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CIK: 0002040900
Total reported value
—
$203.6M
521 檔
23.7%
In Q4 2025, 2UniFi Bank's U.S. equity holdings reached a combined market value of $203.6M, distributed across 521 disclosed stock positions.
In Q4 2025, 2UniFi Bank displayed an active expansion posture, initiating 25 new positions and adding to 93 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IWF, AAPL, EFA) accounted for 23.7% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 521 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.45% | — | +3.70% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.21% | — | +0.17% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.18% | — | +0.09% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.05% | — | +10.11% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.01% | — | -3.13% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.09% | — | +1.16% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.76% | — | +12.45% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.46% | — | -2.34% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.42% | — | +11.33% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.40% | — | +1.75% | |
| 11 | IAU | Ishares Gold Trust | ETF-Commodities | 1.98% | — | -1.60% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.97% | — | +3.91% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.93% | — | -0.61% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.92% | — | +0.71% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.80% | — | +105.90% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.62% | — | +0.13% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.62% | — | +5.99% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.20% | — | -0.43% | |
| 19 | BLK | Blackrock Inc | Stock-Financials | 1.18% | — | +0.69% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.10% | — | +2.73% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.95% | — | +2.27% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | — | +20.91% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | — | +4.28% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.89% | — | +2.61% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.85% | — | +9.99% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.83% | — | +4.96% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | — | +0.61% | |
| 28 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.77% | — | -0.54% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.75% | — | -14.17% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.70% | — | +4.15% | |
| 31 | CMI | Cummins Inc | Stock-Industrials | 0.68% | — | -0.32% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.66% | — | -3.85% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.64% | — | +20.78% | |
| 34 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.64% | — | +12.33% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | — | -0.79% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.61% | — | +1.89% | |
| 37 | MS | Morgan Stanley | Stock-Financials | 0.59% | — | +2.12% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.57% | — | -5.18% | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.56% | — | +10.89% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.56% | — | -0.41% | |
| 41 | GD | General Dynamics CORP | Stock-Industrials | 0.55% | — | +0.12% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.53% | — | +30.24% | |
| 43 | EMR | Emerson Electric Co | Stock-Industrials | 0.53% | — | +12.18% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.53% | — | +4.10% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.52% | — | -13.36% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | — | +0.47% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | — | +13.82% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.50% | — | +8.96% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | — | -6.58% | |
| 50 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.49% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +0.9% | +105.90% | Add |
| 2 | LLY | Eli Lilly & Co | +0.6% | +3.91% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.34% | Trim |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.2% | +12.45% | Add |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +10.11% | Add |
| 6 | NFLX | Netflix Inc | +0.2% | +6180.41% | Add |
| 7 | VTV | Vanguard Value ETF | +0.2% | +11.33% | Add |
| 8 | ETN | Eaton Corporation plc | +0.2% | +1474.12% | Add |
| 9 | AVGO | Broadcom Inc | +0.2% | +20.91% | Add |
| 10 | TSPA | T Rowe Price US Eqy Research | +0.1% | +101.66% | Add |
| 11 | IBM | Intl Business Machines CORP | +0.1% | +30.24% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | -0.79% | Trim |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.1% | +21.51% | Add |
| 14 | JNJ | Johnson & Johnson | +0.1% | +2.73% | Add |
| 15 | TSLA | Tesla Inc | +0.1% | +20.78% | Add |
| 16 | CMI | Cummins Inc | +0.1% | -0.32% | Trim |
| 17 | CAT | Caterpillar Inc | +0.1% | +1.89% | Add |
| 18 | MRK | Merck & Co. Inc. | +0.1% | +0.47% | Add |
| 19 | DVY | Ishares Select Dividend ETF | +0.1% | +46.15% | Add |
| 20 | IAU | Ishares Gold Trust | +0.1% | -1.60% | Trim |
| 21 | AAPL | Apple Inc | +0.1% | +0.17% | Add |
| 22 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +27.12% | Add |
| 23 | CRM | Salesforce Inc | +0.1% | +16.20% | Add |
| 24 | PLTR | Palantir Technologies Inc-a | +0.1% | +77.33% | Add |
| 25 | AMD | Advanced Micro Devices | +0.1% | +43.17% | Add |
| 26 | WMT | Walmart Inc | +0.1% | +4.96% | Add |
| 27 | VB | Vanguard Small-cap ETF | +0.1% | +9.99% | Add |
| 28 | RTX | Rtx CORP | +0.1% | +8.96% | Add |
| 29 | MAR | Marriott International -cl A | +0.1% | — | Unchanged |
| 30 | CSCO | Cisco Systems Inc | +0.1% | +7.51% | Add |
| 31 | AXP | American Express Co | +0.1% | +12.46% | Add |
| 32 | IVW | Ishares S&p 500 Growth ETF | 0% | +5.99% | Add |
| 33 | MS | Morgan Stanley | 0% | +2.12% | Add |
| 34 | BIV | Vanguard Intermediate-term B | 0% | +12.33% | Add |
| 35 | EMR | Emerson Electric Co | 0% | +12.18% | Add |
| 36 | TMO | Thermo Fisher Scientific Inc | 0% | +1.23% | Add |
| 37 | MU | Micron Technology Inc | 0% | +8.83% | Add |
| 38 | SDVY | First Trust Smid Cap Rising | 0% | +293.85% | Add |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +13.82% | Add |
| 40 | BAC | Bank Of America CORP | 0% | +4.10% | Add |
| 41 | GS | Goldman Sachs Group Inc | 0% | +3.01% | Add |
| 42 | BNY | Bank Of New York Mellon CORP | 0% | +43.85% | Add |
| 43 | GEV | GE Vernova Inc | 0% | +38.11% | Add |
| 44 | USB | US Bancorp | 0% | +6.43% | Add |
| 45 | XOM | Exxon Mobil CORP | 0% | +30.11% | Add |
| 46 | BND | Vanguard Total Bond Market | 0% | +10.89% | Add |
| 47 | NEE | Nextera Energy Inc | 0% | +3.30% | Add |
| 48 | DE | Deere & Co | 0% | +8.03% | Add |
| 49 | SPGI | S&p Global Inc | 0% | +22.99% | Add |
| 50 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +147.92% | Add |
According to official SEC Form 13F filings, 2UniFi Bank reported a total U.S. public equity portfolio value of $203.6M across 521 disclosed positions in Q4 2025.
During Q4 2025, 2UniFi Bank's top holdings by market value included IWF (6.5%)、AAPL (4.2%)、EFA (4.2%). The largest single position, IWF, represented 6.5% of total portfolio value.
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Top New Position Initiated
TSCO
市值: $300.5K
Top Position Liquidated / Trimmed
IBDQ
前期市值: $91.4K
In Q4 2025, 2UniFi Bank made 192 total portfolio adjustments, initiating 25 new buys, adding to 93 positions, trimming 64 holdings, and fully liquidating 10 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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