Unified Investment Management Top Holdings and 13F Report (2025) About Unified Investment ManagementInvestment ActivityUnified Investment Management has $88.01 million in total holdings as of December 31, 2024.Unified Investment Management owns shares of 112 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Largest Holdings Genuine Parts $6,405,808Janus Henderson Short Duration Income ETF $2,272,983iShares 1-5 Year Investment Grade Corporate Bond ETF $2,267,684Microsoft $2,228,105iShares Short Duration Bond Active ETF $2,224,445 Sector AllocationMap of 500 Largest Holdings ofUnified Investment Management Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorGPCGenuine Parts$6,405,80854,8637.3%Retail/WholesaleVNLAJanus Henderson Short Duration Income ETF$2,272,98346,4732.6%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,267,68443,8622.6%ManufacturingMSFTMicrosoft$2,228,1055,2862.5%Computer and TechnologyNEARiShares Short Duration Bond Active ETF$2,224,44544,0482.5%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,120,74521,1362.4%ETFAAPLApple$2,045,2368,1672.3%Computer and TechnologyNVDANVIDIA$2,004,28114,9252.3%Computer and TechnologyGVIiShares Intermediate Government/Credit Bond ETF$1,928,96118,5072.2%ETFPYPLPayPal$1,902,79322,2942.2%Computer and TechnologyAMZNAmazon.com$1,874,2498,5432.1%Retail/WholesaleURIUnited Rentals$1,706,4522,4221.9%ConstructionJPMJPMorgan Chase & Co.$1,613,8216,7321.8%FinanceCOWZPacer US Cash Cows 100 ETF$1,594,15628,2251.8%ETFBMYBristol-Myers Squibb$1,379,22524,3851.6%MedicalCRMSalesforce$1,353,7344,0491.5%Computer and TechnologyQCOMQUALCOMM$1,352,0878,8021.5%Computer and TechnologyQGROAmerican Century STOXX U.S. Quality Growth ETF$1,259,81412,6361.4%ETFPANWPalo Alto Networks$1,176,5536,4661.3%Computer and TechnologySFMSprouts Farmers Market$1,160,7219,1351.3%Retail/WholesaleZGZillow Group$1,158,18516,3471.3%FinanceSHELShell$1,155,97818,4511.3%EnergyBSCTInvesco BulletShares 2029 Corporate Bond ETF$1,072,34058,4701.2%ETFIYWiShares U.S. Technology ETF$1,039,4326,5161.2%ManufacturingGNRCGenerac$1,013,5626,5371.2%IndustrialsGOOGLAlphabet$995,5725,2591.1%Computer and TechnologyHDHome Depot$945,6982,4311.1%Retail/WholesaleTDCTeradata$932,32029,9301.1%Computer and TechnologyCOFCapital One Financial$895,8815,0241.0%FinanceHALOHalozyme Therapeutics$895,24218,7251.0%MedicalAXPAmerican Express$886,2142,9861.0%FinanceMTCHMatch Group$871,65626,6481.0%Retail/WholesaleTAPMolson Coors Beverage$871,31215,2011.0%Consumer StaplesTAT&T$863,76037,9341.0%Computer and TechnologyJNJJohnson & Johnson$824,8125,7030.9%MedicalVVisa$813,9942,5760.9%Business ServicesCSCOCisco Systems$810,68913,6940.9%Computer and TechnologyFDXFedEx$793,7462,8210.9%TransportationDARDarling Ingredients$751,92722,3190.9%Consumer StaplesAVGOBroadcom$746,5253,2200.8%Computer and TechnologyCVXChevron$729,2695,0350.8%EnergyPTCPTC$693,1903,7700.8%Computer and TechnologyCCitigroup$657,5109,3410.7%FinanceCOSTCostco Wholesale$651,4877110.7%Retail/WholesalePWRQuanta Services$649,0482,0540.7%ConstructionKNFKnife River$645,1096,3470.7%ConstructionARISTA NETWORKS INC$630,4635,7040.7%COM SHSICOWPacer Developed Markets International Cash Cows 100 ETF$618,16821,1770.7%ETFSCHWCharles Schwab$614,7288,3060.7%FinanceCOPConocoPhillips$612,5086,1760.7%EnergyADBEAdobe$610,5461,3730.