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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 11 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CGMU CAPITAL GRP FIXED INCM ETF T 15,526.0 $422K 0.05% +2K +19.0% $27.15 +0.1%
202 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,171.0 $419K 0.05% +39.0 +0.6% $58.47 +11.7%
203 TJX TJX COS INC NEW Consumer Cyclical 2,606.0 $416K 0.05% +164.0 +6.7% $159.70 -5.7%
204 PBR PETROLEO BRASILEIRO S A Energy 19,934.0 $414K 0.05% +500.0 +2.6% $20.75 -1.6%
205 SNPS SYNOPSYS INC Technology 1,029.0 $408K 0.05% +76.0 +8.0% $396.48 +24.6%
206 HOOD ROBINHOOD MKTS INC Financial Services 5,849.0 $405K 0.05% +42.0 +0.7% $69.30 +7.0%
207 COP CONOCOPHILLIPS Energy 3,010.0 $397K 0.05% +201.0 +7.2% $131.99 -5.6%
208 LIN LINDE PLC Basic Materials 786.0 $390K 0.05% +104.0 +15.2% $496.06 +2.0%
209 QCOM QUALCOMM INC Technology 2,988.0 $385K 0.05% +45.0 +1.5% $128.79 +51.9%
210 EPS WISDOMTREE TR 5,581.0 $380K 0.05% +1K +26.3% $68.11 +13.4%
211 CB CHUBB LTD SWITZ Financial Services 1,153.0 $376K 0.05% +183.0 +18.9% $326.41 +0.6%
212 SCHH SCHWAB STRATEGIC TR 17,474.0 $376K 0.05% +971.0 +5.9% $21.49 +9.9%
213 WM WASTE MGMT INC DEL Industrials 1,619.0 $372K 0.05% +36.0 +2.3% $229.86 -3.3%
214 HWM HOWMET AEROSPACE INC Industrials 1,589.0 $366K 0.04% +29.0 +1.9% $230.46 +9.8%
215 IWY ISHARES TR 1,467.0 $365K 0.04% +150.0 +11.4% $248.84 +17.7%
216 XLP SELECT SECTOR SPDR TR 4,392.0 $360K 0.04% +240.0 +5.8% $81.97 +4.3%
217 DE DEERE & CO Industrials 636.0 $358K 0.04% +118.0 +22.8% $563.60 -1.0%
218 PANW PALO ALTO NETWORKS INC Technology 2,235.0 $358K 0.04% +971.0 +76.8% $160.32 +49.8%
219 EMR EMERSON ELEC CO Industrials 2,695.0 $353K 0.04% +15.0 +0.6% $131.02 -0.3%
220 BINC BLACKROCK ETF TRUST II 6,695.0 $348K 0.04% +311.0 +4.9% $51.93 +0.3%
Page 11 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%