Unified Investment Management Top Holdings and 13F Report (2025) About Unified Investment ManagementInvestment ActivityUnified Investment Management has $84.61 million in total holdings as of March 31, 2025.Unified Investment Management owns shares of 117 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 7.35% of the portfolio was purchased this quarter.About 9.15% of the portfolio was sold this quarter.This quarter, Unified Investment Management has purchased 112 new stocks and bought additional shares in 28 stocks.Unified Investment Management sold shares of 59 stocks and completely divested from 6 stocks this quarter.Largest Holdings Genuine Parts $6,686,984Janus Henderson Short Duration Income ETF $2,230,322iShares 1-5 Year Investment Grade Corporate Bond ETF $2,180,195iShares Short Duration Bond Active ETF $2,130,313PIMCO Enhanced Short Maturity Exchange-Traded Fund $2,017,834 Largest New Holdings this Quarter 58933Y105 - Merck & Co., Inc. $851,912 HoldingG3265R107 - APTIV PLC $690,795 Holding65290E101 - Nextracker $582,712 Holding90353T100 - Uber Technologies $516,213 Holding879369106 - Teleflex $477,032 Holding Largest Purchases this Quarter Merck & Co., Inc. 9,491 shares (about $851.91K)APTIV PLC 11,610 shares (about $690.80K)Nextracker 13,828 shares (about $582.71K)Uber Technologies 7,085 shares (about $516.21K)Teleflex 3,452 shares (about $477.03K) Largest Sales this Quarter Bristol-Myers Squibb 16,274 shares (about $992.60K)NVIDIA 3,283 shares (about $355.81K)JPMorgan Chase & Co. 1,187 shares (about $291.20K)Sprouts Farmers Market 1,874 shares (about $286.03K)Microsoft 754 shares (about $283.07K) Sector Allocation Over TimeMap of 500 Largest Holdings ofUnified Investment Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGPCGenuine Parts$6,686,984$150,593 ▲2.3%56,1277.9%Retail/WholesaleVNLAJanus Henderson Short Duration Income ETF$2,230,322$53,819 ▼-2.4%45,3782.6%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,180,195$116,836 ▼-5.1%41,6312.6%ManufacturingNEARiShares Short Duration Bond Active ETF$2,130,313$110,387 ▼-4.9%41,8782.5%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,017,834$108,871 ▼-5.1%20,0542.4%ETFGVIiShares Intermediate Government/Credit Bond ETF$1,847,689$114,394 ▼-5.8%17,4282.2%ETFMSFTMicrosoft$1,701,424$283,070 ▼-14.3%4,5322.0%Computer and TechnologyAAPLApple$1,545,191$269,009 ▼-14.8%6,9561.8%Computer and TechnologyAMZNAmazon.com$1,494,492$130,899 ▼-8.1%7,8551.8%Retail/WholesaleCOWZPacer US Cash Cows 100 ETF$1,486,916$58,703 ▼-3.8%27,1531.8%ETFQCOMQUALCOMM$1,475,702$123,654 ▲9.1%9,6071.7%Computer and TechnologyPYPLPayPal$1,474,454$19,771 ▲1.4%22,5971.7%Computer and TechnologyURIUnited Rentals$1,434,224$83,334 ▼-5.5%2,2891.7%ConstructionSHELShell$1,372,340$20,226 ▲1.5%18,7271.6%EnergyHALOHalozyme Therapeutics$1,362,152$167,310 ▲14.0%21,3471.6%MedicalJPMJPMorgan Chase & Co.