Unified Investment Management

CIK 0002054855 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

Unified Investment Management reported 145 positions worth $108.5M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: GPC (6.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$108.5M
2026 Q2
Positions
145
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
24.2%
Est. Net Flow (Q)
2026 Q2
10 / 145 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GPCGENUINE PARTS COSH$6.7M6.14%56,466
2IGSBISHARES TRSH$2.4M2.22%46,042
3VNLAJANUS DETROIT STR TRSH$2.4M2.21%48,989
4NVDANVIDIA CORPORATIONSH$2.3M2.14%11,610
5URIUNITED RENTALS INCSH$2.3M2.12%2,030
6NEARISHARES U S ETF TRSH$2.1M1.93%41,415
7GVIISHARES TRSH$2.0M1.89%19,285
8MINTPIMCO ETF TRSH$2.0M1.87%20,095
9GNRCGENERAC HLDGS INCSH$2.0M1.85%6,846
10AMZNAMAZON COM INCSH$2.0M1.82%8,276

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Unified Investment Management hold as of Q2 2026?

Unified Investment Management reported 145 positions worth $108.5M in its Q2 2026 13F filing. Largest positions: GPC (6.1%), IGSB (2.2%), VNLA (2.2%), NVDA (2.1%) and URI (2.1%).

What did Unified Investment Management buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Unified Investment Management sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.