StockDriftsStockDriftsTop 50 Unified Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GPC | GENUINE PARTS CO | 6.4% | 56.5K | $7.1M | +0.13%(+75) | $127.81(+1.85%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.39% | 11.6K | $2.7M | +0.00%(+0) | $128.38(+69.11%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.26% | 4.9K | $2.5M | +1.12%(+54) | $423.74(+25.91%) | 2026-09-30 | |
| VNLA | JANUS DETROIT STR TR | 2.17% | 49.7K | $2.4M | +1.47%(+722) | $48.99(-0.63%) | 2026-09-30 | |
| IGSB | ISHARES TR | 2.16% | 46.8K | $2.4M | +1.74%(+799) | $52.24(-1.79%) | 2026-09-30 | |
| HALO | HALOZYME THERAPEUTICS INC | 2.08% | 21.0K | $2.3M | -3.38%(-735) | $53.43(+129.26%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.02% | 6.7K | $2.2M | -0.86%(-58) | $231.78(+47.96%) | 2026-09-30 | |
| PANW | PALO ALTO NETWORKS INC | 1.89% | 5.3K | $2.1M | -6.67%(-378) | $176.39(+96.70%) | 2026-09-30 | |
| NEAR | ISHARES U S ETF TR | 1.89% | 42.1K | $2.1M | +1.65%(+685) | $50.86(-1.85%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.86% | 8.3K | $2.1M | +0.19%(+16) | $203.96(+28.68%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.06% |
| Top 20 Holdings Unweighted | — | — | — | — | +18.87% |
Unified Investment Management reports $113.83M in US-listed equity holdings across 142 positions in its most recent 13F filing. Its largest disclosed positions are GPC (6.4%), NVDA (2.4%) and MSFT (2.3%). The top 20 holdings account for 41.27% of reported assets. Its disclosed equity book has returned +13.06% cumulatively over 7 quarters. Figures reflect the Q3 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