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CIK: 0002040900
Total reported value
—
$199.1M
519 檔
23.1%
The Q1 2026 SEC filing reveals that 2UniFi Bank held a total portfolio value of $199.1M, covering 519 public equity positions.
In Q1 2026, 2UniFi Bank displayed an active expansion posture, initiating 14 new positions and adding to 101 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IWF, EFA, IJH) accounted for 23.1% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 519 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.20% | — | +4.52% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.31% | — | -0.27% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.21% | — | -0.27% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.94% | — | -1.72% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.61% | — | -5.57% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 2.82% | — | +11.10% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.55% | — | +0.23% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.45% | — | +1.68% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.17% | — | -5.86% | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 2.02% | — | -7.88% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.95% | — | -2.58% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.85% | — | -0.51% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.77% | — | +0.24% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.71% | — | -0.18% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.70% | — | -36.60% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.57% | — | +3.65% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.51% | — | -0.06% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.35% | — | +1.30% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.32% | — | +0.48% | |
| 20 | BLK | Blackrock Inc | Stock-Financials | 1.09% | — | +0.78% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.05% | — | -0.08% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.97% | — | +3.24% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.97% | — | +2.28% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.92% | — | +4.34% | |
| 25 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.83% | — | +28.52% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.82% | — | -0.14% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | — | -3.82% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.80% | — | +3.67% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.78% | — | +1.68% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.77% | — | +1.18% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.74% | — | +2.18% | |
| 32 | BND | Vanguard Total Bond Market | ETF-Other | 0.73% | — | +28.66% | |
| 33 | CMI | Cummins Inc | Stock-Industrials | 0.72% | — | -1.64% | |
| 34 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.69% | — | -1.14% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | — | -1.54% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.61% | — | -2.87% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.59% | — | -1.32% | |
| 38 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.58% | — | -2.85% | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.58% | — | +1.75% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.58% | — | +4.72% | |
| 41 | GD | General Dynamics CORP | Stock-Industrials | 0.57% | — | -0.06% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | — | -3.26% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.55% | — | +8.60% | |
| 44 | MS | Morgan Stanley | Stock-Financials | 0.55% | — | -1.65% | |
| 45 | EMR | Emerson Electric Co | Stock-Industrials | 0.55% | — | +2.69% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.53% | — | -1.21% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | — | -1.89% | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.53% | — | +4.02% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.52% | — | +3.09% | |
| 50 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.52% | — | -1.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +0.4% | +11.10% | Add |
| 2 | CVX | Chevron CORP | +0.4% | +0.48% | Add |
| 3 | JNJ | Johnson & Johnson | +0.3% | +1.30% | Add |
| 4 | BIV | Vanguard Intermediate-term B | +0.2% | +28.52% | Add |
| 5 | CAT | Caterpillar Inc | +0.2% | +3.67% | Add |
| 6 | BND | Vanguard Total Bond Market | +0.2% | +28.66% | Add |
| 7 | IJH | Ishares Core S&p Midcap ETF | +0.2% | -0.27% | Trim |
| 8 | IEMG | Ishares Core Msci Emerging | +0.2% | +0.23% | Add |
| 9 | LRCX | Lam Research CORP | +0.1% | +293.69% | Add |
| 10 | WMT | Walmart Inc | +0.1% | +2.28% | Add |
| 11 | LMT | Lockheed Martin CORP | +0.1% | +1.75% | Add |
| 12 | EFA | Ishares Msci Eafe ETF | +0.1% | -0.27% | Trim |
| 13 | GE | General Electric | +0.1% | +116.38% | Add |
| 14 | ETN | Eaton Corporation plc | +0.1% | +36.47% | Add |
| 15 | NEE | Nextera Energy Inc | +0.1% | +4.72% | Add |
| 16 | HON | Honeywell International Inc | +0.1% | +4.02% | Add |
| 17 | XOM | Exxon Mobil CORP | +0.1% | +22.99% | Add |
| 18 | HSY | Hershey Co/the | +0.1% | +75.33% | Add |
| 19 | DE | Deere & Co | +0.1% | +0.37% | Add |
| 20 | MRK | Merck & Co. Inc. | +0.1% | -1.32% | Trim |
| 21 | IJR | Ishares Core S&p Small-cap E | +0.1% | +3.24% | Add |
| 22 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 23 | VZ | Verizon Communications Inc | +0.1% | +8.38% | Add |
| 24 | SO | Southern Co/the | +0.1% | +6.51% | Add |
| 25 | VB | Vanguard Small-cap ETF | +0.1% | +4.34% | Add |
| 26 | AEP | American Electric Power | +0.1% | +4.42% | Add |
| 27 | DUK | Duke Energy CORP | +0.1% | +11.33% | Add |
| 28 | VEA | Vanguard Ftse Developed ETF | +0.1% | +8.60% | Add |
| 29 | GEV | GE Vernova Inc | +0.1% | +7.59% | Add |
| 30 | COP | Conocophillips | +0.1% | +1.83% | Add |
| 31 | COST | Costco Wholesale CORP | +0.1% | +4.09% | Add |
| 32 | BSV | Vanguard Short-term Bond ETF | +0.1% | +24.44% | Add |
| 33 | SLB | Slb LTD | +0.1% | +688.93% | Add |
| 34 | MO | Altria Group Inc | +0.1% | +8.64% | Add |
| 35 | ENB | Enbridge Inc | +0.1% | +3.09% | Add |
| 36 | XLE | Ss Energy Select Sector | +0.1% | — | Unchanged |
| 37 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | -0.51% | Trim |
| 38 | VGIT | Vanguard Intermediate-term T | 0% | +96.28% | Add |
| 39 | ANET | Arista Networks Inc | 0% | +87.00% | Add |
| 40 | PEP | Pepsico Inc | 0% | -2.87% | Trim |
| 41 | VWO | Vanguard Ftse Emerging Marke | 0% | +6.46% | Add |
| 42 | MCD | Mcdonald's CORP | 0% | +2.18% | Add |
| 43 | CMI | Cummins Inc | 0% | -1.64% | Trim |
| 44 | PFE | Pfizer Inc | 0% | +4.20% | Add |
| 45 | T | At&t Inc | 0% | +26.24% | Add |
| 46 | MRVL | Marvell Technology Inc | 0% | +0.85% | Add |
| 47 | EEM | Ishares Msci Emerging Market | 0% | +28.01% | Add |
| 48 | WM | Waste Management Inc | 0% | +0.27% | Add |
| 49 | CME | Cme Group Inc | 0% | +1.79% | Add |
| 50 | TXN | Texas Instruments Inc | 0% | +1.29% | Add |
According to official SEC Form 13F filings, 2UniFi Bank reported a total U.S. public equity portfolio value of $199.1M across 519 disclosed positions in Q1 2026.
During Q1 2026, 2UniFi Bank's top holdings by market value included IWF (6.2%)、EFA (4.3%)、IJH (4.2%). The largest single position, IWF, represented 6.2% of total portfolio value.
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Top New Position Initiated
SMMD
市值: $59.6K
Top Position Liquidated / Trimmed
MCO
前期市值: $34.7K
In Q1 2026, 2UniFi Bank made 177 total portfolio adjustments, initiating 14 new buys, adding to 101 positions, trimming 50 holdings, and fully liquidating 12 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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