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
$113.8M
$113.8M
141 檔
14.7%
The Q2 2026 SEC filing reveals that Unified Investment Management held a total portfolio value of $113.8M, covering 141 public equity positions.
In Q2 2026, Unified Investment Management displayed an active expansion posture, initiating 13 new positions and adding to 56 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including GPC, NVDA, IGSB) accounted for 14.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
APTV
市值: $765.7K
Top Position Liquidated / Trimmed
APTIV PLC
前期市值: $859.1K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GPC | Genuine Parts Co | Stock-Consumer Disc | 6.14% | +1.49% | +0.03% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.69% | +0.24% | +0.54% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.22% | -0.11% | +0.28% | |
| 4 | VNLA | Janus Henderson Short Durati | ETF-Other | 2.21% | -0.09% | +0.08% | |
| 5 | URI | United Rentals Inc | Stock-Industrials | 2.12% | -0.37% | -6.28% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.98% | -0.34% | +6.91% | |
| 7 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.93% | -0.09% | +0.06% | |
| 8 | GVI | Ishares Intermediate Governm | ETF-Other | 1.89% | -0.12% | +0.42% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.87% | -0.06% | +0.08% | |
| 10 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.85% | -0.58% | -4.43% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.82% | -0.01% | -1.29% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.81% | +0.16% | -4.56% | |
| 13 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.78% | +0.07% | -6.15% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.66% | +0.77% | -9.45% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.62% | -0.06% | +1.24% | |
| 16 | AMAT | Applied Materials Inc | Stock-Tech | 1.60% | -0.55% | -3.42% | |
| 17 | HALO | Halozyme Therapeutics Inc | Stock-Healthcare | 1.57% | +0.47% | +1.88% | |
| 18 | QCOM | Qualcomm Inc | Stock-Tech | 1.57% | -0.08% | -5.73% | |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.56% | +0.11% | +0.02% | |
| 20 | SHEL | Shell Plc-adr | Stock-Energy | 1.30% | +0.28% | -2.05% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.29% | -0.15% | -8.40% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.24% | -0.07% | +3.02% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.21% | — | +0.06% | |
| 24 | PWR | Quanta Services Inc | Stock-Industrials | 1.15% | -0.17% | -2.47% | |
| 25 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.13% | -0.01% | -9.17% | |
| 26 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.12% | -0.01% | +4.33% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | +0.01% | +0.06% | |
| 28 | NXT | Nextpower Inc-cl A | Stock-Tech | 0.99% | -0.15% | -11.88% | |
| 29 | MU | Micron Technology Inc | Stock-Tech | 0.97% | -0.16% | -25.31% | |
| 30 | ANET | Arista Networks Inc | Stock-Tech | 0.97% | +0.11% | -0.48% | |
| 31 | QGRO | American Century US Quality | ETF-Other | 0.95% | -0.05% | — | |
| 32 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.87% | +0.10% | -22.42% | |
| 33 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.83% | +0.05% | -0.13% | |
| 34 | ICOW | Pacer Developed Markets Inte | ETF-Other | 0.82% | +0.03% | +0.03% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.82% | +0.14% | — | |
| 36 | COF | Capital One Financial CORP | Stock-Financials | 0.80% | -0.08% | +5.12% | |
| 37 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.80% | -0.18% | +5.29% | |
| 38 | C | Citigroup Inc | Stock-Financials | 0.79% | -0.11% | -1.08% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.77% | — | +0.02% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.76% | -0.01% | +52.19% | |
| 41 | AXP | American Express Co | Stock-Financials | 0.75% | -0.11% | -1.36% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.73% | -0.17% | +1.22% | |
| 43 | APTV | Aptiv PLC | Stock-Consumer Disc | 0.71% | -0.15% | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.66% | EXIT | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.65% | +0.27% | -8.46% | |
