13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002054855
Total reported value
$108.5M
$108.5M
132 檔
14.2%
At the close of Q1 2026, Unified Investment Management disclosed equity holdings valued at approximately $108.5M, spread across 132 reported holdings.
Unified Investment Management executed strategic sector rebalancing during Q1 2026, establishing 4 new positions while fully exiting 7 holdings and trimming 44 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GPC | Genuine Parts Co | Stock-Consumer Disc | 6.10% | +0.04% | +1.07% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.59% | +0.10% | +0.15% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.46% | -0.24% | +0.25% | |
| 4 | VNLA | Janus Henderson Short Durati | ETF-Other | 2.44% | -0.23% | +0.32% | |
| 5 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 2.15% | -0.22% | +0.07% | |
| 6 | GVI | Ishares Intermediate Governm | ETF-Other | 2.09% | -0.20% | +0.30% | |
| 7 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.06% | -0.19% | +0.12% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.02% | -0.36% | +2.61% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.84% | -0.03% | -0.38% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.78% | +0.04% | +2.19% | |
| 11 | SHEL | Shell Plc-adr | Stock-Energy | 1.76% | -0.46% | -1.33% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.74% | -0.18% | +0.13% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.65% | +0.33% | -1.05% | |
| 14 | URI | United Rentals Inc | Stock-Industrials | 1.61% | +0.51% | +1.07% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.60% | +0.02% | -5.04% | |
| 16 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.43% | +0.42% | -9.99% | |
| 17 | HALO | Halozyme Therapeutics Inc | Stock-Healthcare | 1.41% | +0.16% | -1.36% | |
| 18 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.30% | -0.43% | +13.44% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.29% | -0.08% | -3.09% | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 1.28% | +0.29% | +2.08% | |
| 21 | NXT | Nextpower Inc-cl A | Stock-Tech | 1.26% | -0.27% | -13.19% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.25% | -0.01% | -1.78% | |
| 23 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.19% | -0.07% | +2.42% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.13% | -0.31% | — | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 1.03% | +0.26% | -3.98% | |
| 26 | PWR | Quanta Services Inc | Stock-Industrials | 1.00% | +0.15% | -2.25% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.99% | +0.14% | — | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.99% | +0.79% | +2.57% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.98% | +0.02% | +2.69% | |
| 30 | EQNR | Equinor Asa-spon Adr | Stock-Energy | 0.95% | -0.32% | -0.32% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 0.94% | -0.29% | +20.21% | |
| 32 | QGRO | American Century US Quality | ETF-Other | 0.94% | +0.01% | — | |
| 33 | ICOW | Pacer Developed Markets Inte | ETF-Other | 0.92% | -0.10% | +0.18% | |
| 34 | ALB | Albemarle CORP | Stock-Materials | 0.91% | -0.38% | -7.07% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.91% | -0.25% | — | |
| 36 | COP | Conocophillips | Stock-Energy | 0.91% | -0.27% | -0.39% | |
| 37 | ✓ | Aptiv PLC | Stock-Other | 0.88% | -0.88% | EXIT | |
| 38 | AMAT | Applied Materials Inc | Stock-Tech | 0.87% | +0.73% | -10.66% | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.86% | -0.29% | -1.92% | |
| 40 | PTC | Ptc Inc | Stock-Tech | 0.84% | -0.21% | +38.77% | |
| 41 | FDX | Fedex CORP | Stock-Industrials | 0.82% | -0.17% | -14.83% | |
| 42 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.81% | +0.02% | +0.67% | |
| 43 | ANET | Arista Networks Inc | Stock-Tech | 0.78% | +0.19% | -1.24% | |
| 44 | COF | Capital One Financial CORP | Stock-Financials | 0.77% | +0.03% | -0.24% | |
| 45 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.77% | +0.03% | +27.93% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.75% | — | -3.87% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | -0.01% | +0.50% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.72% | +0.05% | +5.75% | |
