The Analysis of Unified Investment Management's Holdings
Currently, Unified Investment Management holds 136 types of securities in its portfolio with a total value $100.2M. In the most recent quarter, they have increased their positions in MSCI (+1.1K shares, valued at $635.0K), KNSL (+1.0K shares, valued at $441.8K), FLOT (+8.4K shares, valued at $427.8K); decreased their positions in DAR (-16.5K shares, valued at $509.4K), TAP (-9.5K shares, valued at $431.6K), TDC (-17.5K shares, valued at $376.5K); initiated new positions in MSCI (+1.1K shares, valued at $635.0K), KNSL (+1.0K shares, valued at $441.8K), FLOT (+8.4K shares, valued at $427.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GPC GENUINE PARTS CO56.0K shares-0.45%2025-09-302025-10-27
IGSB ISHARES TR45.7K shares9.65%2025-09-302025-10-27 VNLA JANUS DETROIT STR TR48.7K shares7.20%2025-09-302025-10-27 MSFT MICROSOFT CORP4.5K shares-0.66%2025-09-302025-10-27 NVDA NVIDIA CORPORATION11.6K shares-0.84%2025-09-302025-10-27 NEAR ISHARES U S ETF TR41.4K shares-1.11%2025-09-302025-10-27 GVI ISHARES TR19.1K shares9.59%2025-09-302025-10-27 URI UNITED RENTALS INC2.1K shares-7.19%2025-09-302025-10-27 MINT PIMCO ETF TR20.0K shares-0.24%2025-09-302025-10-27 AAPL APPLE INC7.2K shares-0.35%2025-09-302025-10-27 JPM JPMORGAN CHASE & CO.5.6K shares-1.97%2025-09-302025-10-27 AMZN AMAZON COM INC8.0K shares-0.47%2025-09-302025-10-27 PYPL PAYPAL HLDGS INC24.7K shares7.13%2025-09-302025-10-27 HALO HALOZYME THERAPEUTICS INC21.9K shares-1.40%2025-09-302025-10-27 QCOM QUALCOMM INC9.6K shares-3.17%2025-09-302025-10-27 COWZ PACER FDS TR27.3K shares0.43%2025-09-302025-10-27 GOOGL ALPHABET INC5.8K shares-0.70%2025-09-302025-10-27 SHEL SHELL PLC18.8K shares-1.23%2025-09-302025-10-27 GNRC GENERAC HLDGS INC7.7K shares0.35%2025-09-302025-10-27 PANW PALO ALTO NETWORKS INC5.9K shares-1.09%2025-09-302025-10-27 BSCT INVESCO EXCH TRD SLF IDX FD61.1K shares2.53%2025-09-302025-10-27 IYW ISHARES TR5.8K shares-4.14%2025-09-302025-10-27 APTV APTIV PLC12.2K shares1.48%2025-09-302025-10-27 V VISA INC3.1K shares23.68%2025-09-302025-10-27 ZG ZILLOW GROUP INC13.9K shares-1.66%2025-09-302025-10-27 QGRO AMERICAN CENTY ETF TR8.8K shares-26.96%2025-09-302025-10-27 JNJ JOHNSON & JOHNSON5.4K shares-2.58%2025-09-302025-10-27 NXT NEXTRACKER INC13.3K shares-6.99%2025-09-302025-10-27 CSCO CISCO SYS INC13.5K shares-3.54%2025-09-302025-10-27 CRM SALESFORCE INC3.8K shares-1.14%2025-09-302025-10-27 MTCH MATCH GROUP INC NEW25.4K shares-10.47%2025-09-302025-10-27 ANET ARISTA NETWORKS INC6.1K shares19.33%2025-09-302025-10-27 HD HOME DEPOT INC2.2K shares0.05%2025-09-302025-10-27 COF CAPITAL ONE FINL CORP4.1K shares-2.98%2025-09-302025-10-27 MRK MERCK & CO INC10.3K shares1.37%2025-09-302025-10-27 NVO NOVO-NORDISK A S15.4K shares53.63%2025-09-302025-10-27 AXP AMERICAN EXPRESS CO2.6K shares-2.59%2025-09-302025-10-27 PTC PTC INC4.2K shares-5.70%2025-09-302025-10-27 T AT&T INC29.7K