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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 6 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DE DEERE & CO Industrials 511.0 $325K 0.03% -125.0 -19.6% $635.08 -6.4%
102 AIQ GLOBAL X FDS 4,773.0 $313K 0.03% -2K -30.9% $65.61 -4.3%
103 VV VANGUARD INDEX FDS 869.0 $299K 0.03% -43.0 -4.7% $343.91 +3.0%
104 WFC WELLS FARGO & CO Financial Services 3,601.0 $298K 0.03% -389.0 -9.8% $82.64 +5.4%
105 FVD FIRST TR EXCHANGE-TRADED FD 6,165.0 $297K 0.03% -48.0 -0.8% $48.18 +5.4%
106 PH PARKER-HANNIFIN CORP Industrials 302.0 $295K 0.03% -26.0 -7.9% $978.12 +5.9%
107 TECB ISHARES TR 4,112.0 $295K 0.03% -6K -59.8% $71.75 +3.8%
108 VLUE ISHARES TR 1,414.0 $283K 0.03% -193.0 -12.0% $199.80 +0.6%
109 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,016.0 $276K 0.03% -2K -43.7% $136.95 +26.3%
110 CGBD CARLYLE SECURED LENDING INC Financial Services 26,181.0 $276K 0.03% -6K -18.9% $10.53 +5.9%
111 VRTX VERTEX PHARMACEUTICALS INC Healthcare 539.0 $268K 0.03% -6.0 -1.1% $496.73 +7.1%
112 TT TRANE TECHNOLOGIES PLC Industrials 538.0 $264K 0.03% -141.0 -20.8% $491.16 -5.9%
113 EOG EOG RES INC Energy 2,020.0 $262K 0.03% -48.0 -2.3% $129.71 +14.3%
114 DJUL FIRST TR EXCHNG TRADED FD VI 5,026.0 $252K 0.03% -485.0 -8.8% $50.15 +2.0%
115 GWW WW GRAINGER INC Industrials 184.0 $250K 0.03% -18.0 -8.9% $1360.40 -3.3%
116 MINT PIMCO ETF TR 2,483.0 $250K 0.03% -95.0 -3.7% $100.79 -0.1%
117 SYK STRYKER CORPORATION Healthcare 786.0 $247K 0.03% -107.0 -12.0% $314.84 +6.9%
118 IEUR ISHARES TR 3,246.0 $244K 0.03% -287.0 -8.1% $75.17 +3.2%
119 JIRE J P MORGAN EXCHANGE TRADED F 2,956.0 $244K 0.03% -567.0 -16.1% $82.49 +2.7%
120 INTU INTUIT Technology 864.0 $226K 0.02% -247.0 -22.2% $261.00 +35.1%
Page 6 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%