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Portfolio (Quarterly) Guide ↗

United Advisor Group, LLC

· CIK 0002004873
13F Portfolio $811M AUM 508 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New 269 Added 129 Reduced 37 Exited
Page 10 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EMLC VANECK ETF TRUST 20,788.0 $522K 0.06% +3K +18.4% $25.11 +0.7%
182 BCI ABRDN ETFS 20,863.0 $507K 0.06% +5K +28.6% $24.29 +4.1%
183 CRM SALESFORCE INC Technology 2,697.0 $503K 0.06% +161.0 +6.3% $186.67 -3.9%
184 XLV SELECT SECTOR SPDR TR 3,434.0 $503K 0.06% +145.0 +4.4% $146.60 +0.4%
185 BXSL BLACKSTONE SECD LENDING FD Financial Services 21,007.0 $498K 0.06% +7K +52.1% $23.69 +0.1%
186 GEV GE VERNOVA INC Utilities 551.0 $481K 0.06% +90.0 +19.5% $872.65 +15.9%
187 INTU INTUIT Technology 1,111.0 $480K 0.06% +661.0 +146.9% $432.47 -7.6%
188 CHE CHEMED CORP NEW Healthcare 1,270.0 $480K 0.06% +131.0 +11.5% $377.74 +16.9%
189 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,008.0 $462K 0.06% +159.0 +3.3% $92.31 -0.4%
190 IPKW INVESCO EXCH TRADED FD TR II 8,205.0 $462K 0.06% +272.0 +3.4% $56.26 +5.1%
191 ENB ENBRIDGE INC Energy 8,526.0 $462K 0.06% +312.0 +3.8% $54.14 +4.9%
192 BLK BLACKROCK INC Financial Services 476.0 $458K 0.06% +18.0 +3.9% $961.42 +9.4%
193 HON HONEYWELL INTL INC Industrials 2,021.0 $457K 0.06% +724.0 +55.8% $226.00 -3.9%
194 ROP ROPER TECHNOLOGIES INC Industrials 1,278.0 $452K 0.06% +321.0 +33.5% $353.86 -7.1%
195 FLTB FIDELITY MERRIMACK STR TR 8,929.0 $451K 0.06% +459.0 +5.4% $50.46 -0.5%
196 SMH VANECK ETF TRUST 1,141.0 $437K 0.05% +157.0 +16.0% $383.40 +47.1%
197 BA BOEING CO Industrials 2,187.0 $435K 0.05% +107.0 +5.1% $199.03 +11.6%
198 BOND PIMCO ETF TR 4,702.0 $434K 0.05% +434.0 +10.2% $92.27 -1.2%
199 DUK DUKE ENERGY CORP NEW Utilities 3,285.0 $430K 0.05% +303.0 +10.2% $130.96 -4.9%
200 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,457.0 $423K 0.05% +66.0 +4.7% $290.49 -0.4%
Page 10 of 14  ·  269 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
Technology 33.6%
Financial Services 18.1%
Consumer Cyclical 9.3%
Communication Services 8.9%
Industrials 7.1%
Energy 6.9%
Consumer Defensive 6.4%
Healthcare 5.8%
Real Estate 1.6%
Basic Materials 1.2%