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Portfolio (Quarterly) Guide ↗

United Community Bank

· CIK 0002000314
13F Portfolio $264M AUM 552 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 64 New 109 Added 214 Reduced 104 Exited
Page 2 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQ INVESCO QQQ TR UNIT SER ETF Financial Services 1,814.0 $1.1M 0.42% +662.0 +57.5% $614.31 +16.3%
22 CSX CSX CORP Industrials 30,450.0 $1.1M 0.42% +392.0 +1.3% $36.25 +26.6%
23 AXP AMERICAN EXPRESS CO Financial Services 2,870.0 $1.1M 0.40% +21.0 +0.7% $369.95 -16.3%
24 BP BP PLC SPONSORED ADR Energy 29,456.0 $1.0M 0.39% +370.0 +1.3% $34.73 +29.2%
25 C CITIGROUP INC COM NEW Financial Services 8,642.0 $1.0M 0.38% +70.0 +0.8% $116.69 +7.3%
26 TFC TRUIST FINL CORP COM Financial Services 17,179.0 $845K 0.32% +255.0 +1.5% $49.21 -2.5%
27 OHI OMEGA HEALTHCARE INVESTORS Real Estate 17,360.0 $770K 0.29% +180.0 +1.1% $44.34 +8.8%
28 DGRW WISDOMTREE TR US QTLY DIV GRT ETF 7,899.0 $706K 0.27% +1K +18.4% $89.43 +7.3%
29 PGR PROGRESSIVE CORP COM Financial Services 2,441.0 $556K 0.21% +15.0 +0.6% $227.72 -11.0%
30 IEFA iSHARES CORE MSCI EAFE ETF 5,734.0 $513K 0.19% +2K +55.0% $89.46 +8.8%
31 TSLA TESLA INC COM Consumer Cyclical 1,084.0 $487K 0.18% +122.0 +12.7% $449.72 -7.2%
32 TNL TRAVEL PLUS LEISURE CO COM Consumer Cyclical 5,968.0 $421K 0.16% +60.0 +1.0% $70.53 -8.0%
33 NRG NRG ENERGY INC Utilities 2,401.0 $382K 0.14% +29.0 +1.2% $159.24 -14.0%
34 SYF SYNCHRONY FINANCIAL Financial Services 4,508.0 $376K 0.14% +39.0 +0.9% $83.43 -13.6%
35 PAYX PAYCHEX INC COM Industrials 3,177.0 $356K 0.14% +19.0 +0.6% $112.18 -16.0%
36 L LOEWS CORP COM Financial Services 2,971.0 $313K 0.12% +260.0 +9.6% $105.31 +3.7%
37 FNV FRANCO-NEVADA CORP Basic Materials 1,415.0 $293K 0.11% +150.0 +11.9% $207.28 +9.0%
38 EBAY EBAY INC Consumer Cyclical 3,322.0 $289K 0.11% +553.0 +20.0% $87.10 +34.5%
39 SCHB SCHWAB US BROAD MARKET ETF 10,992.0 $288K 0.11% +1K +12.0% $26.23 +9.0%
40 MU MICRON TECHNOLOGY INC COM Technology 1,010.0 $288K 0.11% +825.0 +445.9% $285.41 +167.0%
Page 2 of 6  ·  109 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 29.4%
Technology 20.5%
Healthcare 9.3%
Consumer Cyclical 7.7%
Communication Services 7.4%
Consumer Defensive 7.1%
Industrials 7.0%
Energy 5.7%
Utilities 3.4%
Basic Materials 1.2%