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Unicom Systems, Inc. Top Holdings and 13F Report (2026)

About Unicom Systems, Inc.

Investment Activity

  • Unicom Systems, Inc. has $1.53 billion in total holdings as of June 30, 2026.
  • Unicom Systems, Inc. owns shares of 39 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
  • Approximately 10.96% of the portfolio was purchased this quarter.
  • This quarter, Unicom Systems, Inc. has purchased 32 new stocks and bought additional shares in 9 stocks.
  • Unicom Systems, Inc. sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Tesla
$188,706,817
NVIDIA
$151,487,739
SANDISK CORP
$133,013,205
Broadcom
$122,882,075
PALANTIR TECHNOLOGIES INC
$97,885,197

Largest New Holdings this Quarter

57776J100 - MAXLINEAR INC
$14,710,647 Holding
82706C108 - Silicon Motion Technology
$13,733,196 Holding
219350105 - Corning
$13,614,419 Holding
573874104 - Marvell Technology
$10,247,416 Holding
87305R109 - TTM Technologies
$5,909,832 Holding

Largest Purchases this Quarter

Micron Technology
24,800 shares (about $28.63M)
SANDISK CORP
7,600 shares (about $17.28M)
MAXLINEAR INC
114,900 shares (about $14.71M)
Silicon Motion Technology
41,200 shares (about $13.73M)
Corning
53,300 shares (about $13.61M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofUnicom Systems, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Tesla, Inc. stock logo
TSLA
Tesla
$188,706,8170.0%448,66112.3%Auto/Tires/Trucks
NVIDIA Corporation stock logo
NVDA
NVIDIA
$151,487,7390.0%757,0989.9%Computer and Technology
SANDISK CORP
$133,013,205$17,280,348 â–²14.9%58,5008.7%COM
Broadcom Inc. stock logo
AVGO
Broadcom
$122,882,075$9,443,750 â–²8.3%325,3008.0%Computer and Technology
PALANTIR TECHNOLOGIES INC
$97,885,1970.0%838,9926.4%CL A
D-Wave Quantum Inc. stock logo
QBTS
D-Wave Quantum
$74,881,0910.0%3,121,3464.9%Computer and Technology
Rocket Lab Corporation stock logo
RKLB
Rocket Lab
$71,422,847$4,614,910 â–²6.9%702,6354.7%Aerospace
Rigetti Computing, Inc. stock logo
RGTI
Rigetti Computing
$68,043,7840.0%3,521,9354.4%Computer and Technology
Western Digital Corporation stock logo
WDC
Western Digital
$64,893,952$7,089,792 â–²12.3%101,6004.2%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$58,637,932$28,626,392 â–²95.4%50,8003.8%Computer and Technology
ASML Holding N.V. stock logo
ASML
ASML
$57,693,7600.0%29,0003.8%Computer and Technology
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$41,977,500$6,465,500 â–²18.2%43,5002.7%Computer and Technology
IonQ, Inc. stock logo
IONQ
IonQ
$40,951,6140.0%768,9002.7%Computer and Technology
EVERPURE INC
$38,171,1550.0%484,4672.5%CL A
ARM HOLDINGS PLC
$31,556,7300.0%89,0002.1%SPONSORED ADS
NetApp, Inc. stock logo
NTAP
NetApp
$23,755,6600.0%153,5001.5%Computer and Technology
Applied Optoelectronics, Inc. stock logo
AAOI
Applied Optoelectronics
$22,591,881$12,429,439 â–²122.3%152,4831.5%Computer and Technology
Bloom Energy Corporation stock logo
BE
Bloom Energy
$22,399,8000.0%74,0001.5%Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$17,453,5410.0%30,9851.1%Computer and Technology
Ciena Corporation stock logo
CIEN
Ciena
$17,282,919$9,026,304 â–²109.3%35,2311.1%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$17,221,2130.0%41,4341.1%Medical
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$16,989,588$4,805,136 â–²39.4%19,8001.1%Computer and Technology
APPLOVIN CORP
$16,435,8370.0%31,9001.1%COM CL A
MongoDB, Inc. stock logo
MDB
MongoDB
$15,283,4500.0%45,5001.0%Computer and Technology
MAXLINEAR INC
$14,710,647$14,710,647 â–²New Holding114,9001.0%COM
Silicon Motion Technology Corporation stock logo
SIMO
Silicon Motion Technology
$13,733,196$13,733,196 â–²New Holding41,2000.9%Computer and Technology
Corning Incorporated stock logo
GLW
Corning
$13,614,419$13,614,419 â–²New Holding53,3000.9%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$11,078,4700.0%31,0000.7%Computer and Technology
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$10,247,416$10,247,416 â–²New Holding34,4000.7%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$10,060,0900.0%29,5000.7%Computer and Technology
USA RARE EARTH INC
$9,913,2910.0%459,3740.6%COM
Pinterest, Inc. stock logo
PINS
Pinterest
$7,886,2500.0%375,0000.5%Computer and Technology
TTM Technologies, Inc. stock logo
TTMI
TTM Technologies
$5,909,832$5,909,832 â–²New Holding31,6000.4%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$5,862,0000.0%40,0000.4%Computer and Technology
Coherent Corp. stock logo
COHR
Coherent
$5,522,580$5,522,580 â–²New Holding14,0000.4%Business Services
AST SpaceMobile, Inc. stock logo
ASTS
AST SpaceMobile
$4,531,860$4,531,860 â–²New Holding51,0000.3%Computer and Technology
Quantum Computing Inc. stock logo
QUBT
Quantum Computing
$3,514,1060.0%362,2790.2%Computer and Technology
Celsius Holdings Inc. stock logo
CELH
Celsius
$3,220,8000.0%110,0000.2%Consumer Staples
Symbotic Inc. stock logo
SYM
Symbotic
$1,220,2580.0%27,1470.1%Business Services

Showing largest 100 holdings. View all holdings.
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