UNITED CAPITAL FINANCIAL ADVISORS, LLC
Filing Date
Global Rank
#532
/ 8,586
▼ 4
Top Industry
Semiconductors
9.7%
3Y Alpha vs SPY
-6.5%
Period ended 3 months ago
Filed May 15, 2026 · 32d
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
+51.0%
SPY
+78.1%
Annualised alpha
-6.5%
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. | ||||
58 positions ·
$73,883,364 total
· Basic Materials 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 58 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| B |
Barrick Mining Corp
Basic Materials
|
Added | 196,437 | $8,012,665 | 10.85% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 13,196 | $6,542,048 | 8.85% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 21,404 | $6,217,647 | 8.42% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Added | 95,575 | $5,617,898 | 7.60% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
Added | 43,249 | $3,620,373 | 4.90% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Added | 33,193 | $3,593,142 | 4.86% | |
| DOW |
Dow Inc.
Basic Materials
|
Added | 73,597 | $3,065,315 | 4.15% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Added | 10,806 | $2,874,612 | 3.89% | |
| NUE |
Nucor Corp
Basic Materials
|
Added | 14,838 | $2,509,105 | 3.40% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Reduced | 6,643 | $2,129,413 | 2.88% | |
| DD |
DuPont de Nemours, Inc.
Basic Materials
|
Added | 41,614 | $1,905,921 | 2.58% | |
| ALB |
Albemarle Corp
Basic Materials
|
Added | 9,722 | $1,745,390 | 2.36% | |
| RPM |
Rpm International Inc/De/
Basic Materials
|
Added | 17,517 | $1,741,189 | 2.36% | |
| LYB |
LyondellBasell Industries N.V.
Basic Materials
|
Added | 17,181 | $1,384,101 | 1.87% | |
| CF |
CF Industries Holdings, Inc.
Basic Materials
|
Added | 10,259 | $1,332,028 | 1.80% | |
| BHP |
BHP Group Ltd
Basic Materials
|
Reduced | 15,962 | $1,161,075 | 1.57% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Added | 1,963 | $1,155,578 | 1.56% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
Added | 6,473 | $1,113,744 | 1.51% | |
| EMN |
Eastman Chemical Co
Basic Materials
|
Added | 13,311 | $1,015,895 | 1.37% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
Added | 5,347 | $962,460 | 1.30% | |
| PPG |
Ppg Industries Inc
Basic Materials
|
Added | 8,986 | $960,423 | 1.30% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
Added | 3,444 | $937,801 | 1.27% | |
| IFF |
International Flavors & Fragrances Inc
Basic Materials
|
Added | 11,810 | $856,815 | 1.16% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
Added | 7,658 | $805,008 | 1.09% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
Reduced | 7,567 | $705,925 | 0.96% | |
| MT |
ArcelorMittal
Basic Materials
|
Reduced | 12,735 | $661,965 | 0.90% | |
| KGC |
Kinross Gold Corp
Basic Materials
|
Added | 20,481 | $625,080 | 0.85% | |
| RGLD |
Royal Gold Inc
Basic Materials
|
NEW | 2,454 | $624,518 | 0.85% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
Added | 7,944 | $605,015 | 0.82% | |
| NTR |
Nutrien Ltd.
Basic Materials
|
Added | 7,964 | $600,963 | 0.81% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Added | 2,874 | $583,364 | 0.79% | |
| CLF |
Cleveland-Cliffs Inc.
Basic Materials
|
Added | 62,846 | $531,048 | 0.72% | |
| RS |
Reliance, Inc.
Basic Materials
|
Added | 1,704 | $517,879 | 0.70% | |
| SMG |
Scotts Miracle-Gro Co
Basic Materials
|
Added | 8,412 | $511,533 | 0.69% | |
| SBSW |
Sibanye Stillwater Ltd
Basic Materials
|
Reduced | 38,120 | $469,638 | 0.64% | |
| CBT |
Cabot Corp
Basic Materials
|
Added | 5,943 | $447,567 | 0.61% | |
| EXP |
Eagle Materials Inc
Basic Materials
|
NEW | 2,262 | $428,535 | 0.58% | |
| ASH |
Ashland Inc.
Basic Materials
|
NEW | 7,012 | $389,937 | 0.53% | |
| ESI |
Element Solutions Inc
Basic Materials
|
NEW | 10,623 | $362,669 | 0.49% | |
| PKX |
Posco Holdings Inc.
Basic Materials
|
NEW | 6,197 | $362,462 | 0.49% | |
| AA |
Alcoa Corp
Basic Materials
|
Added | 5,215 | $345,910 | 0.47% | |
| FMC |
Fmc Corp
Basic Materials
|
NEW | 18,519 | $318,897 | 0.43% | |
| CE |
Celanese Corp
Basic Materials
|
NEW | 4,817 | $316,814 | 0.43% | |
| MOS |
Mosaic Co
Basic Materials
|
Added | 12,304 | $313,752 | 0.42% | |
| HUN |
Huntsman CORP
Basic Materials
|
NEW | 23,401 | $311,467 | 0.42% | |
| OLN |
OLIN Corp
Basic Materials
|
NEW | 9,732 | $289,332 | 0.39% | |
| AVNT |
Avient Corp
Basic Materials
|
NEW | 7,624 | $276,751 | 0.37% | |
| SSD |
Simpson Manufacturing Co., Inc.
Basic Materials
|
NEW | 1,549 | $265,839 | 0.36% | |
| PAAS |
Pan American Silver Corp
Basic Materials
|
NEW | 4,511 | $246,435 | 0.33% | |
| NEU |
Newmarket Corp
Basic Materials
|
NEW | 379 | $242,920 | 0.33% |