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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 5 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CVX CHEVRON CORPORATION Energy 12,420.0 $2.6M 0.32% -799.0 -6.0% $206.90 -7.0%
82 IMCB ISHARES TR 30,739.0 $2.6M 0.32% -484.0 -1.6% $83.43 +8.4%
83 SHOP SHOPIFY INC Technology 21,462.0 $2.5M 0.31% -626.0 -2.8% $118.62 -13.5%
84 PFE PFIZER INC Healthcare 90,228.0 $2.5M 0.31% +855.0 +1.0% $28.08 -8.7%
85 PM PHILIP MORRIS INTL INC Consumer Defensive 15,105.0 $2.5M 0.31% +1K +9.6% $165.34 +13.5%
86 V VISA INC Financial Services 8,253.0 $2.5M 0.31% +168.0 +2.1% $302.24 +8.6%
87 BAI BLACKROCK ETF TRUST 75,623.0 $2.5M 0.31% +7K +10.5% $32.95 +41.1%
88 RLY SSGA ACTIVE ETF TR 68,798.0 $2.5M 0.31% +7K +11.5% $36.15 +1.7%
89 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,785.0 $2.5M 0.30% +367.0 +10.7% $650.57 +13.5%
90 XLK SELECT SECTOR SPDR TR 18,528.0 $2.5M 0.30% +716.0 +4.0% $132.90 +33.2%
91 IEF ISHARES TR 25,282.0 $2.4M 0.30% +10K +64.6% $95.44 -2.1%
92 QQQ INVESCO QQQ TR Financial Services 4,102.0 $2.4M 0.29% -101.0 -2.4% $577.11 +23.0%
93 IEFA ISHARES TR 25,966.0 $2.4M 0.29% +4K +17.3% $90.53 +6.0%
94 MO ALTRIA GROUP INC Consumer Defensive 35,437.0 $2.3M 0.29% +3K +10.3% $65.99 +11.8%
95 IDEV ISHARES TR 27,694.0 $2.3M 0.28% +5K +21.1% $83.57 +6.0%
96 IVE ISHARES TR 10,863.0 $2.3M 0.28% +248.0 +2.3% $211.16 +5.9%
97 IVW ISHARES TR 20,261.0 $2.3M 0.28% +2K +13.4% $113.11 +20.5%
98 SMDV PROSHARES TR 32,316.0 $2.2M 0.27% -1K -4.0% $68.79 +3.0%
99 GOOG ALPHABET INC Communication Services 7,626.0 $2.2M 0.27% -45.0 -0.6% $286.88 +32.9%
100 ASML ASML HLDG NV Technology 1,644.0 $2.2M 0.27% +692.0 +72.7% $1320.83 +18.2%
Page 5 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%