$1,360,311$291,197 ▼-17.6%5,5451.6%FinanceNVDANVIDIA$1,261,762$355,812 ▼-22.0%11,6421.5%Computer and TechnologyQGROAmerican Century STOXX U.S. Quality Growth ETF$1,128,289$55,361 ▼-4.7%12,0451.3%ETFSFMSprouts Farmers Market$1,108,243$286,028 ▼-20.5%7,2611.3%Retail/WholesaleBSCTInvesco BulletShares 2029 Corporate Bond ETF$1,101,979$18,530 ▲1.7%59,4701.3%ETFCNXCConcentrix$1,065,295$308,026 ▲40.7%19,1461.3%Business ServicesCRMSalesforce$1,024,900$61,725 ▼-5.7%3,8191.2%Computer and TechnologyPANWPalo Alto Networks$1,016,332$87,026 ▼-7.9%5,9561.2%Computer and TechnologyZGZillow Group$929,956$163,005 ▼-14.9%13,9091.1%FinanceGNRCGenerac$896,809$68,898 ▲8.3%7,0811.1%IndustrialsTAPMolson Coors Beverage$894,877$30,436 ▼-3.3%14,7011.1%Consumer StaplesMTCHMatch Group$868,701$37,284 ▲4.5%27,8431.0%Retail/WholesaleJNJJohnson & Johnson$864,876$80,932 ▼-8.6%5,2151.0%MedicalVVisa$857,798$44,852 ▼-5.0%2,4481.0%Business ServicesCSCOCisco Systems$852,067$7,035 ▲0.8%13,8081.0%Computer and TechnologyMRKMerck & Co., Inc.$851,912$851,912 ▲New Holding9,4911.0%MedicalIYWiShares U.S. Technology ETF$848,960$66,147 ▼-7.2%6,0451.0%ManufacturingGOOGLAlphabet$847,632$34,332 ▲4.2%5,4811.0%Computer and TechnologyCVXChevron$842,3050.0%5,0351.0%EnergyTAT&T$839,392$233,399 ▼-21.8%29,6811.0%Computer and TechnologyHDHome Depot$802,694$88,333 ▼-9.9%2,1900.9%Retail/WholesaleDARDarling Ingredients$793,059$95,813 ▲13.7%25,3860.9%Consumer StaplesCOFCapital One Financial$752,028$148,828 ▼-16.5%4,1940.9%FinanceTDCTeradata$733,028$60,201 ▲8.9%32,6080.9%Computer and TechnologyCOPConocoPhillips$727,189$78,558 ▲12.1%6,9240.9%EnergyAXPAmerican Express$699,577$103,860 ▼-12.9%2,6000.8%FinanceAPTIV PLC$690,795$690,795 ▲New Holding11,6100.8%COM SHSSIRIUSXM HOLDINGS INC$675,947$212,871 ▲46.0%29,9820.8%COMMON STOCKICOWPacer Developed Markets International Cash Cows 100 ETF$651,323$13,852 ▼-2.1%20,7360.8%ETFFDXFedEx$648,153$39,489 ▼-5.7%2,6590.8%TransportationEQNREquinor ASA$629,663$26,344 ▲4.4%23,8060.7%EnergyXOMExxon Mobil$602,7280.0%5,0680.7%EnergyCOSTCostco Wholesale$601,542$70,937 ▼-10.5%6360.7%Retail/WholesaleADBEAdobe$599,074$72,487 ▲13.8%1,5620.7%Computer and TechnologySCHWCharles Schwab$595,141$55,029 ▼-8.5%7,6030.7%FinanceNXTNextracker$582,712$582,712 ▲New Holding13,8280.7%EnergySPYSPDR S&P 500 ETF Trust$572,646$6,151 ▼-1.1%1,0240.7%FinancePTCPTC$570,216$13,946 ▼-2.4%3,6800.7%Computer and TechnologyPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$568,105$21,529 ▼-3.7%11,8480.7%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$546,5610.0%27,9000.6%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$541,3100.0%26,6000.6%ETFCMECME Group$540,567$33,686 ▼-5.9%2,0380.6%FinanceABNBAirbnb$539,4810.0%4,5160.6%Consumer