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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 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 DHR CALL DANAHER CORPORATION Healthcare 60,800 $13.9M 1.74% SOLD
2 ET CALL ENERGY TRANSFER L P Energy 276,300 $4.6M 0.57% SOLD
3 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 325,000 $1.9M 0.24% SOLD
4 LCID CALL LUCID GROUP INC Consumer Cyclical 93,800 $991K 0.12% SOLD
5 VONG VANGUARD SCOTTSDALE FDS 7,495 $913K 0.11% SOLD
6 NVO CALL NOVO-NORDISK A S Healthcare 12,000 $611K 0.08% SOLD
7 TGT TARGET CORP Consumer Defensive 5,695 $557K 0.07% SOLD
8 BTQ BTQ TECHNOLOGIES CORP Technology 100,000 $512K 0.06% SOLD
9 DLTR DOLLAR TREE INC Consumer Defensive 3,277 $403K 0.05% SOLD
10 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,346 $368K 0.05% SOLD
11 METU DIREXION SHS ETF TR 8,980 $288K 0.04% SOLD
12 UYG PROSHARES TR 3,134 $288K 0.04% SOLD
13 BONDBLOXX ETF TRUST 5,635 $282K 0.04% SOLD
14 WDC WESTERN DIGITAL CORP Technology 1,628 $280K 0.04% SOLD
15 NKE NIKE INC Consumer Cyclical 4,089 $261K 0.03% SOLD
16 DOCU DOCUSIGN INC Technology 3,726 $255K 0.03% SOLD
17 IAUM ISHARES GOLD TR Financial Services 5,896 $253K 0.03% SOLD
18 MS MORGAN STANLEY Financial Services 1,409 $250K 0.03% SOLD
19 SSO PROSHARES TR 4,240 $246K 0.03% SOLD
20 SGVT SCHWAB STRATEGIC TR 2,395 $241K 0.03% SOLD
Page 1 of 2  ·  37 positions
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%