Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Unified Investment Management (CIK 2054855) reported $97.9M across 130 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GPC ($6.0M, 6.10%), NVDA ($2.5M, 2.59%), IGSB ($2.4M, 2.46%), VNLA ($2.4M, 2.44%), NEAR ($2.1M, 2.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GPC | GENUINE PARTS CO | $6.0M | 6.10% | 56,450 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $2.5M | 2.59% | 14,531 | Added |
| 3 | IGSB | ISHARES TR | $2.4M | 2.46% | 45,914 | Added |
| 4 | VNLA | JANUS DETROIT STR TR | $2.4M | 2.44% | 48,952 | Added |
| 5 | NEAR | ISHARES U S ETF TR | $2.1M | 2.15% | 41,392 | Added |
| 6 | GVI | ISHARES TR | $2.0M | 2.09% | 19,205 | Added |
| 7 | MINT | PIMCO ETF TR | $2.0M | 2.06% | 20,079 | Added |
| 8 | MSFT | MICROSOFT CORP | $2.0M | 2.02% | 5,343 | Added |
| 9 | AAPL | APPLE INC | $1.8M | 1.84% | 7,106 | Trimmed |
| 10 | AMZN | AMAZON COM INC | $1.7M | 1.78% | 8,384 | Added |
| 11 | SHEL | SHELL PLC | $1.7M | 1.76% | 18,552 | Trimmed |
| 12 | COWZ | PACER FDS TR | $1.7M | 1.74% | 27,266 | Added |
| 13 | GOOGL | ALPHABET INC | $1.6M | 1.65% | 5,629 | Trimmed |
| 14 | URI | UNITED RENTALS INC | $1.6M | 1.61% | 2,166 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $1.6M | 1.60% | 5,310 | Trimmed |
| 16 | GNRC | GENERAC HLDGS INC | $1.4M | 1.43% | 7,163 | Trimmed |
| 17 | HALO | HALOZYME THERAPEUTICS INC | $1.4M | 1.41% | 21,319 | Trimmed |
| 18 | PYPL | PAYPAL HLDGS INC | $1.3M | 1.30% | 28,039 | Added |
| 19 | JNJ | JOHNSON & JOHNSON | $1.3M | 1.29% | 5,182 | Trimmed |
| 20 | QCOM | QUALCOMM INC | $1.3M | 1.28% | 9,746 | Added |
| 21 | NXT | NEXTPOWER INC | $1.2M | 1.26% | 10,213 | Trimmed |
| 22 | MRK | MERCK & CO INC | $1.2M | 1.25% | 10,140 | Trimmed |
| 23 | BSCT | INVESCO EXCH TRD SLF IDX FD | $1.2M | 1.19% | 62,620 | Added |
| 24 | CVX | CHEVRON CORPORATION | $1.1M | 1.13% | 5,346 | Hold |
| 25 | CSCO | CISCO SYS INC | $1.0M | 1.03% | 13,021 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31