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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 8 of 28  ·  552 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SCHB SCHWAB US BROAD MARKET ETF 10,992.0 $288K 0.11% +1K +12.0% $26.23 +9.0%
142 MU MICRON TECHNOLOGY INC COM Technology 1,010.0 $288K 0.11% +825.0 +445.9% $285.41 +167.0%
143 GWW WW GRAINGER INC Industrials 278.0 $281K 0.11% -42.0 -13.1% $1009.05 +22.8%
144 EOG EOG RESOURCES INC Energy 2,595.0 $273K 0.10% +73.0 +2.9% $105.01 +33.3%
145 IWM ISHARES RUSSELL 2000 ETF 1,086.0 $267K 0.10% -279.0 -20.4% $246.16 +14.8%
146 NFLX NETFLIX INC Communication Services 2,780.0 $261K 0.10% +2K +566.7% $93.76 -4.8%
147 GIS GENERAL MILLS INC Consumer Defensive 5,500.0 $256K 0.10% -259.0 -4.5% $46.50 -28.0%
148 XLV SELECT SECTOR SPDR TR S S HLTH CARE ETF 1,651.0 $256K 0.10% +985.0 +147.9% $154.80 -4.3%
149 XLF SELECT SECTOR SPDR TR STATE ST FIN ETF 4,538.0 $249K 0.09% +3K +154.4% $54.77 -5.6%
150 SHW SHERWIN WILLIAMS CO Basic Materials 763.0 $247K 0.09% -536.0 -41.3% $324.03 -5.0%
151 SBUX STARBUCKS CORP Consumer Cyclical 2,913.0 $245K 0.09% -5K -63.6% $84.21 +26.5%
152 CL COLGATE-PALMOLIVE CO Consumer Defensive 3,076.0 $243K 0.09% $79.02 +14.5%
153 USMV ISHARES TR MSCI USA MIN VOL FACTOR ETF 2,575.0 $242K 0.09% -175.0 -6.4% $94.16 +2.0%
154 CB CHUBB LIMITED Financial Services 772.0 $241K 0.09% +31.0 +4.2% $312.12 +5.8%
155 AEM AGNICO EAGLE MINES LTD COM Basic Materials 1,412.0 $239K 0.09% +140.0 +11.0% $169.53 +4.8%
156 VB VANGUARD INDEX FDS SMALL CP ETF 924.0 $238K 0.09% +784.0 +560.0% $257.95 +11.0%
157 GD GENERAL DYNAMICS CORP Industrials 696.0 $234K 0.09% -15.0 -2.1% $336.66 +0.6%
158 NOW SERVICENOW INC Technology 1,505.0 $231K 0.09% +1K +257.5% $153.19 -34.9%
159 HSY HERSHEY CO/THE Consumer Defensive 1,230.0 $224K 0.09% +570.0 +86.4% $181.98 +4.6%
160 APP APPLOVIN CORP COM CL A Technology 324.0 $218K 0.08% -215.0 -39.9% $673.82 -27.9%
Page 8 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%