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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 19 of 25  ·  486 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 XLP SELECT SECTOR SPDR TR 4,152.0 $323K 0.04% NEW $77.68 +9.0%
362 VMBS VANGUARD SCOTTSDALE FDS 6,842.0 $322K 0.04% NEW $47.08 -1.2%
363 KLAC KLA CORP Technology 264.0 $321K 0.04% NEW $1215.08 +51.6%
364 ARM ARM HOLDINGS PLC Technology 2,933.0 $321K 0.04% NEW $109.31 +172.8%
365 HWM HOWMET AEROSPACE INC Industrials 1,560.0 $320K 0.04% NEW $205.02 +26.8%
366 BCI ABRDN ETFS 16,218.0 $317K 0.04% NEW $19.53 +28.4%
367 PH PARKER-HANNIFIN CORP Industrials 358.0 $315K 0.04% NEW $878.96 -2.2%
368 OMFL INVESCO EXCH TRD SLF IDX FD 5,127.0 $313K 0.04% NEW $61.13 +10.7%
369 EPS WISDOMTREE TR 4,418.0 $313K 0.04% NEW $70.85 +9.4%
370 XLI SELECT SECTOR SPDR TR 2,004.0 $311K 0.04% NEW $155.15 +9.9%
371 VV VANGUARD INDEX FDS 979.0 $308K 0.04% NEW $314.80 +8.5%
372 CB CHUBB LIMITED Financial Services 970.0 $303K 0.04% NEW $312.39 +5.7%
373 XLE SELECT SECTOR SPDR TR 6,752.0 $302K 0.04% NEW $44.71 +32.3%
374 GEV GE VERNOVA INC Utilities 461.0 $301K 0.04% NEW $653.28 +59.8%
375 FIRST TR EXCH TRADED FD III 4,242.0 $301K 0.04% NEW $70.99
376 MDT MEDTRONIC PLC Healthcare 3,103.0 $299K 0.04% NEW $96.20 -18.8%
377 INTU INTUIT Technology 450.0 $298K 0.04% NEW $662.57 -53.7%
378 QYLD GLOBAL X FDS 16,801.0 $297K 0.04% NEW $17.67 +1.0%
379 PYLD PIMCO ETF TR 11,092.0 $296K 0.04% NEW $26.68 -1.5%
380 AGGY WISDOMTREE TR 6,673.0 $294K 0.04% NEW $44.05 -1.7%
Page 19 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%