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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 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GPC GENUINE PARTS CO Consumer Cyclical 3,607.0 $444K 0.17% -4K -50.6% $122.96 -20.6%
62 DIS DISNEY WALT CO COM Communication Services 3,789.0 $431K 0.16% -4K -53.3% $113.77 -9.0%
63 INTU INTUIT INC Technology 628.0 $416K 0.16% -38.0 -5.7% $662.42 -53.6%
64 SYK STRYKER CORPORATION COM Healthcare 1,127.0 $396K 0.15% -221.0 -16.4% $351.47 -8.5%
65 MCK MCKESSON CORP Healthcare 474.0 $389K 0.15% -127.0 -21.1% $820.29 -6.6%
66 DHR DANAHER CORPORATION COM Healthcare 1,692.0 $387K 0.15% -198.0 -10.5% $228.92 -24.3%
67 ORI OLD REPUBLIC INTERNATIONAL CORP Financial Services 8,445.0 $385K 0.15% -5K -39.4% $45.64 -13.1%
68 TSM TAIWAN SEMICONDUCTOR SPONS ADR Technology 1,205.0 $366K 0.14% -2K -64.5% $303.89 +32.2%
69 IVE ISHARES S&P 500 VALUE ETF 1,717.0 $364K 0.14% -15.0 -0.9% $212.07 +6.6%
70 PEP PEPSICO INC COM Consumer Defensive 2,530.0 $363K 0.14% -703.0 -21.7% $143.52 +3.7%
71 HON HONEYWELL INTL INC COM Industrials 1,833.0 $358K 0.14% -81.0 -4.2% $195.09 +14.7%
72 IQVIA HLDGS INC COM 1,585.0 $357K 0.14% -3K -65.7% $225.41
73 PSA PUBLIC STORAGE COM Real Estate 1,343.0 $349K 0.13% -2K -53.2% $259.50 +16.7%
74 MO ALTRIA GROUP INC Consumer Defensive 5,845.0 $337K 0.13% -6K -49.2% $57.66 +27.8%
75 UNH UNITEDHEALTH GROUP INC COM Healthcare 1,018.0 $336K 0.13% -1K -51.5% $330.11 +16.1%
76 WMB WILLIAMS COS INC Energy 5,559.0 $334K 0.13% -4K -42.0% $60.11 +29.6%
77 SO SOUTHERN CO COM Utilities 3,819.0 $333K 0.13% -220.0 -5.5% $87.20 +7.4%
78 DLR DIGITAL REALTY TRUST INC Real Estate 2,141.0 $331K 0.12% -32.0 -1.5% $154.71 +25.6%
79 FLEX FLEX LTD Technology 5,335.0 $322K 0.12% -3K -39.5% $60.42 +116.9%
80 CBRE CBRE GROUP INC Real Estate 1,953.0 $314K 0.12% -535.0 -21.5% $160.79 -18.5%
Page 4 of 11  ·  214 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 29.4%
Technology 20.5%
Healthcare 9.3%
Consumer Cyclical 7.7%
Communication Services 7.4%
Consumer Defensive 7.1%
Industrials 7.0%
Energy 5.7%
Utilities 3.4%
Basic Materials 1.2%