Top 50 Unified Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GPC | GENUINE PARTS CO | 6.15% | 56.5K | $6.0M | +1.07%(+598) | $127.82(-22.65%) | 2026-03-31 | |
| IGSB | ISHARES TR | 2.48% | 45.9K | $2.4M | +0.25%(+113) | $52.25(+0.26%) | 2026-03-31 | |
| VNLA | JANUS DETROIT STR TR | 2.46% | 49.0K | $2.4M | +0.32%(+155) | $48.99(-0.06%) | 2026-03-31 | |
| NEAR | ISHARES U S ETF TR | 2.17% | 41.4K | $2.1M | +0.07%(+31) | $50.87(-0.31%) | 2026-03-31 | |
| GVI | ISHARES TR | 2.11% | 19.2K | $2.0M | +0.30%(+57) | $105.80(+0.31%) | 2026-03-31 | |
| MINT | PIMCO ETF TR | 2.08% | 20.1K | $2.0M | +0.12%(+25) | $100.51(+0.01%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.07% | 11.5K | $2.0M | +0.19%(+22) | $128.00(+76.42%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.86% | 7.1K | $1.8M | -0.38%(-27) | $231.78(+28.95%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.8% | 8.4K | $1.7M | +2.19%(+180) | $203.88(+32.49%) | 2026-03-31 | |
| SHEL | SHELL PLC | 1.78% | 18.6K | $1.7M | -1.33%(-251) | $64.47(+31.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.28% | -3.80% |
| Top 20 Holdings Unweighted | +1.43% | +4.34% |
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