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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 25 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CAH CARDINAL HEALTH INC Healthcare 1,001.0 $238K 0.03% +25.0 +2.6% $237.65 -0.8%
482 IEI ISHARES TR 2,015.0 $237K 0.03% +50.0 +2.5% $117.45 -0.8%
483 UNP UNION PAC CORP Industrials 870.0 $237K 0.03% NEW $271.94 +10.3%
484 IEP ICAHN ENTERPRISES LP Industrials 32,712.0 $236K 0.03% +2K +6.0% $7.21 -1.4%
485 VFQY VANGUARD WELLINGTON FD 1,380.0 $235K 0.03% $170.30 +4.9%
486 HDMV FIRST TR EXCH TRADED FD III 6,324.0 $234K 0.03% +44.0 +0.7% $37.01 +4.9%
487 SLV ISHARES SILVER TR Financial Services 4,367.0 $234K 0.03% $53.47 +11.4%
488 MANAGED PORTFOLIO SER 9,401.0 $233K 0.03% NEW $24.80
489 VTWO VANGUARD SCOTTSDALE FDS 1,902.0 $231K 0.02% NEW $121.42 +1.3%
490 BLUE OWL CAPITAL CORPORATION 20,805.0 $226K 0.02% $10.87
491 IWN ISHARES TR 1,020.0 $226K 0.02% NEW $221.20 +2.4%
492 BIV VANGUARD BD INDEX FDS 2,941.0 $226K 0.02% +18.0 +0.6% $76.70 -1.6%
493 INTU INTUIT Technology 864.0 $226K 0.02% -247.0 -22.2% $261.00 +28.6%
494 SOXX ISHARES TR 351.0 $225K 0.02% NEW $640.76 -12.7%
495 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 4,325.0 $221K 0.02% NEW $51.05 +9.6%
496 C CITIGROUP INC Financial Services 1,567.0 $219K 0.02% NEW $139.95 -1.0%
497 BLV VANGUARD BD INDEX FDS 3,179.0 $219K 0.02% +145.0 +4.8% $68.93 -5.1%
498 MAR MARRIOTT INTL INC NEW Consumer Cyclical 590.0 $219K 0.02% -34.0 -5.5% $370.59 -3.8%
499 MAIN MAIN STR CAP CORP Financial Services 4,201.0 $218K 0.02% $51.88 +12.1%
500 ZTS ZOETIS INC Healthcare 3,030.0 $218K 0.02% -33.0 -1.1% $71.87 +1.5%
Page 25 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%