DOSSIER · 13F-HR · Q2 2026

Unified Investment Management

$108M in tracked AUM across 145 positions as of Q2 2026.

UI
CIK 0002054855 · last filed Jun 30, 2026
Total AUM
$108M
as of Q2 2026
Holdings
145
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Unified Investment Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GPC
GENUINE PARTS CO
$7M56K6.1%
02
NVDA
NVIDIA CORPORATION
$3M15K2.7%
03
IGSB
ISHARES TR
$2M46K2.2%
04
VNLA
JANUS DETROIT STR TR
$2M49K2.2%
05
URI
UNITED RENTALS INC
$2M2K2.1%
06
GOOGL
ALPHABET INC
$2M6K2.0%
07
NEAR
ISHARES U S ETF TR
$2M41K1.9%
08
GVI
ISHARES TR
$2M19K1.9%
09
MINT
PIMCO ETF TR
$2M20K1.9%
10
GNRC
GENERAC HLDGS INC
$2M7K1.8%

Filing history

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 positionsView →
2025Q2Jun 30
$45M 7.9%
62 positionsLocked
2025Q1Mar 31
$42M 52.6%
60 positionsLocked
2024Q4Dec 31
$88M
112 positionsLocked