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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 26 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 EWJ ISHARES INC 2,328.0 $217K 0.02% NEW $93.28 +5.2%
502 COWZ PACER FDS TR 3,472.0 $216K 0.02% -95.0 -2.7% $62.21 +12.4%
503 SYY SYSCO CORP Consumer Defensive 2,577.0 $215K 0.02% NEW $83.58 -2.1%
504 VYMI VANGUARD WHITEHALL FDS 2,188.0 $215K 0.02% +24.0 +1.1% $98.20 +6.3%
505 NYT NEW YORK TIMES CO MTN BE Communication Services 3,053.0 $214K 0.02% $69.98 -6.7%
506 IGPT INVESCO EXCHANGE TRADED FD T 2,048.0 $213K 0.02% NEW $104.10 -7.0%
507 SANM SANMINA CORP Technology 841.0 $213K 0.02% NEW $253.08 -14.2%
508 IWL ISHARES TR 1,146.0 $212K 0.02% NEW $184.95 +3.4%
509 UYG PROSHARES TR 2,470.0 $211K 0.02% NEW $85.57 +14.0%
510 REGN REGENERON PHARMACEUTICALS Healthcare 335.0 $209K 0.02% $623.90 +29.2%
511 ULST SSGA ACTIVE ETF TR 5,165.0 $209K 0.02% NEW $40.42 -0.2%
512 TMUS T-MOBILE US INC Communication Services 1,243.0 $208K 0.02% +172.0 +16.1% $167.73 +7.4%
513 KR KROGER CO Consumer Defensive 3,728.0 $207K 0.02% +487.0 +15.0% $55.53 +1.0%
514 SPGI S&P GLOBAL INC Financial Services 508.0 $207K 0.02% NEW $407.42 +0.8%
515 IJK ISHARES TR 1,761.0 $207K 0.02% NEW $117.50 +1.4%
516 MGV VANGUARD WORLD FD 1,263.0 $206K 0.02% NEW $163.45 +3.0%
517 XMMO INVESCO EXCHANGE TRADED FD T 1,213.0 $206K 0.02% NEW $170.14 -2.2%
518 DPZ DOMINOS PIZZA INC Consumer Cyclical 692.0 $205K 0.02% +91.0 +15.1% $296.01 +13.3%
519 VNQ VANGUARD INDEX FDS 2,119.0 $204K 0.02% -275.0 -11.5% $96.41 +1.6%
520 IYK ISHARES TR 2,805.0 $204K 0.02% NEW $72.65 +1.4%
Page 26 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%