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Unified Investment Management

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2054855
Institutional-grade research for retail investors

Sector Allocation

  • Other28.4%$31.5M
  • Technology25.3%$28.2M
  • Financials13.0%$14.4M
  • Consumer Discretionary9.6%$10.7M
  • Healthcare8.2%$9.1M
  • Industrials5.5%$6.1M
  • Energy5.4%$6.0M
  • Consumer Staples2.0%$2.2M
  • Communication Services1.4%$1.6M
  • Materials0.9%$1.0M

AUM History

13fpro.ai/research/fund/unified-investment-management-2054855

Conviction and streaks

Stable · top 10 = 25.1%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

Largest positions — Q3 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/unified-investment-management-2054855

Unified Investment Management 13F holdings — Q3 2026

$113.8M portfolio (+4.9% QoQ) · 146 holdings · Q3 2026 13F · top 10 are 25% of the stock portfolio

Includes $2.7M of put/call options ($2.7M puts, $0 calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $111.1M. Weights use the stock portfolio.

All holdings — Unified Investment Management (Q3 2026)

146 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
— PIMCO ETF TR - ENHAN SHRT MA ACetf/fund$2.1M+2%
— ISHARES TR - INTRM GOV CR ETFetf/fund$2.0M+1%
URI$URIUNITED RENTALS, INC.$2.0M-2%
— PACER FDS TR - US CASH COWS 100$1.9M+5%
GOOGL$GOOGLAlphabet Inc.$1.9M—
SHEL$SHELShell plcadr$1.8M+4%
JPM$JPMJPMORGAN CHASE & CO$1.8M—
QCOM$QCOMQUALCOMM INC/DE$1.7M+0.5%
GPC$GPCPUTGENUINE PARTS CO$1.6MNew
GNRC$GNRCGENERAC HOLDINGS INC.$1.5M+2%
JNJ$JNJJOHNSON & JOHNSON$1.4M+0.1%
MRK$MRKMerck & Co., Inc.$1.3M-13%
CSCO$CSCOCISCO SYSTEMS, INC.$1.3M+0.7%
— ISHARES TR - U.S. TECH ETFetf/fund$1.3M-0.8%
IVZ$IVZInvesco Ltd.$1.3M+6%

What changed in Q3 2026

Against the previous quarter's 13F: 11 new, 61 added to, 37 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.

New positions (11)

  • GPC$GPCPUTGENUINE PARTS CO$1.6M

    first bought this quarter

  • SPSC$SPSCSPS COMMERCE INC$306K

    first bought this quarter

  • VANGUARD INDEX FDS - S&P 500 ETF SHS$286K

    first bought this quarter

  • ACN$ACNAccenture plc$275K

    first bought this quarter

  • MSFT$MSFTPUTMICROSOFT CORP$256K

    first bought this quarter

  • VERSIGENT PLC - ORDINARY SHARES$244K

    first bought this quarter

+5 more in the Excel export

Added to (61)

  • NXT$NXTNextpower Inc.+37%

    now $958K · held 7 qtrs

  • GLD$GLDSPDR GOLD TRUST+44%

    now $601K · held 8+ qtrs

  • ZTS$ZTSZoetis Inc.+41%

    now $456K · held 6 qtrs, 3 adds in a row

  • PTC$PTCPTC INC.+15%

    now $967K · held 8+ qtrs, 3 adds in a row

  • APTV$APTVAptiv PLC+20%

    now $642K · held 2 qtrs, 2 adds in a row

  • PACER FDS TR - US CASH COWS 100+5%

    now $1.9M

+55 more in the Excel export

Trimmed (37)

  • MRK$MRKMerck & Co., Inc.-13%

    now $1.3M · held 7 qtrs

  • PANW$PANWPalo Alto Networks Inc-7%

    now $2.1M · held 8+ qtrs, 2 trims in a row

  • HALO$HALOHALOZYME THERAPEUTICS, INC.-3%

    now $2.3M · held 8+ qtrs

  • DGII$DGIIDIGI INTERNATIONAL INC-27%

    now $212K · held 6 qtrs, 3 trims in a row

  • MU$MUMICRON TECHNOLOGY INC-5%

    now $921K · held 5 qtrs, 4 trims in a row

  • URI$URIUNITED RENTALS, INC.-2%

    now $2.0M · held 8+ qtrs, 2 trims in a row

+31 more in the Excel export

Sold out (10)

  • KNF$KNFKnife River Corpwas $243K

    held 7+ qtrs

  • LGND$LGNDLIGAND PHARMACEUTICALS INCwas $235K

    held 1 qtr

  • IRM$IRMCALLIRON MOUNTAIN INCwas $227K
  • IRM$IRMPUTIRON MOUNTAIN INCwas $227K
  • IRM$IRMIRON MOUNTAIN INCwas $227K

    held 1 qtr

  • KMI$KMIKINDER MORGAN, INC.was $212K

    held 2 qtrs

+4 more in the Excel export

Firm AUM (Form ADV): $150.6M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Unified Investment Management has filed, 7 earlier quarters. Pick one to see what it held then.

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Is it too late to follow Unified Investment Management?

Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Unified Investment Management's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

-0.5%

Value-weighted move of the 10 largest stock positions

Turnover

2%

Last quarter; 12% over the last 4

Top 10 weight

25%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

95%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Unified Investment Management disclosed 146 positions worth $113.8M in its Form 13F-HR for Q3 2026 — $111.1M in common stock plus $2.7M of put/call option positions (reported at underlying notional value, not premium at risk), led by $GPC (GENUINE PARTS CO) at 6.4% of the equity portfolio, followed by $NVDA and $MSFT. During the quarter the fund opened 11 new positions and exited 10 — including a new stake in $GPC and a full exit from $KNF. The portfolio is most concentrated in Other (28.4% of disclosed assets). All figures are sourced directly from Unified Investment Management’s Form 13F-HR filing with the SEC under CIK 2054855.

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AI-Powered Hedge Fund Analysis: Unified Investment Management

13F Pro is an AI hedge fund tracker and stock research platform. For Unified Investment Management (SEC CIK: 2054855), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Unified Investment Management's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.