| 49 | C | Citigroup Inc | Stock-Financials | 0.72% | +0.07% | -1.18% | |
| 50 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.71% | -0.08% | +4.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EQNR | Equinor Asa-spon Adr | +0.4% | -0.32% | Trim |
| 2 | SHEL | Shell Plc-adr | +0.4% | -1.33% | Trim |
| 3 | GNRC | Generac Holdings Inc | +0.3% | -9.99% | Trim |
| 4 | CVX | Chevron CORP | +0.3% | — | Unchanged |
| 5 | XOM | Exxon Mobil CORP | +0.3% | — | Unchanged |
| 6 | COP | Conocophillips | +0.3% | -0.39% | Trim |
| 7 | PWR | Quanta Services Inc | +0.2% | -2.25% | Trim |
| 8 | NXT | Nextpower Inc-cl A | +0.2% | -13.19% | Trim |
| 9 | JNJ | Johnson & Johnson | +0.2% | -3.09% | Trim |
| 10 | CNQ | Canadian Natural Resources | +0.2% | -1.79% | Trim |
| 11 | SFM | Sprouts Farmers Market Inc | +0.2% | +27.93% | Add |
| 12 | MRK | Merck & Co. Inc. | +0.2% | -1.78% | Trim |
| 13 | ALB | Albemarle CORP | +0.2% | -7.07% | Trim |
| 14 | AMAT | Applied Materials Inc | +0.2% | -10.66% | Trim |
| 15 | ZTS | Zoetis Inc | +0.1% | +37.61% | Add |
| 16 | T | At&t Inc | +0.1% | -1.92% | Trim |
| 17 | PTC | Ptc Inc | +0.1% | +38.77% | Add |
| 18 | ICOW | Pacer Developed Markets Inte | +0.1% | +0.18% | Add |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +0.13% | Add |
| 20 | COST | Costco Wholesale CORP | +0.1% | -1.74% | Trim |
| 21 | ECG | Everus Construction Group | +0.1% | -2.13% | Trim |
| 22 | IEMG | Ishares Core Msci Emerging | +0.1% | +5.75% | Add |
| 23 | UBER | Uber Technologies Inc | +0.1% | +25.96% | Add |
| 24 | VB | Vanguard Small-cap ETF | +0.1% | +10.35% | Add |
| 25 | RFV | Invesco S&p Midcap 400 Pure | +0.1% | +10.20% | Add |
| 26 | IBTG | Ishares Ibonds Dec 2026 Term | +0.1% | +29.21% | Add |
| 27 | ECOW | Pacer Emerging Markets Cash | +0.1% | +5.15% | Add |
| 28 | FDX | Fedex CORP | +0.1% | -14.83% | Trim |
| 29 | KNSL | Kinsale Capital Group Inc | +0.1% | +26.48% | Add |
| 30 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 31 | MU | Micron Technology Inc | 0% | -7.55% | Trim |
| 32 | KNF | Knife River CORP | 0% | — | Unchanged |
| 33 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | 0% | +4.58% | Add |
| 34 | CME | Cme Group Inc | 0% | -2.56% | Trim |
| 35 | VPU | Vanguard Utilities ETF | 0% | — | Unchanged |
| 36 | NFLX | Netflix Inc | 0% | +2.68% | Add |
| 37 | BSCR | Invesco Bulletshares 2027 Cb | 0% | +4.99% | Add |
| 38 | BSCT | Invesco Bulletshares 2029 Cb | 0% | +2.42% | Add |
| 39 | MINT | Pimco Enhanced Short Maturit | 0% | +0.12% | Add |
| 40 | VNLA | Janus Henderson Short Durati | 0% | +0.32% | Add |
| 41 | USMV | Ishares Msci USA Min Vol Fac | 0% | +15.71% | Add |
| 42 | BMY | Bristol-myers Squibb Co | 0% | -2.37% | Trim |
| 43 | SIRI | Sirius Xm Holdings Inc | 0% | -3.56% | Trim |
| 44 | SO | Southern Co/the | 0% | +0.04% | Add |
| 45 | RTX | Rtx CORP | 0% | — | Unchanged |
| 46 | BSCS | Invesco Bulletshares 2028 Cb | 0% | +4.80% | Add |
| 47 | TOTL | Ss Doubleline Tr Tact ETF | 0% | +4.25% | Add |
| 48 | DGX | Quest Diagnostics Inc | 0% | -8.81% | Trim |
| 49 | NEAR | Ishares Sh Dba ETF Usd Inc | 0% | +0.07% | Add |
| 50 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +0.25% | Add |
According to official SEC Form 13F filings, Unified Investment Management reported a total U.S. public equity portfolio value of $108.5M across 132 disclosed positions in Q1 2026.
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 GPC, NVDA, IGSB) accounted for 14.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
APTIV PLC
市值: $859.1K
Top Position Liquidated / Trimmed
APTV
前期市值: $942.3K
During Q1 2026, Unified Investment Management's top holdings by market value included GPC (6.1%)、NVDA (2.6%)、IGSB (2.5%). The largest single position, GPC, represented 6.1% of total portfolio value.
In Q1 2026, Unified Investment Management made 109 total portfolio adjustments, initiating 4 new buys, adding to 54 positions, trimming 44 holdings, and fully liquidating 7 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.