Unified Investment Management Top Holdings and 13F Report (2025) About Unified Investment ManagementInvestment ActivityUnified Investment Management has $93.28 million in total holdings as of June 30, 2025.Unified Investment Management owns shares of 125 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 4.46% of the portfolio was purchased this quarter.About 0.34% of the portfolio was sold this quarter.This quarter, Unified Investment Management has purchased 117 new stocks and bought additional shares in 77 stocks.Unified Investment Management sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings Genuine Parts $6,825,753Microsoft $2,256,587Janus Henderson Short Duration Income ETF $2,233,561iShares 1-5 Year Investment Grade Corporate Bond ETF $2,198,254iShares Short Duration Bond Active ETF $2,140,606 Largest New Holdings this Quarter 670100205 - Novo Nordisk A/S $691,926 Holding98978V103 - Zoetis $294,746 Holding254687106 - Walt Disney $238,471 Holding291011104 - Emerson Electric $225,762 Holding922908736 - Vanguard Growth ETF $219,200 Holding Largest Purchases this Quarter Novo Nordisk A/S 10,025 shares (about $691.93K)Zoetis 1,890 shares (about $294.75K)Walt Disney 1,923 shares (about $238.47K)Airbnb 1,757 shares (about $232.52K)Emerson Electric 1,693 shares (about $225.76K) Largest Sales this Quarter Teradata 5,305 shares (about $118.35K)AbbVie 200 shares (about $37.12K)MDU Resources Group 1,994 shares (about $33.24K)Abbott Laboratories 200 shares (about $27.20K)Bristol Myers Squibb 541 shares (about $25.04K) Sector Allocation Over TimeMap of 500 Largest Holdings ofUnified Investment Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGPCGenuine Parts$6,825,753$16,983 ▲0.2%56,2677.3%Retail/WholesaleMSFTMicrosoft$2,256,587$2,487 ▲0.1%4,5372.4%Computer and TechnologyVNLAJanus Henderson Short Duration Income ETF$2,233,561$984 ▲0.0%45,3982.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,198,254$1,794 ▲0.1%41,6652.4%ManufacturingNEARiShares Short Duration Bond Active ETF$2,140,606$664 ▲0.0%41,8912.3%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,014,172$1,910 ▼-0.1%20,0352.2%ETFGVIiShares Intermediate Government/Credit Bond ETF$1,861,605$427 ▲0.0%17,4322.0%ETFNVDANVIDIA$1,851,330$12,007 ▲0.7%11,7182.0%Computer and TechnologyAMZNAmazon.com$1,758,630$35,322 ▲2.0%8,0161.9%Retail/WholesaleURIUnited Rentals$1,739,351$15,066 ▲0.9%2,3091.9%ConstructionPYPLPayPal$1,714,934$35,525 ▲2.1%23,0751.8%Business ServicesJPMJPMorgan Chase & Co.$1,666,288$58,848 ▲3.7%5,7481.8%FinanceQCOMQUALCOMM$1,573,309$43,318 ▲2.8%9,8791.7%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$1,495,325$827 ▼-0.1%27,1381.6%ETFAAPLApple$1,474,002$46,781 ▲3.3%7,1841.6%Computer and TechnologySHELShell$1,337,529$18,941 ▲1.4%18,9961.4%EnergyQGROAmerican Century U.S. Quality Growth ETF$1,314,414$109 ▲0.0%12,0461.4%ETFPANWPalo Alto Networks$1,225,384$6,548 ▲0.5%5,9881.3%Computer and TechnologySFMSprouts Farmers Market$1,206,070$10,701 ▲0.9%7,3261.3%Retail/WholesaleHALOHalozyme Therapeutics$1,154,532$44,061 ▲4.0%22,1941.2%MedicalBSCTInvesco BulletShares 2029 Corporate Bond ETF$1,114,894$2,805 ▲0.3%59,6201.2%ETFGNRCGenerac$1,104,722$90,652 ▲8.9%7,7141.2%IndustrialsCRMSalesforce$1,056,717$15,271 ▲1.5%3,8751.1%Computer and TechnologyIYWiShares U.S. Technology ETF$1,047,4170.0%6,0451.1%ManufacturingCNXCConcentrix$1,040,929$28,965 ▲2.9%19,6941.1%Business ServicesGOOGLAlphabet$1,035,435$69,440 ▲7.2%5,8751.1%Computer and TechnologyCSCOCisco Systems$972,521$14,501 ▲1.5%14,0171.0%Computer and TechnologyZGZillow Group$968,723$16,095 ▲1.7%14,1441.0%FinanceDARDarling Ingredients$948,690$14,455 ▼-1.5%25,0051.0%Consumer StaplesCOFCapital One Financial$906,486$14,254 ▲1.6%4,2611.0%FinanceVVisa$881,478$12,425 ▲1.4%2,4830.9%Business ServicesMTCHMatch Group$877,515$17,453 ▲2.0%28,4080.9%Computer and TechnologyTAT&T$866,774$7,814 ▲0.9%29,9510.9%Computer and TechnologyJNJJohnson & Johnson$839,555$42,925 ▲5.4%5,4960.9%MedicalAXPAmerican Express$838,703$9,252 ▲1.1%2,6290.9%FinanceABNBAirbnb$830,169$232,521 ▲38.9%6,2730.9%Consumer DiscretionaryAPTIV PLC$821,710$29,676 ▲3.7%12,0450.9%COM SHSMRKMerck & Co., Inc.