Unified Investment Management Portfolio Stock Holdings

According to the SEC 13F filed on July 27, 2026, Unified Investment Management disclosed 139 stock positions valued at approximately $106.98M as of quarter-end June 30, 2026. The largest holdings include GENUINE PARTS CO, ISHARES TR, and JANUS DETROIT STR TR.

Report Period
June 30, 2026
No. of Stocks
139
Portfolio Value
$106.98M
Holdings by Sector
Unified Investment Management Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
GENUINE PARTS COGPCConsumer Cyclical6.23%56,466+16+0.03%$6,661,864
ISHARES TRIGSBOther2.26%46,042+128+0.28%$2,413,038
JANUS DETROIT STR TRVNLAOther2.24%48,989+37+0.08%$2,393,833
NVIDIA CORPORATIONNVDATechnology2.17%11,610+79+0.69%$2,323,126
UNITED RENTALS INCURIIndustrials2.15%2,030-136-6.28%$2,300,081
ISHARES U S ETF TRNEAROther1.96%41,415+23+0.06%$2,098,078
ISHARES TRGVIOther1.91%19,285+80+0.42%$2,045,993
PIMCO ETF TRMINTOther1.89%20,095+16+0.08%$2,025,756
GENERAC HLDGS INCGNRCIndustrials1.87%6,846-317-4.43%$2,004,577
AMAZON COM INCAMZNConsumer Cyclical1.84%8,276-108-1.29%$1,972,502
APPLE INCAAPLTechnology1.83%6,782-324-4.56%$1,962,306
ALPHABET INCGOOGLCommunication Services1.81%5,418-211-3.75%$1,936,235
PALO ALTO NETWORKS INCPANWTechnology1.81%5,665-371-6.15%$1,931,878
MICROSOFT CORPMSFTTechnology1.69%4,838+195+4.20%$1,804,641
JPMORGAN CHASE & COJPMFinancial Services1.64%5,376+66+1.24%$1,759,650
APPLIED MATLS INCAMATTechnology1.62%2,403-85-3.42%$1,737,094
HALOZYME THERAPEUTICS INCHALOHealthcare1.59%21,719+400+1.88%$1,699,946
QUALCOMM INCQCOMTechnology1.59%9,188-558-5.73%$1,697,902
PACER FDS TRCOWZOther1.59%27,271+5+0.02%$1,696,227
SHELL PLCSHELEnergy1.32%18,171-381-2.05%$1,409,007
CISCO SYS INCCSCOTechnology1.31%11,927-1,094-8.40%$1,401,003
MERCK & CO INCMRKHealthcare1.25%10,446+306+3.02%$1,342,345
JOHNSON & JOHNSONJNJHealthcare1.23%5,185+3+0.06%$1,316,770
QUANTA SVCS INCPWRIndustrials1.17%1,737-44-2.47%$1,250,543
ISHARES TRIYWOther1.14%4,855-490-9.17%$1,224,577
INVESCO EXCH TRD SLF IDX FDBSCTOther1.13%65,332+2,712+4.33%$1,213,544
VISA INCVFinancial Services1.02%3,175+2+0.06%$1,089,197
NEXTPOWER INCNXTTechnology1.00%9,000-1,213-11.88%$1,072,260
MICRON TECHNOLOGY INCMUTechnology0.99%915-310-25.31%$1,056,175
ARISTA NETWORKS INCANETOther0.98%6,175-30-0.48%$1,049,009
Showing 30 of 139 holdings in the latest reporting period.
Unified Investment Management Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026NVDANVIDIA CorporationPUT3,000$600,270
Q2 2026IRMIron Mountain Incorporated (DelCALL1,800$227,358
Q2 2026GOOGLAlphabet Inc.PUT600$214,422
Showing 3 of 3 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.