US
UNICOM Systems, Inc. 13F Holdings & Position Changes (Q3 2026)
UNICOM Systems, Inc.CIK: 0001996154
Sector-focusedMomentum followerDiversified strategy
Total reported value
$1.5B
Reporting period: 2026-09-30 · Number of holdings: 39
UNICOM Systems, Inc. disclosed 39 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $1.5B and a quarterly turnover rate of 24.2%.
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Personality snowflake
- Concentration
- 25.97
- Portfolio Stability
- 24.16
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 78
- Sizing Uniformity
- 87.46
UNICOM Systems, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.065 — mathematically equivalent to about 15 equally-sized positions, well below its 39 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.25), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 4.1 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd PLTR
0.0% $59.0M
New buy 78392B206
Add NVDA
0.0% $21.4M
Trim QBTS
0.0% -$23.2M
Trim RKLB
0.0% -$22.5M
Trim P
-70.2% -$19.3M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | Stock-Consumer Disc | 12.38% | +0.07% | +13.82% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 11.81% | +1.93% | — | |
| 3 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 10.72% | +4.33% | — | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 7.80% | -0.22% | — | |
| 5 | SNDK | Sandisk CORP | Stock-Tech | 7.62% | -1.06% | +9.57% | |
| 6 | MU | Micron Technology Inc | Stock-Tech | 4.42% | +0.59% | +19.68% | |
| 7 | RGTI | Rigetti Computing Inc | Stock-Tech | 3.79% | -0.65% | — | |
| 8 | ASML | ASML Holding N.V. | Stock-Tech | 3.59% | -0.17% | — | |
| 9 | QBTS | D-wave Quantum Inc | Stock-Tech | 3.53% | -1.36% | — | |
| 10 | RKLB | Rocket Lab Corporation | Stock-Industrials | 3.34% | -1.32% | — | |
| 11 | WDC | Western Digital CORP | Stock-Tech | 3.15% | -1.08% | — | |
| 12 | STX | Seagate Technology Holdings plc | Stock-Tech | 2.74% | — | — | |
| 13 | IONQ | Ionq Inc | Stock-Tech | 2.30% | -0.37% | — | |
| 14 | ✓ | Stock-Other | 2.25% | +2.25% | NEW | ||
| 15 | NTAP | Netapp Inc | Stock-Tech | 2.20% | +0.65% | — | |
| 16 | ARM | Arm Holdings Plc-adr | Stock-Tech | 1.76% | -0.30% | — | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.54% | +0.40% | — | |
| 18 | BE | Bloom Energy Corp- A | Stock-Industrials | 1.40% | -0.06% | — | |
| 19 | MRVL | Marvell Technology Inc | Stock-Tech | 1.36% | +0.69% | +119.19% | |
| 20 | LITE | Lumentum Holdings Inc | Stock-Tech | 1.31% | +0.20% | — | |
| 21 | P | Everpure Inc-a | Stock-Tech | 1.29% | -1.20% | -70.21% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.04% | -0.08% | — | |
| 23 | AAOI | Applied Optoelectronics Inc | Stock-Tech | 1.03% | -0.44% | — | |
| 24 | CIEN | Ciena CORP | Stock-Tech | 0.85% | -0.28% | — | |
| 25 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.80% | +0.14% | — | |
| 26 | SIMO | Silicon Motion Technol-adr | Stock-Other | 0.79% | -0.11% | — | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.01% | — | |
| 28 | MXL | Maxlinear Inc | Stock-Other | 0.71% | -0.25% | — | |
| 29 | APP | Applovin Corp-class A | Stock-Tech | 0.63% | -0.44% | — | |
| 30 | GLW | Corning Inc | Stock-Tech | 0.56% | -0.33% | — | |
| 31 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.48% | -0.03% | — | |
| 32 | USAR | USA Rare Earth Inc | Stock-Other | 0.44% | -0.21% | — | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.38% | — | — | |
| 34 | COHR | Coherent CORP | Stock-Tech | 0.28% | -0.08% | — | |
| 35 | TTMI | Ttm Technologies | Stock-Tech | 0.27% | -0.12% | — | |
| 36 | QUBT | Quantum Computing Inc | Stock-Other | 0.21% | -0.02% | — | |
| 37 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 0.21% | — | — | |
| 38 | ASTS | Ast Spacemobile Inc | Stock-Tech | 0.21% | -0.09% | — | |
| 39 | SYM | Symbotic Inc | Stock-Industrials | 0.08% | — | — |
Portfolio Performance
Performance for Q4 2026
+14.3%
Performance Last 4 Quarters
-14.8%
- Stdev
- +43.6%
- Beta
- +2.33
- Alpha
- -1.2%
- Max Drawdown
- -30.2%
- Annualized Perf
- +38.4%
- Batting Avg vs S&P
- +55%
- Sortino
- +1.87
- Stutzer
- +0.29
- Treynor
- +0.18
- Sterling
- +1.18
- Calmar
- +1.27
- Information Ratio
- +0.64
- Tracking Error
- +36.2%
- Stdev Down
- +22.2%
- Winning Months %
- +60%
- Losing Months %
- +40%
- Best 12 Months
- +68.7%
- Worst 12 Months
- -14.8%
- Efficiency Ratio
- +0.34
- Sharpe
- +0.95
- Stdev Sectors
- +27.7%
- Skewness
- +0.2
- Kurtosis
- -0.81
- Upside Potential
- +3.77
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
