Unified Investment Management Portfolio Changes Q2 2026

As of Unified Investment Management's latest filing on June 30, 2026, the investment firm has demonstrated significant activity within its portfolio during Q2. This analysis focuses solely on observable changes from the provided data.

Prominent Purchases in Q2 2026

Unified Investment Management showed strong buying interest this quarter across various sectors, impacting several holdings and ETFs:

• Technology Sector: The firm significantly increased its Technology allocation. Notable additions include TOAST INC (TOST), where shares jumped by 100% from the prior period, adding substantial weight to this sector which now accounts for nearly 18.32% of the portfolio's total value (Unified's Q2 filing). Additionally, WORKDAY INC (WDAY) was a significant new purchase, contributing 0.38% to the portfolio.
• Financial Services Sector: There were substantial additions here as well. KEYCORP (KEY) was a major new position, purchased entirely from scratch (Unified's Q2 filing). Significant increases were also noted in PAYPAL HLDGS INC (PYPL) and TOAST INC (TOST), though the latter is already categorized under Technology.
• Healthcare Sector: A significant new purchase was made in AKEBIA THREAPEUTICS INC (AKBA), adding a very small but notable position. The firm also significantly increased its stake in ABBOTT LABORATORIES (ABT) by 81.95%, boosting its portfolio weight considerably.
• Miscellaneous ETFs: The investor also made substantial additions to several Vanguard and iShares exchange-traded funds, including VANGUARD INDEX FDS (VO), where shares increased by 300% from the prior period. New positions were initiated in ISHARES TR (EEM) and ISHARES TR (IYH), both contributing minimally to the overall allocation.

Notable Sales in Q2 2026

In contrast, while there were purchases, Unified Investment Management also divested some holdings during this period:

• Communication Services Sector: The firm significantly reduced its position in PAYPAL HLDGS INC (PYPL), decreasing the stake by 22.42%.
• Technology Sector: Despite overall buying, there was a significant reduction in MATCH GROUP INC NEW (MTCH), down by 28.4%. This is interesting as Technology saw net additions elsewhere.
• Healthcare Sector: The stake in GENERAC HLDGS INC (GNRC) decreased by 4.43%.

The portfolio's total value stood at $106,372,116 as of June 30, 2026, with a diverse holding count of 138 stocks and ETFs. The Technology sector remains the largest allocation in terms of percentage (holding_count: 14), followed by Consumer Cyclical.

Further insights from Unified's Q2 filing include:

• The top five holdings account for approximately 15.04% of the total portfolio value.
• There are investments spread across multiple sectors, with a notable allocation to 'Unknown' which currently stands at 35.04%.

It is important to note that while substantial changes were observed in some holdings (including new purchases and significant reductions), the data does not indicate any large-scale selling activities by Unified Investment Management during this quarter.