Unified Investment Management Top Holdings and 13F Report (2026) About Unified Investment ManagementInvestment ActivityUnified Investment Management has $113.83 million in total holdings as of September 30, 2026.Unified Investment Management owns shares of 143 different stocks, but just 73 companies or ETFs make up 80% of its holdings.Approximately 6.53% of the portfolio was purchased this quarter.About 3.56% of the portfolio was sold this quarter.This quarter, Unified Investment Management has purchased 141 new stocks and bought additional shares in 61 stocks.Unified Investment Management sold shares of 38 stocks and completely divested from 9 stocks this quarter.Largest Holdings Genuine Parts $8,681,182NVIDIA $3,336,725Microsoft $2,765,680Janus Henderson Short Duration Income ETF $2,413,964iShares 1-5 Year Investment Grade Corporate Bond ETF $2,399,671 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $852,309 Holding78463M107 - SPS Commerce $305,852 Holding922908363 - Vanguard S&P 500 ETF $286,012 HoldingG1151C101 - Accenture $275,445 HoldingG9600F104 - VERSIGENT PLC $243,689 Holding Largest Purchases this Quarter Genuine Parts 12,575 shares (about $1.58M)EXXONMOBIL HOLDINGS CORP 5,237 shares (about $852.31K)SPS Commerce 3,710 shares (about $305.85K)Vanguard S&P 500 ETF 408 shares (about $286.01K)Microsoft 554 shares (about $284.16K) Largest Sales this Quarter Alphabet 600 shares (about $206.45K)Merck & Co., Inc. 1,315 shares (about $191.08K)Palo Alto Networks 378 shares (about $150.18K)Halozyme Therapeutics 735 shares (about $81.14K)Digi International 1,030 shares (about $78.52K) 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$8,681,182$1,581,174 ▲22.3%69,0417.6%Consumer DiscretionaryNVDANVIDIA$3,336,7250.0%14,6102.9%TechnologyMSFTMicrosoft$2,765,680$284,159 ▲11.5%5,3922.4%TechnologyVNLAJanus Henderson Short Duration Income ETF$2,413,964$35,060 ▲1.5%49,7112.1%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,399,671$40,933 ▲1.7%46,8412.1%ETFHALOHalozyme Therapeutics$2,316,634$81,144 ▼-3.4%20,9842.0%HealthcareAAPLApple$2,239,091$19,314 ▼-0.9%6,7242.0%TechnologyPANWPalo Alto Networks$2,100,578$150,183 ▼-6.7%5,2871.8%TechnologyNEARiShares Short Duration Bond Active ETF$2,099,095$34,154 ▲1.7%42,1001.8%ETFAMZNAmazon.com$2,065,952$3,986 ▲0.2%8,2921.8%Consumer DiscretionaryMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,055,351$34,790 ▲1.7%20,4411.8%ETFGVIiShares Intermediate Government/Credit Bond ETF$2,016,670$28,963 ▲1.5%19,5661.8%ETFURIUnited Rentals$1,988,026$44,045 ▼-2.2%1,9861.7%IndustrialsCOWZPacer US Cash Cows 100 ETF$1,905,767$85,184 ▲4.7%28,5471.7%ETFGOOGLAlphabet$1,864,273$206,453 ▼-10.0%5,4181.6%Communication ServicesSHELShell$1,799,833$72,712 ▲4.2%18,9361.6%EnergyJPMJPMorgan Chase & Co.