Unified Investment Management Top Holdings and 13F Report (2026) About Unified Investment ManagementInvestment ActivityUnified Investment Management has $108.48 million in total holdings as of June 30, 2026.Unified Investment Management owns shares of 141 different stocks, but just 73 companies or ETFs make up 80% of its holdings.Approximately 5.92% of the portfolio was purchased this quarter.About 4.28% of the portfolio was sold this quarter.This quarter, Unified Investment Management has purchased 132 new stocks and bought additional shares in 56 stocks.Unified Investment Management sold shares of 41 stocks and completely divested from 4 stocks this quarter.Largest Holdings Genuine Parts $6,661,864NVIDIA $2,923,396iShares 1-5 Year Investment Grade Corporate Bond ETF $2,413,038Janus Henderson Short Duration Income ETF $2,393,833United Rentals $2,300,081 Largest New Holdings this Quarter G3265R107 - APTIV PLC $765,716 Holding46284V101 - Iron Mountain $682,074 Holding888787108 - Toast $432,351 Holding98138H101 - Workday $411,454 Holding464288158 - iShares Short-Term National Muni Bond ETF $266,175 Holding Largest Purchases this Quarter APTIV PLC 12,475 shares (about $765.72K)Iron Mountain 5,400 shares (about $682.07K)Vanguard Mid-Cap ETF 6,243 shares (about $503.00K)Toast 15,541 shares (about $432.35K)Workday 3,361 shares (about $411.45K) Largest Sales this Quarter Micron Technology 310 shares (about $357.83K)PayPal 6,286 shares (about $271.44K)Match Group 6,254 shares (about $237.96K)Microsoft 505 shares (about $188.37K)United Rentals 136 shares (about $154.09K) 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$6,661,864$1,888 â–²0.0%56,4666.1%Retail/WholesaleNVDANVIDIA$2,923,396$15,808 â–²0.5%14,6102.7%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,413,038$6,708 â–²0.3%46,0422.2%ManufacturingVNLAJanus Henderson Short Duration Income ETF$2,393,833$1,808 â–²0.1%48,9892.2%ETFURIUnited Rentals$2,300,081$154,094 â–¼-6.3%2,0302.1%ConstructionGOOGLAlphabet$2,150,657$139,017 â–²6.9%6,0182.0%Computer and TechnologyNEARiShares Short Duration Bond Active ETF$2,098,078$1,165 â–²0.1%41,4151.9%ETFGVIiShares Intermediate Government/Credit Bond ETF$2,045,993$8,487 â–²0.4%19,2851.9%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,025,756$1,613 â–²0.1%20,0951.9%ETFGNRCGenerac$2,004,577$92,821 â–¼-4.4%6,8461.8%IndustrialsAMZNAmazon.com$1,972,502$25,741 â–¼-1.3%8,2761.8%Retail/WholesaleAAPLApple$1,962,306$93,746 â–¼-4.6%6,7821.8%Computer and TechnologyPANWPalo Alto Networks$1,931,878$126,518 â–¼-6.1%5,6651.8%Computer and TechnologyMSFTMicrosoft$1,804,641$188,372 â–¼-9.5%4,8381.7%Computer and TechnologyJPMJPMorgan Chase & Co.