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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 14 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CAH CARDINAL HEALTH INC Healthcare 1,001.0 $238K 0.03% +25.0 +2.6% $237.65 -0.4%
262 IEI ISHARES TR 2,015.0 $237K 0.03% +50.0 +2.5% $117.45 -0.7%
263 IEP ICAHN ENTERPRISES LP Industrials 32,712.0 $236K 0.03% +2K +6.0% $7.21 -4.7%
264 HDMV FIRST TR EXCH TRADED FD III 6,324.0 $234K 0.03% +44.0 +0.7% $37.01 +4.8%
265 BIV VANGUARD BD INDEX FDS 2,941.0 $226K 0.02% +18.0 +0.6% $76.70 -1.6%
266 BLV VANGUARD BD INDEX FDS 3,179.0 $219K 0.02% +145.0 +4.8% $68.93 -5.0%
267 VYMI VANGUARD WHITEHALL FDS 2,188.0 $215K 0.02% +24.0 +1.1% $98.20 +6.1%
268 TMUS T-MOBILE US INC Communication Services 1,243.0 $208K 0.02% +172.0 +16.1% $167.73 +9.1%
269 KR KROGER CO Consumer Defensive 3,728.0 $207K 0.02% +487.0 +15.0% $55.53 +3.0%
270 DPZ DOMINOS PIZZA INC Consumer Cyclical 692.0 $205K 0.02% +91.0 +15.1% $296.01 +15.2%
271 SOFI SOFI TECHNOLOGIES INC Financial Services 10,384.0 $186K 0.02% +248.0 +2.5% $17.93 +0.7%
272 AQN ALGONQUIN POWER & UTILITIES Utilities 26,590.0 $156K 0.02% +228.0 +0.9% $5.86 -0.3%
273 BIZD VANECK ETF TRUST 12,160.0 $154K 0.02% +2K +18.6% $12.66 +4.5%
274 COIN CALL COINBASE GLOBAL INC Financial Services 800.0 $117K 0.01% +300.0 +60.0% $146.19 +2.0%
Page 14 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%