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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 6 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DYNF BLACKROCK ETF TRUST ISHARES US EQUIT ETF 180.0 $11K 0.00% +82.0 +83.7% $60.81 +9.4%
102 XLB SELECT SECTOR SPDR TR STATE ST MATR ETF 222.0 $10K 0.00% +111.0 +100.0% $45.35 +10.3%
103 XEL XCEL ENERGY INC COM Utilities 134.0 $10K 0.00% +118.0 +737.5% $73.86 +8.1%
104 AWK AMERICAN WATER WORKS Utilities 73.0 $10K 0.00% +63.0 +630.0% $130.51 -5.1%
105 PPG PPG INDUSTRIES INC Basic Materials 91.0 $9K 0.00% +86.0 +1720.0% $102.46 +1.9%
106 CCI CROWN CASTLE INC COM Real Estate 71.0 $6K 0.00% +58.0 +446.1% $88.87 +3.6%
107 EFX EQUIFAX INC Industrials 23.0 $5K 0.00% +17.0 +283.3% $217.00 -24.8%
108 VRSK VERISK ANALYTICS INC-CLASS A Industrials 18.0 $4K 0.00% +13.0 +260.0% $223.67 -23.7%
109 VLTO VERALTO CORP COM SHS Industrials 34.0 $3K 0.00% +28.0 +466.7% $99.79 -13.6%
Page 6 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%