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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 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GSBD GOLDMAN SACHS BDC INC Financial Services 101,046.0 $897K 0.11% -4K -4.0% $8.88 +0.5%
42 QUAL ISHARES TR 4,661.0 $894K 0.11% -12K -72.1% $191.82 +10.9%
43 UNH UNITEDHEALTH GROUP INC Healthcare 3,214.0 $870K 0.11% -330.0 -9.3% $270.59 +41.7%
44 SPMO INVESCO EXCH TRADED FD TR II 7,723.0 $866K 0.11% -572.0 -6.9% $112.11 +29.1%
45 HYGH ISHARES U S ETF TR 10,040.0 $859K 0.11% -372.0 -3.6% $85.61 +1.1%
46 FDX FEDEX CORP Industrials 2,355.0 $839K 0.10% -391.0 -14.2% $356.24 +9.2%
47 TBUX T ROWE PRICE ETF INC 15,816.0 $787K 0.10% -2K -12.5% $49.75 +0.3%
48 VOE VANGUARD INDEX FDS 4,178.0 $770K 0.10% -68.0 -1.6% $184.26 +4.5%
49 MA MASTERCARD INCORPORATED Financial Services 1,495.0 $747K 0.09% -38.0 -2.5% $499.68 -0.0%
50 USMF WISDOMTREE TR 15,009.0 $741K 0.09% -12K -44.3% $49.38 +6.0%
51 TOTR T ROWE PRICE ETF INC 18,251.0 $735K 0.09% -12K -39.9% $40.28 -1.0%
52 SPTL SPDR SERIES TRUST 26,916.0 $708K 0.09% -1K -3.9% $26.30 -2.6%
53 MOAT VANECK ETF TRUST 7,110.0 $687K 0.09% -330.0 -4.4% $96.69 +4.7%
54 NET CLOUDFLARE INC Technology 3,126.0 $645K 0.08% -211.0 -6.3% $206.34 +3.1%
55 LOW LOWES COS INC Consumer Cyclical 2,702.0 $638K 0.08% -380.0 -12.3% $236.26 -8.0%
56 ORCL ORACLE CORP Technology 4,307.0 $634K 0.08% -2K -26.7% $147.09 +29.0%
57 DIS DISNEY WALT CO Communication Services 6,570.0 $633K 0.08% -82.0 -1.2% $96.38 +7.5%
58 MGK VANGUARD WORLD FD 1,716.0 $630K 0.08% -106.0 -5.8% $367.40 -75.8%
59 WPM WHEATON PRECIOUS METALS CORP Basic Materials 4,630.0 $607K 0.07% -190.0 -3.9% $131.02 -2.9%
60 FIXD FIRST TR EXCHNG TRADED FD VI 13,112.0 $572K 0.07% -4K -21.6% $43.59 -0.8%
Page 3 of 7  ·  129 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%