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Unified Investment Management13F | |
| Unified Investment Management | |
| Last update 2025-07-15 | 125 Stocks (9 new) |
| Value $93.00 Mil | Turnover 4 % |
Unified Investment Management Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GPC | Genuine Parts Co | 56,267 | 6,825.8 | +0.25% | 7.320 | +0.02% | 0.040 | +16.92% | +17.26% | 18,733.0 | Vehicles & Parts | |
MSFT | Microsoft Corp | 4,537 | 2,256.6 | +0.11% | 2.420 | 0% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
VNLA |
Janus Henderson Short Duration Income ETF
Janus Henderson Short Duration Income ETF
| 45,398 | 2,233.6 | +0.04% | 2.390 | 0% | 0.080 | +0.47% | +0.51% | 2,671.8 | ||
IGSB | iShares 1-3 Year Credit Bond ETF | 41,665 | 2,198.3 | +0.08% | 2.360 | 0% | 0.010 | +1.08% | +1.76% | 21,629.9 | ||
NEAR |
iShares Short Duration Bond Active ETF
iShares Short Duration Bond Active ETF
| 41,891 | 2,140.6 | +0.03% | 2.290 | 0% | 0.060 | +0.60% | +0.96% | 3,400.6 | ||
MINT |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
| 20,035 | 2,014.2 | -0.09% | 2.160 | 0% | 0.020 | +0.20% | +0.16% | 13,397.7 | ||
GVI |
iShares Intermediate Government/Credit Bond ETF
iShares Intermediate Government/Credit Bond ETF
| 17,432 | 1,861.6 | +0.02% | 2.000 | 0% | 0.050 | +0.81% | +2.00% | 3,497.7 | ||
NVDA | NVIDIA Corp | 11,718 | 1,851.3 | +0.65% | 1.980 | +0.01% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
AMZN | Amazon.com Inc | 8,016 | 1,758.6 | +2.05% | 1.890 | +0.04% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
URI | United Rentals Inc | 2,309 | 1,739.3 | +0.87% | 1.860 | +0.02% | 0.000 | +36.67% | +14.58% | 52,210.5 | Business Services |
Unified Investment Management's Historical Top Holdings Breakdowns
Unified Investment Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVO | Novo Nordisk AS | 2025-06-30 | New Buy New Buy | +0.74% | 58.08 ($68.04) 81.05 | $70.03 | 2.92% | New holding | 10,025 | 10,025 | |
ZTS | Zoetis Inc | 2025-06-30 | New Buy New Buy | +0.32% | 144.41 ($158.66) 170.3 | $153.45 | -3.28% | New holding | 1,890 | 1,890 | |
DIS | The Walt Disney Co | 2025-06-30 | New Buy New Buy | +0.26% | 81.72 ($103.82) 124.01 | $122.94 | 18.42% | New holding | 1,923 | 1,923 | |
ABNB | Airbnb Inc | 2025-06-30 | Add Add | +0.25% | 105.69 ($126.56) 140.64 | $139.83 | 10.49% | Add 38.91% | 6,273 | 1,757 | |
EMR | Emerson Electric Co | 2025-06-30 | New Buy New Buy | +0.24% | 94.15 ($114.64) 133.33 | $146.88 | 28.12% | New holding | 1,693 | 1,693 | |
VUG | Vanguard Growth ETF | 2025-06-30 | New Buy New Buy | +0.24% | 329.49 ($394.63) 438.4 | $450.40 | 14.13% | New holding | 500 | 500 | |
DGII | Digi International Inc | 2025-06-30 | New Buy New Buy | +0.23% | 23.13 ($30.55) 34.92 | $33.68 | 10.25% | New holding | 6,050 | 6,050 | |
XMMO | Invesco S&P MidCap Momentum ETF | 2025-06-30 | New Buy New Buy | +0.22% | 101.93 ($119.39) 128.63 | $130.97 | 9.70% | New holding | 1,565 | 1,565 | |
PAMC |
Pacer Lunt MidCap Multi-Factor Alternator ETF
Pacer Lunt MidCap Multi-Factor Alternator ETF
| 2025-06-30 | New Buy New Buy | +0.22% | 37.31 ($41.91) 43.82 | $44.93 | 7.21% | New holding | 4,681 | 4,681 | |
TDC | Teradata Corp | 2025-06-30 | Reduce Reduce | -0.14% | 19.2 ($21.76) 23.59 | $22.20 | 2.02% | Reduce -16.27% | 27,303 | -5,305 |
Unified Investment Management Total Holding History ($B)
Unified Investment Management's Asset Allocation
Unified Investment Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Unified Investment Management's Hypothetical Growth since 2025-06-30
Unified Investment Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Unified Investment Management's Holdings Heat Map
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Unified Investment Management's Holdings Bubble Chart
Unified Investment Management News
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