StockDriftsStockDriftsTop 50 Unified Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GPC | GENUINE PARTS CO | 6.21% | 56.5K | $6.7M | +0.03%(+16) | $127.82(+5.63%) | 2026-06-30 | |
| IGSB | ISHARES TR | 2.25% | 46.0K | $2.4M | +0.28%(+128) | $52.25(-0.29%) | 2026-06-30 | |
| VNLA | JANUS DETROIT STR TR | 2.23% | 49.0K | $2.4M | +0.08%(+37) | $48.99(-0.22%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.17% | 11.6K | $2.3M | +0.69%(+79) | $128.38(+71.73%) | 2026-06-30 | |
| URI | UNITED RENTALS INC | 2.15% | 2.0K | $2.3M | -6.28%(-136) | $756.64(+53.27%) | 2026-06-30 | |
| NEAR | ISHARES U S ETF TR | 1.96% | 41.4K | $2.1M | +0.06%(+23) | $50.87(-0.78%) | 2026-06-30 | |
| GVI | ISHARES TR | 1.91% | 19.3K | $2.0M | +0.42%(+80) | $105.80(-0.49%) | 2026-06-30 | |
| MINT | PIMCO ETF TR | 1.89% | 20.1K | $2.0M | +0.08%(+16) | $100.52(+0.07%) | 2026-06-30 | |
| GNRC | GENERAC HLDGS INC | 1.87% | 6.8K | $2.0M | -4.43%(-317) | $153.98(+37.09%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.84% | 8.3K | $2.0M | -1.29%(-108) | $203.88(+34.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.85% |
| Top 20 Holdings Unweighted | — | — | — | — | +14.05% |
Unified Investment Management reports $108.48M in US-listed equity holdings across 141 positions in its most recent 13F filing. Its largest disclosed positions are GPC (6.2%), IGSB (2.3%) and VNLA (2.2%). The top 20 holdings account for 40.92% of reported assets. Its disclosed equity book has returned +8.85% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Unified Investment Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054855). View Unified Investment Management’s 13F filings on SEC