Unified Investment Management - Portfolio overview

Unified Investment Management has 140 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. GPC - GENUINE PARTS CO, 6.02%
2. IGSB - ISHARES TR, 2.43%
3. VNLA - JANUS DETROIT STR TR, 2.41%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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