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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.5B
$6.83 Billion 7.32% of portfolio
56,267
Q2 2025 Added 0.25%
$3.8T
$2.26 Billion 2.42% of portfolio
4,537
Q2 2025 Added 0.11%
$427B
$1.85 Billion 1.98% of portfolio
11,718
Q2 2025 Added 0.65%
$2.34T
$1.76 Billion 1.89% of portfolio
8,016
Q2 2025 Added 2.05%
$53.9B
$1.74 Billion 1.86% of portfolio
2,309
Q2 2025 Added 0.87%
$86.5B
$1.71 Billion 1.84% of portfolio
23,075
Q2 2025 Added 2.12%
$853B
$1.67 Billion 1.79% of portfolio
5,748
Q2 2025 Added 3.66%
$179B
$1.57 Billion 1.69% of portfolio
9,879
Q2 2025 Added 2.83%
$3.41T
$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%
$59.8B
$1.23 Billion 1.31% of portfolio
5,988
Q2 2025 Added 0.54%
$17.9B
$1.21 Billion 1.29% of portfolio
7,326
Q2 2025 Added 0.9%
$7.79B
$1.15 Billion 1.24% of portfolio
22,194
Q2 2025 Added 3.97%
$9.59B
$1.1 Billion 1.18% of portfolio
7,714
Q2 2025 Added 8.94%
$262B
$1.06 Billion 1.13% of portfolio
3,875
Q2 2025 Added 1.47%
$2.99B
$1.04 Billion 1.12% of portfolio
19,694
Q2 2025 Added 2.86%
$4.4B
$969 Million 1.04% of portfolio
14,144
Q2 2025 Added 1.69%
$281B
$973 Million 1.04% of portfolio
14,017
Q2 2025 Added 1.51%
$5.76B
$949 Million 1.02% of portfolio
25,005
Q2 2025 Reduced 1.5%
$82.9B
$906 Million 0.97% of portfolio
4,261
Q2 2025 Added 1.6%
$574B
$881 Million 0.95% of portfolio
2,483
Q2 2025 Added 1.43%
$9.25B
$878 Million 0.94% of portfolio
28,408
Q2 2025 Added 2.03%
$195B
$867 Million 0.93% of portfolio
29,951
Q2 2025 Added 0.91%
$430B
$840 Million 0.9% of portfolio
5,496
Q2 2025 Added 5.39%
$226B
$839 Million 0.9% of portfolio
2,629
Q2 2025 Added 1.12%
$55.1B
$830 Million 0.89% of portfolio
6,273
Q2 2025 Added 38.91%
$373B
$803 Million 0.86% of portfolio
2,190
Q1 2025 Reduced 9.91%
$201B
$805 Million 0.86% of portfolio
10,165
Q2 2025 Added 7.1%
$57B
$752 Million 0.81% of portfolio
1,989
Q2 2025 Added 0.71%
$293B
$755 Million 0.81% of portfolio
5,276
Q2 2025 Added 4.79%
$23.4B
$758 Million 0.81% of portfolio
4,401
Q2 2025 Added 19.59%
$10B
$720 Million 0.77% of portfolio
14,972
Q2 2025 Added 1.84%
$175B
$708 Million 0.76% of portfolio
7,756
Q2 2025 Added 2.01%
$147B
$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%
$180B
$676 Million 0.72% of portfolio
7,247
Q2 2025 Added 2.29%
$116B
$674 Million 0.72% of portfolio
7,515
Q2 2025 Added 8.54%
$419B
$640 Million 0.69% of portfolio
646
Q2 2025 Added 1.57%
$549B
$635 Million 0.68% of portfolio
474
Q2 2025 Added 1.72%
$80.2B
$616 Million 0.66% of portfolio
24,513
Q2 2025 Added 2.97%
$2.21B
$609 Million 0.65% of portfolio
27,303
Q2 2025 Reduced 16.27%
$58.7B
$603 Million 0.65% of portfolio
2,652
Q2 2025 Reduced 0.26%
$179B
$587 Million 0.63% of portfolio
6,896
Q2 2025 Added 2.59%
$35.2B
$589 Million 0.63% of portfolio
2,259
Q2 2025 Added 1.71%
$15.6B
$569 Million 0.61% of portfolio
3,165
Q2 2025 Added 1.67%
$450B
$565 Million 0.61% of portfolio
5,237
Q2 2025 Added 3.33%
$98.8B
$562 Million 0.6% of portfolio
2,038
Q1 2025 Reduced 5.87%
$166B
$524 Million 0.56% of portfolio
2,863
Q2 2025 Added 11.01%
$117B
$502 Million 0.54% of portfolio
1,822
Q1 2025 Reduced 43.42%

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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