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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 7 of 28  ·  552 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PEP PEPSICO INC COM Consumer Defensive 2,530.0 $363K 0.14% -703.0 -21.7% $143.52 +3.7%
122 HON HONEYWELL INTL INC COM Industrials 1,833.0 $358K 0.14% -81.0 -4.2% $195.09 +14.7%
123 IQVIA HLDGS INC COM 1,585.0 $357K 0.14% -3K -65.7% $225.41
124 PAYX PAYCHEX INC COM Industrials 3,177.0 $356K 0.14% +19.0 +0.6% $112.18 -16.0%
125 PSA PUBLIC STORAGE COM Real Estate 1,343.0 $349K 0.13% -2K -53.2% $259.50 +16.7%
126 MO ALTRIA GROUP INC Consumer Defensive 5,845.0 $337K 0.13% -6K -49.2% $57.66 +27.8%
127 UNH UNITEDHEALTH GROUP INC COM Healthcare 1,018.0 $336K 0.13% -1K -51.5% $330.11 +16.1%
128 WMB WILLIAMS COS INC Energy 5,559.0 $334K 0.13% -4K -42.0% $60.11 +29.6%
129 SO SOUTHERN CO COM Utilities 3,819.0 $333K 0.13% -220.0 -5.5% $87.20 +7.4%
130 DLR DIGITAL REALTY TRUST INC Real Estate 2,141.0 $331K 0.12% -32.0 -1.5% $154.71 +25.6%
131 FLEX FLEX LTD Technology 5,335.0 $322K 0.12% -3K -39.5% $60.42 +116.9%
132 CBRE CBRE GROUP INC Real Estate 1,953.0 $314K 0.12% -535.0 -21.5% $160.79 -18.5%
133 RTX RTX CORPORATION COM Industrials 1,712.0 $314K 0.12% $183.40 -4.7%
134 L LOEWS CORP COM Financial Services 2,971.0 $313K 0.12% +260.0 +9.6% $105.31 +3.7%
135 MDLZ MONDELEZ INTL INC CL A COM Consumer Defensive 5,804.0 $312K 0.12% -3K -33.5% $53.83 +14.2%
136 IVZ INVESCO LTD Financial Services 11,703.0 $307K 0.12% $26.27 +2.7%
137 FNV FRANCO-NEVADA CORP Basic Materials 1,415.0 $293K 0.11% +150.0 +11.9% $207.28 +9.0%
138 IJJ ISHARES S&P MID CAP 400 VALUE ETF 2,215.0 $291K 0.11% $131.59 +6.3%
139 EBAY EBAY INC Consumer Cyclical 3,322.0 $289K 0.11% +553.0 +20.0% $87.10 +34.5%
140 UNILEVER PLC SPON ADR 4,420.0 $289K 0.11% NEW $65.40
Page 7 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%