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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 6 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QYLD GLOBAL X FDS 16,500.0 $283K 0.04% -301.0 -1.8% $17.15 +3.8%
102 XLF SELECT SECTOR SPDR TR 5,682.0 $281K 0.04% -489.0 -7.9% $49.37 +4.6%
103 TRV TRAVELERS COMPANIES INC Financial Services 958.0 $280K 0.03% -15.0 -1.5% $291.80 +4.7%
104 VV VANGUARD INDEX FDS 912.0 $273K 0.03% -67.0 -6.8% $298.85 +14.1%
105 COF CAPITAL ONE FINL CORP Financial Services 1,481.0 $270K 0.03% -40.0 -2.6% $182.43 -0.2%
106 DGRO ISHARES TR 3,783.0 $265K 0.03% -85.0 -2.2% $70.18 +5.3%
107 SPSM SPDR SERIES TRUST 5,466.0 $264K 0.03% -425.0 -7.2% $48.32 +9.4%
108 MDT MEDTRONIC PLC Healthcare 2,970.0 $258K 0.03% -133.0 -4.3% $86.73 -9.4%
109 DG DOLLAR GEN CORP Consumer Defensive 2,169.0 $258K 0.03% -316.0 -12.7% $118.73 -12.8%
110 FIRST TR EXCH TRADED FD III 3,649.0 $257K 0.03% -593.0 -14.0% $70.36
111 RWK INVESCO EXCH TRADED FD TR II 1,974.0 $253K 0.03% -50.0 -2.5% $128.26 +7.0%
112 SHYG ISHARES TR 5,741.0 $243K 0.03% -73.0 -1.3% $42.31 +0.2%
113 ADBE ADOBE INC Technology 972.0 $236K 0.03% -63.0 -6.1% $243.08 +4.2%
114 IEP ICAHN ENTERPRISES LP Industrials 30,862.0 $233K 0.03% -2K -7.4% $7.55 -0.7%
115 HDMV FIRST TR EXCH TRADED FD III 6,280.0 $231K 0.03% -2K -23.6% $36.81 +3.0%
116 CRWD CROWDSTRIKE HLDGS INC Technology 592.0 $231K 0.03% -4.0 -0.7% $390.41 +58.0%
117 MAIN MAIN STR CAP CORP Financial Services 4,200.0 $222K 0.03% -1K -21.5% $52.96 -4.6%
118 FCTR FIRST TR EXCHANGE-TRADED FD 6,092.0 $217K 0.03% -855.0 -12.3% $35.67 +6.8%
119 DVN DEVON ENERGY CORP NEW Energy 4,291.0 $216K 0.03% -3K -39.1% $50.32 -1.2%
120 ICSH ISHARES TR 4,242.0 $215K 0.03% -49.0 -1.1% $50.63 -0.1%
Page 6 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%