DOSSIER · 13F-HR · Q3 2026

Unified Investment Management

$114M in tracked AUM across 146 positions as of Q3 2026.

UI
CIK 0002054855 · last filed Sep 30, 2026
Total AUM
$114M
as of Q3 2026
Holdings
146
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Unified Investment Management filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
GPC
GENUINE PARTS CO
$9M69K7.6%
02
NVDA
NVIDIA CORPORATION
$3M15K2.9%
03
MSFT
MICROSOFT CORP
$3M5K2.4%
04
VNLA
JANUS DETROIT STR TR
$2M50K2.1%
05
IGSB
ISHARES TR
$2M47K2.1%
06
HALO
HALOZYME THERAPEUTICS INC
$2M21K2.0%
07
AAPL
APPLE INC
$2M7K2.0%
08
PANW
PALO ALTO NETWORKS INC
$2M5K1.8%
09
NEAR
ISHARES U S ETF TR
$2M42K1.8%
10
AMZN
AMAZON COM INC
$2M8K1.8%

Filing history

2026Q3Sep 30
$114M▲ 4.9%
146 positionsView →
2026Q2Jun 30
$108M▲ 10.8%
145 positionsView →
2026Q1Mar 31
$98M▼ 1.9%
134 positionsView →
2025Q4Dec 31
$100M▲ 104.1%
137 positionsView →
2025Q3Sep 30
$49M▲ 8.5%
71 positionsLocked
2025Q2Jun 30
$45M▲ 7.9%
62 positionsLocked
2025Q1Mar 31
$42M▼ 52.6%
60 positionsLocked
2024Q4Dec 31
$88M—
112 positionsLocked