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 Market Cap. of $10 Billions to $200 Billions
