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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 7 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HCA HCA HEALTHCARE INC Healthcare 441.0 $209K 0.03% -12.0 -2.6% $473.24 -17.0%
122 CAH CARDINAL HEALTH INC Healthcare 976.0 $206K 0.03% -367.0 -27.3% $211.21 -5.0%
123 SCZ ISHARES TR 2,623.0 $206K 0.03% -60.0 -2.2% $78.42 +8.5%
124 DIVB ISHARES TR 3,798.0 $205K 0.03% -30.0 -0.8% $53.96 +10.4%
125 SDGR SCHRODINGER INC Healthcare 13,618.0 $155K 0.02% -821.0 -5.7% $11.36 +8.5%
126 PLUG PLUG PWR INC Industrials 53,361.0 $121K 0.01% -1K -2.4% $2.26 +46.5%
127 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 13,252.0 $112K 0.01% -700.0 -5.0% $8.45 +26.6%
128 PLUG CALL PLUG PWR INC Industrials 20,000.0 $45K 0.01% -10K -33.3% $2.26 +46.5%
129 ACHR CALL ARCHER AVIATION INC Industrials 4,500.0 $23K 0.00% -700.0 -13.5% $5.17 +18.4%
Page 7 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%