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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 7 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BMY BRISTOL-MYERS SQUIBB CO Healthcare 27,547.0 $1.7M 0.21% +554.0 +2.0% $60.65 -1.8%
122 CGCP CAPITAL GRP FIXED INCM ETF T 73,969.0 $1.7M 0.20% +14K +23.3% $22.34 -0.4%
123 AVGO BROADCOM INC Technology 5,324.0 $1.6M 0.20% -536.0 -9.2% $309.49 +34.0%
124 XCEM COLUMBIA ETF TR II 40,131.0 $1.6M 0.20% -945.0 -2.3% $40.81 +21.2%
125 IWD ISHARES TR 7,621.0 $1.6M 0.20% +1K +20.8% $213.66 +9.8%
126 LDUR PIMCO ETF TR 16,944.0 $1.6M 0.20% NEW $95.82 -0.4%
127 MCD MCDONALDS CORP Consumer Cyclical 5,182.0 $1.6M 0.20% $310.78 -8.6%
128 SPAB SPDR SERIES TRUST 62,851.0 $1.6M 0.20% +10K +19.5% $25.62 -1.1%
129 BLCR BLACKROCK ETF TRUST 39,163.0 $1.6M 0.20% NEW $41.06 +21.1%
130 BERKSHIRE HATHAWAY INC DEL 3,285.0 $1.6M 0.19% +212.0 +6.9% $479.20
131 AVSF AMERICAN CENTY ETF TR 33,632.0 $1.6M 0.19% NEW $46.80 -0.6%
132 ARKK ARK ETF TR 23,100.0 $1.6M 0.19% +3K +17.3% $67.59 +13.4%
133 KO COCA COLA CO Consumer Defensive 20,264.0 $1.5M 0.19% +136.0 +0.7% $76.13 +6.6%
134 FBND FIDELITY MERRIMACK STR TR 33,558.0 $1.5M 0.19% +2K +6.3% $45.62 -0.6%
135 BIL SPDR SERIES TRUST 16,577.0 $1.5M 0.19% +12K +276.3% $91.64 -0.1%
136 SCHO SCHWAB STRATEGIC TR 61,071.0 $1.5M 0.18% -7K -9.9% $24.27 -0.5%
137 SPYM SPDR SERIES TRUST 19,231.0 $1.5M 0.18% -443.0 -2.2% $76.54 +14.2%
138 CAT CATERPILLAR INC Industrials 2,066.0 $1.5M 0.18% +357.0 +20.9% $708.47 +22.2%
139 IBM INTERNATIONAL BUSINESS MACHS Technology 6,000.0 $1.5M 0.18% -854.0 -12.5% $242.39 +4.4%
140 TOUS T ROWE PRICE ETF INC 42,099.0 $1.5M 0.18% +6K +15.5% $34.54 +8.7%
Page 7 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%