Unified Investment Management Portfolio Holdings

Unified Investment Management

  • $84.6 Billion
  • Q1 2025

Unified Investment Management has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $84.6 Billion distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Genuine Parts CO with a value of $6.69B, Janus Henderson Short Duration with a value of $2.23B, Ishares Trust Ishares 1 5 Year with a value of $2.18B, Blackrock Short Maturity Bond with a value of $2.13B, and Pimco ETF Tr Enhanced Sht Matu with a value of $2.02B.

Examining the 13F form we can see an decrease of $3.4B in the current position value, from $88B to 84.6B.

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 $84.6 Billion
ETFs: $27.2 Billion
Technology: $13.5 Billion
Consumer Cyclical: $9.52 Billion
Financial Services: $7.16 Billion
Healthcare: $5.93 Billion
Energy: $4.17 Billion
Communication Services: $4.15 Billion
Industrials: $4.14 Billion
Other: $5.43 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$16.7B
$6.69 Billion 7.9% of portfolio
56,127
Q1 2025 Added 2.3%
$0
$2.23 Billion 2.64% of portfolio
45,378
Q1 2025 Reduced 2.36%
$0
$2.18 Billion 2.58% of portfolio
41,631
Q1 2025 Reduced 5.09%
$0
$2.13 Billion 2.52% of portfolio
41,878
Q1 2025 Reduced 4.93%
$0
$2.02 Billion 2.38% of portfolio
20,054
Q1 2025 Reduced 5.12%
$0
$1.85 Billion 2.18% of portfolio
17,428
Q1 2025 Reduced 5.83%
$2.94T
$1.7 Billion 2.01% of portfolio
4,532
Q1 2025 Reduced 14.26%
$3.39T
$1.55 Billion 1.83% of portfolio
6,956
Q1 2025 Reduced 14.83%
$1.91T
$1.49 Billion 1.77% of portfolio
7,855
Q1 2025 Reduced 8.05%
$0
$1.49 Billion 1.76% of portfolio
27,153
Q1 2025 Reduced 3.8%
$165B
$1.48 Billion 1.74% of portfolio
9,607
Q1 2025 Added 9.15%
$76.7B
$1.47 Billion 1.74% of portfolio
22,597
Q1 2025 Added 1.36%
$43.7B
$1.43 Billion 1.7% of portfolio
2,289
Q1 2025 Reduced 5.49%
$233B
$1.37 Billion 1.62% of portfolio
18,727
Q1 2025 Added 1.5%
$8.47B
$1.36 Billion 1.61% of portfolio
21,347
Q1 2025 Added 14.0%
$718B
$1.36 Billion 1.61% of portfolio
5,545
Q1 2025 Reduced 17.63%
$0
$1.13 Billion 1.33% of portfolio
12,045
Q1 2025 Reduced 4.68%
$18.5B
$1.11 Billion 1.31% of portfolio
7,261
Q1 2025 Reduced 20.51%
$0
$1.1 Billion 1.3% of portfolio
59,470
Q1 2025 Added 1.71%
$2.66B
$1.07 Billion 1.26% of portfolio
19,146
Q1 2025 Added 40.68%
$268B
$1.02 Billion 1.21% of portfolio
3,819
Q1 2025 Reduced 5.68%
$55.8B
$1.02 Billion 1.2% of portfolio
5,956
Q1 2025 Reduced 7.89%
$3.9B
$930 Million 1.1% of portfolio
13,909
Q1 2025 Reduced 14.91%
$7.23B
$897 Million 1.06% of portfolio
7,081
Q1 2025 Added 8.32%
$11.4B
$895 Million 1.06% of portfolio
14,701
Q1 2025 Reduced 3.29%
$8.41B
$869 Million 1.03% of portfolio
27,843
Q1 2025 Added 4.48%
$408B
$865 Million 1.02% of portfolio
5,215
Q1 2025 Reduced 8.56%
$558B
$858 Million 1.01% of portfolio
2,448
Q1 2025 Reduced 4.97%
$215B
$852 Million 1.01% of portfolio
9,491
Q1 2025 New
$235B
$852 Million 1.01% of portfolio
13,808
Q1 2025 Added 0.83%
$957B
$848 Million 1.0% of portfolio
5,481
Q1 2025 Added 4.22%
$273B
$842 Million 1.0% of portfolio
5,035
Q4 2024 New
$0
$849 Million 1.0% of portfolio
6,045
Q1 2025 Reduced 7.23%
$195B
$839 Million 0.99% of portfolio
29,681
Q1 2025 Reduced 21.76%
$368B
$803 Million 0.95% of portfolio
2,190
Q1 2025 Reduced 9.91%
$5.16B
$793 Million 0.94% of portfolio
25,386
Q1 2025 Added 13.74%
$70.3B
$752 Million 0.89% of portfolio
4,194
Q1 2025 Reduced 16.52%
$2.23B
$733 Million 0.87% of portfolio
32,608
Q1 2025 Added 8.95%
$117B
$727 Million 0.86% of portfolio
6,924
Q1 2025 Added 12.11%
$200B
$700 Million 0.83% of portfolio
2,600
Q1 2025 Reduced 12.93%
Aptiv PLC
-
$691 Million 0.82% of portfolio
-
Q1 2025 New
Siriusxm Holdings Inc
-
$676 Million 0.8% of portfolio
-
Q1 2025 Added 45.97%
$0
$651 Million 0.77% of portfolio
20,736
Q1 2025 Reduced 2.08%
$54.6B
$648 Million 0.77% of portfolio
2,659
Q1 2025 Reduced 5.74%
$72.4B
$630 Million 0.74% of portfolio
23,806
Q1 2025 Added 4.37%
$172B
$599 Million 0.71% of portfolio
1,562
Q1 2025 Added 13.77%
$439B
$602 Million 0.71% of portfolio
636
Q1 2025 Reduced 10.55%
$452B
$603 Million 0.71% of portfolio
5,068
Q4 2024 New
$148B
$595 Million 0.7% of portfolio
7,603
Q1 2025 Reduced 8.46%

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $84.6 Billion
  • Prior Value $88 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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