Unified Investment Management
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
GPC
$7.1MNVDA
$2.7MMSFT
$2.5M- JANUS$2.4M
- ISHARES$2.4M
HALO
$2.3MAAPL
$2.2MPANW
$2.1M- ISHARES$2.1M
AMZN
$2.1M- PIMCO$2.1M
- ISHARES$2.0M
URI
$2.0M- PACER$1.9M
GOOGL
$1.9MSHEL
$1.8MJPM
$1.8MQCOM
$1.7MGNRC
$1.5MJNJ
$1.4M
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.
$7.1M
6.4% of stocks
+0.1%This quarter-6.4%Since filed8+ qtrsHeld$2.7M
2.4% of stocks
No changeThis quarter-2.4%Since filed8+ qtrsHeld$2.5M
2.3% of stocks
+1%This quarter-0.2%Since filed8+ qtrsHeld- 4
JANUS DETROIT STR TR - HENDRSN SHRT ETF
$2.4M
2.2% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - ISHS 1-5YR INVS
$2.4M
2.2% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $2.3M
2.1% of stocks
-3%This quarter+9.6%Since filed8+ qtrsHeld$2.2M
2.0% of stocks
-0.9%This quarter+0.3%Since filed8+ qtrsHeld$2.1M
1.9% of stocks
-7%This quarter+4.1%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 9
ISHARES U S ETF TR - SHOR DURA BD ETF
$2.1M
1.9% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $2.1M
1.9% of stocks
+0.2%This quarter-2.0%Since filed8+ qtrsHeld
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 | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | PIMCO ETF TR - ENHAN SHRT MA ACetf/fund | — | $2.1M | 1.9% | 20K | +2% | — | — | 13F |
| 12 | — | ISHARES TR - INTRM GOV CR ETFetf/fund | — | $2.0M | 1.8% | 20K | +1% | — | — | 13F |
| 13 | UNITED RENTALS, INC. | Industrials | $2.0M | 1.8% | 1,986 | -2% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | PACER FDS TR - US CASH COWS 100 | — | $1.9M | 1.7% | 29K | +5% | — | — | 13F |
| 15 | Alphabet Inc. | Technology | $1.9M | 1.7% | 5,418 | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Shell plcadr | Energy | $1.8M | 1.6% | 19K | +4% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | JPMORGAN CHASE & CO | Financials | $1.8M | 1.6% | 5,376 | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | QUALCOMM INC/DE | Technology | $1.7M | 1.5% | 9,234 | +0.5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | GENUINE PARTS CO | Consumer Discretionary | $1.6M | — | 13K | New | — | — | 13F | |
| 20 | GENERAC HOLDINGS INC. | Technology | $1.5M | 1.3% | 7,010 | +2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | JOHNSON & JOHNSON | Healthcare | $1.4M | 1.2% | 5,190 | +0.1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Merck & Co., Inc. | Healthcare | $1.3M | 1.2% | 9,131 | -13% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CISCO SYSTEMS, INC. | Technology | $1.3M | 1.2% | 12K | +0.7% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES TR - U.S. TECH ETFetf/fund | — | $1.3M | 1.1% | 4,815 | -0.8% | — | — | 13F |
| 25 | Invesco Ltd. | Financials | $1.3M | 1.1% | 69K | +6% | 8+ qtrsAdded 3 qtrs in a row | — | 13F | |
| 26 | $ANET | Arista Networks, Inc. | Technology | $1.2M | 1.1% | 6,037 | -2% | |||
| 27 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.2M | 1.1% | 2,331 | -3% | |||
| 28 | $V | VISA INC. | Financials | $1.1M | 1.0% | 3,198 | +0.7% | |||
| 29 | $PWR | QUANTA SERVICES, INC. | Industrials | $1.1M | 1.0% | 1,729 | -0.5% | |||
| 30 | $PYPL | PayPal Holdings, Inc. | Financials | $1.1M | 1.0% | 21K | -3% | |||
| 31 | $CVX | CHEVRON CORP | Energy | $1.1M | 1.0% | 5,346 | — | |||
| 32 | $CRM | Salesforce, Inc. | Technology | $1.1M | 0.9% | 4,585 | +1% | |||
| 33 | — | AMERICAN CENTY ETF TR - US QUALITY GROW | — | $1.0M | 0.9% | 8,733 | -0.4% | |||
