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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 23 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,016.0 $276K 0.03% -2K -43.7% $136.95 +22.6%
442 CGBD CARLYLE SECURED LENDING INC Financial Services 26,181.0 $276K 0.03% -6K -18.9% $10.53 +6.9%
443 RSJN FIRST TR EXCHNG TRADED FD VI 7,385.0 $275K 0.03% $37.25 +2.2%
444 ETF SER SOLUTIONS 10,250.0 $274K 0.03% +670.0 +7.0% $26.75
445 EFAV ISHARES TR 3,124.0 $274K 0.03% +616.0 +24.6% $87.71 +6.2%
446 ICSH ISHARES TR 5,407.0 $273K 0.03% +1K +27.5% $50.58 -0.1%
447 XSOE WISDOMTREE TR 5,559.0 $273K 0.03% $49.18 -2.6%
448 CEG CONSTELLATION ENERGY CORP Utilities 1,099.0 $273K 0.03% +84.0 +8.3% $248.37 +12.0%
449 SHEL SHELL PLC Energy 3,463.0 $268K 0.03% +42.0 +1.2% $77.53 +18.2%
450 VRTX VERTEX PHARMACEUTICALS INC Healthcare 539.0 $268K 0.03% -6.0 -1.1% $496.73 +3.8%
451 CL COLGATE PALMOLIVE CO Consumer Defensive 2,919.0 $268K 0.03% +158.0 +5.7% $91.68 -1.6%
452 TT TRANE TECHNOLOGIES PLC Industrials 538.0 $264K 0.03% -141.0 -20.8% $491.16 -3.2%
453 NOK NOKIA CORP Technology 19,893.0 $264K 0.03% NEW $13.28 -18.6%
454 FEPI ETF OPPORTUNITIES TRUST 6,095.0 $263K 0.03% NEW $43.12 -2.1%
455 HUSV FIRST TR EXCH TRADED FD III 6,678.0 $262K 0.03% $39.28 +4.5%
456 EOG EOG RES INC Energy 2,020.0 $262K 0.03% -48.0 -2.3% $129.71 +12.7%
457 VICI VICI PPTYS INC Real Estate 9,810.0 $260K 0.03% +608.0 +6.6% $26.55 -2.2%
458 SSO PROSHARES TR 3,844.0 $259K 0.03% NEW $67.38 +6.1%
459 IQDG WISDOMTREE TR 5,922.0 $255K 0.03% $43.08 +3.4%
460 FDL FIRST TR EXCHANGE-TRADED FD 5,226.0 $254K 0.03% +250.0 +5.0% $48.66 +7.5%
Page 23 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%