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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 14 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 KLAC KLA CORP Technology 2,418.0 $730K 0.08% +2K +815.9% $301.71 -35.4%
262 PEP PEPSICO INC Consumer Defensive 5,295.0 $717K 0.08% -55.0 -1.0% $135.41 +3.5%
263 DIS DISNEY WALT CO Communication Services 7,370.0 $709K 0.07% +800.0 +12.2% $96.25 +8.0%
264 SCHE SCHWAB STRATEGIC TR 19,512.0 $707K 0.07% +2K +8.4% $36.26 +0.5%
265 MOAT VANECK ETF TRUST 6,788.0 $706K 0.07% -322.0 -4.5% $103.95 +7.7%
266 DFAW DIMENSIONAL ETF TRUST 8,373.0 $693K 0.07% NEW $82.79 +2.7%
267 CSIO COHEN & STEERS ETF TRUST 24,041.0 $686K 0.07% +12K +100.1% $28.55 +0.1%
268 ACWV ISHARES INC 5,674.0 $682K 0.07% +363.0 +6.8% $120.22 +4.9%
269 CHE CHEMED CORP NEW Healthcare 1,452.0 $676K 0.07% +182.0 +14.3% $465.74 +13.6%
270 SHV ISHARES TR 6,120.0 $675K 0.07% -710.0 -10.4% $110.35 -0.1%
271 VRT VERTIV HOLDINGS CO Industrials 2,010.0 $673K 0.07% +985.0 +96.1% $334.88 -18.6%
272 DFAE DIMENSIONAL ETF TRUST 16,467.0 $662K 0.07% NEW $40.21 -3.9%
273 XLC SELECT SECTOR SPDR TR 6,046.0 $648K 0.07% +2K +37.6% $107.14 +3.1%
274 SMH VANECK ETF TRUST 956.0 $627K 0.07% -185.0 -16.2% $655.89 -13.1%
275 RWL INVESCO EXCH TRADED FD TR II 4,857.0 $621K 0.07% $127.76 +5.3%
276 USIG ISHARES TR 12,024.0 $617K 0.07% +816.0 +7.3% $51.29 -2.2%
277 VIG VANGUARD SPECIALIZED FUNDS 2,583.0 $611K 0.06% -21.0 -0.8% $236.62 +3.3%
278 VXUS VANGUARD STAR FDS 7,130.0 $610K 0.06% +3K +76.0% $85.49 +1.1%
279 NOC NORTHROP GRUMMAN CORP Industrials 1,196.0 $609K 0.06% -32.0 -2.6% $509.31 +15.7%
280 PAAA PGIM ETF TR 11,855.0 $608K 0.06% +1K +12.5% $51.27 +0.3%
Page 14 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%