DiscretionaryVOVanguard Mid-Cap ETF$538,1880.0%2,0810.6%ETFDGXQuest Diagnostics$526,650$94,232 ▼-15.2%3,1130.6%MedicalIEMGiShares Core MSCI Emerging Markets ETF$526,394$5,829 ▼-1.1%9,7530.6%ETFKNFKnife River$524,571$47,992 ▼-8.4%5,8150.6%ConstructionVMCVulcan Materials$518,193$3,033 ▼-0.6%2,2210.6%ConstructionUBERUber Technologies$516,213$516,213 ▲New Holding7,0850.6%Computer and TechnologyPWRQuanta Services$501,916$20,077 ▼-3.8%1,9750.6%ConstructionIYFiShares U.S. Financials ETF$500,3770.0%4,4340.6%ETFBMYBristol-Myers Squibb$494,715$992,602 ▼-66.7%8,1110.6%MedicalCCitigroup$477,224$185,934 ▼-28.0%6,7220.6%FinanceTFXTeleflex$477,032$477,032 ▲New Holding3,4520.6%MedicalWYWeyerhaeuser$448,408$43,951 ▲10.9%15,3140.5%ConstructionCEFSSaba Closed-End Funds ETF$438,801$6,399 ▼-1.4%20,5720.5%ETFNFLXNetflix$434,559$115,634 ▼-21.0%4660.5%Consumer DiscretionaryCALFPacer US Small Cap Cash Cows ETF$434,485$39,488 ▲10.0%11,5860.5%ETFVBVanguard Small-Cap ETF$423,160$26,614 ▲6.7%1,9080.5%ETFABTAbbott Laboratories$417,848$13,265 ▼-3.1%3,1500.5%MedicalEFGiShares MSCI EAFE Growth ETF$412,046$15,802 ▼-3.7%4,1200.5%ETFTMOThermo Fisher Scientific$412,020$29,857 ▲7.8%8280.5%MedicalALBAlbemarle$411,511$15,988 ▼-3.7%5,7140.5%Basic MaterialsBRK.BBerkshire Hathaway$403,696$126,222 ▼-23.8%7580.5%FinanceVPUVanguard Utilities ETF$399,354$57,563 ▼-12.6%2,3380.5%ETFKOCoca-Cola$395,3070.0%5,5200.5%Consumer StaplesABBVAbbVie$384,260$157,140 ▼-29.0%1,8340.5%MedicalJSMLJanus Henderson Small Cap Growth Alpha ETF$377,485$11,806 ▼-3.0%6,2030.4%ETFVRPInvesco Variable Rate Preferred ETF$374,700$1,115 ▲0.3%15,4580.4%ETFAMATApplied Materials$374,288$12,626 ▼-3.3%2,5790.4%Computer and TechnologyFDLOFidelity Low Volatility Factor ETF$372,8130.0%6,1500.4%ETFARISTA NETWORKS INC$362,761$79,184 ▼-17.9%4,6820.4%COM SHSASURAsure Software$356,645$8,309 ▲2.4%37,3450.4%Computer and TechnologyECOWPacer Emerging Markets Cash Cows 100 ETF$339,244$2,369 ▲0.7%16,6130.4%ETFRTXRTX$337,641$33,115 ▼-8.9%2,5490.4%AerospaceIMCGiShares Morningstar Mid-Cap Growth ETF$336,628$643 ▼-0.2%4,7130.4%ETFMDUMDU Resources Group$320,286$27,664 ▼-8.0%18,9410.4%UtilitiesIWBiShares Russell 1000 ETF$316,862$316,862 ▲New Holding1,0330.4%ETFTOTLSPDR Doubleline Total Return Tactical ETF$306,728$80,580 ▲35.6%7,6130.4%ETFAVGOBroadcom$305,057$234,067 ▼-43.4%1,8220.4%Computer and TechnologyMUBiShares National Muni Bond ETF$300,5040.0%2,8500.4%ETFVTIVanguard Total Stock Market ETF$299,301$4,947 ▲1.7%1,0890.4%ETFVTVVanguard Value ETF$267,0560.0%1,5460.3%ETFGLDSPDR Gold Shares$265,953$64,831 ▼-19.6%9230.3%FinanceRSPInvesco S&P 500 Equal Weight ETF$250,909$250,909 ▲New Holding1,4480.3%ETFShowing 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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