Unified Investment Management Portfolio Holdings

Unified Investment Management

  • $100 Billion
  • Q3 2025

Unified Investment Management has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $100 Billion distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Genuine Parts CO with a value of $7.76B, Ishares Trust Ishares 1 5 Year with a value of $2.42B, Janus Henderson Short Duration with a value of $2.4B, Microsoft Corp with a value of $2.33B, and Nvidia Corp with a value of $2.17B.

Examining the 13F form we can see an increase of $6.94B in the current position value, from $93.3B to 100B.

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 $100 Billion
ETFs: $31 Billion
Technology: $16.1 Billion
Consumer Cyclical: $12 Billion
Financial Services: $9.61 Billion
Healthcare: $7.88 Billion
Industrials: $5.6 Billion
Communication Services: $5.28 Billion
Energy: $4.26 Billion
Other: $4.07 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$18B
$7.76 Billion 7.75% of portfolio
56,014
Q3 2025 Reduced 0.45%
$3.78T
$2.33 Billion 2.33% of portfolio
4,507
Q3 2025 Reduced 0.66%
$465B
$2.17 Billion 2.16% of portfolio
11,619
Q3 2025 Reduced 0.84%
$55.9B
$2.05 Billion 2.04% of portfolio
2,143
Q3 2025 Reduced 7.19%
$4.3T
$1.82 Billion 1.82% of portfolio
7,159
Q3 2025 Reduced 0.35%
$881B
$1.78 Billion 1.77% of portfolio
5,635
Q3 2025 Reduced 1.97%
$2.39T
$1.75 Billion 1.75% of portfolio
7,978
Q3 2025 Reduced 0.47%
$71.6B
$1.66 Billion 1.65% of portfolio
24,720
Q3 2025 Added 7.13%
$9.75B
$1.6 Billion 1.6% of portfolio
21,884
Q3 2025 Reduced 1.4%
$187B
$1.59 Billion 1.59% of portfolio
9,566
Q3 2025 Reduced 3.17%
$1.65T
$1.42 Billion 1.42% of portfolio
5,834
Q3 2025 Reduced 0.7%
$270B
$1.34 Billion 1.34% of portfolio
18,763
Q3 2025 Reduced 1.23%
$9.65B
$1.3 Billion 1.29% of portfolio
7,741
Q3 2025 Added 0.35%
$61.4B
$1.21 Billion 1.2% of portfolio
5,923
Q3 2025 Reduced 1.09%
$533B
$1.05 Billion 1.05% of portfolio
3,071
Q3 2025 Added 23.68%
$3.96B
$1.04 Billion 1.03% of portfolio
13,909
Q3 2025 Reduced 1.66%
$319B
$925 Million 0.92% of portfolio
13,521
Q3 2025 Reduced 3.54%
$237B
$908 Million 0.91% of portfolio
3,831
Q3 2025 Reduced 1.14%
$9.13B
$898 Million 0.9% of portfolio
25,433
Q3 2025 Reduced 10.47%
$367B
$888 Million 0.89% of portfolio
2,191
Q3 2025 Added 0.05%
$77.2B
$879 Million 0.88% of portfolio
4,134
Q3 2025 Reduced 2.98%
$235B
$865 Million 0.86% of portfolio
10,304
Q3 2025 Added 1.37%
$109B
$855 Million 0.85% of portfolio
15,401
Q3 2025 Added 53.63%
$255B
$851 Million 0.85% of portfolio
2,561
Q3 2025 Reduced 2.59%
$20.5B
$843 Million 0.84% of portfolio
4,150
Q3 2025 Reduced 5.7%
$181B
$838 Million 0.84% of portfolio
29,658
Q3 2025 Reduced 0.98%
$303B
$830 Million 0.83% of portfolio
5,346
Q3 2025 Added 1.33%
$8.79B
$790 Million 0.79% of portfolio
7,266
Q3 2025 Reduced 0.82%
$46.9B
$767 Million 0.77% of portfolio
6,319
Q3 2025 Added 0.73%
$61.4B
$755 Million 0.75% of portfolio
1,822
Q3 2025 Reduced 8.4%
$151B
$742 Million 0.74% of portfolio
2,103
Q3 2025 Added 20.45%
$181B
$698 Million 0.7% of portfolio
7,129
Q3 2025 Reduced 1.63%
$37.3B
$693 Million 0.69% of portfolio
2,254
Q3 2025 Reduced 0.22%
$167B
$683 Million 0.68% of portfolio
7,158
Q3 2025 Reduced 7.71%
$113B
$650 Million 0.65% of portfolio
6,877
Q3 2025 Reduced 8.49%
$190B
$651 Million 0.65% of portfolio
6,416
Q3 2025 Reduced 6.96%
$45.2B
$635 Million 0.63% of portfolio
1,119
Q3 2025 New
$68.9B
$623 Million 0.62% of portfolio
2,642
Q3 2025 Reduced 0.38%
$404B
$594 Million 0.59% of portfolio
642
Q3 2025 Reduced 0.62%
$197B
$586 Million 0.59% of portfolio
2,863
Q2 2025 Added 11.01%
$1.82B
$590 Million 0.59% of portfolio
12,794
Q3 2025 Reduced 35.04%
$490B
$590 Million 0.59% of portfolio
5,237
Q2 2025 Added 3.33%
$15.6B
$584 Million 0.58% of portfolio
3,064
Q3 2025 Reduced 3.19%
$100B
$578 Million 0.58% of portfolio
2,138
Q3 2025 Added 4.91%
$49.1B
$554 Million 0.55% of portfolio
462
Q3 2025 Reduced 2.53%
$76.1B
$536 Million 0.53% of portfolio
21,973
Q3 2025 Reduced 10.36%
$5.02B
$519 Million 0.52% of portfolio
4,239
Q3 2025 Added 15.47%
$55.6B
$524 Million 0.52% of portfolio
3,583
Q3 2025 Added 89.58%
$139B
$517 Million 0.52% of portfolio
1,567
Q3 2025 Reduced 14.0%

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $100 Billion
  • Prior Value $93.3 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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