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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	— CALL	NEBIUS GROUP N.V.	—	200	$21K	0.00%	SOLD
42	RXRX CALL	RECURSION PHARMACEUTICALS IN	Healthcare	600	$2K	—	SOLD

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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%