UNITED CAPITAL FINANCIAL ADVISORS, LLC
Filing Date
Global Rank
#532
/ 8,588
▼ 4
Top Industry
Semiconductors
9.7%
3Y Alpha vs SPY
-6.5%
Period ended 3 months ago
Filed May 15, 2026 · 33d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+51.2%
SPY
+76.8%
Annualised alpha
-6.2%
Max drawdown
−17.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1,134 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.6%
+0.1 pts
Top 5
28.6%
−2.2 pts
Top 10
39.4%
−2.8 pts
HHI
221
Diversified−26
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.6% | $1,893,412,326 |
| Healthcare | 13.6% | $934,643,076 |
| Financial Services | 12.3% | $843,953,655 |
| Unclassified | 10.3% | $706,772,097 |
| Industrials | 9.3% | $637,041,232 |
| Communication Services | 7.3% | $498,587,476 |
| Consumer Cyclical | 7.1% | $485,434,005 |
| Consumer Defensive | 5.3% | $362,737,864 |
| Energy | 3.0% | $204,122,862 |
| Real Estate | 1.8% | $126,430,579 |
| Utilities | 1.5% | $103,565,166 |
| Basic Materials | 1.1% | $73,883,364 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CIG | Energy Co Of Minas Gerais | +520,096 | 2,728,809 | $6,521,853 | |
| NVO | Novo Nordisk A S | +404,269 | 1,052,622 | $38,683,858 | |
| F | Ford Motor Co | +236,487 | 385,493 | $4,448,589 | |
| NVDA | Nvidia Corp | +187,080 | 2,151,958 | $375,301,475 | |
| NFLX | Netflix Inc | +132,289 | 364,105 | $35,008,695 | |
| NOW | ServiceNow, Inc. | +100,205 | 204,654 | $21,396,575 | |
| PG | PROCTER & GAMBLE Co | +69,016 | 355,010 | $51,277,644 | |
| BBY | Best Buy Co Inc | +60,979 | 93,623 | $6,010,596 | |
| UL | Unilever PLC | +60,219 | 617,579 | $35,183,475 | |
| DEO | Diageo PLC | +45,786 | 143,239 | $10,664,143 | |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | +44,149 | 374,417 | $8,109,872 | |
| CMCSA | Comcast Corp | +43,452 | 143,709 | $4,125,885 | |
| AGNC | AGNC Investment Corp. | +42,768 | 56,596 | $567,657 | |
| DLX | Deluxe Corp | +33,564 | 69,144 | $1,904,225 | |
| AVGO | Broadcom Inc. | +32,558 | 233,277 | $72,201,564 | |
| AER | AerCap Holdings N.V. | +31,906 | 34,084 | $4,675,643 | |
| RITM | Rithm Capital Corp. | +28,790 | 39,001 | $369,729 | |
| FITB | Fifth Third Bancorp | +27,001 | 74,595 | $3,465,683 | |
| WIT | Wipro Ltd | +26,329 | 125,388 | $265,822 | |
| E | Eni Spa | +25,888 | 133,671 | $7,567,115 | |
| AWK | American Water Works Company, Inc. | +25,333 | 32,448 | $4,415,848 | |
| AAL | American Airlines Group Inc. | +22,856 | 35,806 | $384,556 | |
| DIS | Walt Disney Co | +22,088 | 638,550 | $61,543,449 | |
| B | Barrick Mining Corp | +21,197 | 196,437 | $8,012,665 | |
| OWL | Blue Owl Capital Inc. | +19,746 | 37,856 | $345,625 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −268,610 | 159,397 | $14,052,439 | |
| ORCL | Oracle Corp | −113,854 | 215,402 | $31,687,788 | |
