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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 6 of 25  ·  486 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IBM INTERNATIONAL BUSINESS MACHS Technology 6,854.0 $2.0M 0.25% NEW $296.22 -14.6%
102 AVGO BROADCOM INC Technology 5,860.0 $2.0M 0.25% NEW $346.11 +19.8%
103 CVX CHEVRON CORP NEW Energy 13,219.0 $2.0M 0.25% NEW $152.41 +25.3%
104 IEFA ISHARES TR 22,139.0 $2.0M 0.25% NEW $89.46 +8.8%
105 RLY SSGA ACTIVE ETF TR 61,714.0 $1.9M 0.24% NEW $31.45 +16.8%
106 SPHY SPDR SERIES TRUST 80,994.0 $1.9M 0.24% NEW $23.67 -1.1%
107 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 325,000.0 $1.9M 0.24% NEW $5.83 -21.6%
108 IDEV ISHARES TR 22,874.0 $1.9M 0.23% NEW $82.48 +8.9%
109 MO ALTRIA GROUP INC Consumer Defensive 32,126.0 $1.9M 0.23% NEW $57.66 +27.8%
110 JNJ JOHNSON & JOHNSON Healthcare 8,678.0 $1.8M 0.22% NEW $206.95 +12.0%
111 IWM ISHARES TR 7,286.0 $1.8M 0.22% NEW $246.15 +14.8%
112 IMCG ISHARES TR 22,112.0 $1.8M 0.22% NEW $79.84 +13.4%
113 SCHP SCHWAB STRATEGIC TR 66,549.0 $1.8M 0.22% NEW $26.49 +0.5%
114 SEIV SEI EXCHANGE TRADED FUNDS 41,160.0 $1.7M 0.21% NEW $41.50 +11.0%
115 SEIM SEI EXCHANGE TRADED FUNDS 36,649.0 $1.7M 0.21% NEW $46.13 +14.6%
116 SCHO SCHWAB STRATEGIC TR 67,818.0 $1.7M 0.21% NEW $24.37 -0.9%
117 IWP ISHARES TR 11,987.0 $1.6M 0.20% NEW $136.94 +0.6%
118 MUB ISHARES TR 15,030.0 $1.6M 0.20% NEW $107.11 -1.0%
119 BAC BANK AMERICA CORP Financial Services 29,138.0 $1.6M 0.20% NEW $55.00 -6.4%
120 LLY ELI LILLY & CO Healthcare 1,487.0 $1.6M 0.20% NEW $1074.39 -3.0%
Page 6 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%