Unified Investment Management
142 holdingsFiling period: 2026-06-30Current AUM: $110.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GPC | Genuine Parts Co | 56.5K | $6.7M | $6.9M | 6.29% | +16 | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 14.6K | $2.9M | $2.7M | 2.47% | +79 | 2026-06-30 |
| 3 | IGSB | iShares TR | 46.0K | $2.4M | $2.4M | 2.15% | +128 | 2026-06-30 |
| 4 | VNLA | Janus Detroit Str TR | 49.0K | $2.4M | $2.4M | 2.16% | +37 | 2026-06-30 |
| 5 | URI | United Rentals Inc | 2.0K | $2.3M | $2.1M | 1.94% | -136 | 2026-06-30 |
| 6 | GOOGL | Alphabet Inc | 6.0K | $2.1M | $1.7M | 1.55% | +389 | 2026-06-30 |
| 7 | NEAR | iShares U S ETF TR | 41.4K | $2.1M | $2.1M | 1.88% | +23 | 2026-06-30 |
| 8 | GVI | iShares TR | 19.3K | $2.0M | $2.0M | 1.83% | +80 | 2026-06-30 |
| 9 | MINT | PIMCO ETF TR | 20.1K | $2.0M | $2.0M | 1.83% | +16 | 2026-06-30 |
| 10 | GNRC | Generac Hldgs Inc | 6.8K | $2.0M | $1.2M | 1.10% | -317 | 2026-06-30 |
| 11 | AMZN | Amazon.com Inc | 8.3K | $2.0M | $2.1M | 1.95% | -108 | 2026-06-30 |
| 12 | AAPL | Apple Inc | 6.8K | $2.0M | $2.3M | 2.10% | -324 | 2026-06-30 |
| 13 | PANW | Palo Alto Networks Inc | 5.7K | $1.9M | $1.8M | 1.61% | -371 | 2026-06-30 |
| 14 | MSFT | Microsoft Corp | 4.8K | $1.8M | $2.6M | 2.33% | -505 | 2026-06-30 |
| 15 | JPM | JPMorgan Chase & Co | 5.4K | $1.8M | $1.8M | 1.63% | +66 | 2026-06-30 |
| 16 | AMAT | Applied Matls Inc | 2.4K | $1.7M | $799K | 0.72% | -85 | 2026-06-30 |
| 17 | HALO | Halozyme Therapeutics Inc | 21.7K | $1.7M | $2.2M | 2.04% | +400 | 2026-06-30 |
| 18 | QCOM | Qualcomm Inc | 9.2K | $1.7M | $1.5M | 1.38% | -558 | 2026-06-30 |
| 19 | COWZ | Pacer Fds TR | 27.3K | $1.7M | $1.9M | 1.72% | +5 | 2026-06-30 |
| 20 | SHEL | Shell PLC | 18.2K | $1.4M | $1.8M | 1.63% | -381 | 2026-06-30 |
| 21 | CSCO | Cisco Sys Inc | 11.9K | $1.4M | $1.1M | 1.01% | -1,094 | 2026-06-30 |
| 22 | MRK | Merck & Co Inc | 10.4K | $1.3M | $1.5M | 1.39% | +306 | 2026-06-30 |
| 23 | JNJ | Johnson & Johnson | 5.2K | $1.3M | $1.4M | 1.30% | +3 | 2026-06-30 |
| 24 | PWR | Quanta Svcs Inc | 1.7K | $1.3M | $939K | 0.85% | -44 | 2026-06-30 |
| 25 | IYW | iShares TR | 4.9K | $1.2M | $1.1M | 1.00% | -490 | 2026-06-30 |
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