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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 7 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GE GE AEROSPACE Industrials 3,338.0 $1.2M 0.13% +115.0 +3.6% $373.77 +0.4%
122 GQGU ADVISORS INNER CIRCLE FD III 49,098.0 $1.2M 0.13% +628.0 +1.3% $25.40 +3.8%
123 SHLD GLOBAL X FDS 20,580.0 $1.2M 0.13% +6K +37.2% $59.71 +16.9%
124 CIBR FIRST TR EXCHANGE-TRADED FD 13,344.0 $1.2M 0.13% +2K +13.3% $89.85 +8.5%
125 BUYW NORTHERN LTS FD TR IV 82,863.0 $1.2M 0.13% +14K +20.1% $14.45 +1.2%
126 SPEM SPDR INDEX SHS FDS 23,068.0 $1.2M 0.13% +4K +19.1% $51.78 -0.1%
127 AMZN CALL AMAZON COM INC Consumer Cyclical 5,000.0 $1.2M 0.13% +2K +100.0% $238.34 +8.9%
128 SO SOUTHERN CO Utilities 12,138.0 $1.2M 0.12% +830.0 +7.3% $95.71 -3.8%
129 VGT VANGUARD WORLD FD 9,602.0 $1.1M 0.12% +8K +643.2% $119.53 +0.2%
130 FANG DIAMONDBACK ENERGY INC Energy 6,410.0 $1.1M 0.12% +112.0 +1.8% $175.78 +19.5%
131 MMM 3M CO Industrials 6,843.0 $1.1M 0.12% +177.0 +2.7% $161.91 +11.8%
132 IGIB ISHARES TR 20,773.0 $1.1M 0.12% +722.0 +3.6% $53.17 -1.9%
133 EMMF WISDOMTREE TR 28,138.0 $1.1M 0.12% +5K +21.3% $38.63 -3.0%
134 DDLS WISDOMTREE TR 24,590.0 $1.1M 0.11% +977.0 +4.1% $44.05 +4.3%
135 HYD VANECK ETF TRUST 20,922.0 $1.1M 0.11% +4K +21.5% $51.51 -2.7%
136 T AT&T INC Communication Services 52,033.0 $1.1M 0.11% +6K +13.8% $20.70 +20.3%
137 HYG ISHARES TR 13,421.0 $1.1M 0.11% +365.0 +2.8% $79.97 -0.6%
138 TBUX T ROWE PRICE EXCHANGE-TRADED 21,035.0 $1.0M 0.11% +5K +33.0% $49.77 +0.3%
139 IUSG ISHARES TR 5,441.0 $1.0M 0.11% +2K +75.2% $188.11 +1.5%
140 PHYL PGIM ETF TR 29,042.0 $1.0M 0.11% +669.0 +2.4% $34.88 -0.3%
Page 7 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%