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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 15 of 28  ·  552 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SPG SIMON PROPERTY GROUP INC Real Estate 326.0 $60K 0.02% -6.0 -1.8% $185.11 +10.4%
282 WM WASTE MGMT INC DEL COM Industrials 274.0 $60K 0.02% +81.0 +42.0% $219.71 -0.8%
283 ED CONSOLIDATED EDISON INC Utilities 604.0 $60K 0.02% -7.0 -1.1% $99.32 +9.3%
284 AOK ISHARES TR CORE 30/70 CONSE ETF 1,425.0 $57K 0.02% $40.13 +2.6%
285 NOBL PROSHARES TR S&P 500 DV ARIST ETF 525.0 $55K 0.02% $104.07 +3.6%
286 BX BLACKSTONE INC COM Financial Services 343.0 $53K 0.02% $154.14 -23.1%
287 VTV VANGUARD VALUE ETF 275.0 $53K 0.02% +75.0 +37.5% $190.99 +10.4%
288 ALL ALLSTATE CORP COM Financial Services 252.0 $52K 0.02% $208.15 +4.1%
289 XLP SELECT SECTOR SPDR TR S S CON STPLS ETF 675.0 $52K 0.02% +255.0 +60.7% $77.68 +9.2%
290 IWN ISHARES RUSSELL 2000 VALUE ETF 273.0 $49K 0.02% $181.21 +16.6%
291 NDAQ NASDAQ INC Financial Services 506.0 $49K 0.02% $97.13 -6.3%
292 FHN FIRST HORIZON CORPORATION COM Financial Services 2,017.0 $48K 0.02% $23.90 +1.4%
293 ET ENERGY TRANSFER LP COM UT LTD PTN Energy 2,888.0 $48K 0.02% $16.49 +21.7%
294 STX SEAGATE TECHNOLOGY HLDNG PLC ORD SHS COM Technology 169.0 $47K 0.02% $275.39 +195.1%
295 JBL JABIL INC Technology 200.0 $46K 0.02% $228.02 +59.8%
296 WES WESTERN MIDSTREAM PARTNERS LP COM UNIT Energy 1,150.0 $45K 0.02% NEW $39.50 +16.5%
297 FNCL THE FIDELITY MSCI FINANCIALS INDEX ETF 582.0 $45K 0.02% $77.74 -4.9%
298 CACI CACI INTERNATIONAL INC CL A Technology 84.0 $45K 0.02% $532.81 -5.9%
299 XLC SELECT SECTOR SPDR TR S S COMM SER ETF 380.0 $45K 0.02% +256.0 +206.4% $117.72 -1.9%
300 VIG VANGUARD DIVIDEND APPRECIATION ETF 203.0 $45K 0.02% +100.0 +97.1% $219.78 +6.1%
Page 15 of 28  ·  552 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%