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Portfolio (Quarterly) Guide ↗

United Advisor Group, LLC

· CIK 0002004873
13F Portfolio $802M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 486 New
Page 10 of 25  ·  486 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SO SOUTHERN CO Utilities 11,310.0 $986K 0.12% NEW $87.20 +7.4%
182 NFLX NETFLIX INC Communication Services 10,491.0 $984K 0.12% NEW $93.76 -4.8%
183 CAT CATERPILLAR INC Industrials 1,709.0 $979K 0.12% NEW $572.76 +51.2%
184 GSBD GOLDMAN SACHS BDC INC Financial Services 105,312.0 $977K 0.12% NEW $9.28 -3.9%
185 GRID FIRST TR EXCHANGE TRADED FD 6,289.0 $962K 0.12% NEW $153.03 +24.8%
186 GE GE AEROSPACE Industrials 3,115.0 $960K 0.12% NEW $308.14 -2.1%
187 FANG DIAMONDBACK ENERGY INC Energy 6,219.0 $935K 0.12% NEW $150.33 +33.7%
188 PHYL PGIM ETF TR 26,175.0 $929K 0.12% NEW $35.48 -1.2%
189 PWR QUANTA SVCS INC Industrials 2,195.0 $926K 0.12% NEW $422.06 +68.2%
190 VONG VANGUARD SCOTTSDALE FDS 7,495.0 $913K 0.11% NEW $121.75 +5.4%
191 TBUX T ROWE PRICE ETF INC 18,077.0 $901K 0.11% NEW $49.85 +0.1%
192 FNX FIRST TR EXCHANGE-TRADED ALP 7,152.0 $901K 0.11% NEW $125.98 +9.4%
193 SHLD GLOBAL X FDS 13,865.0 $898K 0.11% NEW $64.79 -0.7%
194 HYGH ISHARES U S ETF TR 10,412.0 $898K 0.11% NEW $86.20 +0.4%
195 VOOG VANGUARD ADMIRAL FDS INC 2,018.0 $897K 0.11% NEW $444.59 -81.5%
196 VGT VANGUARD WORLD FD 1,178.0 $888K 0.11% NEW $753.78 -84.8%
197 ICVT ISHARES TR 8,993.0 $886K 0.11% NEW $98.50 +19.8%
198 MA MASTERCARD INCORPORATED Financial Services 1,533.0 $875K 0.11% NEW $570.74 -12.5%
199 LMT LOCKHEED MARTIN CORP Industrials 1,792.0 $867K 0.11% NEW $483.56 +8.1%
200 KMI KINDER MORGAN INC DEL Energy 31,508.0 $866K 0.11% NEW $27.49 +21.9%
Page 10 of 25  ·  486 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 35.2%
Financial Services 18.7%
Consumer Cyclical 10.0%
Communication Services 9.3%
Industrials 6.3%
Consumer Defensive 5.9%
Healthcare 5.6%
Energy 5.0%
Real Estate 2.1%
Basic Materials 0.9%