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Portfolio (Quarterly) Guide ↗

United Community Bank

· CIK 0002000314
13F Portfolio $264M AUM 552 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 64 New 109 Added 214 Reduced 104 Exited
Page 4 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DT DYNATRACE INC COM NEW Technology 64.0 $3K 0.00% NEW $43.34 +19.7%
62 STM STMICROELECTRONICS N V NY REGISTRY ADR Technology 100.0 $3K 0.00% NEW $25.94 +101.4%
63 MICC MAGNUM ICE CREAM CO NV ORD SHS COM Consumer Defensive 70.0 $1K NEW $15.86 +21.8%
64 GEN DIGITAL INC CVR RTS EXP 04/17/2027 33.0 $149.0 NEW $4.52
Page 4 of 4  ·  64 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.8%
Technology 20.8%
Healthcare 9.4%
Consumer Cyclical 7.9%
Consumer Defensive 7.2%
Industrials 7.1%
Communication Services 5.9%
Energy 5.8%
Utilities 3.5%
Basic Materials 1.3%