Unified Investment Management Top Holdings and 13F Report (2026) About Unified Investment ManagementInvestment ActivityUnified Investment Management has $97.91 million in total holdings as of March 31, 2026.Unified Investment Management owns shares of 132 different stocks, but just 70 companies or ETFs make up 80% of its holdings.Approximately 3.99% of the portfolio was purchased this quarter.About 3.99% of the portfolio was sold this quarter.This quarter, Unified Investment Management has purchased 135 new stocks and bought additional shares in 54 stocks.Unified Investment Management sold shares of 44 stocks and completely divested from 7 stocks this quarter.Largest Holdings Genuine Parts $5,969,589NVIDIA $2,534,215iShares 1-5 Year Investment Grade Corporate Bond ETF $2,413,230Janus Henderson Short Duration Income ETF $2,391,808iShares Short Duration Bond Active ETF $2,104,186 Largest New Holdings this Quarter G3265R115 - APTIV PLC $859,112 Holding942622200 - Watsco $477,292 Holding464287200 - iShares Core S&P 500 ETF $245,607 Holding49456B101 - Kinder Morgan $222,639 Holding Largest Purchases this Quarter APTIV PLC 12,372 shares (about $859.11K)Watsco 1,312 shares (about $477.29K)iShares Core S&P 500 ETF 376 shares (about $245.61K)PTC 1,608 shares (about $229.12K)Kinder Morgan 6,640 shares (about $222.64K) Largest Sales this Quarter Nextpower 1,552 shares (about $187.09K)Generac 795 shares (about $155.29K)FedEx 392 shares (about $139.64K)Applied Materials 297 shares (about $101.49K)MSCI 179 shares (about $96.44K) 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$5,969,589$63,239 â–²1.1%56,4506.1%Retail/WholesaleNVDANVIDIA$2,534,215$3,837 â–²0.2%14,5312.6%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,413,230$5,939 â–²0.2%45,9142.5%ManufacturingVNLAJanus Henderson Short Duration Income ETF$2,391,808$7,573 â–²0.3%48,9522.4%ETFNEARiShares Short Duration Bond Active ETF$2,104,186$1,576 â–²0.1%41,3922.1%ETFGVIiShares Intermediate Government/Credit Bond ETF$2,048,756$6,081 â–²0.3%19,2052.1%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,019,392$2,514 â–²0.1%20,0792.1%ETFMSFTMicrosoft$1,977,641$50,339 â–²2.6%5,3432.0%Computer and TechnologyAAPLApple$1,803,554$6,853 â–¼-0.4%7,1061.8%Computer and TechnologyAMZNAmazon.com$1,746,136$37,489 â–²2.2%8,3841.8%Retail/WholesaleSHELShell$1,725,323$23,343 â–¼-1.3%18,5521.8%EnergyCOWZPacer US Cash Cows 100 ETF$1,705,749$2,252 â–²0.1%27,2661.7%ETFGOOGLAlphabet$1,618,645$17,253 â–¼-1.1%5,6291.7%Computer and TechnologyURIUnited Rentals$1,578,102$16,757 â–²1.1%2,1661.6%ConstructionJPMJPMorgan Chase & Co.