United Advisor Group, LLC
Top Portfolio Positions
229 positions ·
$324,335,317 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
144,875 | $25,266,200 | 7.79% | |
| AAPL |
Apple Inc.
Technology
|
87,796 | $22,281,746 | 6.87% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
76,169 | $15,863,717 | 4.89% | |
| MSFT |
Microsoft Corp
Technology
|
40,034 | $14,819,385 | 4.57% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
98,577 | $14,419,843 | 4.45% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
37,075 | $10,661,287 | 3.29% | |
| UPS |
United Parcel Service Inc
Industrials
|
71,971 | $7,080,506 | 2.18% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
18,572 | $6,904,141 | 2.13% | |
| XOM |
Exxon Mobil Corp
Energy
|
40,382 | $6,851,210 | 2.11% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
23,006 | $6,767,444 | 2.09% |
Portfolio Trend
Holdings in TCPC
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $323,192 | 89,527 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $519,201 | 94,918 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $889,972 | 143,544 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,091,405 | 141,741 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,205,232 | 150,466 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,284,890 | 147,519 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $1,347,630 | 162,561 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,763,564 | 163,293 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,668,174 | 159,940 | Shares | Sole | 2024-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||