UNICOM Systems, Inc.'s most significant position changes for 2026-09-30: New buy: ; Sold out: Mongodb Inc (MDB); Trim: Everpure Inc-a (P) — shares -70.21%; Add: Sandisk CORP (SNDK) — shares +9.57%; Add: Marvell Technology Inc (MRVL) — shares +119.19%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +4.3% | — | Unchanged |
| 2 | ✓ | +2.3% | NEW | New buy | |
| 3 | NVDA | Nvidia CORP | +1.9% | — | Unchanged |
| 4 | MRVL | Marvell Technology Inc | +0.7% | +119.19% | Add |
| 5 | NTAP | Netapp Inc | +0.7% | — | Unchanged |
| 6 | MU | Micron Technology Inc | +0.6% | +19.68% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.4% | — | Unchanged |
| 8 | LITE | Lumentum Holdings Inc | +0.2% | — | Unchanged |
| 9 | PANW | Palo Alto Networks Inc | +0.1% | — | Unchanged |
| 10 | TSLA | Tesla Inc | +0.1% | +13.82% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 12 | STX | Seagate Technology Holdings plc | — | — | Unchanged |
| 13 | ORCL | Oracle CORP | — | — | Unchanged |
| 14 | CELH | Celsius Holdings Inc | — | — | Unchanged |
| 15 | SYM | Symbotic Inc | — | — | Unchanged |
| 16 | QUBT | Quantum Computing Inc | 0% | — | Unchanged |
| 17 | PINS | Pinterest Inc- Class A | 0% | — | Unchanged |
| 18 | BE | Bloom Energy Corp- A | -0.1% | — | Unchanged |
| 19 | UNH | Unitedhealth Group Inc | -0.1% | — | Unchanged |
| 20 | COHR | Coherent CORP | -0.1% | — | Unchanged |
| 21 | ASTS | Ast Spacemobile Inc | -0.1% | — | Unchanged |
| 22 | SIMO | Silicon Motion Technol-adr | -0.1% | — | Unchanged |
| 23 | TTMI | Ttm Technologies | -0.1% | — | Unchanged |
| 24 | ASML | ASML Holding N.V. | -0.2% | — | Unchanged |
| 25 | USAR | USA Rare Earth Inc | -0.2% | — | Unchanged |
| 26 | AVGO | Broadcom Inc | -0.2% | — | Unchanged |
| 27 | MXL | Maxlinear Inc | -0.3% | — | Unchanged |
| 28 | CIEN | Ciena CORP | -0.3% | — | Unchanged |
| 29 | ARM | Arm Holdings Plc-adr | -0.3% | — | Unchanged |
| 30 | GLW | Corning Inc | -0.3% | — | Unchanged |
| 31 | IONQ | Ionq Inc | -0.4% | — | Unchanged |
| 32 | AAOI | Applied Optoelectronics Inc | -0.4% | — | Unchanged |
| 33 | APP | Applovin Corp-class A | -0.4% | — | Unchanged |
| 34 | RGTI | Rigetti Computing Inc | -0.7% | — | Unchanged |
| 35 | MDB | Mongodb Inc | -1% | EXIT | Sold out |
| 36 | SNDK | Sandisk CORP | -1.1% | +9.57% | Add |
| 37 | WDC | Western Digital CORP | -1.1% | — | Unchanged |
| 38 | P | Everpure Inc-a | -1.2% | -70.21% | Trim |
| 39 | RKLB | Rocket Lab Corporation | -1.3% | — | Unchanged |
| 40 | QBTS | D-wave Quantum Inc | -1.4% | — | Unchanged |
Filing History
FAQ
What is UNICOM Systems, Inc. and what type of investor is it?
UNICOM Systems, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $1.5B, spread across 39 disclosed positions.
What are UNICOM Systems, Inc.'s largest equity positions?
Based on the latest 13F filing, UNICOM Systems, Inc.'s top holdings by market value are:
1. Tesla Inc (TSLA) — $181.2M (12.4%)
2. Nvidia CORP (NVDA) — $172.9M (11.8%)
3. Palantir Technologies Inc-a (PLTR) — $156.9M (10.7%)
4. Broadcom Inc (AVGO) — $114.2M (7.8%)
5. Sandisk CORP (SNDK) — $111.5M (7.6%)
What changes did UNICOM Systems, Inc. make in its most recent portfolio filing?
In the latest reported quarter, UNICOM Systems, Inc. made 7 notable position adjustments: 1 new positions were initiated, 4 existing holdings were added to, 1 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: ; Sold out: Mongodb Inc (MDB); Trim: Everpure Inc-a (P) — shares -70.21%; Add: Sandisk CORP (SNDK) — shares +9.57%; Add: Marvell Technology Inc (MRVL) — shares +119.19%
What sectors does UNICOM Systems, Inc. focus on?
UNICOM Systems, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 77.8%
• Consumer Discretionary: 12.9%
• Industrials: 5.0%
• Communication Services: 2.9%
• Health Care: 1.1%
• Consumer Staples: 0.2%
Investment Profile
UNICOM Systems, Inc. returned an annualized 38.4% over the trailing 20 months — underperforming the S&P 500 by 1.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 2.33 (more volatile than the market) and a 55% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 77.8% of the portfolio concentrated in Information Technology.
Its turnover score has fallen from 65 to 24 over the past 4 quarters — a shift toward longer holding periods.
It has added to its MU position over the past two quarters (+$56.0M, now $64.8M), while trimming CELH over the same stretch (-$894.3K, still holding $3.0M).
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Developer Access
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