UNITED CAPITAL FINANCIAL ADVISERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DEO | 107K | $10.17M |
 | KMI | 106K | $3.00M |
 | DHR | 100K | $19.73M |
 | IVVD | 97K | $106.16K |
 | FCX | 95K | $3.73M |
 | HON | 93K | $19.56M |
 | SPGI | 91K | $44.23M |
 | SONY | 89K | $2.56M |
 | CMCSA | 88K | $2.77M |
 | TRMB | 87K | $7.11M |
 | ITW | 87K | $22.66M |
 | ORLY | 86K | $9.27M |
 | PANW | 86K | $17.51M |
 | AJG | 86K | $26.55M |
 | LNT | 85K | $5.73M |
 | AMGN | 85K | $23.86M |
 | GE | 84K | $25.39M |
 | SMFG | 84K | $1.41M |
 | COST | 84K | $78.04M |
 | WAB | 83K | $16.70M |
Diageo plc
DEO
Shares Held
107K
Value
$10.17M
Kinder Morgan, Inc.
KMI
Shares Held
106K
Value
$3.00M
Danaher Corporation
DHR
Shares Held
100K
Value
$19.73M
Invivyd, Inc.
IVVD
Shares Held
97K
Value
$106.16K
Freeport-McMoRan Inc.
FCX
Shares Held
95K
Value
$3.73M
Honeywell International Inc.
HON
Shares Held
93K
Value
$19.56M
S&P Global Inc.
SPGI
Shares Held
91K
Value
$44.23M
Sony Group Corporation
SONY
Shares Held
89K
Value
$2.56M
Comcast Corporation
CMCSA
Shares Held
88K
Value
$2.77M
Trimble Inc.
TRMB
Shares Held
87K
Value
$7.11M
Illinois Tool Works Inc.
ITW
Shares Held
87K
Value
$22.66M
O'Reilly Automotive, Inc.
ORLY
Shares Held
86K
Value
$9.27M
Palo Alto Networks, Inc.
PANW
Shares Held
86K
Value
$17.51M
Arthur J. Gallagher & Co.
AJG
Shares Held
86K
Value
$26.55M
Alliant Energy Corporation
LNT
Shares Held
85K
Value
$5.73M
Amgen Inc.
AMGN
Shares Held
85K
Value
$23.86M
GE Aerospace
GE
Shares Held
84K
Value
$25.39M
Sumitomo Mitsui Financial Group, Inc.
SMFG
Shares Held
84K
Value
$1.41M
Costco Wholesale Corporation
COST
Shares Held
84K
Value
$78.04M
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
83K
Value
$16.70M