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 Market Cap. of $200 Billions or more