$1,562,110$82,960 â–¼-5.0%5,3101.6%FinanceGNRCGenerac$1,399,149$155,287 â–¼-10.0%7,1631.4%IndustrialsHALOHalozyme Therapeutics$1,377,847$19,066 â–¼-1.4%21,3191.4%MedicalPYPLPayPal$1,268,203$150,299 â–²13.4%28,0391.3%Business ServicesJNJJohnson & Johnson$1,266,808$40,336 â–¼-3.1%5,1821.3%MedicalQCOMQualcomm$1,255,055$25,627 â–²2.1%9,7461.3%Computer and TechnologyNXTNextpower$1,231,177$187,094 â–¼-13.2%10,2131.3%EnergyMRKMerck & Co., Inc.$1,219,723$22,133 â–¼-1.8%10,1401.2%MedicalBSCTInvesco BulletShares 2029 Corporate Bond ETF$1,168,520$27,636 â–²2.4%62,6201.2%ETFCVXChevron$1,106,0870.0%5,3461.1%EnergyCSCOCisco Systems$1,010,264$41,897 â–¼-4.0%13,0211.0%Computer and TechnologyPWRQuanta Services$977,669$22,507 â–¼-2.3%1,7811.0%ConstructionIYWiShares U.S. Technology ETF$969,6900.0%5,3451.0%ManufacturingPANWPalo Alto Networks$967,692$24,208 â–²2.6%6,0361.0%Computer and TechnologyVVisa$959,110$25,089 â–²2.7%3,1731.0%Business ServicesEQNREquinor ASA$933,134$2,996 â–¼-0.3%22,1121.0%EnergyCRMSalesforce$922,621$155,108 â–²20.2%4,9430.9%Computer and TechnologyQGROAmerican Century U.S. Quality Growth ETF$921,3260.0%8,7720.9%ETFICOWPacer Developed Markets International Cash Cows 100 ETF$904,559$1,655 â–²0.2%21,3140.9%ETFALBAlbemarle$889,663$67,676 â–¼-7.1%4,9560.9%Basic MaterialsXOMExxonMobil$888,4970.0%5,2370.9%EnergyCOPConocoPhillips$886,454$3,432 â–¼-0.4%6,7160.9%EnergyAPTIV PLC$859,112$859,112 â–²New Holding12,3720.9%ORDINARY SHARESAMATApplied Materials$850,221$101,493 â–¼-10.7%2,4880.9%Computer and TechnologyTAT&T$846,905$16,582 â–¼-1.9%29,2140.9%Computer and TechnologyPTCPTC$820,172$229,124 â–²38.8%5,7560.8%Computer and TechnologyFDXFedEx$801,859$139,640 â–¼-14.8%2,2510.8%TransportationABNBAirbnb$792,533$5,304 â–²0.7%6,2760.8%Consumer DiscretionaryARISTA NETWORKS INC$761,850$9,577 â–¼-1.2%6,2050.8%COM SHSCOFCapital One Financial$755,081$1,824 â–¼-0.2%4,1390.8%FinanceSFMSprouts Farmers Market$749,974$163,739 â–²27.9%9,7240.8%Retail/WholesaleAXPAmerican Express$736,146$29,639 â–¼-3.9%2,4340.8%FinanceHDHome Depot$728,169$3,618 â–²0.5%2,2140.7%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$704,466$38,292 â–²5.7%10,1000.7%ETFCCitigroup$703,599$8,392 â–¼-1.2%6,2040.7%Financial ServicesSCHWCharles Schwab$694,412$31,671 â–²4.8%7,3890.7%FinanceZGZillow Group$688,109$125,288 â–²22.3%16,6250.7%FinanceMTCHMatch Group$676,162$72,413 â–¼-9.7%22,0180.7%Computer and TechnologyTOTLSPDR Doubleline Total Return Tactical ETF$656,300$26,778 â–²4.3%16,5190.7%ETFCMECME Group$628,822$16,540 â–¼-2.6%2,1290.6%FinanceCOSTCostco Wholesale$620,865$10,962 â–¼-1.7%6230.6%Retail/WholesaleUBERUber Technologies$617,087$127,172 â–²26.0%8,5790.6%Computer and TechnologyVMCVulcan Materials$611,446$1,634 â–¼-0.3%2,2450.6%ConstructionSPYSPDR S&P 500 ETF Trust$604,1010.0%9290.6%FinanceBSCSInvesco BulletShares 2028 Corporate Bond