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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 9 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ANNALY CAPITAL MANAGEMENT IN 59,072.0 $1.2M 0.15% +3K +5.0% $21.15
162 CSCO CISCO SYS INC Technology 16,075.0 $1.2M 0.15% +379.0 +2.4% $77.59 +52.3%
163 FANG DIAMONDBACK ENERGY INC Energy 6,298.0 $1.2M 0.15% +79.0 +1.3% $197.77 +1.6%
164 ISRG INTUITIVE SURGICAL INC Healthcare 2,698.0 $1.2M 0.15% +48.0 +1.8% $460.99 -4.6%
165 LLY ELI LILLY & CO Healthcare 1,330.0 $1.2M 0.15% -157.0 -10.6% $919.59 +13.3%
166 TLT ISHARES TR 14,093.0 $1.2M 0.15% $86.69 -2.8%
167 HD HOME DEPOT INC Consumer Cyclical 3,643.0 $1.2M 0.15% +127.0 +3.6% $328.85 -4.6%
168 CRWV COREWEAVE INC Technology 15,307.0 $1.2M 0.15% +11K +235.1% $77.47 +38.9%
169 JMST J P MORGAN EXCHANGE TRADED F 22,933.0 $1.2M 0.14% -4K -13.5% $50.98 -0.2%
170 GRID FIRST TR EXCHANGE-TRADED FD 6,986.0 $1.1M 0.14% +697.0 +11.1% $163.57 +16.8%
171 GLD SPDR GOLD TR Financial Services 2,651.0 $1.1M 0.14% -1K -32.9% $430.29 -3.1%
172 IWF ISHARES TR 2,633.0 $1.1M 0.14% +295.0 +12.6% $426.40 -70.8%
173 LMT LOCKHEED MARTIN CORP Industrials 1,854.0 $1.1M 0.14% +62.0 +3.5% $604.34 -13.5%
174 CLIP GLOBAL X FDS 11,054.0 $1.1M 0.14% +3K +30.7% $100.36 -0.1%
175 GAIN GLADSTONE INVT CORP Financial Services 77,612.0 $1.1M 0.14% +7K +9.7% $14.20 +15.8%
176 PWR QUANTA SVCS INC Industrials 1,994.0 $1.1M 0.14% -201.0 -9.2% $549.02 +29.3%
177 SO SOUTHERN CO Utilities 11,308.0 $1.1M 0.14% $96.52 -3.0%
178 TTEQ T ROWE PRICE ETF INC 35,870.0 $1.1M 0.13% +12K +49.5% $30.26 +37.7%
179 IGIB ISHARES TR 20,051.0 $1.1M 0.13% -402.0 -2.0% $53.22 -0.7%
180 SHLD GLOBAL X FDS 14,996.0 $1.1M 0.13% +1K +8.2% $70.84 -9.1%
Page 9 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%