Unified Investment Management holds a diversified book of 141 stocks worth $107.2M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Aptiv PLC and trimmed United Rentals Inc. Their largest long position is Genuine Parts Co at 6% of the equity book. They also disclosed $1.0M in put options (a bearish bet) and $227K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be +15% (+10.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Unified Investment Management's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +17.9%, a 2.5-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Unified Investment Management's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
67% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Unified Investment Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $480.6B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $69.8B |
| LPL Financial LLC | 80 / 80 | $57.5B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $12.8B |
| Steward Partners Investment Advisory, LLC | 80 / 80 | $5.3B |
| JPMORGAN CHASE & CO | 79 / 80 | $417.9B |
| ROYAL BANK OF CANADA | 79 / 80 | $129.1B |
| UBS Group AG | 79 / 80 | $128.4B |
Ranked by how many of Unified Investment Management's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Genuine Parts Co COM | $6.7M | 56.5K | 6.2% | ▲~0% Added · +16 sh | |
| 2 | Ishares TR ISHS 1-5YR INVS | $2.4M | 46.0K | 2.3% | ▲+0.3% Added · +128 sh | |
| 3 | Janus Detroit STR TR HENDRSN SHRT ETF | $2.4M | 49.0K | 2.2% | ▲+0.1% Added · +37 sh | |
| 4 | Nvidia Corporation COM | $2.3M | 11.6K | 2.2% | ▲+0.7% Added · +79 sh | |
| 5 | United Rentals Inc COM | $2.3M | 2.0K | 2.1% | ▼−6.3% Reduced · −136 sh | |
| 6 | Ishares U S ETF TR SHOR DURA BD ETF | $2.1M | 41.4K | 2.0% | ▲+0.1% Added · +23 sh | |
| 7 | Ishares TR INTRM GOV CR ETF | $2.0M | 19.3K | 1.9% | ▲+0.4% Added · +80 sh | |
| 8 | Pimco ETF TR ENHAN SHRT MA AC | $2.0M | 20.1K | 1.9% | ▲+0.1% Added · +16 sh | |
| 9 | Generac Hldgs Inc COM | $2.0M | 6.8K | 1.9% | ▼−4.4% Reduced · −317 sh | |
| 10 | Amazon Com Inc COM | $2.0M | 8.3K | 1.8% | ▼−1.3% Reduced · −108 sh | |
| 11 | Apple Inc COM | $2.0M | 6.8K | 1.8% | ▼−4.5% Reduced · −324 sh | |
| 12 | Alphabet Inc CAP STK CL A | $1.9M | 5.4K | 1.8% | ▼−3.7% Reduced · −211 sh | |
| 13 | Palo Alto Networks Inc COM | $1.9M | 5.7K | 1.8% | ▼−6.1% Reduced · −371 sh | |
| 14 | Microsoft Corp COM | $1.8M | 4.8K | 1.7% | ▲+4.2% Added · +195 sh | |
| 15 | JPMorgan Chase & Co COM | $1.8M | 5.4K | 1.6% | ▲+1.2% Added · +66 sh | |
| 16 | Applied Matls Inc COM | $1.7M | 2.4K | 1.6% | ▼−3.4% Reduced · −85 sh | |
| 17 | Halozyme Therapeutics Inc COM | $1.7M | 21.7K | 1.6% | ▲+1.9% Added · +400 sh | |
| 18 | Qualcomm Inc COM | $1.7M | 9.2K | 1.6% | ▼−5.7% Reduced · −558 sh | |
| 19 | Pacer FDS TR US CASH COWS 100 | $1.7M | 27.3K | 1.6% | ▲~0% Added · +5 sh | |
| 20 | Shell PLC SPON ADS | $1.4M | 18.2K | 1.3% | ▼−2.0% Reduced · −381 sh | |
| 21 | Cisco Sys Inc COM | $1.4M | 11.9K | 1.3% | ▼−8.4% Reduced · −1K sh | |
