UNICOM Systems, Inc.
13F Reported Value
ⓘ$1.5B
Holdings
39
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
UNICOM Systems, Inc. disclosed 39 positions worth $1.5B in its Form 13F-HR for Q2 2026, led by $TSLA (Tesla, Inc.) at 12.3% of the equity portfolio, followed by $NVDA and $SNDK. During the quarter the fund opened 7 new positions and exited 0 — including a new stake in $MXL. The portfolio is most concentrated in Technology (73.5% of disclosed assets). All figures are sourced directly from UNICOM Systems, Inc.’s Form 13F-HR filing with the SEC under CIK 1996154.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 50.1#1,478
Quality
$188.7M448,661 sh - 90.2#1
Quality
$151.5M757,098 sh - 88.8#3
Quality
$133.0M58,500 sh - 86.4
Quality
$122.9M325,300 sh - 85.8
Quality
$97.9M838,992 sh - 24.7
Quality
$74.9M3,121,346 sh - 37.2
Quality
$71.4M702,635 sh - 8.1
Quality
$68.0M3,521,935 sh - 76.8
Quality
$64.9M101,600 sh - 88.4
Quality
$58.6M50,800 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Tesla, Inc.$TSLA | 50.1#1,478 | $188.7M | 448,661 |
 NVIDIA CORP$NVDA | 90.2#1 | $151.5M | 757,098 |
 Sandisk Corp$SNDK | 88.8#3 | $133.0M | 58,500 |
 Broadcom Inc.$AVGO | 86.4 | $122.9M | 325,300 |
 Palantir Technologies Inc.$PLTR | 85.8 | $97.9M | 838,992 |
 D-Wave Quantum Inc.$QBTS | 24.7 | $74.9M | 3,121,346 |
 Rocket Lab Corp$RKLB | 37.2 | $71.4M | 702,635 |
 Rigetti Computing, Inc.$RGTI | 8.1 | $68.0M | 3,521,935 |
 WESTERN DIGITAL CORP$WDC | 76.8 | $64.9M | 101,600 |
 MICRON TECHNOLOGY INC$MU | 88.4 | $58.6M | 50,800 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of UNICOM Systems, Inc.'s 39 positions.
Showing top 10 of 39 holdings.
Sector Allocation
Technology
$1.1B
Industrials
$319.0M
Other
$38.2M
Materials
$23.5M
Healthcare
$17.2M
Communication Services
$4.5M
Consumer Staples
$3.2M
Full Holdings — UNICOM Systems, Inc. (Q2 2026)
All 39 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $TSLA | Tesla, Inc. | $188.7M | 12.3% | +0% | 50.1 |
| 2 | $NVDA | NVIDIA CORP | $151.5M | 9.9% | +0% | 90.2 |
| 3 | $SNDK | Sandisk Corp | $133.0M | 8.7% | +15% | 88.8 |
| 4 | $AVGO | Broadcom Inc. | $122.9M | 8.0% | +8% | 86.4 |
| 5 | $PLTR | Palantir Technologies Inc. | $97.9M | 6.4% | +0% | 85.8 |
| 6 | $QBTS | D-Wave Quantum Inc. | $74.9M | 4.9% | +0% | 24.7 |
| 7 | $RKLB | Rocket Lab Corp | $71.4M | 4.7% | +7% | 37.2 |
| 8 | $RGTI | Rigetti Computing, Inc. | $68.0M | 4.4% | +0% | 8.1 |
| 9 | $WDC | WESTERN DIGITAL CORP | $64.9M | 4.2% | +12% | 76.8 |
| 10 | $MU | MICRON TECHNOLOGY INC | $58.6M | 3.8% | +95% | 88.4 |
| 11 |  $ASML | ASML HOLDING NV | $57.7M | 3.8% | +0% | — |
| 12 |  $STX | Seagate Technology Holdings plc | $42.0M | 2.7% | +18% | — |
| 13 |  $IONQ | IonQ, Inc. | $41.0M | 2.7% | +0% | 32.8 |
| 14 | — | EVERPURE INC - CL A | $38.2M | 2.5% | +0% | — |
| 15 |  $ARM | ARM HOLDINGS PLC /UK | $31.6M | 2.1% | +0% | — |
| 16 |  $NTAP | NetApp, Inc. | $23.8M | 1.6% | +0% | 75 |
| 17 |  $AAOI | APPLIED OPTOELECTRONICS, INC. | $22.6M | 1.5% | +122% | 40.6 |
| 18 |  $BE | Bloom Energy Corp | $22.4M | 1.5% | +0% | 54.4 |
| 19 |  $META | Meta Platforms, Inc. | $17.5M | 1.1% | +0% | 80.9 |
| 20 |  $CIEN | CIENA CORP | $17.3M | 1.1% | +109% | 70.7 |
| 21 |  $UNH | UNITEDHEALTH GROUP INC | $17.2M | 1.1% | +0% | 66.8 |
| 22 |  $LITE | Lumentum Holdings Inc. | $17.0M | 1.1% | +39% | 63.4 |
| 23 |  $APP | AppLovin Corp | $16.4M | 1.1% | +0% | 86.8 |
| 24 |  $MDB | MongoDB, Inc. | $15.3M | 1.0% | +0% | 54.6 |
| 25 |  $MXL | MAXLINEAR, INC | $14.7M | 1.0% | NEW | 19.1 |
| 26 |  $SIMO | Silicon Motion Technology CORP | $13.7M | 0.9% | NEW | — |
| 27 |  $GLW | CORNING INC /NY | $13.6M | 0.9% | NEW | 72.7 |
| 28 |  $GOOG | Alphabet Inc. | $11.1M | 0.7% | +0% | 80.2 |
| 29 |  $MRVL | Marvell Technology, Inc. | $10.2M | 0.7% | NEW | 77.3 |
| 30 |  $PANW | Palo Alto Networks Inc | $10.1M | 0.7% | +0% | 66.5 |
| 31 |  $USAR | USA Rare Earth, Inc. | $9.9M | 0.7% | +0% | 28.1 |
| 32 |  $PINS | PINTEREST, INC. | $7.9M | 0.5% | +0% | 62 |
| 33 |  $TTMI | TTM TECHNOLOGIES INC | $5.9M | 0.4% | NEW | 59 |
| 34 |  $ORCL | ORACLE CORP | $5.9M | 0.4% | +0% | 67.2 |
| 35 |  $COHR | COHERENT CORP. | $5.5M | 0.4% | NEW | 64 |
| 36 |  $ASTS | AST SpaceMobile, Inc. | $4.5M | 0.3% | NEW | 29.6 |
| 37 |  $QUBT | Quantum Computing Inc. | $3.5M | 0.2% | +0% | 28.3 |
| 38 |  $CELH | Celsius Holdings, Inc. | $3.2M | 0.2% | +0% | 63 |
| 39 |  $SYM | Symbotic Inc. | $1.2M | 0.1% | +0% | 55.1 |
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