| WMT | Walmart Inc. | −83,530 | 313,778 | $38,996,329 | |
| TSCO | Tractor Supply Co /De/ | −64,415 | 57,861 | $2,621,103 | |
| GOOGL | Alphabet Inc. | −52,029 | 791,050 | $227,474,338 | |
| NDAQ | Nasdaq, Inc. | −44,604 | 209,103 | $17,750,753 | |
| HDB | Hdfc Bank Ltd | −44,059 | 110,536 | $2,750,135 | |
| ADBE | Adobe Inc. | −33,581 | 28,541 | $6,937,746 | |
| SBUX | Starbucks Corp | −32,300 | 561,518 | $50,306,397 | |
| WDAY | Workday, Inc. | −30,790 | 4,046 | $525,656 | |
| AES | Aes Corp | −29,389 | 78,542 | $1,106,656 | |
| TOST | Toast, Inc. | −27,399 | 13,648 | $361,808 | |
| APD | Air Products & Chemicals, Inc. | −26,174 | 21,404 | $6,217,647 | |
| GILD | Gilead Sciences, Inc. | −26,123 | 144,688 | $20,165,166 | |
| ULS | UL Solutions Inc. | −24,385 | 82,373 | $7,060,189 | |
| CHRW | C. H. Robinson Worldwide, Inc. | −24,220 | 89,145 | $14,804,310 | |
| AAPL | Apple Inc. | −22,848 | 1,778,753 | $451,429,723 | |
| OBDC | Blue Owl Capital Corp | −22,382 | 265,309 | $2,934,317 | |
| MORN | Morningstar, Inc. | −21,625 | 1,519 | $256,786 | |
| RTX | RTX Corp | −20,597 | 210,449 | $40,595,612 | |
| CHKP | Check Point Software Technologies Ltd | −20,214 | 3,239 | $462,691 | |
| PINS | Pinterest, Inc. | −19,014 | 17,828 | $326,965 | |
| ARES | Ares Management Corp | −18,063 | 131,949 | $14,395,635 | |
| FSS | Federal Signal Corp /De/ | −15,899 | 53,715 | $5,808,740 | |
| PTY | Pimco Corporate & Income Opportunity Fund | −15,688 | 10,000 | $120,600 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NAVN | Navan, Inc. | 617,564 | $8,176,547 | |
| BSY | Bentley Systems Inc | 132,885 | $4,666,921 | |
| DPZ | Dominos Pizza Inc | 11,281 | $4,047,509 | |
| AZN | Astrazeneca PLC | 16,987 | $3,350,176 | |
| BMRC | Bank of Marin Bancorp | 50,942 | $1,305,643 | |
| SPOK | Spok Holdings, Inc | 104,723 | $1,141,480 | |
| CBUS | Cibus, Inc. | 576,043 | $1,140,565 | |
| ALSN | Allison Transmission Holdings Inc | 7,865 | $920,676 | |
| FIVE | Five Below, Inc | 3,773 | $862,055 | |
| TNL | Travel & Leisure Co. | 12,139 | $839,897 | |
| SNX | Td Synnex Corp | 4,487 | $757,001 | |
| KHC | Kraft Heinz Co | 33,481 | $752,987 | |
| MKSI | Mks Inc | 3,165 | $727,348 | |
| PNW | Pinnacle West Capital Corp | 6,693 | $674,319 | |
| MEDP | Medpace Holdings, Inc. | 1,345 | $645,855 | |
| BWXT | BWX Technologies, Inc. | 3,126 | $639,235 | |
| HOLX | HOLOGIC INC | 8,414 | $636,014 | |
| RGLD | Royal Gold Inc | 2,454 | $624,518 | |
| OGE | Oge Energy Corp. | 12,607 | $604,631 | |
| RRC | Range Resources Corp | 12,493 | $564,433 | |
| CHRD | Chord Energy Corp | 3,892 | $553,364 | |
| PNFP | Pinnacle Financial Partners, Inc. | 6,351 | $547,075 | |
| WFRD | Weatherford International plc | 5,629 | $532,390 | |
| INGR | Ingredion Inc | 4,713 | $530,966 | |
| FTDR | Frontdoor, Inc. | 9,477 | $500,954 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
