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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 16 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,074.0 $539K 0.06% +30.0 +2.9% $501.41 +17.5%
302 TOTR T ROWE PRICE EXCHANGE-TRADED 13,429.0 $538K 0.06% -5K -26.4% $40.07 -1.4%
303 GLD SPDR GOLD TR Financial Services 1,450.0 $534K 0.06% -1K -45.3% $368.38 +8.2%
304 SPACE EXPLORATION TECHN CORP 3,125.0 $534K 0.06% NEW $170.86
305 DNL WISDOMTREE TR 11,478.0 $530K 0.06% $46.18 +0.2%
306 BW CALL BABCOCK & WILCOX ENTERPRISES Industrials 37,500.0 $529K 0.06% NEW $14.10 -35.2%
307 ABT ABBOTT LABORATORIES Healthcare 5,814.0 $528K 0.06% +2K +74.4% $90.75 +24.2%
308 SUN SUNOCO LP/SUNOCO FIN CORP Energy 7,723.0 $521K 0.06% -370.0 -4.6% $67.50 +14.2%
309 EPS WISDOMTREE TR 6,659.0 $518K 0.06% +1K +19.3% $77.79 +3.8%
310 AMGN AMGEN INC Healthcare 1,429.0 $517K 0.06% -84.0 -5.5% $362.12 +17.4%
311 SOXL DIREXION SHARES ETF TRUST 1,930.0 $515K 0.05% NEW $266.71 -51.6%
312 WPM WHEATON PRECIOUS METALS CORP Basic Materials 4,582.0 $515K 0.05% -48.0 -1.0% $112.33 +18.1%
313 BXSL BLACKSTONE SECD LENDING FD Financial Services 21,707.0 $515K 0.05% +700.0 +3.3% $23.71 +2.7%
314 FITB FIFTH THIRD BANCORP Financial Services 9,081.0 $512K 0.05% +71.0 +0.8% $56.37 +1.6%
315 BLOCK INC 6,632.0 $504K 0.05% -50.0 -0.8% $76.00
316 CRM SALESFORCE INC Technology 3,213.0 $503K 0.05% +516.0 +19.1% $156.67 +25.2%
317 CGUS CAPITAL GROUP CORE EQUITY ET 11,314.0 $503K 0.05% $44.48 +2.0%
318 VNOM VIPER ENERGY INC Energy 11,749.0 $498K 0.05% $42.40 +2.8%
319 CGDV CAPITAL GROUP DIVIDEND VALUE 9,955.0 $491K 0.05% -1K -10.9% $49.28 +2.4%
320 CGGO CAPITAL GROUP GBL GROWTH EQT 11,587.0 $490K 0.05% $42.33 -4.1%
Page 16 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%