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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 13 of 25  ·  486 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MBB ISHARES TR 6,826.0 $650K 0.08% NEW $95.22 -1.4%
242 IJH ISHARES TR 9,815.0 $648K 0.08% NEW $66.00 +10.5%
243 PEP PEPSICO INC Consumer Defensive 4,511.0 $648K 0.08% NEW $143.56 +3.7%
244 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,101.0 $638K 0.08% NEW $579.45 -22.0%
245 VFMO VANGUARD WELLINGTON FD 3,303.0 $632K 0.08% NEW $191.25 +19.4%
246 SPG SIMON PPTY GROUP INC NEW Real Estate 3,388.0 $627K 0.08% NEW $185.11 +10.3%
247 NOC NORTHROP GRUMMAN CORP Industrials 1,099.0 $627K 0.08% NEW $570.21 -3.3%
248 SEI EXCHANGE TRADED FUNDS 19,031.0 $619K 0.08% NEW $32.53
249 ACWV ISHARES INC 5,201.0 $618K 0.08% NEW $118.75 +2.8%
250 NVO CALL NOVO-NORDISK A S Healthcare 12,000.0 $611K 0.08% NEW $50.88 -12.8%
251 VIG VANGUARD SPECIALIZED FUNDS 2,740.0 $602K 0.07% NEW $219.79 +5.1%
252 KGS KODIAK GAS SVCS INC Energy 15,817.0 $592K 0.07% NEW $37.40 +93.6%
253 BLUEROCK PVT REAL ESTATE FD 38,189.0 $573K 0.07% NEW $15.00
254 WPM WHEATON PRECIOUS METALS CORP Basic Materials 4,820.0 $566K 0.07% NEW $117.53 +8.2%
255 CTAS CINTAS CORP Industrials 2,999.0 $564K 0.07% NEW $188.07 -8.4%
256 UCON FIRST TR EXCHNG TRADED FD VI 22,358.0 $563K 0.07% NEW $25.17 -1.6%
257 XTEN BONDBLOXX ETF TRUST 12,165.0 $562K 0.07% NEW $46.22 -2.9%
258 RWL INVESCO EXCH TRADED FD TR II 4,895.0 $560K 0.07% NEW $114.50 +9.4%
259 XLC SELECT SECTOR SPDR TR 4,748.0 $559K 0.07% NEW $117.72 -1.4%
260 TGT TARGET CORP Consumer Defensive 5,695.0 $557K 0.07% NEW $97.75 +25.1%
Page 13 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%