24 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PEN | Penumbra Inc | 3,959 | $1,230,892 | |
| OLLI | Ollie's Bargain Outlet Holdings, Inc. | 8,935 | $979,365 | |
| HLI | Houlihan Lokey, Inc. | 5,002 | $871,298 | |
| CRDO | Credo Technology Group Holding Ltd | 5,403 | $777,437 | |
| DSGX | Descartes Systems Group Inc | 8,796 | $771,057 | |
| BAH | Booz Allen Hamilton Holding Corp | 6,029 | $508,606 | |
| AUBN | Auburn National Bancorporation, Inc | 15,724 | $423,761 | |
| SE | Sea Ltd | 2,458 | $313,567 | |
| EXAS | EXACT SCIENCES CORP | 2,863 | $290,766 | |
| KRC | Kilroy Realty Corp | 7,619 | $284,722 | |
| TEAM | Atlassian Corp | 1,752 | $284,069 | |
| CUZ | Cousins Properties Inc | 10,973 | $282,883 | |
| GIL | Gildan Activewear Inc. | 4,400 | $274,824 | |
| CFBK | Cf Bankshares Inc. | 10,532 | $262,773 | |
| ALAB | Astera Labs, Inc. | 1,480 | $246,212 | |
| ICLR | Icon PLC | 1,258 | $229,232 | |
| NTES | NetEase, Inc. | 1,660 | $228,449 | |
| TRU | TransUnion | 2,562 | $219,691 | |
| UFPI | Ufp Industries Inc | 2,287 | $208,231 | |
| RGTI | Rigetti Computing, Inc. | 9,342 | $206,925 | |
| AMTM | Amentum Holdings, Inc. | 6,952 | $201,608 | |
| GLOB | Globant S.A. | 3,071 | $200,751 | |
| CION | CION Investment Corp | 11,482 | $111,030 | |
| PROP | Prairie Operating Co. | 10,000 | $16,900 | |
| No positions match the current search. | ||||
171 positions ·
$1,893,412,326 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 171 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ALIT |
Alight, Inc. / Delaware
Technology
|
Reduced | 20,192 | $11,771 | 0.00% | |
| CLVT |
Clarivate PLC
Technology
|
NEW | 22,121 | $55,966 | 0.00% | |
| GRAB |
Grab Holdings Ltd
Technology
|
Added | 18,560 | $67,929 | 0.00% | |
| CRCT |
Cricut, Inc.
Technology
|
NEW | 18,202 | $68,075 | 0.00% | |
| VYX |
NCR Voyix Corp
Technology
|
NEW | 12,490 | $79,061 | 0.00% | |
| CCC |
CCC Intelligent Solutions Holdings Inc.
Technology
|
NEW | 14,082 | $84,492 | 0.00% | |
| OSPN |
OneSpan Inc.
Technology
|
NEW | 10,969 | $115,503 | 0.01% | |
| LPL |
LG Display Co., Ltd.
Technology
|
NEW | 33,323 | $129,293 | 0.01% | |
| GTM |
ZoomInfo Technologies Inc.
Technology
|
NEW | 21,955 | $131,290 | 0.01% | |
| S |
SentinelOne, Inc.
Technology
|
NEW | 11,550 | $148,764 | 0.01% | |
| DXC |
DXC Technology Co
Technology
|
NEW | 12,386 | $155,692 | 0.01% | |
| EPAM |
EPAM Systems, Inc.
Technology
|
Reduced | 1,480 | $200,392 | 0.01% | |
| ZETA |
Zeta Global Holdings Corp.
Technology
|
Added | 13,054 | $207,819 | 0.01% | |
| UMC |
United Microelectronics Corp
Technology
|
Added | 23,585 | $211,793 | 0.01% | |
| ESTC |
Elastic N.V.
Technology
|
NEW | 4,260 | $212,957 | 0.01% | |
| PCOR |
Procore Technologies, Inc.
Technology
|
NEW | 3,843 | $219,051 | 0.01% | |
| RNG |
RingCentral, Inc.
