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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 5 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMAT APPLIED MATLS INC Technology 3,268.0 $2.4M 0.25% +290.0 +9.7% $723.00 -30.1%
82 JNJ JOHNSON & JOHNSON Healthcare 9,007.0 $2.3M 0.24% +209.0 +2.4% $253.98 +6.5%
83 CAT CATERPILLAR INC Industrials 2,146.0 $2.3M 0.24% +80.0 +3.9% $1064.93 -21.3%
84 IWP ISHARES TR 15,407.0 $2.3M 0.24% +1K +7.1% $146.41 -1.0%
85 IBM INTERNATIONAL BUSINESS MACHS Technology 7,495.0 $2.1M 0.22% +1K +24.9% $281.21 -16.9%
86 ARCC ARES CAPITAL CORP Financial Services 113,090.0 $2.1M 0.22% +926.0 +0.8% $18.53 +6.4%
87 SCHP SCHWAB STRATEGIC TR 78,609.0 $2.1M 0.22% +3K +3.9% $26.50 -2.2%
88 BLCR BLACKROCK ETF TRUST 41,312.0 $2.1M 0.22% +2K +5.5% $50.37 -1.1%
89 SPHY SPDR SERIES TRUST 88,096.0 $2.1M 0.22% +9K +11.0% $23.44 -0.7%
90 IWD ISHARES TR 8,294.0 $2.0M 0.21% +673.0 +8.8% $242.43 +6.1%
91 SCHV SCHWAB STRATEGIC TR 56,439.0 $2.0M 0.21% +10K +22.3% $34.81 +0.8%
92 INTC INTEL CORP Technology 14,025.0 $2.0M 0.21% +2K +14.2% $139.63 -31.2%
93 FBND FIDELITY MERRIMACK STR TR 43,011.0 $2.0M 0.21% +9K +28.2% $45.49 -1.3%
94 TTEQ T ROWE PRICE EXCHANGE-TRADED 42,933.0 $1.9M 0.20% +7K +19.7% $44.60 -6.5%
95 LLY ELI LILLY & CO Healthcare 1,561.0 $1.9M 0.20% +231.0 +17.4% $1199.40 +1.2%
96 GSY INVESCO ACTIVELY MANAGED EXC 36,337.0 $1.8M 0.19% +11K +40.8% $50.15 +0.2%
97 KO COCA COLA CO Consumer Defensive 22,090.0 $1.8M 0.19% +2K +9.0% $81.35 +9.1%
98 TOUS T ROWE PRICE EXCHANGE-TRADED 45,170.0 $1.7M 0.18% +3K +7.3% $38.37 +3.3%
99 THRO BLACKROCK ETF TRUST 40,033.0 $1.7M 0.18% +2K +5.0% $43.11 +2.0%
100 BERKSHIRE HATHAWAY INC DEL 3,442.0 $1.7M 0.18% +157.0 +4.8% $500.39
Page 5 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%