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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 5 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VTIP VANGUARD MALVERN FDS 9,028.0 $451K 0.06% -7K -44.1% $49.95 +0.6%
82 AFL AFLAC INC Financial Services 4,084.0 $448K 0.06% -119.0 -2.8% $109.70 +7.4%
83 UCON FIRST TR EXCHNG TRADED FD VI 17,971.0 $445K 0.06% -4K -19.6% $24.77 -0.0%
84 APH AMPHENOL CORP Technology 3,426.0 $433K 0.05% -2K -40.9% $126.38 -1.2%
85 FITB FIFTH THIRD BANCORP Financial Services 9,010.0 $419K 0.05% -301.0 -3.2% $46.46 +5.8%
86 BLOCK INC 6,682.0 $402K 0.05% -4K -36.9% $60.18
87 XLE SELECT SECTOR SPDR TR 6,384.0 $391K 0.05% -368.0 -5.5% $61.26 -3.5%
88 ZTS ZOETIS INC Healthcare 3,063.0 $362K 0.04% -587.0 -16.1% $118.20 -32.6%
89 XLU SELECT SECTOR SPDR TR 7,754.0 $356K 0.04% -321.0 -4.0% $45.89 -1.9%
90 UBER UBER TECHNOLOGIES INC Technology 4,913.0 $353K 0.04% -379.0 -7.2% $71.93 +3.7%
91 VO VANGUARD INDEX FDS 1,225.0 $352K 0.04% -11.0 -0.9% $287.18 -73.0%
92 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,636.0 $351K 0.04% -88.0 -2.4% $96.58 +2.2%
93 TXN TEXAS INSTRS INC Technology 1,803.0 $350K 0.04% -231.0 -11.4% $194.11 +57.1%
94 IWS ISHARES TR 2,249.0 $328K 0.04% -398.0 -15.0% $145.74 +8.1%
95 TCPC BLACKROCK TCP CAPITAL CORP Financial Services 89,527.0 $323K 0.04% -5K -5.7% $3.61 +7.5%
96 TCHP T ROWE PRICE ETF INC 7,262.0 $321K 0.04% -763.0 -9.5% $44.18 +16.7%
97 XLI SELECT SECTOR SPDR TR 1,979.0 $320K 0.04% -25.0 -1.2% $161.70 +5.5%
98 XLY SELECT SECTOR SPDR TR 2,899.0 $316K 0.04% -227.0 -7.3% $108.96 +8.9%
99 OMFL INVESCO EXCH TRD SLF IDX FD 5,003.0 $301K 0.04% -124.0 -2.4% $60.12 +12.6%
100 PH PARKER-HANNIFIN CORP Industrials 328.0 $294K 0.04% -30.0 -8.4% $895.24 -4.0%
Page 5 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%