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Unified Investment Management - Q4 2025 13F Filings

UN

Unified Investment Management

CIK: 0002054855
Address: Georgia Atlanta 1 Glenlake Pkwy
$99.85 M
Portfolio Value
137
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/27/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. IGSB Ishares 1-5 Year Investment Grade Corporate Bond Etf
+$2.42 M
2. MINT Pimco Enhanced Short Maturity Active Exchange-Traded Fund
+$2.01 M
3. ICOW Pacer Developed Markets Inte
+$822,903
4. ACN Accenture PLC
+$425,256
5. SPSC Sps Commerce
+$235,303
6. IDXX Idexx Laboratories
+$202,959
7. MS Morgan Stanley
+$201,610

Top Sells

Q4 2025
1. NVO Novo Nordisk A/S
−$454,612.69
2. CNXC Concentrix Corporation
−$314,405.47
3. DAR Darling Ingredients
−$262,549
4. TAP Molson Coors Beverage Company
−$245,822
5. TSLA Tesla
−$220,136

Asset Allocation

Stocks/ETFs
+4.15%
$98.95 M 99.10%
Options
+100.00%
$898,034 0.90%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Unified Investment Management Q4 2025 Filing Summary

Unified Investment Management filed its 13F report for Q4 2025 on February 09, 2026. The portfolio totaled 99.85 M reflecting a -0.37% change from the prior quarter, spanning 137 assets. The top 10 holdings comprised 26.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 5 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Unified Investment Management’s Q4 2025 Filing

Unified Investment Management submitted their Form 13F-HR for the Q4 2025 period on 02/09/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Unified Investment Management reported a managed portfolio value of 99.85 M, consisting of 137 individual positions.

This page displays the raw filing documents. To see which stocks Unified Investment Management bought or sold during Q4 2025, please visit Unified Investment Management's Portfolio Analysis page.