Unified Investment Management
Latest statistics and disclosures from Unified Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GPC, NVDA, IGSB, VNLA, NEAR, and represent 15.74% of Unified Investment Management's stock portfolio.
- Added to shares of these 10 stocks: Aptiv, WSO, IVV, PTC, KMI, SFM, CRM, PYPL, ZTS, UBER.
- Started 4 new stock positions in WSO, Aptiv, KMI, IVV.
- Reduced shares in these 10 stocks: APTV, , TDC, DIS, CNXC, , MS, NXT, GNRC, FDX.
- Sold out of its positions in CNXC, DIS, IDXX, MS, SPSC, TDC, APTV.
- Unified Investment Management was a net seller of stock by $-505.884900.
- Unified Investment Management has $98M in assets under management (AUM), dropping by -1.94%.
- Central Index Key (CIK): 0002054855
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Portfolio Holdings for Unified Investment Management
Unified Investment Management holds 132 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Genuine Parts Company (GPC) | 6.1 | $6.0M | 57k | 105.75 |
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| NVIDIA Corporation (NVDA) | 2.6 | $2.5M | 15k | 174.40 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.5 | $2.4M | 46k | 52.56 |
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| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 2.4 | $2.4M | 49k | 48.86 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 2.1 | $2.1M | 41k | 50.84 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 2.1 | $2.0M | 19k | 106.68 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 2.1 | $2.0M | 20k | 100.57 |
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| Microsoft Corporation (MSFT) | 2.0 | $2.0M | +2% | 5.3k | 370.13 |
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| Apple (AAPL) | 1.8 | $1.8M | 7.1k | 253.81 |
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| Amazon (AMZN) | 1.8 | $1.7M | +2% | 8.4k | 208.27 |
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| Shell Spon Ads (SHEL) | 1.8 | $1.7M | 19k | 93.00 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.7 | $1.7M | 27k | 62.56 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $1.6M | 5.6k | 287.55 |
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| United Rentals (URI) | 1.6 | $1.6M | 2.2k | 728.58 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $1.6M | -5% | 5.3k | 294.18 |
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| Generac Holdings (GNRC) | 1.4 | $1.4M | -9% | 7.2k | 195.33 |
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| Halozyme Therapeutics (HALO) | 1.4 | $1.4M | 21k | 64.63 |
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| Paypal Holdings (PYPL) | 1.3 | $1.3M | +13% | 28k | 45.23 |
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| Johnson & Johnson (JNJ) | 1.3 | $1.3M | -3% | 5.2k | 244.46 |
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| Qualcomm (QCOM) | 1.3 | $1.3M | +2% | 9.7k | 128.78 |
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| Nextpower Class A Com (NXT) | 1.3 | $1.2M | -13% | 10k | 120.55 |
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| Merck & Co (MRK) | 1.2 | $1.2M | 10k | 120.29 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 1.2 | $1.2M | +2% | 63k | 18.66 |
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| Chevron Corporation (CVX) | 1.1 | $1.1M | 5.3k | 206.90 |
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| Cisco Systems (CSCO) | 1.0 | $1.0M | -3% | 13k | 77.59 |
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| Quanta Services (PWR) | 1.0 | $978k | -2% | 1.8k | 548.94 |
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| Ishares Tr U.s. Tech Etf (IYW) | 1.0 | $970k | 5.3k | 181.42 |
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| Palo Alto Networks (PANW) | 1.0 | $968k | +2% | 6.0k | 160.32 |
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| Visa Com Cl A (V) | 1.0 | $959k | +2% | 3.2k | 302.27 |
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| Equinor Asa Sponsored Adr (EQNR) | 1.0 | $933k | 22k | 42.20 |
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| salesforce (CRM) | 0.9 | $923k | +20% | 4.9k | 186.65 |
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| American Centy Etf Tr Us Quality Grow (QGRO) | 0.9 | $921k | 8.8k | 105.03 |
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| Pacer Fds Tr Developed Mrkt (ICOW) | 0.9 | $905k | 21k | 42.44 |
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| Albemarle Corporation (ALB) | 0.9 | $890k | -7% | 5.0k | 179.51 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $889k | 5.2k | 169.66 |
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| ConocoPhillips (COP) | 0.9 | $887k | 6.7k | 131.99 |
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| Aptiv Ordinary Shares | 0.9 | $859k | NEW | 12k | 69.44 |
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| Applied Materials (AMAT) | 0.9 | $850k | -10% | 2.5k | 341.73 |
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| At&t (T) | 0.9 | $847k | 29k | 28.99 |
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| Ptc (PTC) | 0.8 | $820k | +38% | 5.8k | 142.49 |