Technology
|
NEW | 6,029 | $224,218 | 0.01% | |
| ZSQR |
Z Squared Inc.
Technology
|
NEW | 20,000 | $224,400 | 0.01% | |
| DBX |
Dropbox, Inc.
Technology
|
NEW | 10,092 | $229,290 | 0.01% | |
| AMKR |
Amkor Technology, Inc.
Technology
|
NEW | 5,243 | $236,092 | 0.01% | |
| IONQ |
IonQ, Inc.
Technology
|
Added | 8,233 | $237,357 | 0.01% | |
| VNT |
Vontier Corp
Technology
|
NEW | 6,746 | $239,280 | 0.01% | |
| BDC |
Belden Inc.
Technology
|
NEW | 2,102 | $241,372 | 0.01% | |
| U |
Unity Software Inc.
Technology
|
Added | 11,031 | $242,020 | 0.01% | |
| INFY |
Infosys Ltd
Technology
|
Added | 17,992 | $243,071 | 0.01% | |
| KD |
Kyndryl Holdings, Inc.
Technology
|
NEW | 18,693 | $245,252 | 0.01% | |
| TTMI |
Ttm Technologies Inc
Technology
|
NEW | 2,621 | $255,337 | 0.01% | |
| QRVO |
Qorvo, Inc.
Technology
|
NEW | 3,316 | $256,658 | 0.01% | |
| DOX |
Amdocs Ltd
Technology
|
NEW | 4,005 | $261,366 | 0.01% | |
| SOUN |
Soundhound Ai, Inc.
Technology
|
Reduced | 38,058 | $261,458 | 0.01% | |
| WIT |
Wipro Ltd
Technology
|
Added | 125,388 | $265,822 | 0.01% | |
| MTSI |
MACOM Technology Solutions Holdings, Inc.
Technology
|
NEW | 1,237 | $274,700 | 0.01% | |
| SMCI |
Super Micro Computer, Inc.
Technology
|
Added | 12,654 | $288,131 | 0.02% | |
| RMBS |
Rambus Inc
Technology
|
Added | 3,363 | $289,318 | 0.02% | |
| LFUS |
Littelfuse Inc /De
Technology
|
NEW | 861 | $292,180 | 0.02% | |
| LYFT |
Lyft, Inc.
Technology
|
NEW | 22,007 | $292,693 | 0.02% | |
| STM |
STMicroelectronics N.V.
Technology
|
NEW | 8,480 | $292,984 | 0.02% | |
| ENTG |
Entegris Inc
Technology
|
NEW | 2,601 | $304,941 | 0.02% | |
| TWLO |
Twilio Inc
Technology
|
Added | 2,502 | $314,801 | 0.02% | |
| ENPH |
Enphase Energy, Inc.
Technology
|
NEW | 8,344 | $315,486 | 0.02% | |
| NICE |
NICE Ltd.
Technology
|
Added | 2,928 | $322,841 | 0.02% | |
| ONTO |
Onto Innovation Inc.
Technology
|
NEW | 1,620 | $332,213 | 0.02% | |
| FSLR |
First Solar, Inc.
Technology
|
Added | 1,728 | $340,865 | 0.02% | |
| GDDY |
GoDaddy Inc.
Technology
|
Added | 4,184 | $345,891 | 0.02% | |
| LOGI |
Logitech International S.A.
Technology
|
Added | 3,805 | $346,711 | 0.02% | |
| ASTS |
AST SpaceMobile, Inc.
Technology
|
Added | 4,210 | $348,882 | 0.02% | |
| TOST |
Toast, Inc.
Technology
|
Reduced | 13,648 | $361,808 | 0.02% | |
| DUOL |
Duolingo, Inc.
Technology
|
NEW | 3,723 | $366,976 | 0.02% | |
| ZM |
Zoom Communications, Inc.
Technology
|
Added | 4,612 | $370,758 | 0.02% | |
| PATH |
UiPath, Inc.
Technology
|
NEW | 34,061 | $378,077 | 0.02% |