| 22 | Merck & Co Inc COM | $1.3M | 10.4K | 1.3% | ▲+3.0% Added · +306 sh | |
| 23 | Johnson & Johnson COM | $1.3M | 5.2K | 1.2% | ▲+0.1% Added · +3 sh | |
| 24 | Quanta Svcs Inc COM | $1.3M | 1.7K | 1.2% | ▼−2.5% Reduced · −44 sh | |
| 25 | Ishares TR U.S. TECH ETF | $1.2M | 4.9K | 1.1% | ▼−9.2% Reduced · −490 sh | |
| 26 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 | $1.2M | 65.3K | 1.1% | ▲+4.3% Added · +3K sh | |
| 27 | Visa Inc COM CL A | $1.1M | 3.2K | 1.0% | ▲+0.1% Added · +2 sh | |
| 28 | Nextpower Inc CLASS A COM | $1.1M | 9.0K | 1.0% | ▼−12% Reduced · −1K sh | |
| 29 | Micron Technology Inc COM | $1.1M | 915 | 1.0% | ▼−25% Reduced · −310 sh | |
| 30 | Arista Networks Inc COM SHS | $1.0M | 6.2K | 1.0% | ▼−0.5% Reduced · −30 sh | |
| 31 | American Centy ETF TR US QUALITY GROW | $1.0M | 8.8K | 1.0% | —Held | |
| 32 | PayPal Hldgs Inc COM | $939K | 21.8K | 0.9% | ▼−22% Reduced · −6K sh | |
| 33 | Airbnb Inc COM CL A | $897K | 6.3K | 0.8% | ▼−0.1% Reduced · −8 sh | |
| 34 | Pacer FDS TR DEVELOPED MRKT | $888K | 21.3K | 0.8% | ▲~0% Added · +7 sh | |
| 35 | Chevron Corporation COM | $886K | 5.3K | 0.8% | —Held | |
| 36 | Capital One Finl Corp COM | $873K | 4.4K | 0.8% | ▲+5.1% Added · +212 sh | |
| 37 | Sprouts FMRS MKT Inc COM | $866K | 10.2K | 0.8% | ▲+5.3% Added · +514 sh | |
| 38 | Citigroup Inc COM NEW | $859K | 6.1K | 0.8% | ▼−1.1% Reduced · −67 sh | |
| 39 | Ishares Inc CORE MSCI EMKT | $837K | 10.1K | 0.8% | ▲~0% Added · +2 sh | |
| 40 | Vanguard Index FDS TOTAL STK MKT | $824K | 2.2K | 0.8% | ▲+52% Added · +764 sh | |
| 41 | American Express Co COM | $812K | 2.4K | 0.8% | ▼−1.4% Reduced · −33 sh | |
| 42 | Home Depot Inc COM | $790K | 2.2K | 0.7% | ▲+1.2% Added · +27 sh | |
| 43 | Aptiv PLC COM SHS | $766K | 12.5K | 0.7% | ▲New New position | |
| 44 | Exxon Mobil Corp COM | $716K | 5.2K | 0.7% | —Held | |
| 45 | Salesforce Inc COM | $709K | 4.5K | 0.7% | ▼−8.4% Reduced · −418 sh | |
| 46 | Fedex Corp COM | $700K | 2.2K | 0.7% | ▼−0.7% Reduced · −16 sh | |
| 47 | State STR SPDR S&P 500 ETF T TR UNIT | $694K | 929 | 0.6% | —Held | |
| 48 | ConocoPhillips COM | $691K | 6.6K | 0.6% | ▼−1.0% Reduced · −70 sh | |
| 49 | PTC Inc COM | $683K | 6.0K | 0.6% | ▲+4.5% Added · +258 sh | |
| 50 | Schwab Charles Corp COM | $683K | 7.4K | 0.6% | ▲+0.2% Added · +12 sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | NVIDIA CORPNVDA | $600K | 3K |
| CALL · bullish | IRON MOUNTAIN INCIRM | $227K | 2K |
| PUT · bearish | IRON MOUNTAIN INCIRM | $227K | 2K |
| PUT · bearish | ALPHABET INC-CL AGOOGL | $214K | 600 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 145 | $108.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 134 | $97.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 137 | $99.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 136 | $100.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 125 | $93.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 117 | $84.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 112 | $88.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.