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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 17 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BOND PIMCO ETF TR 4,702.0 $434K 0.05% +434.0 +10.2% $92.27 -1.0%
322 APH AMPHENOL CORP Technology 3,426.0 $433K 0.05% -2K -40.9% $126.38 -1.2%
323 DUK DUKE ENERGY CORP NEW Utilities 3,285.0 $430K 0.05% +303.0 +10.2% $130.96 -4.8%
324 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,457.0 $423K 0.05% +66.0 +4.7% $290.49 -0.1%
325 CGMU CAPITAL GRP FIXED INCM ETF T 15,526.0 $422K 0.05% +2K +19.0% $27.15 +0.1%
326 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,171.0 $419K 0.05% +39.0 +0.6% $58.47 +12.4%
327 FITB FIFTH THIRD BANCORP Financial Services 9,010.0 $419K 0.05% -301.0 -3.2% $46.46 +5.8%
328 TJX TJX COS INC NEW Consumer Cyclical 2,606.0 $416K 0.05% +164.0 +6.7% $159.70 -0.3%
329 PBR PETROLEO BRASILEIRO S A Energy 19,934.0 $414K 0.05% +500.0 +2.6% $20.75 -3.5%
330 SNPS SYNOPSYS INC Technology 1,029.0 $408K 0.05% +76.0 +8.0% $396.48 +25.8%
331 HOOD ROBINHOOD MKTS INC Financial Services 5,849.0 $405K 0.05% +42.0 +0.7% $69.30 +9.6%
332 BLOCK INC 6,682.0 $402K 0.05% -4K -36.9% $60.18
333 IUSV ISHARES TR 3,924.0 $401K 0.05% $102.26 +7.0%
334 COP CONOCOPHILLIPS Energy 3,010.0 $397K 0.05% +201.0 +7.2% $131.99 -8.7%
335 XLE SELECT SECTOR SPDR TR 6,384.0 $391K 0.05% -368.0 -5.5% $61.26 -3.5%
336 LIN LINDE PLC Basic Materials 786.0 $390K 0.05% +104.0 +15.2% $496.06 +3.7%
337 KLAC KLA CORP Technology 264.0 $389K 0.05% $1472.41 +25.1%
338 CGGO CAPITAL GROUP GBL GROWTH EQT 11,587.0 $387K 0.05% $33.37 +18.4%
339 QCOM QUALCOMM INC Technology 2,988.0 $385K 0.05% +45.0 +1.5% $128.79 +57.2%
340 ET ENERGY TRANSFER L P Energy 19,863.0 $383K 0.05% $19.30 +3.7%
Page 17 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%