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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 10 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SHLD GLOBAL X FDS 20,580.0 $1.2M 0.13% +6K +37.2% $59.71 +16.9%
182 MRVL MARVELL TECHNOLOGY INC Technology 4,118.0 $1.2M 0.13% NEW $297.89 -27.5%
183 CINF CINCINNATI FINL CORP Financial Services 6,617.0 $1.2M 0.13% $185.13 -7.4%
184 SPMO INVESCO EXCH TRADED FD TR II 7,568.0 $1.2M 0.13% -155.0 -2.0% $161.54 -6.6%
185 CIBR FIRST TR EXCHANGE-TRADED FD 13,344.0 $1.2M 0.13% +2K +13.3% $89.85 +8.5%
186 BUYW NORTHERN LTS FD TR IV 82,863.0 $1.2M 0.13% +14K +20.1% $14.45 +1.2%
187 SPEM SPDR INDEX SHS FDS 23,068.0 $1.2M 0.13% +4K +19.1% $51.78 -0.1%
188 ICVT ISHARES TR 9,804.0 $1.2M 0.13% -132.0 -1.3% $121.74 -4.4%
189 KGS KODIAK GAS SVCS INC Energy 15,867.0 $1.2M 0.13% $75.13 -16.3%
190 AMZN CALL AMAZON COM INC Consumer Cyclical 5,000.0 $1.2M 0.13% +2K +100.0% $238.34 +8.9%
191 DFAS DIMENSIONAL ETF TRUST 14,138.0 $1.2M 0.12% NEW $82.34 +0.8%
192 SO SOUTHERN CO Utilities 12,138.0 $1.2M 0.12% +830.0 +7.3% $95.71 -3.8%
193 JMST J P MORGAN EXCHANGE TRADED F 22,635.0 $1.2M 0.12% -298.0 -1.3% $51.00 -0.2%
194 VGT VANGUARD WORLD FD 9,602.0 $1.1M 0.12% +8K +643.2% $119.53 +0.2%
195 TLT ISHARES TR 13,226.0 $1.1M 0.12% -867.0 -6.2% $86.42 -5.5%
196 FANG DIAMONDBACK ENERGY INC Energy 6,410.0 $1.1M 0.12% +112.0 +1.8% $175.78 +19.5%
197 GAIN GLADSTONE INVT CORP Financial Services 72,190.0 $1.1M 0.12% -5K -7.0% $15.46 +4.7%
198 MMM 3M CO Industrials 6,843.0 $1.1M 0.12% +177.0 +2.7% $161.91 +11.8%
199 BAC BANK OF AMER CORP Financial Services 19,404.0 $1.1M 0.12% -10K -33.3% $56.98 +12.7%
200 IGIB ISHARES TR 20,773.0 $1.1M 0.12% +722.0 +3.6% $53.17 -1.9%
Page 10 of 28  ·  544 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%