Unified Investment Management Portfolio Holdings

Unified Investment Management

  • $93.3 Billion
  • Q2 2025

Unified Investment Management has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $93.3 Billion distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Genuine Parts CO with a value of $6.83B, Microsoft Corp with a value of $2.26B, Janus Henderson Short Duration with a value of $2.23B, Ishares Trust Ishares 1 5 Year with a value of $2.2B, and Blackrock Short Maturity Bond with a value of $2.14B.

Examining the 13F form we can see an increase of $8.66B in the current position value, from $84.6B to 93.3B.

Unified Investment Management is based out at Atlanta, GA

Below you can find more details about Unified Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $93.3 Billion
ETFs: $28.9 Billion
Technology: $15.9 Billion
Consumer Cyclical: $10.2 Billion
Financial Services: $8.26 Billion
Healthcare: $6.36 Billion
Industrials: $5.08 Billion
Communication Services: $4.94 Billion
Energy: $3.95 Billion
Other: $5.56 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.6B
$6.83 Billion 7.32% of portfolio
56,267
Q2 2025 Added 0.25%
$3.75T
$2.26 Billion 2.42% of portfolio
4,537
Q2 2025 Added 0.11%
$0
$2.23 Billion 2.39% of portfolio
45,398
Q2 2025 Added 0.04%
$0
$2.2 Billion 2.36% of portfolio
41,665
Q2 2025 Added 0.08%
$0
$2.14 Billion 2.29% of portfolio
41,891
Q2 2025 Added 0.03%
$0
$2.01 Billion 2.16% of portfolio
20,035
Q2 2025 Reduced 0.09%
$0
$1.86 Billion 2.0% of portfolio
17,432
Q2 2025 Added 0.02%
$409B
$1.85 Billion 1.98% of portfolio
11,718
Q2 2025 Added 0.65%
$2.3T
$1.76 Billion 1.89% of portfolio
8,016
Q2 2025 Added 2.05%
$56B
$1.74 Billion 1.86% of portfolio
2,309
Q2 2025 Added 0.87%
$85.5B
$1.71 Billion 1.84% of portfolio
23,075
Q2 2025 Added 2.12%
$847B
$1.67 Billion 1.79% of portfolio
5,748
Q2 2025 Added 3.66%
$173B
$1.57 Billion 1.69% of portfolio
9,879
Q2 2025 Added 2.83%
$0
$1.5 Billion 1.6% of portfolio
27,138
Q2 2025 Reduced 0.06%
$3.35T
$1.47 Billion 1.58% of portfolio
7,184
Q2 2025 Added 3.28%
$256B
$1.34 Billion 1.43% of portfolio
18,996
Q2 2025 Added 1.44%
$57.1B
$1.23 Billion 1.31% of portfolio
5,988
Q2 2025 Added 0.54%
$17.7B
$1.21 Billion 1.29% of portfolio
7,326
Q2 2025 Added 0.9%
$8.03B
$1.15 Billion 1.24% of portfolio
22,194
Q2 2025 Added 3.97%
$0
$1.11 Billion 1.2% of portfolio
59,620
Q2 2025 Added 0.25%
$9.49B
$1.1 Billion 1.18% of portfolio
7,714
Q2 2025 Added 8.94%
$260B
$1.06 Billion 1.13% of portfolio
3,875
Q2 2025 Added 1.47%
$2.92B
$1.04 Billion 1.12% of portfolio
19,694
Q2 2025 Added 2.86%
$0
$1.05 Billion 1.12% of portfolio
6,045
Q1 2025 Reduced 7.23%
$1.07T
$1.04 Billion 1.11% of portfolio
5,875
Q2 2025 Added 7.19%
$4.49B
$969 Million 1.04% of portfolio
14,144
Q2 2025 Added 1.69%
$278B
$973 Million 1.04% of portfolio
14,017
Q2 2025 Added 1.51%
$5.9B
$949 Million 1.02% of portfolio
25,005
Q2 2025 Reduced 1.5%
$84.8B
$906 Million 0.97% of portfolio
4,261
Q2 2025 Added 1.6%
$573B
$881 Million 0.95% of portfolio
2,483
Q2 2025 Added 1.43%
$9.13B
$878 Million 0.94% of portfolio
28,408
Q2 2025 Added 2.03%
$194B
$867 Million 0.93% of portfolio
29,951
Q2 2025 Added 0.91%
$410B
$840 Million 0.9% of portfolio
5,496
Q2 2025 Added 5.39%
$240B
$839 Million 0.9% of portfolio
2,629
Q2 2025 Added 1.12%
$55.3B
$830 Million 0.89% of portfolio
6,273
Q2 2025 Added 38.91%
Aptiv PLC
-
$822 Million 0.88% of portfolio
-
Q2 2025 Added 3.75%
$379B
$803 Million 0.86% of portfolio
2,190
Q1 2025 Reduced 9.91%
$212B
$805 Million 0.86% of portfolio
10,165
Q2 2025 Added 7.1%
Nextracker Inc
-
$776 Million 0.83% of portfolio
-
Q2 2025 Added 3.2%
$55.3B
$752 Million 0.81% of portfolio
1,989
Q2 2025 Added 0.71%
$297B
$755 Million 0.81% of portfolio
5,276
Q2 2025 Added 4.79%
$22.4B
$758 Million 0.81% of portfolio
4,401
Q2 2025 Added 19.59%
$9.91B
$720 Million 0.77% of portfolio
14,972
Q2 2025 Added 1.84%
$0
$706 Million 0.76% of portfolio
20,741
Q2 2025 Added 0.02%
$169B
$708 Million 0.76% of portfolio
7,756
Q2 2025 Added 2.01%
Siriusxm Holdings Inc
-
$698 Million 0.75% of portfolio
-
Q2 2025 Added 1.42%
$156B
$692 Million 0.74% of portfolio
10,025
Q2 2025 New
$171B
$675 Million 0.72% of portfolio
1,746
Q2 2025 Added 11.78%
$186B
$676 Million 0.72% of portfolio
7,247
Q2 2025 Added 2.29%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $93.3 Billion
  • Prior Value $84.6 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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