Unified Investment Management Reduced Holdings in Q3 2025

Unified Investment Management

  • $100 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DAR
Darling Ingredients Inc.

Consumer Defensive
-16.5K
- 65.99%
$29.74 - $39.45 $491K - $651K
8.51K $263M
TAP
Molson Coors Beverage CO

Consumer Defensive
-9.54K
- 63.71%
$44.09 - $52.81 $421K - $504K
5.43K $246M
CNXC
Concentrix Corp

Technology
-6.9K
- 35.04%
$45.94 - $62.0 $317K - $428K
12.8K $590M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-60
- 0.82%
$108.8 - $169.61 $6.53K - $10.2K
7.27K $790M
TDC
Teradata Corp

Technology
-17.5K
- 64.1%
$20.11 - $23.21 $352K - $406K
9.8K $211M
Siriusxm Holdings Inc
-16K
- 52.69%
N/A
14.4K $335M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-3.25K
- 26.96%
$107.5 - $115.86 $349K - $376K
8.8K $1.01B
Knife River Corp
-2.91K
- 48.81%
N/A
3.06K $235M
CRM
Salesforce, Inc.

Technology
-44
- 1.14%
$231.66 - $273.65 $10.2K - $12K
3.83K $908M
NFLX
Netflix Inc

Communication Services
-12
- 2.53%
$1147.87 - $1297.18 $13.8K - $15.6K
462 $554M
BMY
Bristol Myers Squibb CO

Healthcare
-1.14K
- 14.99%
$43.31 - $48.98 $49.2K - $55.6K
6.44K $290M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-1.54K
- 12.97%
$49.0 - $52.0 $75.3K - $79.9K
10.3K $534M
CSCO
Cisco Systems, Inc.

Technology
-496
- 3.54%
$66.2 - $71.79 $32.8K - $35.6K
13.5K $925M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-700
- 14.74%
$79.89 - $83.25 $55.9K - $58.3K
4.05K $335M
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 0.62%
$915.95 - $994.57 $3.66K - $3.98K
642 $594M
ABT
Abbott Laboratories

Healthcare
-290
- 9.83%
$120.51 - $136.62 $34.9K - $39.6K
2.66K $356M
T
At&T Inc.

Communication Services
-293
- 0.98%
$26.94 - $29.62 $7.89K - $8.68K
29.7K $838M
COF
Capital One Financial Corp

Financial Services
-127
- 2.98%
$207.29 - $229.74 $26.3K - $29.2K
4.13K $879M
SCHW
Schwab Charles Corp

Financial Services
-598
- 7.71%
$91.03 - $98.69 $54.4K - $59K
7.16K $683M
COP
Conocophillips

Energy
-638
- 8.49%
$91.0 - $98.99 $58.1K - $63.2K
6.88K $650M
EFG
Msci Eafe Growth ETF

ETFs
-253
- 6.14%
$106.99 - $114.46 $27.1K - $29K
3.87K $440M
PANW
Palo Alto Networks Inc

Technology
-65
- 1.09%
$167.06 - $208.19 $10.9K - $13.5K
5.92K $1.21B
NEAR
Blackrock Short Maturity Bond

ETFs
-463
- 1.11%
$50.8 - $51.32 $23.5K - $23.8K
41.4K $2.12B
SPY
Spdr S&P 500 ETF Trust

ETFs
-85
- 8.3%
$617.65 - $666.84 $52.5K - $56.7K
939 $625M
AMZN
Amazon Com Inc

Consumer Cyclical
-38
- 0.47%
$211.65 - $238.24 $8.04K - $9.05K
7.98K $1.75B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-48
- 0.24%
$100.16 - $100.7 $4.81K - $4.83K
20K $2.01B
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
-317
- 6.77%
$43.2 - $47.68 $13.7K - $15.1K
4.36K $205M
PWR
Quanta Services, Inc.

Industrials
-167
- 8.4%
$372.29 - $421.68 $62.2K - $70.4K
1.82K $755M
SHEL
Shell PLC

Energy
-233
- 1.23%
$69.82 - $73.93 $16.3K - $17.2K
18.8K $1.34B
JSML
Janus Detroit Str Tr Henderson

ETFs
-476
- 7.62%
$67.04 - $77.09 $31.9K - $36.7K
5.77K $431M
AXP
American Express CO

Financial Services
-68
- 2.59%
$294.27 - $342.31 $20K - $23.3K
2.56K $851M
ECOW
Pacer Fds Tr Emerging Markets

ETFs
-1.05K
- 6.32%
$21.94 - $24.44 $23K - $25.7K
15.6K $381M
AVGO
Broadcom Inc.

Technology
-255
- 14.0%
$264.74 - $369.57 $67.5K - $94.2K
1.57K $517M
DGX
Quest Diagnostics Inc

Healthcare
-101
- 3.19%
N/A
3.06K $584M
QCOM
Qualcomm Inc

Technology
-313
- 3.17%
$145.84 - $173.55 $45.6K - $54.3K
9.57K $1.59B
FDX
Fedex Corp

Industrials
-10
- 0.38%
$217.1 - $243.2 $2.17K - $2.43K
2.64K $623M
MTCH
Match Group, Inc.

Communication Services
-2.98K
- 10.47%
$31.83 - $38.77 $94.7K - $115K
25.4K $898M
III
Information Services Group Inc.

Technology
-1.8K
- 5.35%
$4.2 - $5.97 $7.56K - $10.7K
31.9K $183M
UBER
Uber Technologies, Inc

Technology
-118
- 1.63%
$86.91 - $99.57 $10.3K - $11.7K
7.13K $698M
IEMG
Ishares Inc

ETFs
-253
- 2.58%
N/A
9.55K $629M
ALB
Albemarle Corp

Basic Materials
-591
- 9.75%
$62.9 - $88.1 $37.2K - $52.1K
5.47K $444M
C
Citigroup Inc

Financial Services
-480
- 6.96%
$85.57 - $103.49 $41.1K - $49.7K
6.42K $651M
ZG
Zillow Group, Inc.

Communication Services
-235
- 1.66%
$68.95 - $86.76 $16.2K - $20.4K
13.9K $1.04B
MSFT
Microsoft Corp

Technology
-30
- 0.66%
$491.09 - $535.64 $14.7K - $16.1K
4.51K $2.33B
PTC
Ptc Inc.

Technology
-251
- 5.7%
$173.07 - $216.53 $43.4K - $54.3K
4.15K $843M
IYW
Ishares Dj Us Tech ETF

ETFs
-250
- 4.14%
$171.38 - $197.01 $42.8K - $49.3K
5.8K $1.14B
VMC
Vulcan Materials CO

Basic Materials
-5
- 0.22%
$260.62 - $307.62 $1.3K - $1.54K
2.25K $693M
JPM
Jpmorgan Chase & CO

Financial Services
-113
- 1.97%
$282.78 - $316.06 $32K - $35.7K
5.64K $1.78B
JNJ
Johnson & Johnson

Healthcare
-142
- 2.58%
$155.17 - $185.42 $22K - $26.3K
5.35K $993M
Activity Summary
Buys All Purchases 46 New Holdings 14 Increased Positions 32 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Unified Investment Management Portfolio

Follow Unified Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Unified Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Unified Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email