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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 11 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 QTEC FIRST TR EXCHANGE-TRADED FD 3,262.0 $1.1M 0.12% $334.66 -5.4%
202 EMMF WISDOMTREE TR 28,138.0 $1.1M 0.12% +5K +21.3% $38.63 -3.0%
203 DDLS WISDOMTREE TR 24,590.0 $1.1M 0.11% +977.0 +4.1% $44.05 +4.3%
204 TSPA T ROWE PRICE EXCHANGE-TRADED 22,680.0 $1.1M 0.11% NEW $47.53 +1.5%
205 HYD VANECK ETF TRUST 20,922.0 $1.1M 0.11% +4K +21.5% $51.51 -2.7%
206 T AT&T INC Communication Services 52,033.0 $1.1M 0.11% +6K +13.8% $20.70 +20.3%
207 HYG ISHARES TR 13,421.0 $1.1M 0.11% +365.0 +2.8% $79.97 -0.6%
208 ISRG INTUITIVE SURGICAL INC Healthcare 2,648.0 $1.1M 0.11% -50.0 -1.9% $397.68 -1.6%
209 FNX FIRST TR EXCHANGE-TRADED ALP 7,164.0 $1.0M 0.11% $146.35 -0.4%
210 TBUX T ROWE PRICE EXCHANGE-TRADED 21,035.0 $1.0M 0.11% +5K +33.0% $49.77 +0.3%
211 JMEE J P MORGAN EXCHANGE TRADED F 13,328.0 $1.0M 0.11% -297.0 -2.2% $78.03 +0.4%
212 ALAB ASTERA LABS INC Technology 2,135.0 $1.0M 0.11% NEW $483.02 -37.2%
213 IUSG ISHARES TR 5,441.0 $1.0M 0.11% +2K +75.2% $188.11 +1.5%
214 PHYL PGIM ETF TR 29,042.0 $1.0M 0.11% +669.0 +2.4% $34.88 -0.3%
215 NLR VANECK ETF TRUST 8,584.0 $996K 0.10% +1K +18.0% $115.98 -1.3%
216 DELL DELL TECHNOLOGIES INC Technology 2,295.0 $990K 0.10% NEW $431.48 +8.6%
217 KMI KINDER MORGAN INC DEL Energy 30,848.0 $986K 0.10% -160.0 -0.5% $31.97 +2.8%
218 RTX RTX CORPORATION Industrials 5,137.0 $975K 0.10% -82.0 -1.6% $189.73 +18.8%
219 GSBD GOLDMAN SACHS BDC INC Financial Services 100,963.0 $957K 0.10% $9.48 +3.4%
220 EMB ISHARES TR 9,912.0 $956K 0.10% +782.0 +8.6% $96.44 -1.9%
Page 11 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%