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$606,3821,0350.7%FinancePALCPacer Lunt Large Cap Multi-Factor Alternator ETF$605,45312,2970.7%ETFABNBAirbnb$593,4484,5160.7%Consumer DiscretionaryCNXCConcentrix$588,92313,6100.7%Business ServicesVMCVulcan Materials$574,6822,2340.7%ConstructionDGXQuest Diagnostics$553,6603,6700.6%MedicalVOVanguard Mid-Cap ETF$549,6552,0810.6%ETFXOMExxon Mobil$545,1575,0680.6%EnergyBSCRInvesco BulletShares 2027 Corporate Bond ETF$543,49227,9000.6%ETFEQNREquinor ASA$540,36522,8100.6%EnergyBSCSInvesco BulletShares 2028 Corporate Bond ETF$535,45826,6000.6%ETFNFLXNetflix$525,8795900.6%Consumer DiscretionaryIEMGiShares Core MSCI Emerging Markets ETF$514,9659,8610.6%ETFALBAlbemarle$510,9875,9360.6%Basic MaterialsCMECME Group$502,8622,1650.6%FinanceIYFiShares U.S. Financials ETF$490,3124,4340.6%ETFSIRIUSXM HOLDINGS INC$468,32320,5400.5%COMMON STOCKCALFPacer US Small Cap Cash Cows ETF$463,57610,5330.5%ETFABBVAbbVie$459,1772,5840.5%MedicalBRK.BBerkshire Hathaway$451,0149950.5%FinanceCEFSSaba Closed-End Funds ETF$447,07820,8720.5%ETFVPUVanguard Utilities ETF$437,1492,6750.5%ETFAMATApplied Materials$433,5902,6660.5%Computer and TechnologyCVSCVS Health$432,4669,6340.5%MedicalVBVanguard Small-Cap ETF$429,6521,7880.5%ETFJSMLJanus Henderson Small Cap Growth Alpha ETF$419,2926,3970.5%ETFEFGiShares MSCI EAFE Growth ETF$414,2834,2780.5%ETFTMOThermo Fisher Scientific$399,5427680.5%MedicalEZMWisdomTree U.S. MidCap Fund$394,9416,3180.4%FinanceWYWeyerhaeuser$388,82513,8130.4%ConstructionVRPInvesco Variable Rate Preferred ETF$372,82315,4120.4%ETFFDLOFidelity Low Volatility Factor ETF$372,6296,1500.4%ETFMDUMDU Resources Group$370,80320,5770.4%UtilitiesABTAbbott Laboratories$367,6083,2500.4%MedicalIMCGiShares Morningstar Mid-Cap Growth ETF$356,6854,7220.4%ETFKOCoca-Cola$343,6445,5200.4%Consumer StaplesASURAsure Software$343,23036,4750.4%Computer and TechnologyRTXRTX$323,9002,7990.4%AerospaceECOWPacer Emerging Markets Cash Cows 100 ETF$320,20316,4970.4%ETFVTIVanguard Total Stock Market ETF$310,3871,0710.4%ETFMUBiShares National Muni Bond ETF$303,6682,8500.3%ETFTHOTHOR Industries$290,8493,0390.3%ConstructionGLDSPDR Gold Shares$277,9651,1480.3%FinanceVTVVanguard Value ETF$261,7381,5460.3%ETFISCViShares Morningstar Small-Cap Value ETF$256,6204,0470.3%ETFMETAMeta Platforms$233,0333980.3%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$228,5341,6400.3%ManufacturingDVYiShares Select Dividend ETF$227,7881,7350.3%ETFIWMiShares Russell 2000 ETF$227,1471,0280.3%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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