$1,759,650$21,603 â–²1.2%5,3761.6%FinanceAMATApplied Materials$1,737,094$61,445 â–¼-3.4%2,4031.6%Computer and TechnologyHALOHalozyme Therapeutics$1,699,946$31,308 â–²1.9%21,7191.6%MedicalQCOMQualcomm$1,697,902$103,116 â–¼-5.7%9,1881.6%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$1,696,227$311 â–²0.0%27,2711.6%ETFSHELShell$1,409,007$29,543 â–¼-2.1%18,1711.3%EnergyCSCOCisco Systems$1,401,003$128,507 â–¼-8.4%11,9271.3%Computer and TechnologyMRKMerck & Co., Inc.$1,342,345$39,322 â–²3.0%10,4461.2%MedicalJNJJohnson & Johnson$1,316,770$762 â–²0.1%5,1851.2%MedicalPWRQuanta Services$1,250,543$31,678 â–¼-2.5%1,7371.2%ConstructionIYWiShares U.S. Technology ETF$1,224,577$123,593 â–¼-9.2%4,8551.1%ManufacturingBSCTInvesco BulletShares 2029 Corporate Bond ETF$1,213,544$50,375 â–²4.3%65,3321.1%ETFVVisa$1,089,197$686 â–²0.1%3,1751.0%Business ServicesNXTNextpower$1,072,260$144,517 â–¼-11.9%9,0001.0%EnergyMUMicron Technology$1,056,175$357,830 â–¼-25.3%9151.0%Computer and TechnologyARISTA NETWORKS INC$1,049,009$5,096 â–¼-0.5%6,1751.0%COM SHSQGROAmerican Century U.S. Quality Growth ETF$1,035,5850.0%8,7721.0%ETFPYPLPayPal$939,314$271,435 â–¼-22.4%21,7530.9%Business ServicesABNBAirbnb$896,951$1,145 â–¼-0.1%6,2680.8%Consumer DiscretionaryICOWPacer Developed Markets International Cash Cows 100 ETF$887,613$291 â–²0.0%21,3210.8%ETFCVXChevron$886,1530.0%5,3460.8%EnergyCOFCapital One Financial$872,904$42,532 â–²5.1%4,3510.8%FinanceSFMSprouts Farmers Market$865,888$43,472 â–²5.3%10,2380.8%Retail/WholesaleCCitigroup$858,926$9,377 â–¼-1.1%6,1370.8%Financial ServicesIEMGiShares Core MSCI Emerging Markets ETF$836,826$166 â–²0.0%10,1020.8%ETFVTIVanguard Total Stock Market ETF$824,449$282,711 â–²52.2%2,2280.8%ETFAXPAmerican Express$812,088$11,162 â–¼-1.4%2,4010.7%FinanceHDHome Depot$790,449$9,523 â–²1.2%2,2410.7%Retail/WholesaleAPTIV PLC$765,716$765,716 â–²New Holding12,4750.7%COM SHSXOMExxonMobil$715,9920.0%5,2370.7%EnergyCRMSalesforce$708,883$65,484 â–¼-8.5%4,5250.7%Computer and TechnologyFDXFedEx$699,781$5,010 â–¼-0.7%2,2350.6%TransportationSPYSPDR S&P 500 ETF Trust$693,7080.0%9290.6%FinanceCOPConocoPhillips$690,908$7,277 â–¼-1.0%6,6460.6%EnergyPTCPTC$683,251$29,311 â–²4.5%6,0140.6%Computer and TechnologySCHWCharles Schwab$682,935$1,107 â–²0.2%7,4010.6%FinanceIRMIron Mountain$682,074$682,074 â–²New Holding5,4000.6%Business ServicesEQNREquinor ASA$678,078$16,234 â–¼-2.3%21,5950.6%EnergyCALFPacer US Small Cap Cash Cows ETF$673,386$51 â–²0.0%13,3050.6%ETFAVGOBroadcom$671,640$84,238 â–²14.3%1,7780.6%Computer and TechnologyVOVanguard Mid-Cap ETF$670,665$502,999 â–²300.0%8,3240.6%ETFVBVanguard Small-Cap ETF$656,255$9,700 â–²1.5%2,1650.6%ETFVMCVulcan Materials$655,979$6,194 â–¼-0.9%2,2240.6%ConstructionBSCSInvesco BulletShares 2028 Corporate Bond