
UNITED CAPITAL FINANCIAL ADVISERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | OWL | 29K | $483.44K |
![]() | AFL | 28K | $3.18M |
![]() | VTRS | 28K | $280.37K |
![]() | OKE | 28K | $2.06M |
![]() | O | 28K | $1.71M |
![]() | DB | 28K | $993.12K |
![]() | PYPL | 28K | $1.86M |
![]() | JCI | 28K | $3.04M |
![]() | SYY | 27K | $2.24M |
![]() | POOL | 27K | $8.37M |
![]() | KNSL | 27K | $11.45M |
![]() | PSTG | 27K | $2.25M |
![]() | NEM | 27K | $2.27M |
![]() | TRIN | 26K | $409.08K |
![]() | SHEL | 26K | $1.85M |
![]() | SHOP | 26K | $3.83M |
![]() | VNO | 26K | $1.04M |
![]() | MORN | 25K | $5.88M |
![]() | EOG | 25K | $2.83M |
![]() | EPD | 25K | $789.78K |

Blue Owl Capital Inc.
OWL
Shares Held
29K
Value
$483.44K

Aflac Incorporated
AFL
Shares Held
28K
Value
$3.18M

Viatris Inc.
VTRS
Shares Held
28K
Value
$280.37K

ONEOK, Inc.
OKE
Shares Held
28K
Value
$2.06M

Realty Income Corporation
O
Shares Held
28K
Value
$1.71M

Deutsche Bank AG
DB
Shares Held
28K
Value
$993.12K

PayPal Holdings, Inc.
PYPL
Shares Held
28K
Value
$1.86M

Johnson Controls International plc
JCI
Shares Held
28K
Value
$3.04M

Sysco Corporation
SYY
Shares Held
27K
Value
$2.24M

Pool Corporation
POOL
Shares Held
27K
Value
$8.37M

Kinsale Capital Group, Inc.
KNSL
Shares Held
27K
Value
$11.45M

Pure Storage, Inc.
PSTG
Shares Held
27K
Value
$2.25M

Newmont Corporation
NEM
Shares Held
27K
Value
$2.27M

Trinity Capital Inc.
TRIN
Shares Held
26K
Value
$409.08K

Shell plc
SHEL
Shares Held
26K
Value
$1.85M

Shopify Inc.
SHOP
Shares Held
26K
Value
$3.83M

Vornado Realty Trust
VNO
Shares Held
26K
Value
$1.04M

Morningstar, Inc.
MORN
Shares Held
25K
Value
$5.88M

EOG Resources, Inc.
EOG
Shares Held
25K
Value
$2.83M

Enterprise Products Partners L.P.
EPD
Shares Held
25K
Value
$789.78K
