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Portfolio (Quarterly) Guide ↗

United Community Bank

· CIK 0002000314
13F Portfolio $323M AUM Filed Nov 4, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 592 New
Page 4 of 30  ·  592 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 13,910.0 $1.2M 0.36% NEW $82.96 -1.0%
62 ORCL ORACLE CORP Technology 4,092.0 $1.2M 0.36% NEW $281.24 -32.5%
63 MRK MERCK & CO INC Healthcare 13,673.0 $1.1M 0.35% NEW $83.93 +38.1%
64 AMAT APPLIED MATERIALS INC Technology 5,571.0 $1.1M 0.35% NEW $204.74 +108.7%
65 VNQ VANGUARD INDEX FDS REAL ESTATE ETF 12,406.0 $1.1M 0.35% NEW $91.42 +5.7%
66 EMR EMERSON ELEC CO COM Industrials 8,517.0 $1.1M 0.35% NEW $131.18 +2.8%
67 ADBE ADOBE INC COM Technology 3,155.0 $1.1M 0.34% NEW $352.75 -30.8%
68 GLD SPDR GOLD TRUST GOLD SHS ETF Financial Services 3,098.0 $1.1M 0.34% NEW $355.47 +17.3%
69 CSX CSX CORP Industrials 30,058.0 $1.1M 0.33% NEW $35.51 +29.3%
70 SCHW SCHWAB CHARLES CORP COM Financial Services 11,045.0 $1.1M 0.33% NEW $95.47 -5.6%
71 CMCSA COMCAST CORP CL A (NEW) Communication Services 33,172.0 $1.0M 0.32% NEW $31.42 -20.2%
72 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 8,361.0 $1.0M 0.32% NEW $124.34 -20.6%
73 WMT WALMART INC Consumer Defensive 9,967.0 $1.0M 0.32% NEW $103.06 +27.0%
74 CRM SALESFORCE INC COM Technology 4,324.0 $1.0M 0.32% NEW $237.00 -25.6%
75 GPC GENUINE PARTS CO Consumer Cyclical 7,304.0 $1.0M 0.31% NEW $138.60 -29.6%
76 AEP AMERICAN ELECTRIC POWER CO INC COM Utilities 8,959.0 $1.0M 0.31% NEW $112.50 +15.2%
77 DVY ISHARES SELECT DIVIDEND ETF 7,075.0 $1.0M 0.31% NEW $142.10 +8.5%
78 BP BP PLC SPONSORED ADR Energy 29,086.0 $1.0M 0.31% NEW $34.46 +30.2%
79 SPY S&P 500 DR (SPDRS) Financial Services 1,468.0 $978K 0.30% NEW $666.18 +11.5%
80 TSM TAIWAN SEMICONDUCTOR SPONS ADR Technology 3,395.0 $948K 0.29% NEW $279.29 +43.8%
Page 4 of 30  ·  592 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 25.6%
Technology 21.1%
Healthcare 9.5%
Consumer Cyclical 9.4%
Communication Services 8.6%
Consumer Defensive 6.9%
Industrials 6.4%
Energy 6.1%
Utilities 3.5%
Real Estate 1.5%