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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 2 of 28  ·  552 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC COM Consumer Cyclical 10,426.0 $2.4M 0.91% -4K -29.0% $230.82 +16.3%
22 CVX CHEVRON CORP NEW COM Energy 15,613.0 $2.4M 0.90% -5K -22.5% $152.41 +25.3%
23 PM PHILIP MORRIS INTL INC COM Consumer Defensive 14,153.0 $2.3M 0.86% -820.0 -5.5% $160.40 +17.6%
24 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 36,116.0 $2.3M 0.85% +25K +220.2% $62.47 +13.2%
25 META META PLATFORMS INC CL A COM Communication Services 3,343.0 $2.2M 0.83% -1K -27.2% $660.09 -8.0%
26 AVGO BROADCOM INC COM Technology 6,318.0 $2.2M 0.83% +204.0 +3.3% $346.10 +19.8%
27 ABBV ABBVIE INC COM Healthcare 9,168.0 $2.1M 0.79% -1K -11.1% $228.49 -6.1%
28 T AT&T INC. Communication Services 83,311.0 $2.1M 0.78% -32K -27.6% $24.84 +0.4%
29 VYM VANGUARD HIGH DIVIDEND YIELD ETF 14,263.0 $2.0M 0.77% +3K +31.4% $143.52 +9.6%
30 VWO VANGUARD INTL EQUITY INDEX FDS FTSE ETF 37,573.0 $2.0M 0.76% -1K -3.5% $53.76 +9.2%
31 IBM INTERNATIONAL BUSINESS MACHS COM Technology 6,654.0 $2.0M 0.74% -390.0 -5.5% $296.21 -14.6%
32 GOOGL ALPHABET INC CL A Communication Services 6,184.0 $1.9M 0.73% -5K -45.2% $313.00 +23.9%
33 KO COCA COLA CO COM Consumer Defensive 26,214.0 $1.8M 0.69% +389.0 +1.5% $69.91 +16.1%
34 BLK BLACKROCK INC COM Financial Services 1,678.0 $1.8M 0.68% +23.0 +1.4% $1070.34 -0.6%
35 DUK DUKE ENERGY CORP NEW COM NEW Utilities 15,108.0 $1.8M 0.67% -4K -20.7% $117.21 +6.4%
36 JNJ JOHNSON & JOHNSON COM Healthcare 8,415.0 $1.7M 0.66% -5K -35.3% $206.95 +12.0%
37 XLK SELECT SECTOR SPDR TR STATE ST TECH ETF 11,624.0 $1.7M 0.63% +6K +90.1% $143.97 +24.1%
38 WMT WALMART INC COM Consumer Defensive 14,550.0 $1.6M 0.61% +5K +46.0% $111.41 +17.4%
39 NEE NEXTERA ENERGY INC COM Utilities 19,909.0 $1.6M 0.60% $80.28 +11.7%
40 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 27,919.0 $1.5M 0.57% -9K -23.6% $53.94 +10.4%
Page 2 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%