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CIK: 0002040900
Total reported value
—
$170.2M
449 檔
23.6%
During the Q2 2025 filing period, 2UniFi Bank (CIK: 0002040900) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $170.2M across 449 reported positions.
During Q2 2025, 2UniFi Bank's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 449 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.17% | — | +32.86% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.77% | — | +1.80% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.26% | — | +7.24% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.85% | — | +12.86% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.76% | — | +6.93% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.75% | — | +2.92% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.70% | — | +2.49% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.28% | — | +10.49% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.18% | — | +5.44% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.15% | — | +16.32% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 2.01% | — | +55.22% | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 1.88% | — | +1.56% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.70% | — | -5.94% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.66% | — | +3.20% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.59% | — | -2.83% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.50% | — | +10.17% | |
| 17 | BLK | Blackrock Inc | Stock-Financials | 1.31% | — | +4.96% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.15% | — | +15.60% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.10% | — | +4.04% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.10% | — | +13.66% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.99% | — | +13.15% | |
| 22 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.92% | — | +0.27% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.90% | — | +8.75% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.89% | — | +98.14% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | — | +20.63% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.83% | — | +11.40% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.76% | — | +48.61% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.76% | — | +14.54% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | — | +14.37% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | — | +9.25% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.68% | — | +1.53% | |
| 32 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.65% | — | +17.57% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | — | +20.46% | |
| 34 | ICE | Intercontinental Exchange In | Stock-Financials | 0.64% | — | +4.99% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | — | +6.70% | |
| 36 | WM | Waste Management Inc | Stock-Industrials | 0.57% | — | +9.03% | |
| 37 | GD | General Dynamics CORP | Stock-Industrials | 0.56% | — | -3.49% | |
| 38 | HON | Honeywell International Inc | Stock-Industrials | 0.56% | — | -1.86% | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.55% | — | -15.65% | |
| 40 | ACN | Accenture plc | Stock-Tech | 0.54% | — | +11.62% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.52% | — | +15.04% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | — | +4.92% | |
| 43 | CMI | Cummins Inc | Stock-Industrials | 0.51% | — | -2.23% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.51% | — | +5.48% | |
| 45 | ADBE | Adobe Inc | Stock-Tech | 0.51% | — | +10.14% | |
| 46 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.51% | — | +12.26% | |
| 47 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.50% | — | +84.59% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.49% | — | +4.39% | |
| 49 | EOG | Eog Resources Inc | Stock-Energy | 0.49% | — | +16.20% | |
| 50 | EMR | Emerson Electric Co | Stock-Industrials | 0.48% | — | +20.03% |
According to official SEC Form 13F filings, 2UniFi Bank reported a total U.S. public equity portfolio value of $170.2M across 449 disclosed positions in Q2 2025.
During Q2 2025, 2UniFi Bank's top holdings by market value included IWF (6.2%)、EFA (4.8%)、NVDA (4.3%). The largest single position, IWF, represented 6.2% 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 terms of portfolio concentration, the top 5 core holdings (including IWF, EFA, NVDA) accounted for 23.6% of total reported equity market value during Q2 2025.
In Q2 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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