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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 5 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IMCB ISHARES TR 32,306.0 $3.1M 0.33% +2K +5.1% $96.56 +3.9%
82 AVUV AMERICAN CENTY ETF TR 24,607.0 $3.1M 0.32% NEW $124.76 +2.3%
83 FSK FS KKR CAP CORP Financial Services 290,929.0 $3.1M 0.32% +4K +1.3% $10.50 +14.5%
84 BW BABCOCK & WILCOX ENTERPRISES Industrials 214,794.0 $3.0M 0.32% NEW $14.10 -34.1%
85 VTI VANGUARD INDEX FDS 8,122.0 $3.0M 0.32% +2K +28.7% $370.03 +2.6%
86 IVW ISHARES TR 21,831.0 $3.0M 0.32% +2K +7.8% $137.53 +1.5%
87 VZ VERIZON COMMUNICATIONS INC Communication Services 70,247.0 $3.0M 0.31% +3K +4.0% $42.34 +15.5%
88 IDEV ISHARES TR 33,336.0 $3.0M 0.31% +6K +20.4% $89.01 +4.2%
89 BNDX VANGUARD CHARLOTTE FDS 60,393.0 $2.9M 0.31% +4K +7.5% $48.43 -1.8%
90 STWD STARWOOD PPTY TR INC Real Estate 176,974.0 $2.9M 0.31% +3K +1.9% $16.38 -1.3%
91 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,841.0 $2.9M 0.30% +56.0 +1.5% $746.94 +2.8%
92 PM PHILIP MORRIS INTL INC Consumer Defensive 15,353.0 $2.8M 0.29% +248.0 +1.6% $180.91 +3.7%
93 CGCB CAPITAL GRP FIXED INCM ETF T 105,415.0 $2.8M 0.29% +5K +5.2% $26.18 -1.4%
94 IWM ISHARES TR 9,185.0 $2.8M 0.29% +832.0 +10.0% $300.46 +0.5%
95 GOOG ALPHABET INC Communication Services 7,695.0 $2.7M 0.29% +69.0 +0.9% $353.35 -3.7%
96 AVGO BROADCOM INC Technology 7,186.0 $2.7M 0.29% +2K +35.0% $377.75 -0.1%
97 MIDCAP FINANCIAL INVSTMNT CO 264,846.0 $2.7M 0.28% -5K -1.9% $10.08
98 IREN IREN LIMITED Financial Services 57,602.0 $2.6M 0.28% +17K +43.3% $45.73 -5.0%
99 SUB ISHARES TR 24,365.0 $2.6M 0.27% +6K +30.4% $106.47 -0.3%
100 EPD ENTERPRISE PRODS PARTNERS L Energy 69,464.0 $2.6M 0.27% $36.76 +5.4%
Page 5 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%