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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 5 of 28  ·  552 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ORCL ORACLE CORP Technology 3,543.0 $691K 0.26% -549.0 -13.4% $194.91 -2.6%
82 BAC BANK OF AMERICA CORP Financial Services 12,471.0 $686K 0.26% -2K -13.6% $55.00 -6.4%
83 CAT CATERPILLAR INC COM Industrials 1,161.0 $665K 0.25% $572.87 +51.2%
84 LMT LOCKHEED MARTIN CORP COM Industrials 1,349.0 $652K 0.25% $483.67 +8.1%
85 IVW ISHARES S&P 500 GROWTH ETF 5,182.0 $639K 0.24% $123.26 +10.8%
86 AMGN AMGEN INC Healthcare 1,850.0 $606K 0.23% -1K -40.3% $327.31 +3.1%
87 TRV THE TRAVELERS COMPANIES INC Financial Services 2,028.0 $588K 0.22% -240.0 -10.6% $290.06 +5.8%
88 PG PROCTER & GAMBLE CO Consumer Defensive 4,103.0 $588K 0.22% $143.31 -0.6%
89 PFE PFIZER INC COM Healthcare 23,202.0 $578K 0.22% -10K -30.0% $24.90 +4.2%
90 PGR PROGRESSIVE CORP COM Financial Services 2,441.0 $556K 0.21% +15.0 +0.6% $227.72 -11.0%
91 AMAT APPLIED MATERIALS INC Technology 2,119.0 $545K 0.21% -3K -62.0% $256.99 +66.3%
92 TGT TARGET CORP Consumer Defensive 5,452.0 $533K 0.20% -602.0 -9.9% $97.75 +25.1%
93 VLO VALERO ENERGY CORP NEW Energy 3,231.0 $526K 0.20% -417.0 -11.4% $162.79 +55.9%
94 VONG VANGUARD RUSSELL 1000 GROWTH ETF 4,277.0 $521K 0.20% $121.75 +5.4%
95 AEP AMERICAN ELECTRIC POWER CO INC COM Utilities 4,483.0 $517K 0.20% -4K -50.0% $115.31 +12.4%
96 VGT VANGUARD INFORMATION TECHNOLOGY INDEX 685.0 $516K 0.20% $753.78 -84.8%
97 IEFA iSHARES CORE MSCI EAFE ETF 5,734.0 $513K 0.19% +2K +55.0% $89.46 +8.8%
98 IWR ISHARES RUSSELL MIDCAP ETF 5,303.0 $511K 0.19% $96.27 +9.1%
99 PHM PULTE HOMES INC Consumer Cyclical 4,311.0 $506K 0.19% -532.0 -11.0% $117.26 -0.9%
100 ADBE ADOBE INC COM Technology 1,443.0 $505K 0.19% -2K -54.3% $349.99 -30.3%
Page 5 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%