Unified Investment Management
CIK: 0002054855SEC EDGAR →
Portfolio Value
$99.8M
Holdings
135
As of
Q4 2025
New Positions
135
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | GENUINE PARTS CO | 55,852 | $6.9M | 6.88% |
| 2 | NVDAPut NVIDIA CORPORATION | 14,509 | $2.7M | 2.71% |
| 3 | MSFTPut MICROSOFT CORP | 5,207 | $2.5M | 2.52% |
| 4 | ISHARES TR | 45,801 | $2.4M | 2.42% |
| 5 | JANUS DETROIT STR TR | 48,797 | $2.4M | 2.40% |
| 6 | ISHARES U S ETF TR | 41,361 | $2.1M | 2.12% |
| 7 | ISHARES TR | 19,148 | $2.1M | 2.06% |
| 8 | PIMCO ETF TR | 20,054 | $2.0M | 2.02% |
| 9 | APPLE INC | 7,133 | $1.9M | 1.94% |
| 10 | AMAZON COM INC | 8,204 | $1.9M | 1.90% |
Quarterly Changes
New Positions (135)
$6.9M · 56K shares
$2.7M · 15K shares
$2.5M · 5K shares
$2.4M · 46K shares
$2.4M · 49K shares
$2.1M · 41K shares
$2.1M · 19K shares
$2.0M · 20K shares
$1.9M · 7K shares
$1.9M · 8K shares
$1.8M · 6K shares
$1.8M · 6K shares
$1.7M · 2K shares
$1.6M · 27K shares
$1.6M · 10K shares
$1.5M · 22K shares
$1.4M · 25K shares
$1.4M · 19K shares
$1.2M · 61K shares
$1.1M · 5K shares
$1.1M · 4K shares
$1.1M · 10K shares
$1.1M · 8K shares
$1.1M · 6K shares
$1.1M · 3K shares
$1.1M · 5K shares
$1.0M · 14K shares
$1.0M · 12K shares
$1.0M · 4K shares
$1.0M · 9K shares
$942K · 12K shares
$936K · 3K shares
$927K · 14K shares
$846K · 6K shares
$823K · 6K shares
$822K · 21K shares
$814K · 5K shares
$787K · 24K shares
$768K · 2K shares
$766K · 2K shares
$763K · 3K shares
$757K · 2K shares
$754K · 5K shares
$739K · 30K shares
$732K · 6K shares
$722K · 4K shares
$715K · 3K shares
$704K · 7K shares
$642K · 1K shares
$642K · 10K shares
$642K · 2K shares
$637K · 16K shares
$633K · 929 shares
$631K · 7K shares
$630K · 5K shares
$619K · 1K shares
$605K · 8K shares
$603K · 2K shares
$596K · 2K shares
$579K · 28K shares
$564K · 13K shares
$556K · 7K shares
$553K · 28K shares
$546K · 634 shares
$542K · 2K shares
$538K · 10K shares
$529K · 3K shares
$524K · 22K shares
$515K · 4K shares
$507K · 5K shares
$498K · 2K shares
$496K · 4K shares
$481K · 4K shares
$473K · 21K shares
$471K · 4K shares
$467K · 3K shares
$459K · 3K shares
$456K · 1K shares
$440K · 4K shares
$435K · 1K shares
$432K · 2K shares
$428K · 6K shares
$425K · 2K shares
$419K · 8K shares
$410K · 6K shares
$410K · 3K shares
$406K · 6K shares
$401K · 1K shares
$385K · 1K shares
$381K · 758 shares
$380K · 16K shares
$378K · 1K shares
$378K · 15K shares
$373K · 2K shares
$360K · 11K shares
$347K · 37K shares
$333K · 3K shares
$331K · 4K shares
$328K · 6K shares
$310K · 745 shares
$305K · 3K shares
$296K · 2K shares
$295K · 2K shares
$285K · 433 shares
$277K · 4K shares
$277K · 5K shares
$261K · 6K shares
$258K · 460 shares
$256K · 425 shares
$253K · 2K shares
$249K · 1K shares
$246K · 2K shares
$243K · 500 shares
$235K · 3K shares
$235K · 1K shares
$234K · 2K shares
$233K · 8K shares
$232K · 3K shares
$229K · 2K shares
$229K · 14K shares
$221K · 11K shares
$218K · 2K shares
$217K · 5K shares
$216K · 2K shares
$209K · 2K shares
$204K · 3K shares
$203K · 4K shares
$202K · 300 shares
$201K · 1K shares
$200K · 9K shares
$200K · 2K shares
$182K · 32K shares
$65K · 18K shares
$29K · 10K shares
$28K · 18K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 56 | $39.7M | 39.8% |
| Technology | 23 | $19.9M | 20.0% |
| Consumer Cyclical | 7 | $11.9M | 11.9% |
| Healthcare | 14 | $7.5M | 7.5% |
| Industrials | 7 | $5.5M | 5.5% |
| Communication Services | 7 | $4.7M | 4.7% |
| Energy | 6 | $4.3M | 4.3% |
| Unknown | 6 | $2.3M | 2.3% |
| Consumer Defensive | 5 | $2.1M | 2.1% |
| Basic Materials | 3 | $1.6M | 1.6% |
| Utilities | 1 | $232K | 0.2% |