$1,778,5700.0%5,3761.6%FinanceQCOMQualcomm$1,699,404$8,466 ▲0.5%9,2341.5%TechnologyGNRCGenerac$1,450,719$33,940 ▲2.4%7,0101.3%IndustrialsJNJJohnson & Johnson$1,373,913$1,324 ▲0.1%5,1901.2%HealthcareMRKMerck & Co., Inc.$1,326,803$191,079 ▼-12.6%9,1311.2%HealthcareCSCOCisco Systems$1,292,885$9,149 ▲0.7%12,0121.1%TechnologyIYWiShares U.S. Technology ETF$1,275,494$10,596 ▼-0.8%4,8151.1%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$1,263,881$74,838 ▲6.3%69,4441.1%ETFARISTA NETWORKS INC$1,229,073$28,095 ▼-2.2%6,0371.1%COM SHSAMATApplied Materials$1,191,869$36,814 ▼-3.0%2,3311.0%TechnologyVVisa$1,149,120$8,264 ▲0.7%3,1981.0%FinancePWRQuanta Services$1,110,768$5,139 ▼-0.5%1,7291.0%IndustrialsPYPLPayPal$1,103,784$38,926 ▼-3.4%21,0121.0%FinanceCVXChevron$1,091,7070.0%5,3461.0%EnergyCRMSalesforce$1,052,470$13,773 ▲1.3%4,5850.9%TechnologyQGROAmerican Century U.S. Quality Growth ETF$1,023,746$4,572 ▼-0.4%8,7330.9%ETFABNBAirbnb$998,118$8,836 ▼-0.9%6,2130.9%Consumer DiscretionaryPTCPTC$966,527$122,763 ▲14.5%6,8890.8%TechnologyICOWPacer Developed Markets International Cash Cows 100 ETF$965,734$68,978 ▲7.7%22,9610.8%ETFNXTNextpower$957,760$256,390 ▲36.6%12,2900.8%IndustrialsMUMicron Technology$921,320$53,255 ▼-5.5%8650.8%TechnologyEQNREquinor ASA$910,560$12,189 ▲1.4%21,8880.8%EnergyIEMGiShares Core MSCI Emerging Markets ETF$872,609$52,753 ▲6.4%10,7520.8%ETFVTIVanguard Total Stock Market ETF$856,280$22,455 ▲2.7%2,2880.8%ETFEXXONMOBIL HOLDINGS CORP$852,309$852,309 ▲New Holding5,2370.7%COM SHSCOPConocoPhillips$850,086$18,396 ▲2.2%6,7930.7%EnergyCOFCapital One Financial$823,622$16,411 ▼-2.0%4,2660.7%FinanceCCitigroup$777,748$16,832 ▼-2.1%6,0070.7%FinanceTAT&T$775,831$46,117 ▲6.3%31,7960.7%Communication ServicesTMOThermo Fisher Scientific$766,989$13,503 ▼-1.7%1,1360.7%HealthcareAXPAmerican Express$730,1830.0%2,4010.6%FinanceSCHWCharles Schwab$723,549$195 ▲0.0%7,4030.6%FinanceBSCSInvesco BulletShares 2028 Corporate Bond ETF$718,261$75,066 ▲11.7%35,6900.6%ETFSFMSprouts Farmers Market$710,045$30,785 ▲4.5%10,7020.6%Consumer StaplesCALFPacer US Small Cap Cash Cows ETF$701,398$7,513 ▼-1.1%13,1640.6%ETFSPYSPDR S&P 500 ETF Trust$700,850$7,626 ▼-1.1%9190.6%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$697,952$73,685 ▲11.8%35,7100.6%ETFVOVanguard Mid-Cap ETF$652,7680.0%8,3240.6%ETFFDXFedEx$645,314$8,266 ▲1.3%2,2640.6%IndustrialsAPTIV PLC$641,901$105,227 ▲19.6%14,9210.6%COM SHSMTCHMatch Group$639,463$6,544 ▲1.0%15,9270.6%Communication