Unified Investment Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Unified Investment Management held in its portfolio 135 assets valued at $99,845,204 (i.e. $99.85M).
The most valuable assets in the portfolio included: GENUINE PARTS CO ($6.87M), NVIDIA CORPORATION ($2.71M), and MICROSOFT CORP ($2.52M).
The chart below shows the top 10 valuable assets, and the table below shows the top 135 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Unified Investment Management - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| GENUINE PARTS CO | 55852 | 6867585 | COM |
| NVIDIA CORPORATION | 14509 | 2705938 | COM |
| MICROSOFT CORP | 5207 | 2518303 | COM |
| ISHARES TR | 45801 | 2421944 | ISHS 1-5YR INVS |
| JANUS DETROIT STR TR | 48797 | 2397862 | HENDRSN SHRT ETF |
| ISHARES U S ETF TR | 41361 | 2113527 | SHORT DURATION B |
| ISHARES TR | 19148 | 2055587 | INTRM GOV CR ETF |
| PIMCO ETF TR | 20054 | 2012265 | ENHAN SHRT MA AC |
| APPLE INC | 7133 | 1939292 | COM |
| AMAZON COM INC | 8204 | 1893647 | COM |
| JPMORGAN CHASE & CO. | 5592 | 1801897 | COM |
| ALPHABET INC | 5689 | 1780584 | CAP STK CL A |
| UNITED RENTALS INC | 2143 | 1734309 | COM |
| PACER FDS TR | 27230 | 1638417 | US CASH COWS 100 |
| QUALCOMM INC | 9547 | 1633086 | COM |
| HALOZYME THERAPEUTICS INC | 21614 | 1454622 | COM |
| PAYPAL HLDGS INC | 24716 | 1442919 | COM |
| SHELL PLC | 18803 | 1381660 | SPON ADS |
| INVESCO EXCH TRD SLF IDX FD | 61139 | 1151557 | BULETSHS 2029 |
| JOHNSON & JOHNSON | 5347 | 1106598 | COM |
| SALESFORCE INC | 4112 | 1089410 | COM |
| MERCK & CO INC | 10324 | 1086709 | COM |
| GENERAC HLDGS INC | 7958 | 1085232 | COM |
| PALO ALTO NETWORKS INC | 5885 | 1084017 | COM |
| VISA INC | 3090 | 1083710 | COM CL A |
| ISHARES TR | 5345 | 1067290 | U.S. TECH ETF |
| CISCO SYS INC | 13561 | 1044613 | COM |
| NEXTPOWER INC | 11765 | 1024849 | CLASS A COM |
| CAPITAL ONE FINL CORP | 4149 | 1005659 | COM |
| AMERICAN CENTY ETF TR | 8772 | 1004563 | US QUALITY GROW |
| APTIV PLC | 12384 | 942299 | COM SHS |
| AMERICAN EXPRESS CO | 2532 | 936561 | COM |
| ZILLOW GROUP INC | 13598 | 927792 | CL A |
| AIRBNB INC | 6234 | 846078 | COM CL A |
| ARISTA NETWORKS INC | 6283 | 823261 | COM SHS |
| PACER FDS TR | 21275 | 822903 | DEVELOPED MRKT |
| CHEVRON CORP NEW | 5346 | 814784 | COM |
| MATCH GROUP INC NEW | 24376 | 787114 | COM |
| QUANTA SVCS INC | 1822 | 768878 | COM |
| ADOBE INC | 2189 | 766128 | COM |
| FEDEX CORP | 2643 | 763360 | COM |
| HOME DEPOT INC | 2203 | 757976 | COM |
| ALBEMARLE CORP | 5333 | 754277 | COM |
| AT&T INC | 29786 | 739896 | COM |
| CITIGROUP INC | 6278 | 732578 | COM NEW |
| PTC INC | 4148 | 722623 | COM |
| APPLIED MATLS INC | 2785 | 715844 | COM |
| SCHWAB CHARLES CORP | 7052 | 704538 | COM |
| MSCI INC | 1119 | 642212 | COM |
| VULCAN MATLS CO | 2251 | 642139 | COM |
| ISHARES INC | 9551 | 642009 | CORE MSCI EMKT |
| SSGA ACTIVE ETF TR | 15845 | 637761 | STATE STREET DOU |
| SPDR S&P 500 ETF TR | 929 | 633400 | TR UNIT |
| CONOCOPHILLIPS | 6742 | 631137 | COM |
| EXXON MOBIL CORP | 5237 | 630211 | COM |
| THERMO FISHER SCIENTIFIC INC | 1069 | 619474 | COM |
| SPROUTS FMRS MKT INC | 7601 | 605532 | COM |
| VANGUARD INDEX FDS | 2081 | 603948 | MID CAP ETF |
| CME GROUP INC | 2185 | 596661 | COM |
| INVESCO EXCH TRD SLF IDX FD | 28110 | 579066 | INVSCO BLSH 28 |
| PACER FDS TR | 12721 | 564450 | US SMALL CAP CAS |
| UBER TECHNOLOGIES INC | 6811 | 556527 | COM |
| INVESCO EXCH TRD SLF IDX FD | 28040 | 553510 | BULSHS 2027 CB |
| COSTCO WHSL CORP NEW | 634 | 546786 | COM |