shares-0.98%2025-09-302025-10-27 CVX CHEVRON CORP NEW5.3K shares1.33%2025-09-302025-10-27 SFM SPROUTS FMRS MKT INC7.3K shares-0.82%2025-09-302025-10-27 ICOW PACER FDS TR21.3K shares2.57%2025-09-302025-10-27 ABNB AIRBNB INC6.3K shares0.73%2025-09-302025-10-27 PWR QUANTA SVCS INC1.8K shares-8.40%2025-09-302025-10-27 ADBE ADOBE INC2.1K shares20.45%2025-09-302025-10-27 UBER UBER TECHNOLOGIES INC7.1K shares-1.63%2025-09-302025-10-27 VMC VULCAN MATLS CO2.3K shares-0.22%2025-09-302025-10-27 SCHW SCHWAB CHARLES CORP7.2K shares-7.71%2025-09-302025-10-27 C CITIGROUP INC6.4K shares-6.96%2025-09-302025-10-27 COP CONOCOPHILLIPS6.9K shares-8.49%2025-09-302025-10-27 MSCI MSCI INC1.1K sharesnew addition2025-09-302025-10-27 IEMG ISHARES INC9.5K shares-2.58%2025-09-302025-10-27 SPY SPDR S&P 500 ETF TR939 shares-8.30%2025-09-302025-10-27 FDX FEDEX CORP2.6K shares-0.38%2025-09-302025-10-27 VO VANGUARD INDEX FDS2.1K shares0.00%2025-09-302025-10-27 TOTL SSGA ACTIVE ETF TR14.9K shares98.92%2025-09-302025-10-27 COST COSTCO WHSL CORP NEW642 shares-0.62%2025-09-302025-10-27 CNXC CONCENTRIX CORP12.8K shares-35.04%2025-09-302025-10-27 XOM EXXON MOBIL CORP5.2K shares0.00%2025-09-302025-10-27 AMAT APPLIED MATLS INC2.9K shares0.00%2025-09-302025-10-27 DGX QUEST DIAGNOSTICS INC3.1K shares-3.19%2025-09-302025-10-27 BSCS INVESCO EXCH TRD SLF IDX FD28.1K shares5.12%2025-09-302025-10-27 CME CME GROUP INC2.1K shares4.91%2025-09-302025-10-27 IYF ISHARES TR4.4K shares0.00%2025-09-302025-10-27 NFLX NETFLIX INC462 shares-2.53%2025-09-302025-10-27 BSCR INVESCO EXCH TRD SLF IDX FD28.0K shares0.00%2025-09-302025-10-27 CALF PACER FDS TR12.6K shares5.91%2025-09-302025-10-27 EQNR EQUINOR ASA22.0K shares-10.36%2025-09-302025-10-27 PALC PACER FDS TR10.3K shares-12.97%2025-09-302025-10-27 ZTS ZOETIS INC3.6K shares89.58%2025-09-302025-10-27 TFX TELEFLEX INCORPORATED4.2K shares15.47%2025-09-302025-10-27 AVGO BROADCOM INC1.6K shares-14.00%2025-09-302025-10-27 TMO THERMO FISHER SCIENTIFIC INC1.0K shares8.06%2025-09-302025-10-27 VB VANGUARD INDEX FDS2.0K shares3.41%2025-09-302025-10-27 CEFS EXCHANGE LISTED FDS TR20.6K shares0.00%2025-09-302025-10-27 RFV INVESCO EXCHANGE TRADED FD T3.6K shares61.10%2025-09-302025-10-27 EMR EMERSON ELEC CO3.4K shares102.36%2025-09-302025-10-27 VTI VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-10-27 ALB ALBEMARLE CORP5.5K shares-9.75%2025-09-302025-10-27 VPU VANGUARD WORLD FD2.3K shares0.00%2025-09-302025-10-27 KNSL KINSALE CAP GROUP INC1.0K sharesnew addition2025-09-302025-10-27 EFG ISHARES TR3.9K shares-6.14%2025-09-302025-10-27 JSML JANUS DETROIT STR TR5.8K shares-7.62%2025-09-302025-10-27 FLOT ISHARES TR8.4K sharesnew addition2025-09-302025-10-27 RTX RTX CORPORATION2.5K shares0.00%2025-09-302025-10-27 FDLO FIDELITY COVINGTON TRUST6.2K shares0.00%2025-09-302025-10-27 GLD SPDR GOLD TR1.1K shares18.96%2025-09-302025-10-27 KO COCA COLA CO5.8K shares0.00%2025-09-302025-10-27 VRP INVESCO EXCH TRADED FD TR II15.6K