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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 16 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CGDV CAPITAL GROUP DIVIDEND VALUE 11,172.0 $475K 0.06% $42.54 +12.5%
302 SPDW SPDR INDEX SHS FDS 10,199.0 $466K 0.06% -300.0 -2.9% $45.65 +10.3%
303 PYPL PAYPAL HLDGS INC Financial Services 10,248.0 $464K 0.06% -2K -16.4% $45.23 -1.9%
304 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,008.0 $462K 0.06% +159.0 +3.3% $92.31 +0.0%
305 IPKW INVESCO EXCH TRADED FD TR II 8,205.0 $462K 0.06% +272.0 +3.4% $56.26 +4.7%
306 ENB ENBRIDGE INC Energy 8,526.0 $462K 0.06% +312.0 +3.8% $54.14 +6.7%
307 DNL WISDOMTREE TR 11,432.0 $462K 0.06% $40.37 +9.2%
308 BK BANK NEW YORK MELLON CORP Financial Services 3,875.0 $460K 0.06% -59.0 -1.5% $118.62 +17.2%
309 BLK BLACKROCK INC Financial Services 476.0 $458K 0.06% +18.0 +3.9% $961.42 +10.6%
310 HON HONEYWELL INTL INC Industrials 2,021.0 $457K 0.06% +724.0 +55.8% $226.00 -1.0%
311 BSV VANGUARD BD INDEX FDS 5,769.0 $452K 0.06% -454.0 -7.3% $78.41 -0.7%
312 ROP ROPER TECHNOLOGIES INC Industrials 1,278.0 $452K 0.06% +321.0 +33.5% $353.86 -7.1%
313 VTIP VANGUARD MALVERN FDS 9,028.0 $451K 0.06% -7K -44.1% $49.95 +0.6%
314 FLTB FIDELITY MERRIMACK STR TR 8,929.0 $451K 0.06% +459.0 +5.4% $50.46 -0.5%
315 AFL AFLAC INC Financial Services 4,084.0 $448K 0.06% -119.0 -2.8% $109.70 +7.4%
316 UCON FIRST TR EXCHNG TRADED FD VI 17,971.0 $445K 0.06% -4K -19.6% $24.77 -0.0%
317 ALB ALBEMARLE CORP Basic Materials 2,451.0 $440K 0.05% NEW $179.53 -5.4%
318 SMH VANECK ETF TRUST 1,141.0 $437K 0.05% +157.0 +16.0% $383.40 +48.0%
319 CGUS CAPITAL GROUP CORE EQUITY ET 11,366.0 $437K 0.05% $38.42 +13.5%
320 BA BOEING CO Industrials 2,187.0 $435K 0.05% +107.0 +5.1% $199.03 +10.3%
Page 16 of 26  ·  508 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%