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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 19 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MPC MARATHON PETE CORP Energy 1,575.0 $403K 0.04% -7K -80.8% $255.59 +41.7%
362 IDEQ LAZARD ACTIVE ETF TR 11,324.0 $397K 0.04% +3K +33.5% $35.07 +1.8%
363 LIN LINDE PLC Basic Materials 762.0 $395K 0.04% -24.0 -3.0% $518.89 -6.9%
364 ROP ROPER TECHNOLOGIES INC Industrials 1,159.0 $392K 0.04% -119.0 -9.3% $338.39 +17.5%
365 VO VANGUARD INDEX FDS 4,851.0 $391K 0.04% +4K +296.0% $80.57 +3.8%
366 IWS ISHARES TR 2,364.0 $389K 0.04% +115.0 +5.1% $164.60 +4.5%
367 UNILEVER PLC 6,471.0 $389K 0.04% +729.0 +12.7% $60.12
368 CB CHUBB LIMITED Financial Services 1,134.0 $387K 0.04% -19.0 -1.6% $341.19 +1.8%
369 VCSH VANGUARD SCOTTSDALE FDS 4,873.0 $385K 0.04% NEW $79.04 -0.5%
370 RSP INVESCO EXCHANGE TRADED FD T 1,809.0 $385K 0.04% +200.0 +12.4% $212.82 +3.9%
371 BINC BLACKROCK ETF TRUST II 7,354.0 $385K 0.04% +659.0 +9.8% $52.34 -0.7%
372 EMR EMERSON ELEC CO Industrials 2,682.0 $384K 0.04% $143.15 +11.0%
373 MPLX MPLX LP Energy 6,810.0 $384K 0.04% NEW $56.33 +6.2%
374 ET ENERGY TRANSFER L P Energy 19,863.0 $380K 0.04% $19.12 +11.1%
375 NVO NOVO-NORDISK A S Healthcare 7,885.0 $378K 0.04% NEW $47.94 -4.1%
376 SCHH SCHWAB STRATEGIC TR 15,866.0 $376K 0.04% -2K -9.2% $23.68 +1.4%
377 SEI EXCHANGE TRADED FUNDS 9,364.0 $375K 0.04% +505.0 +5.7% $40.10
378 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,397.0 $373K 0.04% -239.0 -6.6% $109.79 -0.2%
379 SNPS SYNOPSYS INC Technology 819.0 $365K 0.04% -210.0 -20.4% $446.07 -8.7%
380 TCHP T ROWE PRICE EXCHANGE-TRADED 7,272.0 $364K 0.04% $50.09 +0.6%
Page 19 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%