| BROADCOM INC | 1567 | 542339 | COM |
| PACER FDS TR | 10312 | 538692 | LUNT LRGCP MULTI |
| QUEST DIAGNOSTICS INC | 3052 | 529661 | COM |
| EQUINOR ASA | 22183 | 524179 | SPONSORED ADR |
| TELEFLEX INCORPORATED | 4227 | 515803 | COM |
| NETFLIX INC | 5410 | 507242 | COM |
| VANGUARD INDEX FDS | 1933 | 498617 | SMALL CP ETF |
| ISHARES TR | 3854 | 496896 | U.S. FINLS ETF |
| DOLLAR TREE INC | 3918 | 481953 | COM |
| EXCHANGE LISTED FDS TR | 20572 | 473979 | SABA INT RATE |
| INVESCO EXCHANGE TRADED FD T | 3688 | 471261 | S&P MDCP400 VL |
| RTX CORPORATION | 2549 | 467487 | COM |
| EMERSON ELEC CO | 3463 | 459570 | COM |
| VANGUARD INDEX FDS | 1361 | 456302 | TOTAL STK MKT |
| ISHARES TR | 3868 | 440641 | EAFE GRWTH ETF |
| SPDR GOLD TR | 1098 | 435148 | GOLD SHS |
| VANGUARD WORLD FD | 2338 | 432624 | UTILITIES ETF |
| JANUS DETROIT STR TR | 5828 | 428712 | HENDERSN CAP ETF |
| ACCENTURE PLC IRELAND | 1585 | 425256 | SHS CLASS A |
| ISHARES TR | 8250 | 419595 | FLTG RATE NT ETF |
| FIDELITY COVINGTON TRUST | 6150 | 410513 | LOW VOLITY ETF |
| ZOETIS INC | 3260 | 410225 | CL A |
| COCA COLA CO | 5822 | 406981 | COM |
| KINSALE CAP GROUP INC | 1027 | 401698 | COM |
| ISHARES TR | 1033 | 385764 | RUS 1000 ETF |
| BERKSHIRE HATHAWAY INC DEL | 758 | 381009 | CL B NEW |
| INVESCO EXCH TRADED FD TR II | 15639 | 380488 | VAR RATE PFD |
| MICRON TECHNOLOGY INC | 1325 | 378168 | COM |
| PACER FDS TR | 15492 | 378051 | EMRG MKT CASH |
| ABBVIE INC | 1634 | 373353 | COM |
| CANADIAN NAT RES LTD | 10651 | 360536 | COM |
| ASURE SOFTWARE INC | 36925 | 347834 | COM |
| ABBOTT LABS | 2660 | 333271 | COM |
| ISHARES TR | 4150 | 331324 | MRGSTR MD CP GRW |
| NOVO-NORDISK A S | 6466 | 328990 | ADR |
| DOMINOS PIZZA INC | 745 | 310662 | COM |
| ISHARES TR | 2850 | 305264 | NATIONAL MUN ETF |
| INVESCO EXCHANGE TRADED FD T | 1546 | 296159 | S&P500 EQL WGT |
| VANGUARD INDEX FDS | 1546 | 295271 | VALUE ETF |
| META PLATFORMS INC | 433 | 285863 | CL A |
| BRISTOL-MYERS SQUIBB CO | 5142 | 277359 | COM |
| ISHARES TR | 4047 | 277220 | MRNING SM CP ETF |
| DIGI INTL INC | 6050 | 261905 | COM |
| MEDPACE HLDGS INC | 460 | 258359 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 425 | 256394 | UTSER1 S&PDCRP |
| ALIBABA GROUP HLDG LTD | 1728 | 253290 | SPONSORED ADS |
| ISHARES TR | 1014 | 249606 | RUSSELL 2000 ETF |
| VANGUARD WHITEHALL FDS | 1716 | 246280 | HIGH DIV YLD |
| VANGUARD INDEX FDS | 500 | 243930 | GROWTH ETF |
| SPS COMM INC | 2640 | 235303 | COM |
| ISHARES TR | 1400 | 235116 | CORE S&P US GWT |
| ISHARES TR | 1665 | 234848 | RUS MDCP VAL ETF |
| TERADATA CORP DEL | 7676 | 233657 | COM |
| SOUTHERN CO | 2661 | 232000 | COM |
| ISHARES TR | 1627 | 229635 | SELECT DIVID ETF |
| INVESCO EXCH TRD SLF IDX FD | 13570 | 229604 | INVSCO 30 CORP |
| SIRIUSXM HOLDINGS INC | 11082 | 221575 | COMMON STOCK |
| DISNEY WALT CO | 1923 | 218780 | COM |
| CONCENTRIX CORP | 5232 | 217531 | COM |
| INVESCO EXCHANGE TRADED FD T | 1565 | 216690 | S&P MDCP MOMNTUM |
| ISHARES TR | 2228 | 209770 | MSCI USA MIN VOL |
| KNIFE RIVER CORP | 2902 | 204156 | COMMON STOCK |
| PACER FDS TR | 4364 | 203348 | LUNT MDCAP MLT |
| IDEXX LABS INC | 300 | 202959 | COM |
| MORGAN STANLEY | 1136 | 201610 | COM NEW |
| EVERUS CONSTR GROUP | 2344 | 200553 | COM |
| ISHARES TR | 8763 | 200454 | IBONDS 26 TRM TS |
| INFORMATION SVCS GROUP INC | 31574 | 182498 | COM |
| VILLAGE FARMS INTL INC | 18020 | 65773 | COM |
| CREDIT SUISSE ASSET MGMT INC | 10345 | 29276 | COM |
| AKEBIA THERAPEUTICS INC | 18000 | 28980 | COM |
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