| 34 | $ABNB | Airbnb, Inc. | Technology | $998K | 0.9% | 6,213 | -0.9% | |||
| 35 | $PTC | PTC INC. | Technology | $967K | 0.9% | 6,889 | +15% | |||
| 36 | — | PACER FDS TR - DEVELOPED MRKT | — | $966K | 0.9% | 23K | +8% | |||
| 37 | $NXT | Nextpower Inc. | Technology | $958K | 0.9% | 12K | +37% | |||
| 38 | $MU | MICRON TECHNOLOGY INC | Technology | $921K | 0.8% | 865 | -5% | |||
| 39 | $EQNR | EQUINOR ASA | Energy | $911K | 0.8% | 22K | +1% | |||
| 40 | — | ISHARES INC - CORE MSCI EMKT | — | $873K | 0.8% | 11K | +6% | |||
| 41 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $856K | 0.8% | 2,288 | +3% | |||
| 42 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $852K | 0.8% | 5,237 | — | |||
| 43 | $COP | CONOCOPHILLIPS | Energy | $850K | 0.8% | 6,793 | +2% | |||
| 44 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $824K | 0.7% | 4,266 | -2% | |||
| 45 | $C | CITIGROUP INC | Financials | $778K | 0.7% | 6,007 | -2% | |||
| 46 | $T | AT&T INC. | Communication Services | $776K | 0.7% | 32K | +6% | |||
| 47 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $767K | 0.7% | 1,136 | -2% | |||
| 48 | $AXP | AMERICAN EXPRESS CO | Financials | $730K | 0.7% | 2,401 | — | |||
| 49 | $SCHW | SCHWAB CHARLES CORP | Financials | $724K | 0.7% | 7,403 | +0.0% | |||
| 50 | $IVZ | Invesco Ltd. | Financials | $718K | 0.7% | 36K | +12% | |||
| 51 | $SFM | Sprouts Farmers Market, Inc. | Consumer Staples | $710K | 0.6% | 11K | +5% | |||
| 52 | — | PACER FDS TR - US SM CAP CA ETF | — | $701K | 0.6% | 13K | -1% | |||
| 53 | $SPY | SPDR S&P 500 ETF TRUST | — | $701K | 0.6% | 919 | -1% | |||
| 54 | $IVZ | Invesco Ltd. | Financials | $698K | 0.6% | 36K | +12% | |||
| 55 | $NVDA PUT | NVIDIA CORP | Technology | $685K | — | 3,000 | — | |||
| 56 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $653K | 0.6% | 8,324 | — | |||
| 57 | $FDX | FEDEX CORP | Industrials | $645K | 0.6% | 2,264 | +1% | |||
| 58 | $APTV | Aptiv PLC | Industrials | $642K | 0.6% | 15K | +20% | |||
| 59 | $MTCH | Match Group, Inc. | Technology | $639K | 0.6% | 16K | +1% | |||
| 60 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $634K | 0.6% | 2,229 | -0.5% | |||
| 61 | $DGX | QUEST DIAGNOSTICS INC | Healthcare | $633K | 0.6% | 2,714 | -0.7% | |||
| 62 | $CME | CME GROUP INC. | Financials | $619K | 0.6% | 2,364 | +10% | |||
| 63 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $616K | 0.6% | 2,165 | — | |||
| 64 | $GLD | SPDR GOLD TRUST | Financials | $601K | 0.5% | 1,577 | +44% | |||
| 65 | $WDAY | Workday, Inc. | Technology | $596K | 0.5% | 3,130 | -7% | |||
| 66 | $AVGO | Broadcom Inc. | Technology | $586K | 0.5% | 1,668 | -6% | |||
| 67 | $IVZ | Invesco Ltd. | Financials | $574K | 0.5% | 4,060 | -0.2% | |||
| 68 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $570K | 0.5% | 626 | — | |||
| 69 | $UBER | Uber Technologies, Inc | Technology | $561K | 0.5% | 8,189 | -6% | |||
| 70 | — | PACER FDS TR - LUNT LRGCP MULTI | — | $555K | 0.5% | 10K | +0.0% | |||
| 71 | $EMR | EMERSON ELECTRIC CO | Industrials | $548K | 0.5% | 3,536 | +2% | |||
| 72 | $VMC | Vulcan Materials CO | Materials | $544K | 0.5% | 2,224 | — | |||
| 73 | — | EXCHANGE LISTED FDS TR - SABA OPPORTUNIST | — | $542K | 0.5% | 22K | +5% | |||
| 74 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | — | $537K | 0.5% | 14K | -6% | |||
| 75 | — | JANUS DETROIT STR TR - HENDERSN CAP ETF | — | $532K | 0.5% | 6,188 | -0.6% | |||
| 76 | $TFX | TELEFLEX INC | Healthcare | $516K | 0.5% | 4,124 | +6% | |||
