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Portfolio (Quarterly) Guide ↗

UNITED CAPITAL FINANCIAL ADVISORS, LLC

· CIK 0001463217
13F Portfolio $18.2B AUM 1,622 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1622 New
Page 68 of 82  ·  1,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 1,794.0 $321K 0.00% NEW $178.96 +20.8%
1342 VVV VALVOLINE INC Energy 8,095.0 $320K 0.00% NEW $39.54 -14.9%
1343 AGNC AGNC INVT CORP Real Estate 29,234.0 $319K 0.00% NEW $10.90 +0.2%
1344 VIOO VANGUARD ADMIRAL FDS INC 2,315.0 $318K 0.00% NEW $137.45 -0.4%
1345 UGI UGI CORP NEW Utilities 9,136.0 $316K 0.00% NEW $34.54 +11.2%
1346 FLUTTER ENTMT PLC 3,078.0 $314K 0.00% NEW $102.17
1347 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 14,798.0 $312K 0.00% NEW $21.11 -16.6%
1348 WCN WASTE CONNECTIONS INC Industrials 1,865.0 $311K 0.00% NEW $166.73 -0.7%
1349 ESTC ELASTIC N V Technology 5,442.0 $310K 0.00% NEW $57.01 +49.1%
1350 AMH AMERICAN HOMES 4 RENT Real Estate 9,206.0 $309K 0.00% NEW $33.52 +0.4%
1351 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 3,082.0 $308K 0.00% NEW $100.05 +7.4%
1352 WIT WIPRO LTD Technology 136,932.0 $308K 0.00% NEW $2.25 -15.1%
1353 NWE NORTHWESTERN ENERGY GROUP IN Utilities 4,301.0 $308K 0.00% NEW $71.62 -1.4%
1354 PHIN PHINIA INC Consumer Cyclical 3,737.0 $308K 0.00% NEW $82.37 -10.5%
1355 FIRST HAWAIIAN INC 10,488.0 $307K 0.00% NEW $29.30
1356 SE SEA LTD Consumer Cyclical 3,204.0 $307K 0.00% NEW $95.83 +21.3%
1357 PII POLARIS INC Consumer Cyclical 4,475.0 $306K 0.00% NEW $68.43 -1.2%
1358 R RYDER SYS INC Industrials 1,157.0 $305K 0.00% NEW $263.77 -1.8%
1359 FV FIRST TR EXCHANGE TRADED FD 4,018.0 $305K 0.00% NEW $75.84 -3.7%
1360 SANM SANMINA CORP Technology 1,204.0 $305K 0.00% NEW $253.08 -21.7%
Page 68 of 82  ·  1,622 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 30.9%
Financial Services 20.4%
Healthcare 13.7%
Communication Services 9.2%
Industrials 8.4%
Consumer Cyclical 6.6%
Consumer Defensive 4.2%
Energy 2.2%
Real Estate 1.8%
Utilities 1.8%