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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 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FNGU BANK MONTREAL MEDIUM Financial Services 20,133.0 $315K 0.04% NEW $15.63 +79.3%
22 MCHP MICROCHIP TECHNOLOGY INC. Technology 4,807.0 $311K 0.04% NEW $64.61 +42.2%
23 EZU ISHARES INC 4,876.0 $305K 0.04% NEW $62.64 +6.6%
24 SLV ISHARES SILVER TR Financial Services 4,369.0 $298K 0.04% NEW $68.14 -0.5%
25 CNC CENTENE CORP DEL Healthcare 9,060.0 $297K 0.04% NEW $32.74 +83.7%
26 MSTR STRATEGY INC Technology 2,253.0 $281K 0.04% NEW $124.80 +32.2%
27 IDEQ LAZARD ACTIVE ETF TR 8,479.0 $269K 0.03% NEW $31.75 +7.6%
28 VCIT VANGUARD SCOTTSDALE FDS 3,208.0 $265K 0.03% NEW $82.75 -1.3%
29 TFLR T ROWE PRICE ETF INC 5,240.0 $264K 0.03% NEW $50.36 +1.1%
30 VRT VERTIV HOLDINGS CO Industrials 1,025.0 $257K 0.03% NEW $250.64 +29.7%
31 ETF SER SOLUTIONS 9,580.0 $255K 0.03% NEW $26.60
32 ACN ACCENTURE PLC IRELAND Technology 1,234.0 $245K 0.03% NEW $198.29 -13.9%
33 GDX VANECK ETF TRUST 2,661.0 $244K 0.03% NEW $91.77 -8.3%
34 IWV ISHARES TR 656.0 $243K 0.03% NEW $370.68 +12.0%
35 KR KROGER CO Consumer Defensive 3,241.0 $235K 0.03% NEW $72.36 -3.6%
36 IEI ISHARES TR 1,965.0 $233K 0.03% NEW $118.57 -1.5%
37 EFAV ISHARES TR 2,508.0 $229K 0.03% NEW $91.37 +0.3%
38 DXJ WISDOMTREE TR 1,438.0 $228K 0.03% NEW $158.58 +5.7%
39 COWZ PACER FDS TR 3,567.0 $223K 0.03% NEW $62.56 +0.7%
40 AZN ASTRAZENECA PLC Healthcare 1,127.0 $222K 0.03% NEW $197.22 -5.0%
Page 2 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%