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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 27 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 SPDR SERIES TRUST 6,535.0 $204K 0.02% NEW $31.18
522 DG DOLLAR GEN CORP Consumer Defensive 1,764.0 $203K 0.02% -405.0 -18.7% $115.13 +5.0%
523 VPL VANGUARD INTL EQUITY INDEX F 1,753.0 $203K 0.02% NEW $115.69 -2.2%
524 SDGR SCHRODINGER INC Healthcare 12,274.0 $199K 0.02% -1K -9.9% $16.25 +8.7%
525 VTSI VIRTRA INC Industrials 59,715.0 $188K 0.02% -2K -3.1% $3.14 -3.5%
526 SOFI SOFI TECHNOLOGIES INC Financial Services 10,384.0 $186K 0.02% +248.0 +2.5% $17.93 -1.5%
527 INTU CALL INTUIT Technology 700.0 $183K 0.02% NEW $261.00 +34.3%
528 NOW CALL SERVICENOW INC Technology 1,700.0 $169K 0.02% NEW $99.28 +20.4%
529 XLE CALL SELECT SECTOR SPDR TR 3,100.0 $165K 0.02% NEW $53.11 +19.9%
530 AQN ALGONQUIN POWER & UTILITIES Utilities 26,590.0 $156K 0.02% +228.0 +0.9% $5.86 -1.2%
531 BIZD VANECK ETF TRUST 12,160.0 $154K 0.02% +2K +18.6% $12.66 +4.4%
532 BABA CALL ALIBABA GROUP HLDG LTD Consumer Cyclical 1,600.0 $154K 0.02% NEW $95.98 +33.6%
533 CION CION INVT CORP Financial Services 24,085.0 $150K 0.02% $6.23 +17.5%
534 PLUG PLUG PWR INC Industrials 53,350.0 $145K 0.01% $2.71 -20.3%
535 ETHA ISHARES ETHEREUM TR Financial Services 11,906.0 $142K 0.01% -22K -65.2% $11.89 +21.4%
536 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 10,317.0 $132K 0.01% NEW $12.80 -3.3%
537 COIN CALL COINBASE GLOBAL INC Financial Services 800.0 $117K 0.01% +300.0 +60.0% $146.19 +0.0%
538 MSTR CALL STRATEGY INC Technology 1,000.0 $87K 0.01% NEW $86.93 +6.4%
539 ORCL CALL ORACLE CORP Technology 400.0 $59K 0.01% NEW $146.55 -2.6%
540 PLUG CALL PLUG PWR INC Industrials 20,000.0 $54K 0.01% $2.71 -20.3%
Page 27 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%