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Portfolio (Quarterly) Guide ↗

United Advisor Group, LLC

· CIK 0002004873
13F Portfolio $948M AUM 544 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 78 New 274 Added 129 Reduced 42 Exited
Page 10 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VWOB VANGUARD WHITEHALL FDS 8,870.0 $596K 0.06% +871.0 +10.9% $67.24 -1.7%
182 BK BANK OF NY MELLON CORP Financial Services 4,071.0 $589K 0.06% +196.0 +5.1% $144.59 -1.9%
183 COIN COINBASE GLOBAL INC Financial Services 3,941.0 $576K 0.06% +202.0 +5.4% $146.19 +3.1%
184 IUSV ISHARES TR 5,109.0 $563K 0.06% +1K +30.2% $110.16 +5.1%
185 CPRT COPART INC Industrials 19,842.0 $559K 0.06% +4K +28.7% $28.19 +16.9%
186 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,074.0 $539K 0.06% +30.0 +2.9% $501.41 +22.2%
187 ABT ABBOTT LABORATORIES Healthcare 5,814.0 $528K 0.06% +2K +74.4% $90.75 +26.1%
188 EPS WISDOMTREE TR 6,659.0 $518K 0.06% +1K +19.3% $77.79 +4.2%
189 BXSL BLACKSTONE SECD LENDING FD Financial Services 21,707.0 $515K 0.05% +700.0 +3.3% $23.71 +3.6%
190 FITB FIFTH THIRD BANCORP Financial Services 9,081.0 $512K 0.05% +71.0 +0.8% $56.37 +1.4%
191 CRM SALESFORCE INC Technology 3,213.0 $503K 0.05% +516.0 +19.1% $156.67 +27.7%
192 VTIP VANGUARD MALVERN FDS 9,754.0 $490K 0.05% +726.0 +8.0% $50.23 -0.9%
193 AFL AFLAC INC Financial Services 4,149.0 $486K 0.05% +65.0 +1.6% $117.25 +2.4%
194 XLI SELECT SECTOR SPDR TR 2,624.0 $486K 0.05% +645.0 +32.6% $185.20 -0.9%
195 IWR ISHARES TR 4,404.0 $486K 0.05% +536.0 +13.9% $110.32 +3.5%
196 IXN ISHARES TR 3,344.0 $483K 0.05% +79.0 +2.4% $144.49 -3.2%
197 IPKW INVESCO EXCH TRADED FD TR II 8,569.0 $483K 0.05% +364.0 +4.4% $56.33 +9.0%
198 BCI ABRDN ETFS 21,209.0 $474K 0.05% +346.0 +1.7% $22.34 +12.3%
199 VDE VANGUARD WORLD FD 3,112.0 $467K 0.05% +39.0 +1.3% $150.11 +20.3%
200 FLTB FIDELITY MERRIMACK STR TR 9,237.0 $465K 0.05% +308.0 +3.5% $50.32 -0.4%
Page 10 of 14  ·  274 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
Technology 39.7%
Financial Services 17.4%
Consumer Cyclical 9.1%
Communication Services 8.4%
Industrials 7.3%
Consumer Defensive 5.9%
Healthcare 5.3%
Energy 3.5%
Real Estate 1.5%
Utilities 1.2%