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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 5 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWM ISHARES TR 8,353.0 $2.1M 0.26% +1K +14.6% $248.00 +13.9%
82 JMUB J P MORGAN EXCHANGE TRADED F 40,973.0 $2.0M 0.25% +10K +30.7% $49.99 -0.1%
83 VTI VANGUARD INDEX FDS 6,310.0 $2.0M 0.25% +191.0 +3.1% $320.78 +13.8%
84 ARCC ARES CAPITAL CORP Financial Services 112,164.0 $2.0M 0.25% +7K +6.2% $18.02 +4.0%
85 SCHP SCHWAB STRATEGIC TR 75,633.0 $2.0M 0.25% +9K +13.7% $26.61 +0.0%
86 SUB ISHARES TR 18,682.0 $2.0M 0.24% +8K +76.3% $106.50 -0.3%
87 IMCG ISHARES TR 25,050.0 $2.0M 0.24% +3K +13.3% $78.77 +14.9%
88 MUB ISHARES TR 17,695.0 $1.9M 0.23% +3K +17.7% $106.15 -0.1%
89 IWP ISHARES TR 14,387.0 $1.8M 0.23% +2K +20.0% $128.12 +7.6%
90 MRK MERCK & CO INC Healthcare 15,279.0 $1.8M 0.23% +437.0 +2.9% $120.31 -3.7%
91 SEIV SEI EXCHANGE TRADED FUNDS 42,899.0 $1.8M 0.22% +2K +4.2% $41.56 +10.9%
92 SEIM SEI EXCHANGE TRADED FUNDS 38,365.0 $1.7M 0.21% +2K +4.7% $45.55 +16.1%
93 PGR PROGRESSIVE CORP Financial Services 8,608.0 $1.7M 0.21% +2K +30.6% $198.24 +2.2%
94 BMY BRISTOL-MYERS SQUIBB CO Healthcare 27,547.0 $1.7M 0.21% +554.0 +2.0% $60.65 -1.8%
95 CGCP CAPITAL GRP FIXED INCM ETF T 73,969.0 $1.7M 0.20% +14K +23.3% $22.34 -0.4%
96 IWD ISHARES TR 7,621.0 $1.6M 0.20% +1K +20.8% $213.66 +9.8%
97 SPAB SPDR SERIES TRUST 62,851.0 $1.6M 0.20% +10K +19.5% $25.62 -1.1%
98 BERKSHIRE HATHAWAY INC DEL 3,285.0 $1.6M 0.19% +212.0 +6.9% $479.20
99 ARKK ARK ETF TR 23,100.0 $1.6M 0.19% +3K +17.3% $67.59 +13.4%
100 KO COCA COLA CO Consumer Defensive 20,264.0 $1.5M 0.19% +136.0 +0.7% $76.13 +6.6%
Page 5 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%