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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 19 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 GNRC GENERAC HLDGS INC Industrials 1,782.0 $348K 0.04% NEW $195.33 +26.9%
362 BINC BLACKROCK ETF TRUST II 6,695.0 $348K 0.04% +311.0 +4.9% $51.93 +0.5%
363 ADI ANALOG DEVICES INC Technology 1,089.0 $346K 0.04% +46.0 +4.4% $318.00 +20.8%
364 JCI JOHNSON CONTROLS INTERNATION Industrials 2,629.0 $344K 0.04% NEW $130.95 +3.5%
365 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 31,642.0 $343K 0.04% $10.83 +0.2%
366 ABT ABBOTT LABORATORIES Healthcare 3,333.0 $342K 0.04% +120.0 +3.7% $102.67 -14.5%
367 LVS LAS VEGAS SANDS CORP Consumer Cyclical 6,329.0 $341K 0.04% $53.88 -8.2%
368 SDY SPDR SERIES TRUST 2,324.0 $339K 0.04% $145.93 +2.0%
369 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 10,581.0 $339K 0.04% +326.0 +3.2% $32.01 +2.5%
370 CPNG COUPANG INC Consumer Cyclical 17,786.0 $336K 0.04% +1K +6.4% $18.88 -16.7%
371 CSIO COHEN & STEERS ETF TRUST 12,013.0 $333K 0.04% NEW $27.74 +4.3%
372 BKNG BOOKING HOLDINGS INC Consumer Cyclical 79.0 $333K 0.04% +5.0 +6.8% $4216.77 -96.2%
373 IWS ISHARES TR 2,249.0 $328K 0.04% -398.0 -15.0% $145.74 +8.1%
374 UNILEVER PLC 5,742.0 $328K 0.04% +119.0 +2.1% $57.06
375 IXN ISHARES TR 3,265.0 $326K 0.04% +65.0 +2.0% $99.98 +34.5%
376 VMBS VANGUARD SCOTTSDALE FDS 6,915.0 $325K 0.04% +73.0 +1.1% $46.95 -1.0%
377 TCPC BLACKROCK TCP CAPITAL CORP Financial Services 89,527.0 $323K 0.04% -5K -5.7% $3.61 +7.5%
378 AIQ GLOBAL X FDS 6,903.0 $322K 0.04% +458.0 +7.1% $46.67 +34.2%
379 TCHP T ROWE PRICE ETF INC 7,262.0 $321K 0.04% -763.0 -9.5% $44.18 +16.7%
380 XLI SELECT SECTOR SPDR TR 1,979.0 $320K 0.04% -25.0 -1.2% $161.70 +5.5%
Page 19 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%