UNITED CAPITAL FINANCIAL ADVISORS, LLC

UNITED CAPITAL FINANCIAL ADVISORS, LLC declares $3.2B in 135 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 17.4% of its $18.2B 13F portfolio. Largest positions: Apple (0.01% of the company) and Alphabet (0.01% of the company). Over time: $3.2B in 135 of these companies for Q2 2026, against $1.8B in 71 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $69.8M and sold $66.3M of these stocks, at the quarter's prices: a net purchase of $3.5M; 11 new positions and 4 sold out.

Performance of its AI picks

The AI-stock portfolio UNITED CAPITAL FINANCIAL ADVISORS, LLC declared for Q2 2026 (Form 13F), held unchanged, returned +6.6% in Q3 2026 (SMH -7.1%), ranked 361 of 1,783 active managers. Over the last 12 months, quarter after quarter: +24.6% (SMH +87.2%), ranked 950 of 1,359 active managers. Over three years, quarter after quarter: +123.1% (SMH +325.8%), ranked 616 of 783 active managers. Over five years, quarter after quarter: +140.6% (SMH +389.8%), ranked 366 of 535 active managers. Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

1. Apple (AAPL) — $507.6M: 1.8M shares, 0.01% of the company, 2.8% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
2. Alphabet (GOOGL) — $445.7M: 1.3M shares, 0.01% of the company, 2.5% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
3. NVIDIA (NVDA) — $438.8M: 2.2M shares, 0.01% of the company, 2.4% of its portfolio (added this quarter); held since Q4 2019 or earlier
4. Microsoft (MSFT) — $290.7M: 779,208 shares, 0.01% of the company, 1.6% of its portfolio (added this quarter); held since Q4 2019 or earlier
5. Amazon (AMZN) — $161.5M: 677,750 shares, 0.01% of the company, 0.89% of its portfolio (added this quarter); held since Q4 2019 or earlier
6. Broadcom (AVGO) — $96.4M: 255,126 shares, 0.01% of the company, 0.53% of its portfolio (added this quarter); held since Q4 2019 or earlier
7. ASML (ASML) — $93.1M: 46,773 shares, 0.01% of the company, 0.51% of its portfolio (trimmed this quarter); held since Q2 2020
8. Meta Platforms (META) — $88.6M: 157,362 shares, 0.01% of the company, 0.49% of its portfolio (added this quarter); held since Q4 2019 or earlier
9. Cisco (CSCO) — $87.5M: 745,008 shares, 0.02% of the company, 0.48% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
10. Qualcomm (QCOM) — $60.8M: 328,938 shares, 0.03% of the company, 0.33% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
11. AMD (AMD) — $57.1M: 98,358 shares, 0.01% of the company, 0.31% of its portfolio (added this quarter); held since Q4 2019 or earlier
12. TSMC (TSM) — $55.4M: 116,091 shares, 0.00% of the company, 0.31% of its portfolio (added this quarter); held since Q4 2019 or earlier
13. Caterpillar (CAT) — $47.0M: 44,175 shares, 0.01% of the company, 0.26% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
14. Micron (MU) — $43.7M: 37,830 shares, 0.00% of the company, 0.24% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
15. GE Vernova (GEV) — $38.3M: 32,593 shares, 0.01% of the company, 0.21% of its portfolio (trimmed this quarter); held since Q2 2024

By sector

• Cloud & AI giants — $1.5B, 47% of its AI holdings, 6 companies
• Chips & compute — $781.0M, 25% of its AI holdings, 21 companies
• Power, electrical & cooling — $217.4M, 7% of its AI holdings, 34 companies
• AI software — $193.9M, 6% of its AI holdings, 22 companies
• Equipment & test — $182.7M, 6% of its AI holdings, 13 companies
• Interconnect — $127.7M, 4% of its AI holdings, 9 companies
• Memory & storage — $69.4M, 2% of its AI holdings, 5 companies
• Neoclouds & data centers — $53.5M, 2% of its AI holdings, 12 companies
• Servers & systems — $32.2M, 1% of its AI holdings, 9 companies
• Optics — $11.3M, 0% of its AI holdings, 4 companies

Biggest changes this quarter

• trimmed Alphabet (GOOGL): -$16.6M at the quarter's price
• added to NVIDIA (NVDA): +$10.2M at the quarter's price
• added to Broadcom (AVGO): +$8.3M at the quarter's price
• added to ServiceNow (NOW): +$8.1M at the quarter's price
• trimmed Salesforce (CRM): -$7.8M at the quarter's price
• trimmed Accenture (ACN): -$7.7M at the quarter's price
• trimmed Amphenol (APH): -$6.0M at the quarter's price
• trimmed GE Vernova (GEV): -$4.9M at the quarter's price
• added to Eaton (ETN): +$4.2M at the quarter's price
• added to Analog Devices (ADI): +$3.7M at the quarter's price

Other holders of this size

• Private Advisor Group, LLC — $3.2B in 158 of these companies
• VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. — $3.2B in 35 of these companies
• Boston Trust Walden Corp — $3.1B in 56 of these companies
• FERGUSON WELLMAN CAPITAL MANAGEMENT, INC — $3.2B in 57 of these companies
• Trivest Advisors Ltd — $3.1B in 12 of these companies
• E Fund Management Co., Ltd. — $3.2B in 96 of these companies
• MEITAV INVESTMENT HOUSE LTD — $3.1B in 52 of these companies
• PINNACLE ASSOCIATES LTD — $3.2B in 120 of these companies

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