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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 17 of 25  ·  486 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 TMSL T ROWE PRICE ETF INC 11,042.0 $396K 0.05% NEW $35.90 +14.5%
322 CPNG COUPANG INC Consumer Cyclical 16,720.0 $394K 0.05% NEW $23.59 -33.3%
323 VDE VANGUARD WORLD FD 3,131.0 $394K 0.05% NEW $125.91 +32.9%
324 ENB ENBRIDGE INC Energy 8,214.0 $393K 0.05% NEW $47.83 +20.8%
325 CVNA CARVANA CO Consumer Cyclical 916.0 $387K 0.05% NEW $422.02 -84.7%
326 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 15,674.0 $382K 0.05% NEW $24.37 -28.8%
327 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 10,255.0 $379K 0.05% NEW $37.00 -11.4%
328 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,724.0 $376K 0.05% NEW $101.04 -2.3%
329 TJX TJX COS INC NEW Consumer Cyclical 2,442.0 $375K 0.05% NEW $153.58 +3.7%
330 IWS ISHARES TR 2,647.0 $373K 0.05% NEW $141.05 +11.7%
331 XLY SELECT SECTOR SPDR TR 3,126.0 $373K 0.05% NEW $119.42 -0.6%
332 COF CAPITAL ONE FINL CORP Financial Services 1,521.0 $369K 0.05% NEW $242.35 -23.0%
333 DBL DOUBLELINE OPPORTUNISTIC CR Financial Services 24,141.0 $368K 0.05% NEW $15.25 -6.5%
334 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,346.0 $368K 0.05% NEW $156.80 +32.5%
335 UNILEVER PLC 5,623.0 $368K 0.05% NEW $65.40
336 IWY ISHARES TR 1,317.0 $365K 0.04% NEW $276.94 +5.7%
337 BXSL BLACKSTONE SECD LENDING FD Financial Services 13,807.0 $364K 0.04% NEW $26.33 -10.6%
338 ADBE ADOBE INC Technology 1,035.0 $362K 0.04% NEW $349.99 -30.3%
339 VO VANGUARD INDEX FDS 1,236.0 $359K 0.04% NEW $290.22 -73.3%
340 CGMU CAPITAL GRP FIXED INCM ETF T 13,045.0 $357K 0.04% NEW $27.38 -0.7%
Page 17 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%