500 QUALITY ETF
17.8%
BRK-A
BERKSHIRE HATHAWAY INC COM
9.6%
IJH
ISHARES CORE S&P MID-CAP ETF
6.7%
SPY
SPDR S&P 500 ETF TRUST
5.3%
IWM
ISHARES RUSSELL 2000 INDEX
3.1%
MSFT
MICROSOFT CORP
2.4%
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
2.4%
AAPL
APPLE INCORPORATED
2.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.