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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.6B
$305 Million 0.3% of portfolio
706
Q3 2025 New
$475B
$299 Million 0.3% of portfolio
1,673
Q3 2025 New
$0
$303 Million 0.3% of portfolio
2,850
Q4 2024 New
$0
$293 Million 0.29% of portfolio
1,546
Q3 2025 Added 6.69%
$0
$288 Million 0.29% of portfolio
1,546
Q4 2024 New
$92.3B
$290 Million 0.29% of portfolio
6,435
Q3 2025 Reduced 14.99%
$0
$270 Million 0.27% of portfolio
1,640
Q4 2024 New
$0
$270 Million 0.27% of portfolio
4,047
Q4 2024 New
$5.53B
$263 Million 0.26% of portfolio
8,505
Q3 2025 Reduced 65.99%
$104B
$252 Million 0.25% of portfolio
2,659
Q3 2025 Added 0.04%
$0
$253 Million 0.25% of portfolio
425
Q1 2025 New
$9.07B
$246 Million 0.25% of portfolio
5,433
Q3 2025 Reduced 63.71%
$16.9B
$237 Million 0.24% of portfolio
460
Q3 2025 New
$0
$240 Million 0.24% of portfolio
500
Q2 2025 New
$0
$242 Million 0.24% of portfolio
1,716
Q4 2024 New
$0
$245 Million 0.24% of portfolio
1,014
Q1 2025 Reduced 1.36%
$0
$229 Million 0.23% of portfolio
13,570
Q3 2025 Added 14.03%
Everus Constr Group
-
$233 Million 0.23% of portfolio
-
Q3 2025 New
$0
$233 Million 0.23% of portfolio
1,665
Q4 2024 New
$0
$231 Million 0.23% of portfolio
1,627
Q1 2025 Reduced 6.22%
$1.38B
$221 Million 0.22% of portfolio
6,050
Q2 2025 New
$205B
$220 Million 0.22% of portfolio
1,923
Q2 2025 New
$239B
$225 Million 0.22% of portfolio
1,346
Q3 2025 New
$1.43T
$220 Million 0.22% of portfolio
495
Q3 2025 New
$2.14B
$211 Million 0.21% of portfolio
9,801
Q3 2025 Reduced 64.1%
$0
$212 Million 0.21% of portfolio
2,227
Q3 2025 New
$0
$212 Million 0.21% of portfolio
1,565
Q2 2025 New
$0
$201 Million 0.2% of portfolio
8,763
Q1 2025 New
$0
$205 Million 0.2% of portfolio
4,364
Q3 2025 Reduced 6.77%
$271M
$183 Million 0.18% of portfolio
31,874
Q3 2025 Reduced 5.35%
$753M
$92.9 Million 0.09% of portfolio
10,980
Q1 2025 New
$284M
$59.5 Million 0.06% of portfolio
19,020
Q4 2024 New
$570M
$49.1 Million 0.05% of portfolio
18,000
Q3 2025 New
$960M
$26 Million 0.03% of portfolio
15,000
Q3 2025 New
$0
$30.3 Million 0.03% of portfolio
10,345
Q2 2025 New

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
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