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%
$3.86T
$2.33 Billion 2.33% of portfolio
4,507
Q3 2025 Reduced 0.66%
$505B
$2.17 Billion 2.16% of portfolio
11,619
Q3 2025 Reduced 0.84%
$60.4B
$2.05 Billion 2.04% of portfolio
2,143
Q3 2025 Reduced 7.19%
$4.35T
$1.82 Billion 1.82% of portfolio
7,159
Q3 2025 Reduced 0.35%
$913B
$1.78 Billion 1.77% of portfolio
5,635
Q3 2025 Reduced 1.97%
$2.49T
$1.75 Billion 1.75% of portfolio
7,978
Q3 2025 Reduced 0.47%
$80.1B
$1.66 Billion 1.65% of portfolio
24,720
Q3 2025 Added 7.13%
$9.08B
$1.6 Billion 1.6% of portfolio
21,884
Q3 2025 Reduced 1.4%
$203B
$1.59 Billion 1.59% of portfolio
9,566
Q3 2025 Reduced 3.17%
$1.68T
$1.42 Billion 1.42% of portfolio
5,834
Q3 2025 Reduced 0.7%
$267B
$1.34 Billion 1.34% of portfolio
18,763
Q3 2025 Reduced 1.23%
$10.7B
$1.3 Billion 1.29% of portfolio
7,741
Q3 2025 Added 0.35%
$65.9B
$1.21 Billion 1.2% of portfolio
5,923
Q3 2025 Reduced 1.09%
$557B
$1.05 Billion 1.05% of portfolio
3,071
Q3 2025 Added 23.68%
$4.22B
$1.04 Billion 1.03% of portfolio
13,909
Q3 2025 Reduced 1.66%
$300B
$925 Million 0.92% of portfolio
13,521
Q3 2025 Reduced 3.54%
$260B
$908 Million 0.91% of portfolio
3,831
Q3 2025 Reduced 1.14%
$9.15B
$898 Million 0.9% of portfolio
25,433
Q3 2025 Reduced 10.47%
$389B
$888 Million 0.89% of portfolio
2,191
Q3 2025 Added 0.05%
$84.4B
$879 Million 0.88% of portfolio
4,134
Q3 2025 Reduced 2.98%
$218B
$865 Million 0.86% of portfolio
10,304
Q3 2025 Added 1.37%
$112B
$855 Million 0.85% of portfolio
15,401
Q3 2025 Added 53.63%
$270B
$851 Million 0.85% of portfolio
2,561
Q3 2025 Reduced 2.59%
$23.3B
$843 Million 0.84% of portfolio
4,150
Q3 2025 Reduced 5.7%
$176B
$838 Million 0.84% of portfolio
29,658
Q3 2025 Reduced 0.98%
$309B
$830 Million 0.83% of portfolio
5,346
Q3 2025 Added 1.33%
$8.48B
$790 Million 0.79% of portfolio
7,266
Q3 2025 Reduced 0.82%
$50.5B
$767 Million 0.77% of portfolio
6,319
Q3 2025 Added 0.73%
$64.2B
$755 Million 0.75% of portfolio
1,822
Q3 2025 Reduced 8.4%
$158B
$742 Million 0.74% of portfolio
2,103
Q3 2025 Added 20.45%
$191B
$698 Million 0.7% of portfolio
7,129
Q3 2025 Reduced 1.63%
$38.5B
$693 Million 0.69% of portfolio
2,254
Q3 2025 Reduced 0.22%
$172B
$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%
$196B
$651 Million 0.65% of portfolio
6,416
Q3 2025 Reduced 6.96%
$47.1B
$635 Million 0.63% of portfolio
1,119
Q3 2025 New
$66B
$623 Million 0.62% of portfolio
2,642
Q3 2025 Reduced 0.38%
$403B
$594 Million 0.59% of portfolio
642
Q3 2025 Reduced 0.62%
$201B
$586 Million 0.59% of portfolio
2,863
Q2 2025 Added 11.01%
$2.08B
$590 Million 0.59% of portfolio
12,794
Q3 2025 Reduced 35.04%
$477B
$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%
$95.4B
$578 Million 0.58% of portfolio
2,138
Q3 2025 Added 4.91%
$498B
$554 Million 0.55% of portfolio
462
Q3 2025 Reduced 2.53%
$75.1B
$536 Million 0.53% of portfolio
21,973
Q3 2025 Reduced 10.36%
$5.84B
$519 Million 0.52% of portfolio
4,239
Q3 2025 Added 15.47%
$67.5B
$524 Million 0.52% of portfolio
3,583
Q3 2025 Added 89.58%
$150B
$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
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