| 77 | $KNSL | Kinsale Capital Group, Inc. | Financials | $508K | 0.5% | 1,575 | -4% | |||
| 78 | $ABT | ABBOTT LABORATORIES | Healthcare | $508K | 0.5% | 5,140 | +6% | |||
| 79 | $MSCI | MSCI Inc. | Financials | $506K | 0.5% | 940 | — | |||
| 80 | — | ISHARES TR - EAFE GRWTH ETF | — | $502K | 0.5% | 4,189 | +11% | |||
| 81 | $CNQ | CANADIAN NATURAL RESOURCES Ltd | Energy | $500K | 0.5% | 11K | +3% | |||
| 82 | — | PACER FDS TR - EMRG MKT CASH | — | $494K | 0.4% | 19K | +16% | |||
| 83 | $ALB | ALBEMARLE CORP | Materials | $492K | 0.4% | 4,653 | +9% | |||
| 84 | $ZG | ZILLOW GROUP, INC. | Industrials | $477K | 0.4% | 17K | +13% | |||
| 85 | $RTX | RTX Corp | Industrials | $473K | 0.4% | 2,549 | -2% | |||
| 86 | — | ISHARES TR - FLTG RATE NT ETF | — | $472K | 0.4% | 9,250 | +12% | |||
| 87 | — | ISHARES TR - U.S. FINLS ETF | — | $469K | 0.4% | 3,734 | — | |||
| 88 | $ZTS | Zoetis Inc. | Healthcare | $456K | 0.4% | 6,530 | +41% | |||
| 89 | $DLTR | DOLLAR TREE, INC. | Consumer Staples | $446K | 0.4% | 3,913 | +2% | |||
| 90 | — | FIDELITY COVINGTON TRUST - LOW VOLITY ETF | — | $435K | 0.4% | 6,150 | — | |||
| 91 | $ABBV | AbbVie Inc. | Healthcare | $424K | 0.4% | 1,622 | — | |||
| 92 | $TOST | Toast, Inc. | Technology | $422K | 0.4% | 15K | -6% | |||
| 93 | $KO | COCA COLA CO | Consumer Staples | $417K | 0.4% | 4,843 | +0.4% | |||
| 94 | $WSO | WATSCO INC | Consumer Discretionary | $404K | 0.4% | 1,335 | +2% | |||
| 95 | — | ISHARES TR - MRGSTR MD CP GRW | — | $403K | 0.4% | 4,291 | +0.0% | |||
| 96 | — | VANGUARD WORLD FD - UTILITIES ETF | — | $400K | 0.4% | 2,338 | — | |||
| 97 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $376K | 0.3% | 755 | -0.4% | |||
| 98 | $IVZ | Invesco Ltd. | Financials | $373K | 0.3% | 16K | +7% | |||
| 99 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $341K | 0.3% | 1,580 | +2% | |||
| 100 | $IVZ | Invesco Ltd. | Financials | $341K | 0.3% | 1,641 | +0.1% | |||
| 101 | $NFLX | NETFLIX INC | Communication Services | $339K | 0.3% | 4,875 | — | |||
| 102 | — | ISHARES TR - CORE S&P500 ETF | — | $325K | 0.3% | 424 | — | |||
| 103 | $ASUR | ASURE SOFTWARE INC | Technology | $318K | 0.3% | 42K | +9% | |||
| 104 | $META | Meta Platforms, Inc. | Technology | $314K | 0.3% | 433 | — | |||
| 105 | — | ISHARES TR - RUS 1000 ETF | — | $313K | 0.3% | 753 | — | |||
| 106 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $308K | 0.3% | 4,933 | +0.0% | |||
| 107 | $SPSC | SPS COMMERCE INC | Technology | $306K | 0.3% | 3,710 | New | |||
| 108 | — | ISHARES TR - MRNING SM CP ETF | — | $294K | 0.3% | 3,931 | — | |||
| 109 | $IVZ | Invesco Ltd. | Financials | $292K | 0.3% | 18K | +33% | |||
| 110 | — | ISHARES TR - NATIONAL MUN ETF | — | $288K | 0.3% | 2,850 | — | |||
| 111 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $286K | 0.3% | 408 | New | |||
| 112 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $284K | 0.3% | 3,150 | +5% | |||
| 113 | — | ISHARES TR - RUSSELL 2000 ETF | — | $282K | 0.3% | 1,014 | — | |||
| 114 | $DPZ | DOMINOS PIZZA INC | Consumer Discretionary | $276K | 0.3% | 921 | +17% | |||
| 115 | $ACN | Accenture plc | Technology | $275K | 0.3% | 1,502 | New | |||
| 116 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $275K | 0.3% | 419 | — | |||
| 117 | — | ISHARES TR - CORE S&P US GWT | — | $271K | 0.2% | 1,400 | — | |||
| 118 | — | ISHARES TR - RUS MDCP VAL ETF | — | $268K | 0.2% | 1,665 | — | |||
| 119 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $267K | 0.2% | 1,717 | +0.1% | |||
