UNITED CAPITAL FINANCIAL ADVISERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PEN | 3K | $838.74K |
 | GATX | 3K | $576.14K |
 | DOCS | 3K | $237.01K |
 | CINF | 3K | $506.79K |
 | NRG | 3K | $518.73K |
 | SOLV | 3K | $228.42K |
 | DGX | 3K | $594.18K |
 | LOGI | 3K | $341.43K |
 | JBL | 3K | $675.35K |
 | VMC | 3K | $952.04K |
 | ADC | 3K | $217.52K |
 | SBAC | 3K | $590.02K |
 | COHR | 3K | $327.58K |
 | HSY | 3K | $555.40K |
 | EXPE | 3K | $624.38K |
 | NXPI | 3K | $656.59K |
 | OKTA | 3K | $263.64K |
 | TER | 3K | $391.13K |
 | VRSK | 3K | $699.58K |
 | USFD | 3K | $209.82K |
Penumbra, Inc.
PEN
Shares Held
3K
Value
$838.74K
GATX Corporation
GATX
Shares Held
3K
Value
$576.14K
Doximity, Inc.
DOCS
Shares Held
3K
Value
$237.01K
Cincinnati Financial Corporation
CINF
Shares Held
3K
Value
$506.79K
NRG Energy, Inc.
NRG
Shares Held
3K
Value
$518.73K
Solventum Corporation
SOLV
Shares Held
3K
Value
$228.42K
Quest Diagnostics Incorporated
DGX
Shares Held
3K
Value
$594.18K
Logitech International S.A.
LOGI
Shares Held
3K
Value
$341.43K
Jabil Inc.
JBL
Shares Held
3K
Value
$675.35K
Vulcan Materials Company
VMC
Shares Held
3K
Value
$952.04K
Agree Realty Corporation
ADC
Shares Held
3K
Value
$217.52K
SBA Communications Corporation
SBAC
Shares Held
3K
Value
$590.02K
Coherent, Inc.
COHR
Shares Held
3K
Value
$327.58K
The Hershey Company
HSY
Shares Held
3K
Value
$555.40K
Expedia Group, Inc.
EXPE
Shares Held
3K
Value
$624.38K
NXP Semiconductors N.V.
NXPI
Shares Held
3K
Value
$656.59K
Okta, Inc.
OKTA
Shares Held
3K
Value
$263.64K
Teradyne, Inc.
TER
Shares Held
3K
Value
$391.13K
Verisk Analytics, Inc.
VRSK
Shares Held
3K
Value
$699.58K
US Foods Holding Corp.
USFD
Shares Held
3K
Value
$209.82K