ETF$601,662$27,571 â–²4.8%29,4600.6%ETFVOVanguard Mid-Cap ETF$597,6220.0%2,0810.6%ETFCALFPacer US Small Cap Cash Cows ETF$596,966$26,160 â–²4.6%13,3040.6%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$577,760$27,475 â–²5.0%29,4400.6%ETFTMOThermo Fisher Scientific$562,361$36,868 â–²7.0%1,1440.6%MedicalVBVanguard Small-Cap ETF$558,675$52,384 â–²10.3%2,1330.6%ETFDGXQuest Diagnostics$545,375$52,715 â–¼-8.8%2,7830.6%MedicalADBEAdobe$536,721$4,619 â–²0.9%2,2080.5%Computer and TechnologyPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$534,295$52 â–²0.0%10,3130.5%ETFNFLXNetflix$534,113$13,942 â–²2.7%5,5550.5%Consumer DiscretionaryZTSZoetis$530,319$144,933 â–²37.6%4,4860.5%MedicalRFVInvesco S&P MidCap 400 Pure Value ETF$528,247$48,873 â–²10.2%4,0640.5%ETFCNQCanadian Natural Resources$509,712$9,307 â–¼-1.8%10,4600.5%EnergyMSCIMSCI$506,437$96,439 â–¼-16.0%9400.5%FinanceRTXRTX$491,7020.0%2,5490.5%AerospaceTFXTeleflex$482,007$23,562 â–¼-4.7%4,0300.5%MedicalAVGOBroadcom$481,288$3,714 â–¼-0.8%1,5550.5%Computer and TechnologyWSOWatsco$477,292$477,292 â–²New Holding1,3120.5%ConstructionCEFSSaba Closed-End Funds ETF$475,380$11,478 â–²2.5%21,0810.5%ETFGLDSPDR Gold Shares$472,4580.0%1,0980.5%FinanceVTIVanguard Total Stock Market ETF$469,666$33,043 â–²7.6%1,4640.5%ETFVPUVanguard Utilities ETF$463,2510.0%2,3380.5%ETFIYFiShares U.S. Financials ETF$453,4620.0%3,8540.5%ETFEMREmerson Electric$449,503$4,192 â–¼-0.9%3,4310.5%IndustrialsKNSLKinsale Capital Group$443,864$92,941 â–²26.5%1,2990.5%FinanceJSMLSmall Cap Growth Alpha ETF$436,126$28,011 â–²6.9%6,2280.4%ETFECOWPacer Emerging Markets Cash Cows 100 ETF$434,458$21,283 â–²5.2%16,2900.4%ETFEFGiShares MSCI EAFE Growth ETF$420,755$10,023 â–¼-2.3%3,7780.4%ETFFLOTiShares Floating Rate Bond ETF$420,3380.0%8,2500.4%ETFDLTRDollar Tree$418,657$10,403 â–¼-2.4%3,8230.4%Retail/WholesaleMUMicron Technology$413,854$33,784 â–¼-7.5%1,2250.4%Computer and TechnologyFDLOFidelity Low Volatility Factor ETF$397,2290.0%6,1500.4%ETFKOCocaCola$366,675$76,042 â–¼-17.2%4,8220.4%Consumer StaplesBRK.BBerkshire Hathaway$363,2340.0%7580.4%FinanceVRPInvesco Variable Rate Preferred ETF$351,823$23,213 â–¼-6.2%14,6710.4%ETFABBVAbbVie$342,329$13,049 â–¼-3.7%1,5740.3%MedicalIMCGiShares Morningstar Mid-Cap Growth ETF$337,536$10,634 â–²3.3%4,2850.3%ETFASURAsure Software$331,530$13,975 â–²4.4%38,5500.3%Computer and TechnologyACNAccenture$314,891$595 â–²0.2%1,5880.3%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$313,262$16,508 â–²5.6%1,6320.3%ETFIWBiShares Russell 1000 ETF$311,277$57,050 â–¼-15.5%8730.3%ETFBMYBristol Myers Squibb$304,458$7,399 â–¼-2.4%5,0200.3%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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