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| FedEx Corporation (FDX) | 0.8 | $802k | -14% | 2.3k | 356.22 |
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| Airbnb Com Cl A (ABNB) | 0.8 | $793k | 6.3k | 126.28 |
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| Arista Networks Com Shs (ANET) | 0.8 | $762k | 6.2k | 122.78 |
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| Capital One Financial (COF) | 0.8 | $755k | 4.1k | 182.43 |
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| Sprouts Fmrs Mkt (SFM) | 0.8 | $750k | +27% | 9.7k | 77.13 |
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| American Express Company (AXP) | 0.8 | $736k | -3% | 2.4k | 302.44 |
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| Home Depot (HD) | 0.7 | $728k | 2.2k | 328.89 |
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| Ishares Core Msci Emkt (IEMG) | 0.7 | $705k | +5% | 10k | 69.75 |
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| Citigroup Com New (C) | 0.7 | $704k | 6.2k | 113.41 |
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| Charles Schwab Corporation (SCHW) | 0.7 | $694k | +4% | 7.4k | 93.98 |
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| Zillow Group Cl A (ZG) | 0.7 | $688k | +22% | 17k | 41.39 |
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| Match Group (MTCH) | 0.7 | $676k | -9% | 22k | 30.71 |
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| Ssga Active Etf Tr State Street Dou (TOTL) | 0.7 | $656k | +4% | 17k | 39.73 |
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| Cme (CME) | 0.6 | $629k | -2% | 2.1k | 295.36 |
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| Costco Wholesale Corporation (COST) | 0.6 | $621k | 623.00 | 996.57 |
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| Uber Technologies (UBER) | 0.6 | $617k | +25% | 8.6k | 71.93 |
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| Vulcan Materials Company (VMC) | 0.6 | $611k | 2.2k | 272.36 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $604k | 929.00 | 650.27 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.6 | $602k | +4% | 30k | 20.42 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $598k | 2.1k | 287.18 |
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| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.6 | $597k | +4% | 13k | 44.87 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.6 | $578k | +4% | 29k | 19.62 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $562k | +7% | 1.1k | 491.57 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $559k | +10% | 2.1k | 261.92 |
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| Quest Diagnostics Incorporated (DGX) | 0.6 | $545k | -8% | 2.8k | 195.97 |
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| Adobe Systems Incorporated (ADBE) | 0.5 | $537k | 2.2k | 243.08 |
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| Pacer Fds Tr Lunt Lrgcp Multi (PALC) | 0.5 | $534k | 10k | 51.81 |
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| Netflix (NFLX) | 0.5 | $534k | +2% | 5.6k | 96.15 |
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| Zoetis Cl A (ZTS) | 0.5 | $530k | +37% | 4.5k | 118.22 |
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| Invesco Exchange Traded Fd T S&P MDCP400 VL (RFV) | 0.5 | $528k | +10% | 4.1k | 129.98 |
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| Canadian Natural Resources (CNQ) | 0.5 | $510k | 11k | 48.73 |
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| Msci (MSCI) | 0.5 | $506k | -15% | 940.00 | 538.76 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $492k | 2.5k | 192.90 |
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| Teleflex Incorporated (TFX) | 0.5 | $482k | -4% | 4.0k | 119.60 |
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| Broadcom (AVGO) | 0.5 | $481k | 1.6k | 309.51 |
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| Watsco, Incorporated (WSO) | 0.5 | $477k | NEW | 1.3k | 363.79 |
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| Exchange Listed Fds Tr Saba Int Rate (CEFS) | 0.5 | $475k | +2% | 21k | 22.55 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $473k | 1.1k | 430.29 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $470k | +7% | 1.5k | 320.81 |
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| Vanguard World Utilities Etf (VPU) | 0.5 | $463k | 2.3k | 198.14 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.5 | $454k | 3.9k | 117.66 |
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| Emerson Electric (EMR) | 0.5 | $450k | 3.4k | 131.01 |
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| Kinsale Cap Group (KNSL) | 0.5 | $444k | +26% | 1.3k | 341.70 |
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| Janus Detroit Str Tr Hendersn Cap Etf (JSML) | 0.4 | $436k | +6% | 6.2k | 70.03 |
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| Pacer Fds Tr Emrg Mkt Cash (ECOW) | 0.4 | $435k | +5% | 16k | 26.67 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.4 | $421k | -2% | 3.8k | 111.37 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.4 | $420k | 8.3k | 50.95 |
