Union Savings Bank has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report lists 417 distinct positions held by the firm.
The filing details a diverse portfolio spanning various sectors. Major holdings include Alphabet Inc., with 6,246,090 shares, and Amazon.com Inc., with 2,581,673 shares. The bank also holds significant positions in Apple Inc. (6,280,902 shares), Microsoft Corporation (2,386,618 shares), and Berkshire Hathaway Inc. (24,004,160 shares).
Other notable positions include Visa Inc. (1,899,46 shares), UnitedHealth Group (1,828,743 shares), Eli Lilly and Company (1,828,743 shares), and JPMorgan Chase & Co. (1,828,743 shares). The bank also holds ETFs such as the Invesco S&P 500 Quality ETF (49,377,182 shares) and the iShares Core S&P 500 ETF ETF (7,972,300 shares).
The filing was signed by Kathleen VanOrmer, Vice President of Wealth Management Operations & Compliance Manager, on October 14, 2026.
