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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 16 of 28  ·  552 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PAVE GLOBAL X FDS US INFR DEV ETF 931.0 $44K 0.02% NEW $47.79 +15.0%
302 CARR CARRIER GLOBAL CORPORATION COM Industrials 840.0 $44K 0.02% +87.0 +11.6% $52.84 +19.5%
303 CEG CONSTELLATION ENERGY CORP COM Utilities 123.0 $43K 0.02% +44.0 +55.7% $353.27 -16.8%
304 SNA SNAP-ON INC Industrials 125.0 $43K 0.02% NEW $344.60 +6.4%
305 LIN LINDE PLC SHS COM Basic Materials 101.0 $43K 0.02% $426.39 +21.4%
306 GDX VANECK VECTORS GOLD MINERS ETF 500.0 $43K 0.02% $85.77 -0.9%
307 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 520.0 $42K 0.02% -491.0 -48.6% $80.30 -1.0%
308 CMI CUMMINS INC Industrials 81.0 $41K 0.02% -198.0 -71.0% $510.44 +25.3%
309 REGN REGENERON PHARMACEUTICALS Healthcare 53.0 $41K 0.01% -121.0 -69.5% $771.87 -17.2%
310 JKHY HENRY JACK & ASSOCIATES INC Technology 224.0 $41K 0.01% NEW $182.48 -23.2%
311 MPC MARATHON PETROLEUM CORP Energy 249.0 $40K 0.01% +57.0 +29.7% $162.63 +56.6%
312 WAB WABTEC CORP Industrials 188.0 $40K 0.01% -240.0 -56.1% $213.45 +20.1%
313 BK BANK OF NEW YORK MELLON CORP Financial Services 342.0 $40K 0.01% $116.09 +19.9%
314 NET CLOUDFLARE INC CL A COM Technology 200.0 $39K 0.01% +166.0 +488.2% $197.15 +9.6%
315 NUVEEN DOW 30SM DYNAMIC OVERWRITE FUND 2,550.0 $39K 0.01% $15.26
316 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 67.0 $39K 0.01% -105.0 -61.0% $579.45 -22.6%
317 USAI PACER FDS TR AMERCN ENRGY IND ETF 1,000.0 $38K 0.01% $38.15 +26.0%
318 TMUS T-MOBILE US INC COM Communication Services 186.0 $38K 0.01% +82.0 +78.8% $203.04 -5.7%
319 VEU VANGUARD FTSE ALL WORLD EX US INDEX FD 513.0 $38K 0.01% NEW $73.56 +12.1%
320 ROP ROPER TECHNOLOGIES INC COM Industrials 84.0 $37K 0.01% -217.0 -72.1% $445.13 -26.6%
Page 16 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%