ServicesHDHome Depot$633,995$3,413 ▼-0.5%2,2290.6%Consumer DiscretionaryDGXQuest Diagnostics$632,622$4,429 ▼-0.7%2,7140.6%HealthcareCMECME Group$619,432$56,074 ▲10.0%2,3640.5%FinanceVBVanguard Small-Cap ETF$615,9210.0%2,1650.5%ETFGLDSPDR Gold Shares$600,585$182,422 ▲43.6%1,5770.5%ETFWDAYWorkday$596,140$43,996 ▼-6.9%3,1300.5%TechnologyAVGOBroadcom$585,785$38,631 ▼-6.2%1,6680.5%TechnologyRFVInvesco S&P MidCap 400 Pure Value ETF$574,139$1,131 ▼-0.2%4,0600.5%ETFCOSTCostco Wholesale$569,9890.0%6260.5%Consumer StaplesUBERUber Technologies$561,028$34,255 ▼-5.8%8,1890.5%IndustrialsPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$555,192$108 ▲0.0%10,3160.5%ETFEMREmerson Electric$548,410$8,995 ▲1.7%3,5360.5%IndustrialsVMCVulcan Materials$543,9800.0%2,2240.5%MaterialsCEFSSaba Closed-End Funds ETF$541,846$24,786 ▲4.8%22,1010.5%ETFTOTLSPDR Doubleline Total Return Tactical ETF$536,954$36,485 ▼-6.4%14,3490.5%ETFJSMLSmall Cap Growth Alpha ETF$531,725$3,437 ▼-0.6%6,1880.5%ETFTFXTeleflex$515,712$29,387 ▲6.0%4,1240.5%HealthcareKNSLKinsale Capital Group$508,455$22,598 ▼-4.3%1,5750.4%FinanceABTAbbott Laboratories$507,986$29,649 ▲6.2%5,1400.4%HealthcareMSCIMSCI$506,4290.0%9400.4%FinanceEFGiShares MSCI EAFE Growth ETF$502,003$49,134 ▲10.8%4,1890.4%ETFCNQCanadian Natural Resources$500,242$14,591 ▲3.0%10,6280.4%EnergyECOWPacer Emerging Markets Cash Cows 100 ETF$494,094$66,987 ▲15.7%18,8530.4%ETFALBAlbemarle$492,143$41,990 ▲9.3%4,6530.4%MaterialsZGZillow Group$477,271$55,788 ▲13.2%17,2300.4%Communication ServicesRTXRTX$473,222$11,696 ▼-2.4%2,5490.4%IndustrialsFLOTiShares Floating Rate Bond ETF$472,213$51,050 ▲12.1%9,2500.4%ETFIYFiShares U.S. Financials ETF$469,2140.0%3,7340.4%ETFZTSZoetis$456,017$132,406 ▲40.9%6,5300.4%HealthcareDLTRDollar Tree$446,160$9,122 ▲2.1%3,9130.4%Consumer StaplesFDLOFidelity Low Volatility Factor ETF$434,5590.0%6,1500.4%ETFABBVAbbVie$424,2990.0%1,6220.4%HealthcareTOSTToast$422,036$28,497 ▼-6.3%14,5580.4%FinanceKOCocaCola$416,842$1,807 ▲0.4%4,8430.4%Consumer StaplesWSOWatsco$404,091$6,962 ▲1.8%1,3350.4%IndustrialsIMCGiShares Morningstar Mid-Cap Growth ETF$402,899$94 ▲0.0%4,2910.4%ETFVPUVanguard Utilities ETF$399,7980.0%2,3380.4%ETFBRK.BBerkshire Hathaway$375,952$1,494 ▼-0.4%7550.3%FinanceVRPInvesco Variable Rate Preferred ETF$373,047$24,492 ▲7.0%15,7340.3%ETFVTVVanguard Value ETF$341,406$7,347 ▲2.2%1,5800.3%ETFRSPInvesco S&P 500 Equal Weight ETF$341,286$208 ▲0.1%1,6410.3%ETFNFLXNetflix$339,2030.0%4,8750.3%Communication ServicesIVViShares Core S&P 500 ETF$324,7200.0%4240.3%ETFShowing largest 100 holdings. 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