Unified Investment Management
CIK: 0002054855Latest portfolio: $99.8M · Q4 2025
Holdings
135
Total Value
$99.8M
New Positions
135
Closed Positions
0
Top Holdings
View All 135 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | GPCGENUINE PARTS CO | 55,852 | $6.9M | 6.88% | NEW | |
| 2 | NVDANVIDIA CORPORATION | 14,509 | $2.7M | 2.71% | NEW | Put |
| 3 | MSFTMICROSOFT CORP | 5,207 | $2.5M | 2.52% | NEW | Put |
| 4 | IGSBISHARES TR | 45,801 | $2.4M | 2.42% | NEW | |
| 5 | VNLAJANUS DETROIT STR TR | 48,797 | $2.4M | 2.40% | NEW | |
| 6 | NEARISHARES U S ETF TR | 41,361 | $2.1M | 2.12% | NEW | |
| 7 | GVIISHARES TR | 19,148 | $2.1M | 2.06% | NEW | |
| 8 | MINTPIMCO ETF TR | 20,054 | $2.0M | 2.02% | NEW | |
| 9 | AAPLAPPLE INC | 7,133 | $1.9M | 1.94% | NEW | |
| 10 | AMZNAMAZON COM INC | 8,204 | $1.9M | 1.90% | NEW | |
| 11 | JPMJPMORGAN CHASE & CO. | 5,592 | $1.8M | 1.80% | NEW | |
| 12 | GOOGLALPHABET INC | 5,689 | $1.8M | 1.78% | NEW | |
| 13 | URIUNITED RENTALS INC | 2,143 | $1.7M | 1.74% | NEW | |
| 14 | COWZPACER FDS TR | 27,230 | $1.6M | 1.64% | NEW | |
| 15 | QCOMQUALCOMM INC | 9,547 | $1.6M | 1.64% | NEW | |
| 16 | HALOHALOZYME THERAPEUTICS INC | 21,614 | $1.5M | 1.46% | NEW | |
| 17 | PYPLPAYPAL HLDGS INC | 24,716 | $1.4M | 1.44% | NEW | |
| 18 | SHELSHELL PLC | 18,803 | $1.4M | 1.38% | NEW | |
| 19 | BSCTINVESCO EXCH TRD SLF IDX FD | 61,139 | $1.2M | 1.15% | NEW | |
| 20 | JNJJOHNSON & JOHNSON | 5,347 | $1.1M | 1.11% | NEW | |
| 21 | CRMSALESFORCE INC | 4,112 | $1.1M | 1.09% | NEW | |
| 22 | MRKMERCK & CO INC | 10,324 | $1.1M | 1.09% | NEW | |
| 23 | GNRCGENERAC HLDGS INC | 7,958 | $1.1M | 1.09% | NEW | |
| 24 | PANWPALO ALTO NETWORKS INC | 5,885 | $1.1M | 1.09% | NEW | |
| 25 | VVISA INC | 3,090 | $1.1M | 1.08% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.421239721132055e+171T)
Technology0.0% ($2.705251719391633e+66T)
Healthcare0.0% ($1.4541106108661954e+34T)
Consumer Cyclical0.0% ($68671893942846.8T)
Industrials0.0% ($17341085768763.5T)
Communication Services0.0% ($1780927739507.3T)
Energy0.0% ($1381814631.6T)
Unknown0.0% ($732435381.3T)
Consumer Defensive0.0% ($60554.6T)
Basic Materials0.0% ($754.6B)
Utilities0.0% ($232K)
Filing History
Fund Information
Unified Investment Management is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $99.8M across 135 holdings. The largest position is GENUINE PARTS CO (GPC), representing 6.9% of the portfolio. Compared to the previous quarter, the fund opened 135 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.