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CIK: 0002040900
Total reported value
—
$148.9M
450 檔
22.8%
In Q1 2025, 2UniFi Bank's U.S. equity holdings reached a combined market value of $148.9M, distributed across 450 disclosed stock positions.
During Q1 2025, 2UniFi Bank's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IWF, EFA, AAPL) accounted for 22.8% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 450 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.91% | — | +9.23% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.87% | — | -0.76% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.72% | — | +1.58% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.88% | — | +2.22% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.58% | — | +2.10% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.31% | — | +1.30% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.88% | — | +1.77% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.28% | — | +2.71% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.10% | — | +7.08% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.10% | — | +3.05% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.99% | — | -1.39% | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 1.82% | — | +6.33% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.71% | — | -0.32% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.67% | — | -1.01% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.58% | — | -2.53% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.49% | — | +17.34% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.43% | — | -0.79% | |
| 18 | BLK | Blackrock Inc | Stock-Financials | 1.33% | — | -2.24% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.20% | — | -0.03% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.10% | — | +0.52% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.03% | — | -2.66% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.96% | — | -2.31% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.88% | — | +1.55% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.87% | — | -3.42% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.86% | — | +0.46% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.86% | — | +2.73% | |
| 27 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.85% | — | -0.21% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.84% | — | -1.15% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | — | -0.32% | |
| 30 | MS | Morgan Stanley | Stock-Financials | 0.71% | — | -4.36% | |
| 31 | CMI | Cummins Inc | Stock-Industrials | 0.67% | — | +1.18% | |
| 32 | ICE | Intercontinental Exchange In | Stock-Financials | 0.66% | — | +0.97% | |
| 33 | ACN | Accenture plc | Stock-Tech | 0.65% | — | +0.07% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | — | -0.89% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.64% | — | +8.66% | |
| 36 | WM | Waste Management Inc | Stock-Industrials | 0.60% | — | +0.45% | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.60% | — | +0.43% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | — | -3.36% | |
| 39 | HON | Honeywell International Inc | Stock-Industrials | 0.59% | — | -34.35% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.59% | — | -5.02% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.58% | — | +0.82% | |
| 42 | GD | General Dynamics CORP | Stock-Industrials | 0.57% | — | +0.60% | |
| 43 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.55% | — | +0.63% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.54% | — | +1.44% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.52% | — | -1.86% | |
| 46 | EOG | Eog Resources Inc | Stock-Energy | 0.51% | — | +1.63% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.51% | — | +5.57% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | — | +22.00% | |
| 49 | PAYX | Paychex Inc | Stock-Tech | 0.50% | — | +0.19% | |
| 50 | NBHC | National Bank Hold-cl A | Stock-Other | 0.49% | — | — |
According to official SEC Form 13F filings, 2UniFi Bank reported a total U.S. public equity portfolio value of $148.9M across 450 disclosed positions in Q1 2025.
During Q1 2025, 2UniFi Bank's top holdings by market value included IWF (4.9%)、EFA (4.9%)、AAPL (4.7%). The largest single position, IWF, represented 4.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2025, 2UniFi Bank made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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