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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 22 of 28  ·  552 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FORTINET INC 158.0 $13K 0.01% -464.0 -74.6% $79.41
422 CDNS CADENCE DESIGN SYSTEM INC Technology 40.0 $13K 0.01% +8.0 +25.0% $312.57 +19.5%
423 MCHP MICROCHIP TECHNOLOGY INC Technology 194.0 $12K 0.01% -490.0 -71.6% $63.72 +46.6%
424 FEDERAL RLTY INVT TR NEW 5 PERCENT CUM PFD C 600.0 $12K 0.01% $20.10
425 AEE AMEREN CORP Utilities 119.0 $12K 0.00% NEW $99.86 +11.4%
426 COF CAPITAL ONE FINANCIAL CORP COM Financial Services 49.0 $12K 0.00% $242.37 -22.5%
427 OMC OMNICOM GROUP INC Communication Services 146.0 $12K 0.00% +135.0 +1227.3% $80.75 -7.2%
428 HAL HALLIBURTON CO COM Energy 409.0 $12K 0.00% $28.26 +46.7%
429 ISRG INTUITIVE SURGICAL INC Healthcare 20.0 $11K 0.00% -108.0 -84.4% $566.35 -22.6%
430 EFV ISHARES TR EAFE VALUE ETF 155.0 $11K 0.00% NEW $71.41 +10.1%
431 DYNF BLACKROCK ETF TRUST ISHARES US EQUIT ETF 180.0 $11K 0.00% +82.0 +83.7% $60.81 +9.6%
432 CTAS CINTAS CORP Industrials 57.0 $11K 0.00% -8.0 -12.3% $188.07 -8.1%
433 AIG AMERICAN INTL GROUP INC Financial Services 124.0 $11K 0.00% -21.0 -14.5% $85.55 -9.9%
434 WCN WASTE CONNECTIONS INC Industrials 60.0 $11K 0.00% NEW $175.37 -11.2%
435 ROK ROCKWELL AUTOMATION INC COM Industrials 27.0 $11K 0.00% $389.07 +16.2%
436 SOUTHERN CO 4.20 PERCENT NT S20C 60 PFD 575.0 $10K 0.00% $17.74
437 MMM 3M CO COM Industrials 63.0 $10K 0.00% $160.10 -4.8%
438 FANG DIAMONDBACK ENERGY INC Energy 67.0 $10K 0.00% -86.0 -56.2% $150.33 +33.5%
439 XLB SELECT SECTOR SPDR TR STATE ST MATR ETF 222.0 $10K 0.00% +111.0 +100.0% $45.35 +10.9%
440 MSI MOTOROLA SOLUTIONS INC Technology 26.0 $10K 0.00% -32.0 -55.2% $383.31 +5.4%
Page 22 of 28  ·  552 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%