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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 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GWW WW GRAINGER INC Industrials 202.0 $221K 0.03% NEW $1091.75 +14.4%
42 DOL WISDOMTREE TR 3,232.0 $220K 0.03% NEW $67.99 +6.7%
43 GILD GILEAD SCIENCES INC Healthcare 1,559.0 $217K 0.03% NEW $139.41 -6.6%
44 DPZ DOMINOS PIZZA INC Consumer Cyclical 601.0 $216K 0.03% NEW $359.05 -12.1%
45 VNQ VANGUARD INDEX FDS 2,394.0 $212K 0.03% NEW $88.69 +8.3%
46 IFRA ISHARES TR 3,710.0 $212K 0.03% NEW $57.19 +5.4%
47 MAR MARRIOTT INTL INC NEW Consumer Cyclical 624.0 $204K 0.03% NEW $327.07 +12.9%
48 VYMI VANGUARD WHITEHALL FDS 2,164.0 $204K 0.03% NEW $94.24 +5.8%
49 CAAA FIRST TR EXCHANGE-TRADED FD 9,876.0 $200K 0.03% NEW $20.30 -0.7%
50 AQN ALGONQUIN POWER & UTILITIES Utilities 26,362.0 $162K 0.02% NEW $6.14 -4.6%
51 SOFI SOFI TECHNOLOGIES INC Financial Services 10,136.0 $161K 0.02% NEW $15.88 -1.6%
52 ASCENT SOLAR TECHNOLOGIES IN 35,000.0 $138K 0.02% NEW $3.94
53 BIZD VANECK ETF TRUST 10,250.0 $131K 0.02% NEW $12.80 -3.0%
54 CELH CALL CELSIUS HLDGS INC Consumer Defensive 800.0 $28K 0.00% NEW $35.48 -19.3%
55 CRWV CALL COREWEAVE INC Technology 300.0 $23K 0.00% NEW $77.47 +31.2%
56 ETF OPPORTUNITIES TRUST 12,100.0 $21K 0.00% NEW $1.77
57 CALL NEBIUS GROUP N.V. 200.0 $21K 0.00% NEW $103.76
58 SOFI CALL SOFI TECHNOLOGIES INC Financial Services 600.0 $10K 0.00% NEW $15.88 -1.6%
59 RXRX CALL RECURSION PHARMACEUTICALS IN Healthcare 600.0 $2K NEW $3.07 -6.2%
Page 3 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%