$804,655$53,353 ▲7.1%10,1650.9%MedicalHDHome Depot$803,0760.0%2,1900.9%Retail/WholesaleNXTNextracker$775,860$24,032 ▲3.2%14,2700.8%EnergyPTCPTC$758,468$124,257 ▲19.6%4,4010.8%Computer and TechnologyCVXChevron$755,470$34,509 ▲4.8%5,2760.8%EnergyPWRQuanta Services$751,879$5,292 ▲0.7%1,9890.8%ConstructionTAPMolson Coors Beverage$719,995$13,032 ▲1.8%14,9720.8%Consumer StaplesSCHWCharles Schwab$707,625$13,959 ▲2.0%7,7560.8%FinanceICOWPacer Developed Markets International Cash Cows 100 ETF$705,800$170 ▲0.0%20,7410.8%ETFSIRIUSXM HOLDINGS INC$698,460$9,762 ▲1.4%30,4070.7%COMMON STOCKNVONovo Nordisk A/S$691,926$691,926 ▲New Holding10,0250.7%MedicalUBERUber Technologies$676,145$15,115 ▲2.3%7,2470.7%Computer and TechnologyADBEAdobe$675,492$71,186 ▲11.8%1,7460.7%Computer and TechnologyCOPConocoPhillips$674,356$53,033 ▲8.5%7,5150.7%EnergyCOSTCostco Wholesale$639,538$9,900 ▲1.6%6460.7%Retail/WholesaleNFLXNetflix$634,748$10,713 ▲1.7%4740.7%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$632,5250.0%1,0240.7%FinanceEQNREquinor ASA$616,264$17,774 ▲3.0%24,5130.7%EnergyTDCTeradata$609,130$118,355 ▼-16.3%27,3030.7%Computer and TechnologyFDXFedEx$602,881$1,591 ▼-0.3%2,6520.6%TransportationVMCVulcan Materials$589,247$9,912 ▲1.7%2,2590.6%ConstructionIEMGiShares Core MSCI Emerging Markets ETF$588,283$2,821 ▲0.5%9,8000.6%ETFCCitigroup$586,992$14,811 ▲2.6%6,8960.6%Financial ServicesPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$585,332$49 ▲0.0%11,8490.6%ETFVOVanguard Mid-Cap ETF$582,3260.0%2,0810.6%ETFDGXQuest Diagnostics$568,534$9,341 ▲1.7%3,1650.6%MedicalXOMExxon Mobil$564,540$18,218 ▲3.3%5,2370.6%EnergyCMECME Group$561,7140.0%2,0380.6%FinanceBSCRInvesco BulletShares 2027 Corporate Bond ETF$550,986$2,751 ▲0.5%28,0400.6%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$547,903$2,869 ▲0.5%26,7400.6%ETFIYFiShares U.S. Financials ETF$536,4700.0%4,4340.6%ETFARISTA NETWORKS INC$526,078$47,063 ▲9.8%5,1420.6%COM SHSAMATApplied Materials$524,178$51,997 ▲11.0%2,8630.6%Computer and TechnologyAVGOBroadcom$502,2340.0%1,8220.5%Computer and TechnologyKNFKnife River$487,228$12,491 ▲2.6%5,9680.5%ConstructionCALFPacer US Small Cap Cash Cows ETF$474,077$12,781 ▲2.8%11,9070.5%ETFEFGiShares MSCI EAFE Growth ETF$461,514$112 ▲0.0%4,1210.5%ETFCEFSSaba Closed-End Funds ETF$457,5210.0%20,5720.5%ETFVBVanguard Small-Cap ETF$452,2230.0%1,9080.5%ETFTFXTeleflex$434,551$25,924 ▲6.3%3,6710.5%MedicalJSMLSmall Cap Growth Alpha ETF$421,094$2,698 ▲0.6%6,2430.5%ETFVTIVanguard Total Stock Market ETF$413,649$82,669 ▲25.0%1,3610.4%ETFVPUVanguard Utilities ETF$412,6800.0%2,3380.4%ETFKOCocaCola$411,871$21,365 ▲5.5%5,8220.4%Consumer StaplesABTAbbott Laboratories$401,230$27,202 ▼-6.3%2,9500.4%MedicalWYWeyerhaeuser$397,485$4,059 ▲1.0%15,4720.4%ConstructionTMOThermo Fisher Scientific$392,494$56,766 ▲16.9%9680.4%MedicalFDLOFidelity Low Volatility Factor ETF$386,2200.0%6,1500.4%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$380,929$2,808 ▲0.7%4,7480.4%ETFALBAlbemarle$379,947$21,871 ▲6.1%6,0630.4%Basic MaterialsVRPInvesco Variable Rate Preferred ETF$379,071$1,125 ▲0.3%15,5040.4%ETFRTXRTX$372,2050.0%2,5490.4%AerospaceBRK.BBerkshire Hathaway$368,2140.0%7580.4%FinanceECOWPacer Emerging Markets Cash Cows 100 ETF$366,986$177 ▲0.0%16,6210.4%ETFASURAsure Software$365,756$1,269 ▲0.3%37,4750.4%Computer and TechnologyIWBiShares Russell 1000 ETF$350,7760.0%1,0330.4%ETFBMYBristol Myers Squibb$350,396$25,042 ▼-6.7%7,5700.4%MedicalMETAMeta Platforms$315,919$22,144 ▲7.5%4280.3%Computer and TechnologyABBVAbbVie$303,303$37,124 ▼-10.9%1,6340.3%MedicalTOTLSPDR Doubleline Total Return Tactical ETF$301,346$4,011 ▼-1.3%7,5130.3%ETFMUBiShares National Muni Bond ETF$297,7680.0%2,8500.3%ETFZTSZoetis$294,746$294,746 ▲New Holding1,8900.3%MedicalMDUMDU Resources Group$282,503$33,240 ▼-10.5%16,9470.3%UtilitiesShowing largest 100 holdings. 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