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Portfolio (Quarterly) Guide ↗

United Financial Planning Group LLC

· CIK 0002088337
13F Portfolio $197M AUM 465 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 465 New
Page 21 of 24  ·  465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 PHIN PHINIA INC Consumer Cyclical 52.0 $4K 0.00% NEW $82.37 -16.9%
402 ROL ROLLINS INC Consumer Cyclical 102.0 $4K 0.00% NEW $41.74 -13.6%
403 ELV ELEVANCE HEALTH INC Healthcare 11.0 $4K 0.00% NEW $386.73 +1.5%
404 KMI KINDER MORGAN INC DEL Energy 133.0 $4K 0.00% NEW $31.97 +0.8%
405 IQVIA HLDGS INC 22.0 $4K 0.00% NEW $193.23
406 KEYS KEYSIGHT TECHNOLOGIES IN Technology 12.0 $4K 0.00% NEW $350.08 -7.8%
407 AFG AMERICAN FINL GROUP INC Financial Services 30.0 $4K 0.00% NEW $139.93 +1.9%
408 ORLY O REILLY AUTOMOTIVE INC Consumer Cyclical 45.0 $4K 0.00% NEW $92.09 -3.6%
409 TXT TEXTRON INC Industrials 45.0 $4K 0.00% NEW $91.73 -12.2%
410 NATL NCR ATLEOS CORP Technology 95.0 $4K 0.00% NEW $43.41 +5.8%
411 TCOM TRIP COM GROUP LTD F Consumer Cyclical 100.0 $4K 0.00% NEW $39.84 +12.1%
412 FIX COMFORT SYS USA INC Industrials 2.0 $4K 0.00% NEW $1982.00 -22.0%
413 J JACOBS SOLUTIONS INC Industrials 31.0 $4K 0.00% NEW $126.00 +18.3%
414 IPAY AMPLIFY DIGITAL PAYMENTS 83.0 $4K 0.00% NEW $46.30 +10.8%
415 APD AIR PRODS & CHEMS INC Basic Materials 13.0 $4K 0.00% NEW $293.15 +5.6%
416 YUM YUM BRANDS INC Consumer Cyclical 23.0 $4K 0.00% NEW $159.87 -4.1%
417 AME AMETEK INC NEW Industrials 15.0 $4K 0.00% NEW $241.93 -2.8%
418 AGO ASSURED GUARANTY LTD F Financial Services 45.0 $4K 0.00% NEW $80.16 -6.8%
419 ITW ILLINOIS TOOL WKS INC Industrials 13.0 $4K 0.00% NEW $270.46 +1.8%
420 ISHARES MSCI INTL 70.0 $3K 0.00% NEW $49.56
Page 21 of 24  ·  465 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
Financial Services 28.1%
Technology 26.3%
Healthcare 14.1%
Utilities 6.0%
Consumer Cyclical 5.1%
Consumer Defensive 5.1%
Basic Materials 4.9%
Communication Services 4.4%
Industrials 3.7%
Energy 1.7%