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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 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IREN CALL IREN LIMITED Financial Services 80,000.0 $2.7M 0.34% NEW $34.28 +43.2%
2 LDUR PIMCO ETF TR 16,944.0 $1.6M 0.20% NEW $95.82 -0.6%
3 BLCR BLACKROCK ETF TRUST 39,163.0 $1.6M 0.20% NEW $41.06 +19.7%
4 AVSF AMERICAN CENTY ETF TR 33,632.0 $1.6M 0.19% NEW $46.80 -0.8%
5 IREN IREN LIMITED Financial Services 40,189.0 $1.4M 0.17% NEW $34.28 +43.2%
6 GQGU ADVISORS INNER CIRCLE FD III 48,470.0 $1.3M 0.16% NEW $26.91 -0.4%
7 GSY INVESCO ACTIVELY MANAGED EXC 25,803.0 $1.3M 0.16% NEW $50.12 -0.1%
8 LST MANAGED PORTFOLIO SERIES 30,967.0 $1.3M 0.15% NEW $40.45 +10.5%
9 SHV ISHARES TR 6,830.0 $754K 0.09% NEW $110.40 -0.1%
10 MSFT CALL MICROSOFT CORP Technology 1,600.0 $592K 0.07% NEW $370.17 +11.7%
11 PAAA PGIM ETF TR 10,534.0 $539K 0.07% NEW $51.18 +0.5%
12 WCME FIRST TR EXCHANGE-TRADED FD 31,364.0 $527K 0.07% NEW $16.79 +11.5%
13 CTRA COTERRA ENERGY INC Energy 14,847.0 $522K 0.06% NEW $35.14 -7.3%
14 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,770.0 $500K 0.06% NEW $282.37 +18.1%
15 ALB ALBEMARLE CORP Basic Materials 2,451.0 $440K 0.05% NEW $179.53 -6.2%
16 IWR ISHARES TR 3,868.0 $376K 0.05% NEW $97.23 +5.8%
17 MOS MOSAIC CO Basic Materials 14,122.0 $360K 0.04% NEW $25.50 -16.4%
18 GNRC GENERAC HLDGS INC Industrials 1,782.0 $348K 0.04% NEW $195.33 +26.3%
19 JCI JOHNSON CONTROLS INTERNATION Industrials 2,629.0 $344K 0.04% NEW $130.95 +4.7%
20 CSIO COHEN & STEERS ETF TRUST 12,013.0 $333K 0.04% NEW $27.74 +4.0%
Page 1 of 3  ·  59 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%