United Financial Planning Group LLC

CIK

2088337

Location

HAUPPAUGE, NY

Portfolio Value

Micro $619,096

Diversification

Diversified

Filing Date

Global Rank

#7,325 / 8,232 ▲ 257

Top Industry

Drug Manufacturers - General 16.3%

3Y Alpha vs SPY

+2.4%

Period ended 2 months ago

Filed May 8, 2026 · 37d

3 quarters · since Sep 2025

Clone Performance

Nov 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+12.3%

SPY

+11.0%

Annualised alpha

+2.4%

Max drawdown

−12.5%

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

353 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.6%

+1.2 pts

Top 5

40.6%

+9.3 pts

Top 10

59.5%

+8.1 pts

HHI

463

Diversified+110

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	23.4%	$5,020,319	56
Unclassified	20.4%	$4,382,101	9
Healthcare	14.1%	$3,037,220	46
Financial Services	10.9%	$2,336,327	63
Consumer Defensive	6.4%	$1,367,791	19
Consumer Cyclical	5.8%	$1,244,171	37
Communication Services	4.8%	$1,030,488	18
Utilities	4.7%	$1,001,768	12
Industrials	4.3%	$934,269	61
Basic Materials	2.9%	$619,096	15
Energy	2.1%	$459,516	13
Real Estate	0.3%	$56,886	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABBV	AbbVie Inc.	+10,388	11,471	$2,494,827
SLV	iShares Silver Trust	+3,921	20,068	$1,367,433
GLD	Spdr Gold Trust	+1,226	3,920	$1,686,736
NVDA	Nvidia Corp	+753	5,820	$1,015,008
BAC	Bank Of America Corp /De/	+329	1,607	$78,341
GOOGL	Alphabet Inc.	+304	1,639	$471,310
T	At&T Inc.	+273	806	$23,365
MSFT	Microsoft Corp	+260	1,945	$719,980
WBD	Warner Bros. Discovery, Inc.	+248	365	$10,022
AM	Antero Midstream Corp	+207	222	$5,061
NFLX	Netflix Inc	+190	540	$51,921
CMCSA	Comcast Corp	+176	1,493	$42,864
WBS	Webster Financial Corp	+170	240	$16,660
C	Citigroup Inc	+169	186	$21,094
META	Meta Platforms, Inc.	+160	551	$315,243
IONS	Ionis Pharmaceuticals Inc	+150	158	$11,864
CSX	Csx Corp	+147	447	$18,349
WMT	Walmart Inc.	+144	9,398	$1,167,983
NRG	Nrg Energy, Inc.	+142	148	$21,628
MET	Metlife Inc	+119	241	$17,043
AMZN	Amazon Com Inc	+112	1,718	$357,807
LRCX	Lam Research Corp	+110	129	$27,562
CSCO	Cisco Systems, Inc.	+109	376	$29,173
JNJ	Johnson & Johnson	+109	339	$82,865
AAPL	Apple Inc.	+98	7,915	$2,008,747
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	−3,033	493	$13,843
NEM	NEWMONT Corp /DE/	−2,528	4,913	$531,832
AVGO	Broadcom Inc.	−954	564	$174,563
ORCL	Oracle Corp	−909	1,511	$222,283
CL	Colgate Palmolive Co	−760	55	$4,687
EEX	Emerald Holding, Inc.	−685	2,866	$12,925
XOM	Exxon Mobil Corp	−371	2,040	$346,106
SPY	Spdr S&P 500 ETF Trust	−362	1,330	$864,952
JPM	Jpmorgan Chase & Co	−337	738	$217,090
VTRS	Viatris Inc	−260	8	$108
MSI	Motorola Solutions, Inc.	−249	244	$105,888
HIG	Hartford Insurance Group, Inc.	−238	19	$2,569
IP	International Paper Co /New/	−220	145	$5,176
HD	Home Depot, Inc.	−189	279	$91,760
ARCC	Ares Capital Corp	−155	310	$5,586
CVX	Chevron Corp	−143	60	$12,414
RIVN	Rivian Automotive, Inc. / DE	−99	1	$15
PLUG	Plug Power Inc	−99	1	$2
MDLZ	Mondelez International, Inc.	−97	44	$2,536
INTC	Intel Corp	−93	66	$2,912
PM	Philip Morris International Inc.	−89	34	$5,621
FBTC	Fidelity Wise Origin Bitcoin Fund	−79	1,995	$117,764
IBM	International Business Machines Corp	−77	571	$138,404
SSNC	SS&C Technologies Holdings Inc	−68	34	$2,297
SPGI	S&P Global Inc.	−59	73	$31,049
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MSIF	Msc Income Fund, Inc.	8,363	$101,861
SNDK	Sandisk Corp	58	$36,849
IBIT	iShares Bitcoin Trust ETF	714	$27,431
GLDM	World Gold Trust	226	$20,947
COHR	Coherent Corp.	81	$19,295
HCC	Warrior Met Coal, Inc.	178	$16,580
CMI	Cummins Inc	30	$16,140
HAL	Halliburton Co	411	$16,024
PH	Parker-Hannifin Corp	17	$15,219
BIIB	Biogen Inc.	74	$13,566
SHW	Sherwin Williams Co	39	$12,501
GM	General Motors Co	166	$12,367
MSCI	MSCI Inc.	22	$11,858
HCA	HCA Healthcare, Inc.	25	$11,831
STRL	Sterling Infrastructure, Inc.	29	$11,810
TER	Teradyne, Inc	37	$10,969
CFG	Citizens Financial Group Inc/Ri	182	$10,914
ZM	Zoom Communications, Inc.	135	$10,852
STLD	Steel Dynamics Inc	59	$10,620
SATS	EchoStar CORP	89	$10,419
BNY	Bank of New York Mellon Corp	87	$10,320
ATI	Ati Inc	66	$9,600
ZION	Zions Bancorporation, National Association /Ut/	164	$9,449
BWA	Borgwarner Inc	163	$8,844
ACAD	Acadia Pharmaceuticals Inc	384	$8,547
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
B	Barrick Mining Corp	18,324	$798,010
ING	Ing Groep NV	6,330	$177,240
AEM	Agnico Eagle Mines Ltd	1,010	$171,225
CHY	Calamos Convertible & High Income Fund	10,000	$113,100
LIN	Linde PLC	154	$65,664
NVS	Novartis AG	473	$65,212
STX	Seagate Technology Holdings plc	236	$64,992
ACN	Accenture plc	207	$55,538
FSSL	FS Specialty Lending Fund	3,651	$51,625
TSM	Taiwan Semiconductor Manufacturing Co Ltd	159	$48,318
ONON	On Holding AG	1,000	$46,480
SILA	Sila Realty Trust, Inc.	1,380	$32,167
NVO	Novo Nordisk A S	538	$27,373
BDJ	BlackRock Enhanced Equity Dividend Trust	2,847	$26,989
DT	Dynatrace, Inc.	553	$23,967
MYN	Blackrock Muniyield New York Quality Fund, Inc.	2,382	$23,605
MDT	Medtronic plc	245	$23,534
ITT	Itt Inc.	130	$22,556
SHOP	Shopify Inc.	140	$22,535
SPOT	Spotify Technology S.A.	38	$22,066
ASML	Asml Holding NV	18	$19,257
SE	Sea Ltd	149	$19,007
SAP	Sap SE	66	$16,032
TEL	TE Connectivity plc	69	$15,698
ACGL	Arch Capital Group Ltd.	130	$12,469
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