| 120 | $SIRI | SIRIUS XM HOLDINGS INC. | Communication Services | $265K | 0.2% | 10K | -4% | |||
| 121 | $ECG | Everus Construction Group, Inc. | Industrials | $264K | 0.2% | 2,244 | -2% | |||
| 122 | — | ISHARES TR - SHRT NAT MUN ETF | — | $261K | 0.2% | 2,500 | — | |||
| 123 | — | ISHARES TR - IBONDS 26 TRM TS | — | $259K | 0.2% | 11K | — | |||
| 124 | $MSFT PUT | MICROSOFT CORP | Technology | $256K | — | 500 | New | |||
| 125 | — | ISHARES TR - MSCI USA MIN ETF | — | $253K | 0.2% | 2,599 | — | |||
| 126 | — | ISHARES TR - SELECT DIVID ETF | — | $247K | 0.2% | 1,627 | — | |||
| 127 | — | VERSIGENT PLC - ORDINARY SHARES | — | $244K | 0.2% | 5,423 | New | |||
| 128 | $MEDP | Medpace Holdings, Inc. | Healthcare | $243K | 0.2% | 389 | -3% | |||
| 129 | $NVO | NOVO NORDISK A S | Healthcare | $238K | 0.2% | 6,285 | -11% | |||
| 130 | $ITRI | ITRON, INC. | Technology | $236K | 0.2% | 2,735 | New | |||
| 131 | $IVZ | Invesco Ltd. | Financials | $230K | 0.2% | 1,565 | — | |||
| 132 | — | PACER FDS TR - LUNT MDCAP MLT | — | $225K | 0.2% | 4,366 | +0.0% | |||
| 133 | $WT | WisdomTree, Inc. | Financials | $225K | 0.2% | 5,953 | — | |||
| 134 | — | ISHARES TR - MSCI EMG MKT ETF | — | $224K | 0.2% | 3,356 | — | |||
| 135 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $222K | 0.2% | 2,225 | New | |||
| 136 | $SO | SOUTHERN CO | Utilities | $221K | 0.2% | 2,665 | +0.1% | |||
| 137 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $216K | 0.2% | 2,044 | — | |||
| 138 | $TDC | TERADATA CORP /DE/ | Technology | $212K | 0.2% | 7,346 | — | |||
| 139 | $DGII | DIGI INTERNATIONAL INC | Technology | $212K | 0.2% | 2,775 | -27% | |||
| 140 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $208K | 0.2% | 1,937 | New | |||
| 141 | $GOOG PUT | Alphabet Inc. | Technology | $206K | — | 600 | — | |||
| 142 | $CVLT | COMMVAULT SYSTEMS INC | Technology | $204K | 0.2% | 1,360 | New | |||
| 143 | $DIS | Walt Disney Co | Communication Services | $202K | 0.2% | 1,923 | New | |||
| 144 | $III | Information Services Group Inc. | Technology | $148K | 0.1% | 27K | -9% | |||
| 145 | $VFF | Village Farms International, Inc. | Consumer Staples | $50K | 0.0% | 17K | -6% | |||
| 146 | $AKBA | Akebia Therapeutics, Inc. | Healthcare | $13K | 0.0% | 14K | — |
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)
first bought this quarter
$SPSCSPS COMMERCE INC$306K
first bought this quarter
- VANGUARD INDEX FDS - S&P 500 ETF SHS$286K
first bought this quarter
$ACNAccenture plc$275K
first bought this quarter
first bought this quarter
- VERSIGENT PLC - ORDINARY SHARES$244K
first bought this quarter
+5 more in the Excel export
Added to (61)
$NXTNextpower Inc.+37%
now $958K · held 7 qtrs
$GLDSPDR GOLD TRUST+44%
now $601K · held 8+ qtrs
$ZTSZoetis Inc.+41%
now $456K · held 6 qtrs, 3 adds in a row
$PTCPTC INC.+15%
now $967K · held 8+ qtrs, 3 adds in a row
$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)
$MRKMerck & Co., Inc.-13%
now $1.3M · held 7 qtrs
now $2.1M · held 8+ qtrs, 2 trims in a row
now $2.3M · held 8+ qtrs
$DGIIDIGI INTERNATIONAL INC-27%
now $212K · held 6 qtrs, 3 trims in a row
$MUMICRON TECHNOLOGY INC-5%
now $921K · held 5 qtrs, 4 trims in a row
now $2.0M · held 8+ qtrs, 2 trims in a row
+31 more in the Excel export
Holdings by quarter
Every 13F Unified Investment Management has filed, 7 earlier quarters. Pick one to see what it held then.
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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