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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 7 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MAR MARRIOTT INTL INC NEW Consumer Cyclical 590.0 $219K 0.02% -34.0 -5.5% $370.59 -3.8%
122 ZTS ZOETIS INC Healthcare 3,030.0 $218K 0.02% -33.0 -1.1% $71.87 +1.5%
123 COWZ PACER FDS TR 3,472.0 $216K 0.02% -95.0 -2.7% $62.21 +12.4%
124 VNQ VANGUARD INDEX FDS 2,119.0 $204K 0.02% -275.0 -11.5% $96.41 +1.6%
125 DG DOLLAR GEN CORP Consumer Defensive 1,764.0 $203K 0.02% -405.0 -18.7% $115.13 +4.3%
126 SDGR SCHRODINGER INC Healthcare 12,274.0 $199K 0.02% -1K -9.9% $16.25 +7.1%
127 VTSI VIRTRA INC Industrials 59,715.0 $188K 0.02% -2K -3.1% $3.14 -1.0%
128 ETHA ISHARES ETHEREUM TR Financial Services 11,906.0 $142K 0.01% -22K -65.2% $11.89 +21.1%
129 ASCENT SOLAR TECHNOLOGIES IN 10,000.0 $50K 0.01% -25K -71.4% $5.00
Page 7 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%