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| Dollar Tree (DLTR) | 0.4 | $419k | -2% | 3.8k | 109.51 |
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| Micron Technology (MU) | 0.4 | $414k | -7% | 1.2k | 337.84 |
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| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.4 | $397k | 6.2k | 64.59 |
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| Coca-Cola Company (KO) | 0.4 | $367k | -17% | 4.8k | 76.04 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $363k | 758.00 | 479.20 |
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| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.4 | $352k | -6% | 15k | 23.98 |
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| Abbvie (ABBV) | 0.3 | $342k | -3% | 1.6k | 217.49 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.3 | $338k | +3% | 4.3k | 78.77 |
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| Asure Software (ASUR) | 0.3 | $332k | +4% | 39k | 8.60 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $315k | 1.6k | 198.29 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $313k | +5% | 1.6k | 191.95 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $311k | -15% | 873.00 | 356.56 |
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| Bristol Myers Squibb (BMY) | 0.3 | $305k | -2% | 5.0k | 60.65 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $303k | 1.5k | 196.20 |
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $303k | 2.9k | 106.15 |
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| Ishares Tr Mrning Sm Cp Etf (ISCV) | 0.3 | $281k | 4.0k | 69.51 |
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| Abbott Laboratories (ABT) | 0.3 | $273k | 2.7k | 102.67 |
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| Everus Constr Group (ECG) | 0.3 | $271k | -2% | 2.3k | 118.06 |
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| Domino's Pizza (DPZ) | 0.3 | $270k | 754.00 | 358.67 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $264k | +11% | 7.2k | 36.75 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.3 | $263k | 427.00 | 616.76 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.3 | $260k | +29% | 11k | 22.91 |
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| Southern Company (SO) | 0.3 | $257k | 2.7k | 96.52 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $254k | 1.7k | 148.10 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $252k | 1.0k | 248.00 |
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| Meta Platforms Cl A (META) | 0.3 | $248k | 433.00 | 572.25 |
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| Siriusxm Holdings Common Stock (SIRI) | 0.3 | $247k | -3% | 11k | 23.08 |
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| Ishares Tr Select Divid Etf (DVY) | 0.3 | $246k | 1.6k | 151.41 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $246k | NEW | 376.00 | 653.21 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $243k | 1.7k | 145.74 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $239k | +15% | 2.6k | 92.75 |
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| Knife River Corp Common Stock (KNF) | 0.2 | $237k | 2.9k | 81.65 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.2 | $227k | 1.6k | 145.02 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.2 | $227k | 14k | 16.72 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $223k | +2% | 1.8k | 125.46 |
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| Kinder Morgan (KMI) | 0.2 | $223k | NEW | 6.6k | 33.53 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $218k | 500.00 | 436.79 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $217k | 1.4k | 155.11 |
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| Pacer Fds Tr Lunt Mdcap Mlt (PAMC) | 0.2 | $209k | 4.4k | 47.86 |
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| Medpace Hldgs (MEDP) | 0.2 | $207k | -6% | 430.00 | 480.19 |
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| Digi International (DGII) | 0.2 | $202k | -30% | 4.2k | 48.20 |
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| Information Services (III) | 0.1 | $112k | -7% | 29k | 3.84 |
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| Village Farms International (VFF) | 0.1 | $51k | 18k | 2.84 |
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| Credit Suisse AM Inc Fund (CIK) | 0.0 | $27k | 10k | 2.56 |
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| Akebia Therapeutics (AKBA) | 0.0 | $25k | 18k | 1.39 |
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Past Filings by Unified Investment Management
SEC 13F filings are viewable for Unified Investment Management going back to 2024
- Unified Investment Management 2026 Q1 filed April 29, 2026
- Unified Investment Management 2025 Q4 filed Feb. 9, 2026
- Unified Investment Management 2025 Q3 filed Oct. 27, 2025
- Unified Investment Management 2025 Q2 filed July 15, 2025
- Unified Investment Management 2025 Q1 filed April 25, 2025
- Unified Investment Management 2024 Q4 filed Feb. 6, 2025