Q2 2026 13F · SEC CIK 2054855

Unified Investment Management

Wealth managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $107.2M
Reported positions: 141
Holdings vs S&P 500, 3 yrs: —
Assets under management: $150.6M

Unified Investment Management is a wealth manager that reported 141 positions worth $107.2M in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Genuine Parts Co Com (GPC, 6.2%), Ishares 1-3 Yr Credit Bond ETF (IGSB, 2.3%), Janus Detroit Str Tr (VNLA, 2.2%).

Unified Investment Management holdings largest 50 of 141 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Unified Investment Management 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GPCGenuine Parts Co Com	6.2%	6.1%	56,466	+0.0%	$6.7M
IGSBIshares 1-3 Yr Credit Bond ETF	2.3%	2.5%	46,042	+0.3%	$2.4M
VNLAJanus Detroit Str Tr	2.2%	2.5%	48,989	+0.1%	$2.4M
NVDANvidia Corporation Com	2.2%	2.1%	11,610	+0.7%	$2.3M
URIUnited Rentals Inc Com	2.1%	1.6%	2,030	-6.3%	$2.3M
NEARIshares Short Duration Bond Active ETF	2.0%	2.2%	41,415	+0.1%	$2.1M
GVIIshares Tr	1.9%	2.1%	19,285	+0.4%	$2.0M
MINTPimco ETF Tr	1.9%	2.1%	20,095	+0.1%	$2.0M
GNRCGenerac Hldgs Inc	1.9%	1.4%	6,846	-4.4%	$2.0M
AMZNAmazon Com Inc Com	1.8%	1.8%	8,276	-1.3%	$2.0M
AAPLApple Inc	1.8%	1.9%	6,782	-4.6%	$2.0M
GOOGLAlphabet Inc	1.8%	1.7%	5,418	-3.7%	$1.9M
PANWPalo Alto Networks Inc	1.8%	1.0%	5,665	-6.1%	$1.9M
MSFTMicrosoft Corp	1.7%	1.8%	4,838	+4.2%	$1.8M
JPMJpmorgan Chase & Co	1.6%	1.6%	5,376	+1.2%	$1.8M
AMATApplied Matls Inc	1.6%	0.9%	2,403	-3.4%	$1.7M
HALOHalozyme Therapeutics Inc	1.6%	1.4%	21,719	+1.9%	$1.7M
QCOMQualcomm Inc	1.6%	1.3%	9,188	-5.7%	$1.7M
COWZPacer Fds Tr	1.6%	1.8%	27,271	+0.0%	$1.7M
SHELShell PLC	1.3%	1.8%	18,171	-2.1%	$1.4M
CSCOCisco Sys Inc	1.3%	1.0%	11,927	-8.4%	$1.4M
MRKMerck & Co. Inc	1.3%	1.3%	10,446	+3.0%	$1.3M
JNJJohnson & Johnson	1.2%	1.3%	5,185	+0.1%	$1.3M
PWRQuanta Svcs Inc Com	1.2%	1.0%	1,737	-2.5%	$1.3M
IYWIshares Tr	1.1%	1.0%	4,855	-9.2%	$1.2M
BSCTInvesco Exch Trd Slf Idx Fd	1.1%	1.2%	65,332	+4.3%	$1.2M
VVisa Inc Com Cl A	1.0%	1.0%	3,175	+0.1%	$1.1M
NXTNextpower Inc	1.0%	1.3%	9,000	-11.9%	$1.1M
MUMicron Technology Inc	1.0%	—	915	—	$1.1M
ANETArista Networks Inc	1.0%	0.8%	6,175	-0.5%	$1.0M
QGROAmerican Centy ETF Tr	1.0%	0.9%	8,772	+0.0%	$1.0M
PYPLPaypal Hldgs Inc	0.9%	1.3%	21,753	-22.4%	$939K
ABNBAirbnb Inc	0.8%	0.8%	6,268	-0.1%	$897K
ICOWPacer International Cash Cows ETF	0.8%	0.9%	21,321	+0.0%	$888K
CVXChevron Corp New	0.8%	1.1%	5,346	+0.0%	$886K
COFCapital One Financial Corp	0.8%	0.8%	4,351	+5.1%	$873K
SFMSprouts Fmrs Mkt Inc	0.8%	0.8%	10,238	+5.3%	$866K
CCitigroup Inc Com New	0.8%	0.7%	6,137	-1.1%	$859K
IEMGIshares	0.8%	0.7%	10,102	+0.0%	$837K
VTIVanguard Index Fds	0.8%	—	2,228	—	$824K
AXPAmerican Express Co Com	0.8%	0.8%	2,401	-1.4%	$812K
HDHome Depot Inc Com	0.7%	0.8%	2,241	+1.2%	$790K
APTVAptiv PLC	0.7%	—	12,475	—	$766K
XOMExxon Mobil Corp	0.7%	0.9%	5,237	+0.0%	$716K
CRMSalesforce Inc Com	0.7%	0.9%	4,525	-8.5%	$709K
FDXFedex Corp	0.7%	0.8%	2,235	-0.7%	$700K
SPYSpdr S&p 500 ETF Tr	0.6%	—	929	—	$694K
COPConocophillips	0.6%	0.9%	6,646	-1.0%	$691K
PTCPtc Inc	0.6%	0.8%	6,014	+4.5%	$683K
SCHWSchwab Charles Corp	0.6%	0.7%	7,401	+0.2%	$683K

What Unified Investment Management bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

SFM Sprouts Fmrs Mkt Inc+5.3% shares
COF Capital One Financial Corp+5.1% shares

Reduced

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.0% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$107.2M	141
Q1 2026	$97.1M	132
Q4 2025	$98.9M	135
Q3 2025	$100.2M	136
Q2 2025	$93.3M	125
Q1 2025	$84.6M	117
Q4 2024	$88.0M	112

Questions about Unified Investment Management's portfolio

What stocks does Unified Investment Management own?

Unified Investment Management's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 141 positions worth $107.2M. The largest are Genuine Parts Co Com (GPC) at 6.2%, Ishares 1-3 Yr Credit Bond ETF (IGSB) at 2.3%, Janus Detroit Str Tr (VNLA) at 2.2%, Nvidia Corporation Com (NVDA) at 2.2% and United Rentals Inc Com (URI) at 2.1%.

What did Unified Investment Management buy last quarter?

In Q2 2026, Unified Investment Management added Sprouts Fmrs Mkt Inc (SFM) (+5.3% shares) and Capital One Financial Corp (COF) (+5.1% shares), compared with its Q1 2026 filing.

What did Unified Investment Management sell last quarter?

In Q2 2026, Unified Investment Management cut from its top 50 Equinor Asa (EQNR), cut from its top 50 Albemarle Corp Com (ALB), cut from its top 50 Aptiv PLC (APTV-PA), cut from its top 50 At&t Inc Com (T), Paypal Hldgs Inc (PYPL) (-22.4% shares), Nextpower Inc (NXT) (-11.9% shares) and Ishares Tr (IYW) (-9.2% shares), compared with its Q1 2026 filing.

When is Unified Investment Management's next 13F filing due?

13F filings are due 45 days after each quarter ends. Unified Investment Management's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Unified Investment Management manage?

Unified Investment Management reported $150.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $107.2M.