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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 18 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CGMU CAPITAL GRP FIXED INCM ETF T 16,287.0 $447K 0.05% +761.0 +4.9% $27.47 -1.5%
342 UCON FIRST TR EXCHNG TRADED FD VI 17,968.0 $447K 0.05% $24.88 -0.9%
343 IVE ISHARES TR 1,960.0 $445K 0.05% -9K -82.0% $227.02 +4.5%
344 BOND PIMCO ETF TR 4,823.0 $445K 0.05% +121.0 +2.6% $92.22 -1.9%
345 IWY ISHARES TR 1,525.0 $443K 0.05% +58.0 +4.0% $290.62 -1.2%
346 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,784.0 $441K 0.05% -224.0 -4.5% $92.09 -0.4%
347 SNDK SANDISK CORP Technology 192.0 $437K 0.05% NEW $2273.73 -29.2%
348 HWM HOWMET AEROSPACE INC Industrials 1,617.0 $435K 0.05% +28.0 +1.8% $268.86 +7.0%
349 DUK DUKE ENERGY CORP NEW Utilities 3,428.0 $434K 0.05% +143.0 +4.3% $126.59 -1.4%
350 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 9,530.0 $434K 0.05% $45.52 +10.0%
351 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,019.0 $433K 0.05% -152.0 -2.1% $61.76 -8.8%
352 TXN TEXAS INSTRS INC Technology 1,440.0 $429K 0.04% -363.0 -20.1% $298.04 -9.0%
353 WM WASTE MGMT INC DEL Industrials 1,883.0 $420K 0.04% +264.0 +16.3% $222.87 +1.2%
354 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,426.0 $418K 0.04% -31.0 -2.1% $293.18 +3.6%
355 APOS APOLLO GLOBAL MGMT INC Financial Services 3,509.0 $415K 0.04% +802.0 +29.6% $118.31 -78.5%
356 TJX TJX COS INC NEW Consumer Cyclical 2,731.0 $414K 0.04% +125.0 +4.8% $151.48 +0.3%
357 PYPL PAYPAL HLDGS INC Financial Services 9,552.0 $412K 0.04% -696.0 -6.8% $43.18 +41.4%
358 CRM CALL SALESFORCE INC Technology 2,600.0 $407K 0.04% NEW $156.66 +26.5%
359 CTAS CINTAS CORP Industrials 2,388.0 $406K 0.04% -522.0 -17.9% $170.09 +17.5%
360 SGVT SCHWAB STRATEGIC TR 4,022.0 $405K 0.04% NEW $100.74 -0.1%
Page 18 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%