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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 11 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BSV VANGUARD BD INDEX FDS 5,840.0 $455K 0.05% +71.0 +1.2% $77.91 -0.4%
202 TFLR T ROWE PRICE EXCHANGE-TRADED 8,984.0 $453K 0.05% +4K +71.5% $50.41 +0.6%
203 ADI ANALOG DEVICES INC Technology 1,130.0 $449K 0.05% +41.0 +3.8% $397.07 -5.1%
204 CGMU CAPITAL GRP FIXED INCM ETF T 16,287.0 $447K 0.05% +761.0 +4.9% $27.47 -1.4%
205 BOND PIMCO ETF TR 4,823.0 $445K 0.05% +121.0 +2.6% $92.22 -1.9%
206 IWY ISHARES TR 1,525.0 $443K 0.05% +58.0 +4.0% $290.62 -1.2%
207 HWM HOWMET AEROSPACE INC Industrials 1,617.0 $435K 0.05% +28.0 +1.8% $268.86 +8.8%
208 DUK DUKE ENERGY CORP NEW Utilities 3,428.0 $434K 0.05% +143.0 +4.3% $126.59 -2.1%
209 WM WASTE MGMT INC DEL Industrials 1,883.0 $420K 0.04% +264.0 +16.3% $222.87 +0.3%
210 APOS APOLLO GLOBAL MGMT INC Financial Services 3,509.0 $415K 0.04% +802.0 +29.6% $118.31 -78.5%
211 TJX TJX COS INC NEW Consumer Cyclical 2,731.0 $414K 0.04% +125.0 +4.8% $151.48 -0.4%
212 IDEQ LAZARD ACTIVE ETF TR 11,324.0 $397K 0.04% +3K +33.5% $35.07 +1.3%
213 VO VANGUARD INDEX FDS 4,851.0 $391K 0.04% +4K +296.0% $80.57 +3.2%
214 IWS ISHARES TR 2,364.0 $389K 0.04% +115.0 +5.1% $164.60 +3.8%
215 UNILEVER PLC 6,471.0 $389K 0.04% +729.0 +12.7% $60.12
216 RSP INVESCO EXCHANGE TRADED FD T 1,809.0 $385K 0.04% +200.0 +12.4% $212.82 +3.3%
217 BINC BLACKROCK ETF TRUST II 7,354.0 $385K 0.04% +659.0 +9.8% $52.34 -0.7%
218 SEI EXCHANGE TRADED FUNDS 9,364.0 $375K 0.04% +505.0 +5.7% $40.10
219 UBER UBER TECHNOLOGIES INC Technology 4,939.0 $356K 0.04% +26.0 +0.5% $72.16 +3.5%
220 IWV ISHARES TR 831.0 $354K 0.04% +175.0 +26.7% $426.40 +2.5%
Page 11 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%