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Unified Investment Management - Q1 2026 13F Filings

UN

Unified Investment Management

CIK: 0002054855
Address: Georgia Atlanta 1 Glenlake Pkwy
$97.91 M
Portfolio Value
134
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/14/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. Aptiv PLC
+$859,112
+$477,292
+$229,123.8
+$222,639

Top Sells

Q1 2026

Asset Allocation

Stocks/ETFs
-1.84%
$97.13 M 99.20%
Options
-12.89%
$782,319 0.80%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Unified Investment Management Q1 2026 Filing Summary

Unified Investment Management filed its 13F report for Q1 2026 on April 29, 2026. The portfolio totaled 97.91 M reflecting a -1.94% change from the prior quarter, spanning 134 assets. The top 10 holdings comprised 25.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 7 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Unified Investment Management’s Q1 2026 Filing

Unified Investment Management submitted their Form 13F-HR for the Q1 2026 period on 04/29/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Unified Investment Management reported a managed portfolio value of 97.91 M, consisting of 134 individual positions.

This page displays the raw filing documents. To see which stocks Unified Investment Management bought or sold during Q1 2026, please visit Unified Investment Management's Portfolio Analysis page.