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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 9 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 D DOMINION ENERGY INC Utilities 11,328.0 $774K 0.08% +3K +29.9% $68.29 +0.5%
162 BX BLACKSTONE INC Financial Services 6,500.0 $765K 0.08% +1K +20.4% $117.67 +19.5%
163 MGK VANGUARD WORLD FD 8,652.0 $761K 0.08% +7K +404.2% $87.91 +1.5%
164 MBB ISHARES TR 8,022.0 $758K 0.08% +436.0 +5.8% $94.52 -1.5%
165 TMSL T ROWE PRICE EXCHANGE-TRADED 17,220.0 $755K 0.08% +1K +8.4% $43.85 +0.1%
166 IWO ISHARES TR 1,902.0 $749K 0.08% +171.0 +9.9% $393.96 -1.5%
167 KLAC KLA CORP Technology 2,418.0 $730K 0.08% +2K +815.9% $301.71 -35.4%
168 DIS DISNEY WALT CO Communication Services 7,370.0 $709K 0.07% +800.0 +12.2% $96.25 +8.0%
169 SCHE SCHWAB STRATEGIC TR 19,512.0 $707K 0.07% +2K +8.4% $36.26 +0.5%
170 CSIO COHEN & STEERS ETF TRUST 24,041.0 $686K 0.07% +12K +100.1% $28.55 +0.1%
171 ACWV ISHARES INC 5,674.0 $682K 0.07% +363.0 +6.8% $120.22 +4.8%
172 CHE CHEMED CORP NEW Healthcare 1,452.0 $676K 0.07% +182.0 +14.3% $465.74 +13.6%
173 VRT VERTIV HOLDINGS CO Industrials 2,010.0 $673K 0.07% +985.0 +96.1% $334.88 -18.6%
174 XLC SELECT SECTOR SPDR TR 6,046.0 $648K 0.07% +2K +37.6% $107.14 +3.1%
175 USIG ISHARES TR 12,024.0 $617K 0.07% +816.0 +7.3% $51.29 -2.2%
176 VXUS VANGUARD STAR FDS 7,130.0 $610K 0.06% +3K +76.0% $85.49 +1.1%
177 PAAA PGIM ETF TR 11,855.0 $608K 0.06% +1K +12.5% $51.27 +0.3%
178 JNK SPDR SERIES TRUST 6,274.0 $605K 0.06% +387.0 +6.6% $96.37 -0.7%
179 LOW LOWES COS INC Consumer Cyclical 2,731.0 $602K 0.06% +29.0 +1.1% $220.51 -2.2%
180 EMLC VANECK ETF TRUST 23,417.0 $599K 0.06% +3K +12.7% $25.56 +0.1%
Page 9 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%