shares0.30%2025-09-302025-10-27 BRK.B BERKSHIRE HATHAWAY INC DEL758 shares0.00%2025-09-302025-10-27 ECOW PACER FDS TR15.6K shares-6.32%2025-09-302025-10-27 ABBV ABBVIE INC1.6K shares0.00%2025-09-302025-10-27 IWB ISHARES TR1.0K shares0.00%2025-09-302025-10-27 ABT ABBOTT LABS2.7K shares-9.83%2025-09-302025-10-27 DLTR DOLLAR TREE INC3.6K sharesnew addition2025-09-302025-10-27 IMCG ISHARES TR4.0K shares-14.74%2025-09-302025-10-27 SIRI SIRIUSXM HOLDINGS INC14.4K shares-52.69%2025-09-302025-10-27 META META PLATFORMS INC428 shares0.00%2025-09-302025-10-27 CNQ CANADIAN NAT RES LTD9.7K sharesnew addition2025-09-302025-10-27 ASUR ASURE SOFTWARE INC37.5K shares0.00%2025-09-302025-10-27 DPZ DOMINOS PIZZA INC706 sharesnew addition2025-09-302025-10-27 MUB ISHARES TR2.9K shares0.00%2025-09-302025-10-27 BABA ALIBABA GROUP HLDG LTD1.7K sharesnew addition2025-09-302025-10-27 RSP INVESCO EXCHANGE TRADED FD T1.5K shares6.69%2025-09-302025-10-27 BMY BRISTOL-MYERS SQUIBB CO6.4K shares-14.99%2025-09-302025-10-27 VTV VANGUARD INDEX FDS1.5K shares0.00%2025-09-302025-10-27 IUSG ISHARES TR1.6K shares0.00%2025-09-302025-10-27 ISCV ISHARES TR4.0K shares0.00%2025-09-302025-10-27 DAR DARLING INGREDIENTS INC8.5K shares-65.99%2025-09-302025-10-27 MDY SPDR S&P MIDCAP 400 ETF TR425 shares0.00%2025-09-302025-10-27 SO SOUTHERN CO2.7K shares0.04%2025-09-302025-10-27 TAP MOLSON COORS BEVERAGE CO5.4K shares-63.71%2025-09-302025-10-27 IWM ISHARES TR1.0K shares0.00%2025-09-302025-10-27 VYM VANGUARD WHITEHALL FDS1.7K shares0.00%2025-09-302025-10-27 VUG VANGUARD INDEX FDS500 shares0.00%2025-09-302025-10-27 MEDP MEDPACE HLDGS INC460 sharesnew addition2025-09-302025-10-27 KNF KNIFE RIVER CORP3.1K shares-48.81%2025-09-302025-10-27 ECG EVERUS CONSTR GROUP2.7K sharesnew addition2025-09-302025-10-27 IWS ISHARES TR1.7K shares0.00%2025-09-302025-10-27 DVY ISHARES TR1.6K shares0.00%2025-09-302025-10-27 BSCU INVESCO EXCH TRD SLF IDX FD13.6K shares14.03%2025-09-302025-10-27 MU MICRON TECHNOLOGY INC1.3K sharesnew addition2025-09-302025-10-27 DGII DIGI INTL INC6.0K shares0.00%2025-09-302025-10-27 DIS DISNEY WALT CO1.9K shares0.00%2025-09-302025-10-27 TSLA TESLA INC495 sharesnew addition2025-09-302025-10-27 USMV ISHARES TR2.2K sharesnew addition2025-09-302025-10-27 XMMO INVESCO EXCHANGE TRADED FD T1.6K shares0.00%2025-09-302025-10-27 TDC TERADATA CORP DEL9.8K shares-64.10%2025-09-302025-10-27 PAMC PACER FDS TR4.4K shares-6.77%2025-09-302025-10-27 IBTG ISHARES TR8.8K shares0.00%2025-09-302025-10-27 III INFORMATION SVCS GROUP INC31.9K shares-5.35%2025-09-302025-10-27 EVH EVOLENT HEALTH INC11.0K shares0.00%2025-09-302025-10-27 VFF VILLAGE FARMS INTL INC19.0K shares0.00%2025-09-302025-10-27 AKBA AKEBIA THERAPEUTICS INC18.0K sharesnew addition2025-09-302025-10-27 CIK CREDIT SUISSE ASSET MGMT INC10.3K shares0.00%2025-09-302025-10-27 TLRY TILRAY BRANDS INC15.0K sharesnew addition2025-09-302025-10-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available