BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ICVT ISHARES TR 9,804.0 $1.2M 0.13% -132.0 -1.3% $121.74 -2.2%
42 JMST J P MORGAN EXCHANGE TRADED F 22,635.0 $1.2M 0.12% -298.0 -1.3% $51.00 -0.2%
43 TLT ISHARES TR 13,226.0 $1.1M 0.12% -867.0 -6.2% $86.42 -5.9%
44 GAIN GLADSTONE INVT CORP Financial Services 72,190.0 $1.1M 0.12% -5K -7.0% $15.46 +5.7%
45 BAC BANK OF AMER CORP Financial Services 19,404.0 $1.1M 0.12% -10K -33.3% $56.98 +12.1%
46 ISRG INTUITIVE SURGICAL INC Healthcare 2,648.0 $1.1M 0.11% -50.0 -1.9% $397.68 -1.8%
47 JMEE J P MORGAN EXCHANGE TRADED F 13,328.0 $1.0M 0.11% -297.0 -2.2% $78.03 +2.2%
48 KMI KINDER MORGAN INC DEL Energy 30,848.0 $986K 0.10% -160.0 -0.5% $31.97 +1.1%
49 RTX RTX CORPORATION Industrials 5,137.0 $975K 0.10% -82.0 -1.6% $189.73 +16.8%
50 NEM NEWMONT CORP Basic Materials 9,116.0 $851K 0.09% -4K -31.9% $93.40 +28.8%
51 QUAL ISHARES TR 3,868.0 $849K 0.09% -793.0 -17.0% $219.41 +2.4%
52 IBIT ISHARES BITCOIN TRUST ETF Financial Services 25,452.0 $847K 0.09% -12K -31.9% $33.29 +9.4%
53 VYM VANGUARD WHITEHALL FDS 4,917.0 $777K 0.08% -101.0 -2.0% $158.01 +4.9%
54 LMT LOCKHEED MARTIN CORP Industrials 1,507.0 $768K 0.08% -347.0 -18.7% $509.49 +16.5%
55 XCEM COLUMBIA ETF TR II 14,422.0 $763K 0.08% -26K -64.1% $52.88 -2.9%
56 USMF WISDOMTREE TR 13,863.0 $752K 0.08% -1K -7.6% $54.24 +0.4%
57 PEP PEPSICO INC Consumer Defensive 5,295.0 $717K 0.08% -55.0 -1.0% $135.41 +2.1%
58 MOAT VANECK ETF TRUST 6,788.0 $706K 0.07% -322.0 -4.5% $103.95 +7.7%
59 SHV ISHARES TR 6,120.0 $675K 0.07% -710.0 -10.4% $110.35 -0.1%
60 SMH VANECK ETF TRUST 956.0 $627K 0.07% -185.0 -16.2% $655.89 -9.4%
Page 3 of 7  ·  129 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%