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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 21 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 XLU SELECT SECTOR SPDR TR 7,351.0 $333K 0.04% -403.0 -5.2% $45.34 -2.0%
402 VMBS VANGUARD SCOTTSDALE FDS 7,110.0 $333K 0.04% +195.0 +2.8% $46.81 -1.4%
403 TRV TRAVELERS COMPANIES INC Financial Services 1,006.0 $332K 0.04% +48.0 +5.0% $330.03 +12.3%
404 CRCL CALL CIRCLE INTERNET GROUP INC Financial Services 5,300.0 $332K 0.04% NEW $62.63 +14.8%
405 ALB ALBEMARLE CORP Basic Materials 2,452.0 $331K 0.04% $135.03 -3.2%
406 CPNG COUPANG INC Consumer Cyclical 19,023.0 $330K 0.04% +1K +7.0% $17.37 -9.1%
407 COP CONOCOPHILLIPS Energy 3,143.0 $327K 0.03% +133.0 +4.4% $103.94 +24.2%
408 SPSM SPDR SERIES TRUST 5,632.0 $325K 0.03% +166.0 +3.0% $57.67 +0.3%
409 ETG EATON VANCE TX ADV GLBL DIV Financial Services 13,797.0 $325K 0.03% +2K +16.0% $23.54 +2.1%
410 DE DEERE & CO Industrials 511.0 $325K 0.03% -125.0 -19.6% $635.08 -6.2%
411 USRT ISHARES TR 4,872.0 $324K 0.03% +41.0 +0.8% $66.45 +1.0%
412 IDV ISHARES TR 7,798.0 $323K 0.03% +913.0 +13.3% $41.43 +8.0%
413 PBR PETROLEO BRASILEIRO S A Energy 19,992.0 $323K 0.03% $16.16 +14.4%
414 AIQ GLOBAL X FDS 4,773.0 $313K 0.03% -2K -30.9% $65.61 -4.3%
415 SPGM SPDR INDEX SHS FDS 3,631.0 $311K 0.03% $85.67 +2.2%
416 XLF SELECT SECTOR SPDR TR 5,782.0 $310K 0.03% +100.0 +1.8% $53.61 +8.1%
417 SPCT TWO RDS SHARED TR 11,412.0 $309K 0.03% NEW $27.09 +3.6%
418 QYLD GLOBAL X FDS 16,763.0 $309K 0.03% +263.0 +1.6% $18.43 -1.3%
419 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,730.0 $308K 0.03% +2K +2089.9% $178.23 +17.3%
420 SBUX STARBUCKS CORP Consumer Cyclical 2,973.0 $304K 0.03% +185.0 +6.6% $102.20 +5.8%
Page 21 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%