| 46 | FDX | Fedex CORP | Stock-Industrials | 0.65% | -0.08% | -0.71% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | -0.02% | — | |
| 48 | COP | Conocophillips | Stock-Energy | 0.64% | +0.11% | -1.04% | |
| 49 | PTC | Ptc Inc | Stock-Tech | 0.63% | +0.22% | +4.48% | |
| 50 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.63% | +0.01% | +0.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PANW | Palo Alto Networks Inc | +0.8% | -6.15% | Trim |
| 2 | AMAT | Applied Materials Inc | +0.7% | -3.42% | Trim |
| 3 | APTV | Aptiv PLC | +0.7% | NEW | New buy |
| 4 | IRM | Iron Mountain Inc | +0.6% | NEW | New buy |
| 5 | MU | Micron Technology Inc | +0.6% | -25.31% | Trim |
| 6 | URI | United Rentals Inc | +0.5% | -6.28% | Trim |
| 7 | GNRC | Generac Holdings Inc | +0.4% | -4.43% | Trim |
| 8 | TOST | Toast Inc-class A | +0.4% | NEW | New buy |
| 9 | WDAY | Workday Inc-class A | +0.4% | NEW | New buy |
| 10 | GOOGL | Alphabet Inc-cl A | +0.3% | +6.91% | Add |
| 11 | QCOM | Qualcomm Inc | +0.3% | -5.73% | Trim |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +52.19% | Add |
| 13 | CSCO | Cisco Systems Inc | +0.3% | -8.40% | Trim |
| 14 | SUB | Ishares Short-term National | +0.3% | NEW | New buy |
| 15 | TDC | Teradata CORP | +0.2% | NEW | New buy |
| 16 | LGND | Ligand Pharmaceuticals | +0.2% | NEW | New buy |
| 17 | EMMF | Wisdomtree Emerging Markets | +0.2% | NEW | New buy |
| 18 | EEM | Ishares Msci Emerging Market | +0.2% | NEW | New buy |
| 19 | MOAT | Vaneck Morningstar Wide Moat | +0.2% | NEW | New buy |
| 20 | ANET | Arista Networks Inc | +0.2% | -0.48% | Trim |
| 21 | KEY | Keycorp | +0.2% | NEW | New buy |
| 22 | IYH | Ishares U.s. Healthcare ETF | +0.2% | NEW | New buy |
| 23 | TRGP | Targa Resources CORP | +0.2% | NEW | New buy |
| 24 | HALO | Halozyme Therapeutics Inc | +0.2% | +1.88% | Add |
| 25 | PWR | Quanta Services Inc | +0.2% | -2.47% | Trim |
| 26 | IYW | Ishares Ustechnology ETF | +0.1% | -9.17% | Trim |
| 27 | AVGO | Broadcom Inc | +0.1% | +14.34% | Add |
| 28 | ABT | Abbott Laboratories | +0.1% | +81.95% | Add |
| 29 | NVDA | Nvidia CORP | +0.1% | +0.54% | Add |
| 30 | JSML | Janus Hender Sm Cap Grw Alph | +0.1% | — | Unchanged |
| 31 | C | Citigroup Inc | +0.1% | -1.08% | Trim |
| 32 | ECG | Everus Construction Group | +0.1% | — | Unchanged |
| 33 | IEMG | Ishares Core Msci Emerging | +0.1% | +0.02% | Add |
| 34 | KNSL | Kinsale Capital Group Inc | +0.1% | +26.64% | Add |
| 35 | IMCG | Ishares Morningstar Mid-cap | +0.1% | +0.12% | Add |
| 36 | DGII | Digi International Inc | +0.1% | -9.19% | Trim |
| 37 | GPC | Genuine Parts Co | 0% | +0.03% | Add |
| 38 | AMZN | Amazon.com Inc | 0% | -1.29% | Trim |
| 39 | NVO | Novo-nordisk A/s-spons Adr | 0% | -1.56% | Trim |
| 40 | IVV | Ishares Core S&p 500 ETF | 0% | +12.77% | Add |
| 41 | SIRI | Sirius Xm Holdings Inc | 0% | +0.05% | Add |
| 42 | COF | Capital One Financial CORP | 0% | +5.12% | Add |
| 43 | SFM | Sprouts Farmers Market Inc | 0% | +5.29% | Add |
| 44 | VB | Vanguard Small-cap ETF | 0% | +1.50% | Add |
| 45 | ABBV | Abbvie Inc | 0% | +3.05% | Add |
| 46 | JPM | Jpmorgan Chase & Co | 0% | +1.24% | Add |
| 47 | V | Visa Inc-class A Shares | 0% | +0.06% | Add |
| 48 | ABNB | Airbnb Inc-class A | 0% | -0.13% | Trim |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 50 | PALC | Pacer Lunt Lrg Cap Multi-fac | 0% | +0.01% | Add |
According to official SEC Form 13F filings, Unified Investment Management reported a total U.S. public equity portfolio value of $113.8M across 141 disclosed positions in Q2 2026.
During Q2 2026, Unified Investment Management's top holdings by market value included GPC (6.1%)、NVDA (2.7%)、IGSB (2.2%). The largest single position, GPC, represented 6.1% of total portfolio value.
In Q2 2026, Unified Investment Management made 114 total portfolio adjustments, initiating 13 new buys, adding to 56 positions, trimming 41 holdings, and fully liquidating 4 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.
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.
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.