StockDrifts LogoStockDrifts

Unified Investment Management

Portfolio Manager
Unified Investment Management
Performance
-6.35% (2026 Q1)
AUM (13F)
$97.91M
# of Holdings
132
Performance Rank
Allocation (Top 20)
40.15%

Unified Investment Management Holdings Map

Top 50 Unified Investment Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GPC
GENUINE PARTS CO
6.15%56.5K$6.0M
+1.07%(+598)
2025-Q1: 56.1K shares2025-Q2: 56.3K shares2025-Q3: 56.0K shares2025-Q4: 55.9K shares2026-Q1: 56.5K shares
$127.82(-22.65%)
2026-03-31
IGSB
ISHARES TR
2.48%45.9K$2.4M
+0.25%(+113)
2025-Q1: 41.6K shares2025-Q2: 41.7K shares2025-Q3: 45.7K shares2025-Q4: 45.8K shares2026-Q1: 45.9K shares
$52.25(+0.26%)
2026-03-31
VNLA
JANUS DETROIT STR TR
2.46%49.0K$2.4M
+0.32%(+155)
2025-Q1: 45.4K shares2025-Q2: 45.4K shares2025-Q3: 48.7K shares2025-Q4: 48.8K shares2026-Q1: 49.0K shares
$48.99(-0.06%)
2026-03-31
NEAR
ISHARES U S ETF TR
2.17%41.4K$2.1M
+0.07%(+31)
2025-Q1: 41.9K shares2025-Q2: 41.9K shares2025-Q3: 41.4K shares2025-Q4: 41.4K shares2026-Q1: 41.4K shares
$50.87(-0.31%)
2026-03-31
GVI
ISHARES TR
2.11%19.2K$2.0M
+0.30%(+57)
2025-Q1: 17.4K shares2025-Q2: 17.4K shares2025-Q3: 19.1K shares2025-Q4: 19.1K shares2026-Q1: 19.2K shares
$105.80(+0.31%)
2026-03-31
MINT
PIMCO ETF TR
2.08%20.1K$2.0M
+0.12%(+25)
2025-Q1: 20.1K shares2025-Q2: 20.0K shares2025-Q3: 20.0K shares2025-Q4: 20.1K shares2026-Q1: 20.1K shares
$100.51(+0.01%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.07%11.5K$2.0M
+0.19%(+22)
2025-Q1: 11.6K shares2025-Q2: 11.7K shares2025-Q3: 11.6K shares2025-Q4: 11.5K shares2026-Q1: 11.5K shares
$128.00(+76.42%)
2026-03-31
AAPL
APPLE INC
1.86%7.1K$1.8M
-0.38%(-27)
2025-Q1: 7.0K shares2025-Q2: 7.2K shares2025-Q3: 7.2K shares2025-Q4: 7.1K shares2026-Q1: 7.1K shares
$231.78(+28.95%)
2026-03-31
AMZN
AMAZON COM INC
1.8%8.4K$1.7M
+2.19%(+180)
2025-Q1: 7.9K shares2025-Q2: 8.0K shares2025-Q3: 8.0K shares2025-Q4: 8.2K shares2026-Q1: 8.4K shares
$203.88(+32.49%)
2026-03-31
SHEL
SHELL PLC
1.78%18.6K$1.7M
-1.33%(-251)
2025-Q1: 18.7K shares2025-Q2: 19.0K shares2025-Q3: 18.8K shares2025-Q4: 18.8K shares2026-Q1: 18.6K shares
$64.47(+31.73%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Unified Investment Management, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all