UNION SAVINGS BANK

Est. AUM

$98.8M

13F long equity, this entity only

Positions

319

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC COM	COMMON STOCK	$23.0M	32	23.26%	SOLE
2	ISHARES CORE S&P MID-CAP ETF	ETF - MID CAP	$14.1M	208600	14.26%	SOLE
3	ETF ISHS INTER GOVT CR BD	ETF - INTERM	$4.4M	41311	4.46%	SOLE
4	ISHARES CORE S&P SMALL-CAP ETF	ETF - SMALL CAP	$3.1M	24558	3.09%	SOLE
5	INVESCO QQQ	ETF - LARGE CAP	$2.3M	3898	2.28%	SOLE
6	IDEXX LABORATORIES INC	COMMON STOCK	$2.0M	3500	1.99%	SOLE
7	VANGUARD INFORMATION TECHNOLOGY VIPERS	ETF - EQUITIES	$1.9M	2674	1.89%	SOLE
8	SPDR S&P DIVIDEND ETF	ETF - LARGE CAP	$1.8M	12364	1.83%	SOLE
9	TJX COS INC	COMMON STOCK	$1.7M	10908	1.76%	SOLE
10	CHEVRON CORPORATION COM	COMMON STOCK	$1.4M	6594	1.38%	SOLE
11	ISHARES S&P GROWTH INDEX FUND	ETF - LARGE CAP	$1.1M	10170	1.16%	SOLE
12	ETF VANGUARD DIVIDEND APPRECIATION	ETF - LARGE CAP	$1.1M	5064	1.10%	SOLE
13	STRYKER CORP	COMMON STOCK	$1.1M	3247	1.08%	SOLE
14	I SHS RUSSELL 1000 GROWTH INDEX G	ETF - LARGE CAP	$889K	2084	0.90%	SOLE
15	VANGUARD TOTAL STOCK MARKET INDEX	ETF - LARGE CAP	$874K	2723	0.88%	SOLE
16	EVERSOURCE ENERGY	COMMON STOCK	$866K	12496	0.88%	SOLE
17	GE AEROSPACE	COMMON STOCK	$822K	2897	0.83%	SOLE
18	HONEYWELL INTL INC COM	COMMON STOCK	$809K	3581	0.82%	SOLE
19	TESLA MOTORS INC. COMMON	COMMON STOCK	$754K	2027	0.76%	SOLE
20	AMERICAN EXPRESS CO COM	COMMON STOCK	$751K	2484	0.76%	SOLE
21	GE VERNOVA INC.	COMMON STOCK	$745K	854	0.75%	SOLE
22	VANGUARD ENERGY ETF	ETF - EQUITIES	$732K	4229	0.74%	SOLE
23	THERMO FISHER SCIENTIFIC INC	COMMON STOCK	$730K	1486	0.74%	SOLE
24	APPLIED MATERIALS COM	COMMON STOCK	$693K	2027	0.70%	SOLE
25	CISCO SYSTEMS INC COM	COMMON STOCK	$637K	8211	0.64%	SOLE
26	ISHARES CORE S&P 500 ETF	ETF - LARGE CAP	$636K	974	0.64%	SOLE
27	SPDR GOLD TR GOLD SHS	ETF - ALTERNATIVE	$615K	1430	0.62%	SOLE
28	BERKSHIRE HATHAWAY INC. DEL CL B	COMMON STOCK	$596K	1243	0.60%	SOLE
29	VANGUARD MEGA CAP INDEX FUNDETF	ETF - LARGE CAP	$550K	2327	0.56%	SOLE
30	ISHARES RUSSELL MIDCAP INDEX FUND	ETF - EQUITIES	$549K	5647	0.56%	SOLE
31	LOWES COMPANIES INC COM STK	COMMON STOCK	$519K	2196	0.53%	SOLE
32	J P MORGAN CHASE & CO	COMMON STOCK	$500K	1700	0.51%	DFND
33	EOG RES INC	COMMON STOCK	$488K	3377	0.49%	SOLE
34	ELI LILLY & CO COM	COMMON STOCK	$483K	525	0.49%	DFND
35	BANK OF AMERICA CORP NEW	COMMON STOCK	$479K	9832	0.48%	SOLE
36	MICROSOFT CORP	COMMON STOCK	$472K	1274	0.48%	DFND
37	SPDR S&P 500 ETF TRUST	ETF - LARGE CAP	$466K	716	0.47%	DFND
38	PALO ALTO NETWORKS INC	COMMON STOCK	$461K	2875	0.47%	SOLE
39	I SHS RUSSELL 1000	ETF - LARGE CAP	$450K	1263	0.46%	SOLE
40	AMGEN INC.	COMMON STOCK	$449K	1276	0.45%	SOLE
41	BLACKROCK INC NEW NPV	COMMON STOCK	$435K	452	0.44%	SOLE
42	AMERICAN TOWER REIT	COMMON STOCK	$429K	2487	0.43%	SOLE
43	NEXTERA ENERGY INC	COMMON STOCK	$395K	4250	0.40%	DFND
44	ISHARES S&P VALUE INDEX FUND	ETF - LARGE CAP	$388K	1838	0.39%	SOLE
45	ENBRIDGE INC NPV	FOREIGN EQUITIES	$380K	7021	0.38%	DFND
46	CME GROUP INC	COMMON STOCK	$375K	1271	0.38%	SOLE
47	ISHARES CORE TOTAL U S BOND MARKET ETF	ETF - INTERM	$344K	3466	0.35%	SOLE
48	PFIZER INC COM	COMMON STOCK	$333K	11874	0.34%	SOLE
49	SELECT SECTOR SPDR - UTILITIES	ETF - EQUITIES	$331K	7204	0.34%	SOLE
50	EXXON MOBIL CORP COM	COMMON STOCK	$327K	1930	0.33%	DFND

1–50 of 319

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.