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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 3 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NOK NOKIA CORP Technology 19,893.0 $264K 0.03% NEW $13.28 -21.8%
42 FEPI ETF OPPORTUNITIES TRUST 6,095.0 $263K 0.03% NEW $43.12 -3.1%
43 SSO PROSHARES TR 3,844.0 $259K 0.03% NEW $67.38 +4.7%
44 VZ CALL VERIZON COMMUNICATIONS INC Communication Services 6,000.0 $254K 0.03% NEW $42.34 +14.6%
45 MS MORGAN STANLEY Financial Services 1,210.0 $253K 0.03% NEW $209.09 +4.1%
46 FJUN FIRST TR EXCHNG TRADED FD VI 4,184.0 $251K 0.03% NEW $59.95 +2.0%
47 SKYY FIRST TR EXCHANGE-TRADED FD 1,811.0 $244K 0.03% NEW $134.56 +19.9%
48 TFLO ISHARES TR 4,720.0 $239K 0.03% NEW $50.63 -0.1%
49 UNP UNION PAC CORP Industrials 870.0 $237K 0.03% NEW $271.94 +9.9%
50 MANAGED PORTFOLIO SER 9,401.0 $233K 0.03% NEW $24.80
51 VTWO VANGUARD SCOTTSDALE FDS 1,902.0 $231K 0.02% NEW $121.42 -0.0%
52 IWN ISHARES TR 1,020.0 $226K 0.02% NEW $221.20 +1.5%
53 SOXX ISHARES TR 351.0 $225K 0.02% NEW $640.76 -17.1%
54 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 4,325.0 $221K 0.02% NEW $51.05 +10.1%
55 C CITIGROUP INC Financial Services 1,567.0 $219K 0.02% NEW $139.95 -1.6%
56 EWJ ISHARES INC 2,328.0 $217K 0.02% NEW $93.28 +2.2%
57 SYY SYSCO CORP Consumer Defensive 2,577.0 $215K 0.02% NEW $83.58 -1.9%
58 IGPT INVESCO EXCHANGE TRADED FD T 2,048.0 $213K 0.02% NEW $104.10 -11.5%
59 SANM SANMINA CORP Technology 841.0 $213K 0.02% NEW $253.08 -21.7%
60 IWL ISHARES TR 1,146.0 $212K 0.02% NEW $184.95 +2.6%
Page 3 of 4  ·  78 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%