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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 4 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PG PROCTER & GAMBLE CO Consumer Defensive 25,179.0 $3.7M 0.39% +226.0 +0.9% $146.64 -2.1%
62 DIVO AMPLIFY ETF TR 78,818.0 $3.6M 0.38% +10K +13.8% $45.70 +6.0%
63 BALI BLACKROCK ETF TRUST 105,576.0 $3.6M 0.38% +11K +11.3% $33.83 +3.1%
64 FPE FIRST TR EXCH TRADED FD III 198,203.0 $3.5M 0.37% +7K +3.8% $17.88 -0.9%
65 DGS WISDOMTREE TR 54,683.0 $3.5M 0.37% +490.0 +0.9% $64.71 -2.4%
66 DYNF BLACKROCK ETF TRUST 51,680.0 $3.5M 0.37% +2K +3.1% $68.01 +2.3%
67 SPIB SPDR SERIES TRUST 104,786.0 $3.5M 0.37% NEW $33.46 -1.1%
68 VIGI VANGUARD WHITEHALL FDS 37,508.0 $3.5M 0.37% +2K +5.6% $93.38 +5.2%
69 OAKTREE SPECIALTY LENDING 293,056.0 $3.5M 0.37% +7K +2.6% $11.94
70 REGL PROSHARES TR 38,195.0 $3.5M 0.37% +298.0 +0.8% $91.57 +3.9%
71 SGOV ISHARES TR 33,799.0 $3.4M 0.36% +16K +90.1% $100.67 -0.1%
72 JUCY ETF SER SOLUTIONS 152,873.0 $3.4M 0.35% +2K +1.3% $21.98 +0.3%
73 J P MORGAN EXCHANGE TRADED F 66,338.0 $3.4M 0.35% -8K -11.2% $50.57
74 JEPI J P MORGAN EXCHANGE TRADED F 58,917.0 $3.3M 0.35% -305.0 -0.5% $56.48 +2.5%
75 XLK SELECT SECTOR SPDR TR 17,127.0 $3.3M 0.34% -1K -7.6% $190.52 -2.6%
76 ASML ASML HLDG NV Technology 1,637.0 $3.3M 0.34% $1989.44 -9.9%
77 QQQ INVESCO QQQ TR Financial Services 4,398.0 $3.2M 0.34% +296.0 +7.2% $736.36 -2.5%
78 BIL SPDR SERIES TRUST 34,668.0 $3.2M 0.34% +18K +109.1% $91.64 -0.1%
79 V VISA INC Financial Services 9,143.0 $3.1M 0.33% +890.0 +10.8% $343.10 +6.2%
80 GBDC GOLUB CAP BDC INC Financial Services 242,994.0 $3.1M 0.33% $12.88 +1.9%
Page 4 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%