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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 7 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TTD THE TRADE DESK INC COM CL A Technology 3,355.0 $127K 0.05% -2K -37.4% $37.96 -44.6%
122 MAS MASCO CORP Industrials 1,943.0 $123K 0.05% -3K -61.6% $63.46 +5.8%
123 CTVA CORTEVA INC COM Basic Materials 1,721.0 $115K 0.04% -128.0 -6.9% $67.03 +17.9%
124 ODFL OLD DOMINION FREIGHT LINE Industrials 699.0 $110K 0.04% -419.0 -37.5% $156.80 +32.5%
125 DEO DIAGEO PLC SPONSORED ADR Consumer Defensive 1,250.0 $108K 0.04% -3K -67.0% $86.27 -0.3%
126 ON ON SEMICONDUCTOR CORP COM Technology 1,934.0 $105K 0.04% -1K -37.3% $54.15 +102.4%
127 UNP UNION PACIFIC CORP COM Industrials 433.0 $100K 0.04% -206.0 -32.2% $231.32 +14.9%
128 KLAC KLA CORPORATION COM Technology 82.0 $100K 0.04% -133.0 -61.9% $1215.09 +51.6%
129 MET METLIFE INC Financial Services 1,153.0 $91K 0.03% -908.0 -44.1% $78.94 +6.8%
130 EAT BRINKER INTL INC COM Consumer Cyclical 605.0 $87K 0.03% -335.0 -35.6% $143.52 -4.8%
131 GLD SPDR GOLD TRUST GOLD SHS ETF Financial Services 219.0 $87K 0.03% -3K -92.9% $396.31 +5.2%
132 PRU PRUDENTIAL FINANCIAL INC Financial Services 747.0 $84K 0.03% -11.0 -1.4% $112.88 -8.6%
133 TXRH TEXAS ROADHOUSE INC CL A Consumer Cyclical 505.0 $84K 0.03% -325.0 -39.2% $166.00 +7.4%
134 INTC INTEL CORP Technology 2,145.0 $79K 0.03% -165.0 -7.1% $36.90 +221.1%
135 SPYM SPDR SER TR ST STR SPDR PORT S&P 500 ETF 985.0 $79K 0.03% -210.0 -17.6% $80.22 +9.0%
136 LFUS LITTELFUSE INC Technology 312.0 $79K 0.03% -183.0 -37.0% $252.92 +75.5%
137 ECL ECOLAB INC COM Basic Materials 299.0 $78K 0.03% -539.0 -64.3% $262.52 -4.7%
138 AMP AMERIPRISE FINANCIAL INC Financial Services 158.0 $77K 0.03% -118.0 -42.8% $490.34 -8.1%
139 VEEV VEEVA SYSTEMS INC CLASS A Healthcare 340.0 $76K 0.03% -631.0 -65.0% $223.23 -26.1%
140 BR BROADRIDGE FINANCIAL SOLUTIONS Technology 334.0 $75K 0.03% -184.0 -35.5% $223.17 -32.8%
Page 7 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%