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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 12 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 REFI CHICAGO ATLANTIC REAL ESTATE Real Estate 33,050.0 $354K 0.04% +9K +38.0% $10.72 -3.1%
222 CAPE DOUBLELINE ETF TRUST 10,777.0 $350K 0.04% +2K +27.8% $32.44 +2.1%
223 VCIT VANGUARD SCOTTSDALE FDS 4,178.0 $345K 0.04% +970.0 +30.2% $82.64 -2.0%
224 PYLD PIMCO ETF TR 12,967.0 $344K 0.04% +907.0 +7.5% $26.52 -1.5%
225 SEI EXCHANGE TRADED FUNDS 10,137.0 $340K 0.04% +674.0 +7.1% $33.54
226 VMBS VANGUARD SCOTTSDALE FDS 7,110.0 $333K 0.04% +195.0 +2.8% $46.81 -1.4%
227 TRV TRAVELERS COMPANIES INC Financial Services 1,006.0 $332K 0.04% +48.0 +5.0% $330.03 +11.8%
228 CPNG COUPANG INC Consumer Cyclical 19,023.0 $330K 0.04% +1K +7.0% $17.37 -8.8%
229 COP CONOCOPHILLIPS Energy 3,143.0 $327K 0.03% +133.0 +4.4% $103.94 +24.5%
230 SPSM SPDR SERIES TRUST 5,632.0 $325K 0.03% +166.0 +3.0% $57.67 +0.0%
231 ETG EATON VANCE TX ADV GLBL DIV Financial Services 13,797.0 $325K 0.03% +2K +16.0% $23.54 +1.9%
232 USRT ISHARES TR 4,872.0 $324K 0.03% +41.0 +0.8% $66.45 +0.9%
233 IDV ISHARES TR 7,798.0 $323K 0.03% +913.0 +13.3% $41.43 +7.6%
234 XLF SELECT SECTOR SPDR TR 5,782.0 $310K 0.03% +100.0 +1.8% $53.61 +7.9%
235 QYLD GLOBAL X FDS 16,763.0 $309K 0.03% +263.0 +1.6% $18.43 -1.3%
236 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,730.0 $308K 0.03% +2K +2089.9% $178.23 +18.4%
237 SBUX STARBUCKS CORP Consumer Cyclical 2,973.0 $304K 0.03% +185.0 +6.6% $102.20 +5.2%
238 CVNA CARVANA CO Consumer Cyclical 4,614.0 $304K 0.03% +4K +395.1% $65.82 +1.2%
239 AGGY WISDOMTREE TR 6,757.0 $294K 0.03% +42.0 +0.6% $43.48 -1.9%
240 PDI PIMCO DYNAMIC INCOME FD Financial Services 17,399.0 $291K 0.03% +181.0 +1.1% $16.70 -9.2%
Page 12 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%