Unified Investment Management 13F Holdings

CIK 0002054855

As of Sep 30, 2025, Unified Investment Management reported 136 positions worth 00.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
GENUINE PARTS COGPCConsumer Cyclical56,014$7.8M7.75%
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB—45,686$2.4M2.42%
JANUS HENDERSON SHORT DURATION INCOME ETFVNLA—48,666$2.4M2.39%
MICROSOFT CORPMSFTTechnology4,507$2.3M2.33%
NVIDIA CORPNVDATechnology11,619$2.2M2.16%
ISHARES SHORT DURATION BOND ACTIVE ETFNEAR—41,428$2.1M2.12%
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI—19,104$2.1M2.05%
UNITED RENTALS INCURIIndustrials2,143$2.0M2.04%
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDMINT—19,987$2.0M2.01%
APPLE INCAAPLTechnology7,159 .8M1.82%
JPMORGAN CHASE & COJPMFinancial Services5,635 .8M1.77%
AMAZON.COM INCAMZNEquity7,978 .8M1.75%
PAYPAL HOLDINGS INCPYPLFinancial Services24,720 .7M1.65%
HALOZYME THERAPEUTICS INCHALOHealthcare21,884 .6M1.60%
QUALCOMM INCQCOMTechnology9,566 .6M1.59%
PACER US CASH COWS 100 ETFCOWZ—27,256 .6M1.56%
ALPHABET INCGOOGLEquity5,834 .4M1.42%
SHELL PLCSHELEnergy18,763 .3M1.34%
GENERAC HOLDINGS INCGNRCIndustrials7,741 .3M1.29%
PALO ALTO NETWORKS INCPANWTechnology5,923 .2M1.20%
INVESCO BULLETSHARES 2029 CORPORATE BOND ETFBSCT—61,128 .1M1.15%
ISHARES US TECHNOLOGY ETFIYW—5,795 .1M1.13%
APTIV PLCAPTVConsumer Cyclical12,223 .1M1.05%
VISA INC-CLASS A SHARESVFinancial Services3,071 .0M1.05%
ZILLOW GROUP INCZGCommunication Services13,909 .0M1.03%