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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 8 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NLR VANECK ETF TRUST 8,584.0 $996K 0.10% +1K +18.0% $115.98 -1.3%
142 EMB ISHARES TR 9,912.0 $956K 0.10% +782.0 +8.6% $96.44 -1.9%
143 WCME FIRST TR EXCHANGE-TRADED FD 48,126.0 $944K 0.10% +17K +53.4% $19.62 -4.6%
144 XLG INVESCO EXCHANGE TRADED FD T 15,402.0 $943K 0.10% +1K +7.4% $61.23 +1.9%
145 HYGH ISHARES U S ETF TR 10,870.0 $941K 0.10% +830.0 +8.3% $86.61 -0.1%
146 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 74,946.0 $938K 0.10% +1K +1.6% $12.52 -3.6%
147 SEIQ SEI EXCHANGE TRADED FUNDS 23,679.0 $933K 0.10% +297.0 +1.3% $39.41 +5.6%
148 VOOG VANGUARD ADMIRAL FDS INC 11,291.0 $933K 0.10% +9K +427.1% $82.62 +1.6%
149 QCOM QUALCOMM INC Technology 5,025.0 $929K 0.10% +2K +68.2% $184.80 -13.3%
150 AMT AMERICAN TOWER CORP Real Estate 5,640.0 $923K 0.10% +496.0 +9.6% $163.58 +5.3%
151 NTSX WISDOMTREE TR 15,457.0 $913K 0.10% +1K +7.0% $59.05 +1.8%
152 USMV ISHARES TR 9,338.0 $901K 0.10% +872.0 +10.3% $96.46 +4.2%
153 GEV GE VERNOVA INC Utilities 731.0 $859K 0.09% +180.0 +32.7% $1174.67 -14.5%
154 VBK VANGUARD INDEX FDS 2,252.0 $824K 0.09% +262.0 +13.2% $365.72 -2.0%
155 SEI EXCHANGE TRADED FUNDS 23,020.0 $817K 0.09% +2K +9.5% $35.49
156 NFLX NETFLIX INC. Communication Services 11,372.0 $812K 0.09% +710.0 +6.7% $71.40 +8.9%
157 APH AMPHENOL CORP Technology 4,597.0 $811K 0.09% +1K +34.2% $176.34 -9.5%
158 MA MASTERCARD INCORPORATED Financial Services 1,546.0 $794K 0.08% +51.0 +3.4% $513.76 +11.8%
159 SPTL SPDR SERIES TRUST 29,856.0 $783K 0.08% +3K +10.9% $26.23 -4.8%
160 ORCL ORACLE CORP Technology 5,309.0 $778K 0.08% +1K +23.3% $146.54 -2.6%
Page 8 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%