15 positions · $619,096 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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	4,913	-2,528	$531,832	−28.4%	85.90%
HCC	Warrior Met Coal, Inc. Basic Materials	NEW	178	NEW	$16,580	NEW	2.68%
SHW	Sherwin Williams Co Basic Materials	NEW	39	NEW	$12,501	NEW	2.02%
STLD	Steel Dynamics Inc Basic Materials	NEW	59	NEW	$10,620	NEW	1.72%
FCX	Freeport-Mcmoran Inc Basic Materials	NEW	144	NEW	$8,464	NEW	1.37%
CTVA	Corteva, Inc. Basic Materials	Added	75	+10	$6,278	+44.1%	1.01%
ECL	Ecolab Inc. Basic Materials	NEW	19	NEW	$5,054	NEW	0.82%
NGVT	Ingevity Corp Basic Materials	NEW	62	NEW	$4,416	NEW	0.71%
EXP	Eagle Materials Inc Basic Materials	NEW	22	NEW	$4,167	NEW	0.67%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	13	-14	$3,776	−43.4%	0.61%
ESI	Element Solutions Inc Basic Materials	NEW	109	NEW	$3,721	NEW	0.60%
RGLD	Royal Gold Inc Basic Materials	NEW	14	NEW	$3,562	NEW	0.58%
DD	DuPont de Nemours, Inc. Basic Materials	Held	66	0	$3,022	+13.9%	0.49%
PPG	Ppg Industries Inc Basic Materials	NEW	25	NEW	$2,672	NEW	0.43%
RS	Reliance, Inc. Basic Materials	NEW	8	NEW	$2,431	NEW	0.39%