ETF$650,865$50,912 â–²8.5%31,9600.6%ETFUBERUber Technologies$626,998$7,938 â–²1.3%8,6890.6%Computer and TechnologyBSCRInvesco BulletShares 2027 Corporate Bond ETF$626,503$49,037 â–²8.5%31,9400.6%ETFTAT&T$619,053$14,324 â–²2.4%29,9060.6%Computer and TechnologyPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$616,251$60 â–²0.0%10,3140.6%ETFTOTLSPDR Doubleline Total Return Tactical ETF$604,825$47,166 â–¼-7.2%15,3240.6%ETFMTCHMatch Group$599,808$237,960 â–¼-28.4%15,7640.6%Computer and TechnologyCOSTCostco Wholesale$585,704$2,807 â–²0.5%6260.5%Retail/WholesaleRFVInvesco S&P MidCap 400 Pure Value ETF$581,495$572 â–²0.1%4,0680.5%ETFTMOThermo Fisher Scientific$579,643$6,017 â–²1.0%1,1560.5%MedicalJSMLSmall Cap Growth Alpha ETF$579,5280.0%6,2280.5%ETFDGXQuest Diagnostics$579,335$10,599 â–¼-1.8%2,7330.5%MedicalALBAlbemarle$574,665$94,517 â–¼-14.1%4,2560.5%Basic MaterialsWSOWatsco$546,7500.0%1,3120.5%ConstructionKNSLKinsale Capital Group$542,626$114,133 â–²26.6%1,6450.5%FinanceCEFSSaba Closed-End Funds ETF$540,742$231 â–²0.0%21,0900.5%ETFMSCIMSCI$526,3560.0%9400.5%FinanceEMREmerson Electric$497,855$6,728 â–²1.4%3,4780.5%IndustrialsRTXRTX$495,575$11,953 â–²2.5%2,6120.5%AerospaceTFXTeleflex$492,918$17,871 â–¼-3.5%3,8890.5%MedicalZGZillow Group$477,326$44,200 â–¼-8.5%15,2160.4%FinanceIYFiShares U.S. Financials ETF$476,122$15,301 â–¼-3.1%3,7340.4%ETFCMECME Group$474,855$4,638 â–²1.0%2,1500.4%FinanceEFGiShares MSCI EAFE Growth ETF$470,220$124 â–²0.0%3,7790.4%ETFDLTRDollar Tree$463,601$1,209 â–²0.3%3,8330.4%Retail/WholesaleVPUVanguard Utilities ETF$457,6170.0%2,3380.4%ETFABTAbbott Laboratories$439,182$197,813 â–²82.0%4,8400.4%MedicalTOSTToast$432,351$432,351 â–²New Holding15,5410.4%Computer and TechnologyECOWPacer Emerging Markets Cash Cows 100 ETF$432,223$186 â–²0.0%16,2970.4%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$421,753$492 â–²0.1%4,2900.4%ETFFLOTiShares Floating Rate Bond ETF$421,1630.0%8,2500.4%ETFFDLOFidelity Low Volatility Factor ETF$420,2600.0%6,1500.4%ETFWDAYWorkday$411,454$411,454 â–²New Holding3,3610.4%Computer and TechnologyABBVAbbVie$408,160$12,079 â–²3.0%1,6220.4%MedicalCNQCanadian Natural Resources$407,548$5,609 â–¼-1.4%10,3180.4%EnergyGLDSPDR Gold Shares$404,4810.0%1,0980.4%FinanceKOCocaCola$391,8430.0%4,8220.4%Consumer StaplesEVERUS CONSTR GROUP$380,6890.0%2,2940.4%COMBRK.BBerkshire Hathaway$379,2960.0%7580.3%FinanceVRPInvesco Variable Rate Preferred ETF$357,381$729 â–²0.2%14,7010.3%ETFRSPInvesco S&P 500 Equal Weight ETF$349,038$1,703 â–²0.5%1,6400.3%ETFNFLXNetflix$348,075$48,552 â–¼-12.2%4,8750.3%Consumer DiscretionaryNVONovo Nordisk A/S$339,004$5,370 â–¼-1.6%7,0710.3%MedicalShowing largest 100 holdings. 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