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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 3 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IYR ISHARES US REAL ESTATE ETF 84.0 $8K 0.00% NEW $93.89 +9.2%
42 Q QNITY ELECTRONICS INC COMMON STOCK COM Technology 96.0 $8K 0.00% NEW $81.65 +87.4%
43 IEUR ISHARES CORE MSCI EUROPE ETF 109.0 $8K 0.00% NEW $70.98 +6.6%
44 GEN GEN DIGITAL INC COM Technology 282.0 $8K 0.00% NEW $27.19 -8.6%
45 FLS FLOWSERVE CORP Industrials 83.0 $6K 0.00% NEW $69.39 -0.9%
46 BLUEROCK PVT REAL ESTATE FD COM 334.0 $5K 0.00% NEW $15.01
47 WST WEST PHARMACEUTICAL SERVICES INC Healthcare 18.0 $5K 0.00% NEW $275.17 +11.0%
48 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 8.0 $5K 0.00% NEW $580.75 -25.4%
49 MPWR MONOLITHIC POWER SYSTEMS INC Technology 5.0 $5K 0.00% NEW $906.40 +72.2%
50 CPB THE CAMPBELLS COMPANY COM Consumer Defensive 162.0 $5K 0.00% NEW $27.87 -28.1%
51 MRVL MARVELL TECHNOLOGY INC COM Technology 52.0 $4K 0.00% NEW $84.98 +124.4%
52 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 26.0 $4K 0.00% NEW $161.62 -23.3%
53 CLSK CLEANSPARK INC COM NEW COM Technology 400.0 $4K 0.00% NEW $10.12 +55.7%
54 SEIC SEI INVESTMENTS COMPANY Financial Services 49.0 $4K 0.00% NEW $82.02 +10.7%
55 CG CARLYLE GROUP INC COM Financial Services 63.0 $4K 0.00% NEW $59.11 -23.7%
56 SNOW SNOWFLAKE INC COM Technology 16.0 $4K 0.00% NEW $219.38 -23.9%
57 IOT SAMSARA INC COM CL A Technology 93.0 $3K 0.00% NEW $35.45 -15.0%
58 DDOG DATADOG INC CL A COM Technology 24.0 $3K 0.00% NEW $136.00 +60.3%
59 HOG HARLEY DAVIDSON INC COM Consumer Cyclical 159.0 $3K 0.00% NEW $20.49 +13.2%
60 SHOP SHOPIFY INC CL A SUB VTG SHS COM Technology 20.0 $3K 0.00% NEW $160.95 -34.8%
Page 3 of 4  ·  64 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%