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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 16 of 25  ·  486 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SNPS SYNOPSYS INC Technology 953.0 $448K 0.06% NEW $469.72 +6.2%
302 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,849.0 $442K 0.06% NEW $91.21 +1.2%
303 IPKW INVESCO EXCH TRADED FD TR II 7,933.0 $441K 0.06% NEW $55.58 +6.0%
304 NOW SERVICENOW INC Technology 2,846.0 $436K 0.05% NEW $153.19 -34.9%
305 FITB FIFTH THIRD BANCORP Financial Services 9,311.0 $436K 0.05% NEW $46.81 +5.0%
306 UBER UBER TECHNOLOGIES INC Technology 5,292.0 $432K 0.05% NEW $81.71 -8.7%
307 FLTB FIDELITY MERRIMACK STR TR 8,470.0 $431K 0.05% NEW $50.85 -1.2%
308 ROP ROPER TECHNOLOGIES INC Industrials 957.0 $426K 0.05% NEW $445.13 -26.1%
309 SUN SUNOCO LP/SUNOCO FIN CORP Energy 8,093.0 $424K 0.05% NEW $52.41 +37.3%
310 LVS LAS VEGAS SANDS CORP Consumer Cyclical 6,343.0 $413K 0.05% NEW $65.09 -24.0%
311 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,132.0 $404K 0.05% NEW $56.62 +16.1%
312 DLTR DOLLAR TREE INC Consumer Defensive 3,277.0 $403K 0.05% NEW $123.01 -22.2%
313 ABT ABBOTT LABS Healthcare 3,213.0 $403K 0.05% NEW $125.29 -29.9%
314 BIL SPDR SERIES TRUST 4,405.0 $403K 0.05% NEW $91.38 +0.2%
315 CGBD CARLYLE SECURED LENDING INC Financial Services 32,170.0 $402K 0.05% NEW $12.49 -13.6%
316 CGGO CAPITAL GROUP GBL GROWTH EQT 11,587.0 $401K 0.05% NEW $34.65 +14.0%
317 IUSV ISHARES TR 3,910.0 $401K 0.05% NEW $102.54 +6.7%
318 TCHP T ROWE PRICE ETF INC 8,025.0 $400K 0.05% NEW $49.86 +3.4%
319 BOND PIMCO ETF TR 4,268.0 $397K 0.05% NEW $93.08 -1.9%
320 BKNG BOOKING HOLDINGS INC Consumer Cyclical 74.0 $397K 0.05% NEW $5361.49 -97.0%
Page 16 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%