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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 18 of 25  ·  486 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 31,642.0 $357K 0.04% NEW $11.27 -3.7%
342 EMR EMERSON ELEC CO Industrials 2,680.0 $356K 0.04% NEW $132.72 +1.6%
343 SMH VANECK ETF TRUST 984.0 $354K 0.04% NEW $360.13 +57.6%
344 WFC WELLS FARGO CO NEW Financial Services 3,791.0 $353K 0.04% NEW $93.20 -18.7%
345 TXN TEXAS INSTRS INC Technology 2,034.0 $353K 0.04% NEW $173.47 +75.8%
346 DUK DUKE ENERGY CORP NEW Utilities 2,982.0 $350K 0.04% NEW $117.20 +6.4%
347 WM WASTE MGMT INC DEL Industrials 1,583.0 $348K 0.04% NEW $219.71 -0.1%
348 SCHH SCHWAB STRATEGIC TR 16,503.0 $345K 0.04% NEW $20.89 +13.2%
349 XLU SELECT SECTOR SPDR TR 8,075.0 $345K 0.04% NEW $42.69 +5.4%
350 APD AIR PRODS & CHEMS INC Basic Materials 1,391.0 $344K 0.04% NEW $247.02 +17.5%
351 LRCX LAM RESEARCH CORP Technology 1,978.0 $339K 0.04% NEW $171.22 +76.5%
352 XLF SELECT SECTOR SPDR TR 6,171.0 $338K 0.04% NEW $54.77 -5.6%
353 BINC BLACKROCK ETF TRUST II 6,384.0 $337K 0.04% NEW $52.77 -1.1%
354 IXN ISHARES TR 3,200.0 $336K 0.04% NEW $105.01 +28.1%
355 DG DOLLAR GEN CORP NEW Consumer Defensive 2,485.0 $330K 0.04% NEW $132.77 -20.9%
356 AIQ GLOBAL X FDS 6,445.0 $328K 0.04% NEW $50.86 +23.1%
357 ET ENERGY TRANSFER L P Energy 19,863.0 $328K 0.04% NEW $16.49 +21.3%
358 CRWV COREWEAVE INC Technology 4,568.0 $327K 0.04% NEW $71.61 +50.2%
359 SDY SPDR SERIES TRUST 2,324.0 $323K 0.04% NEW $139.13 +6.9%
360 MAIN MAIN STR CAP CORP Financial Services 5,350.0 $323K 0.04% NEW $60.39 -15.5%
Page 18 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%