The Analysis of Unified Investment Management's Holdings
Currently, Unified Investment Management holds 135 types of securities in its portfolio with a total value $98.9M. In the most recent quarter, they have increased their positions in NFLX (+4.9K shares, valued at $463.9K), N/A (+1.6K shares, valued at $425.3K), SPSC (+2.6K shares, valued at $235.3K); decreased their positions in NVO (-8.9K shares, valued at $454.6K), CNXC (-7.6K shares, valued at $314.4K), NXT (-1.5K shares, valued at $131.3K); initiated new positions in N/A (+1.6K shares, valued at $425.3K), SPSC (+2.6K shares, valued at $235.3K), IDXX (+300 shares, valued at $203.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GPC GENUINE PARTS CO55.9K shares-0.29%2025-12-312026-02-09
IGSB ISHARES TR45.8K shares0.25%2025-12-312026-02-09 VNLA JANUS DETROIT STR TR48.8K shares0.27%2025-12-312026-02-09 MSFT MICROSOFT CORP4.5K shares0.00%2025-12-312026-02-09 NVDA NVIDIA CORPORATION11.5K shares-0.95%2025-12-312026-02-09 NEAR ISHARES U S ETF TR41.4K shares-0.16%2025-12-312026-02-09 GVI ISHARES TR19.1K shares0.23%2025-12-312026-02-09 MINT PIMCO ETF TR20.1K shares0.34%2025-12-312026-02-09 AAPL APPLE INC7.1K shares-0.36%2025-12-312026-02-09 AMZN AMAZON COM INC8.2K shares2.83%2025-12-312026-02-09 JPM JPMORGAN CHASE & CO.5.6K shares-0.76%2025-12-312026-02-09 ALPHABET INC ALPHABET INC5.7K shares-2.49%2025-12-312026-02-09 URI UNITED RENTALS INC2.1K shares0.00%2025-12-312026-02-09 COWZ PACER FDS TR27.2K shares-0.10%2025-12-312026-02-09 QCOM QUALCOMM INC9.5K shares-0.20%2025-12-312026-02-09 HALO HALOZYME THERAPEUTICS INC21.6K shares-1.23%2025-12-312026-02-09 PYPL PAYPAL HLDGS INC24.7K shares-0.02%2025-12-312026-02-09 SHEL SHELL PLC18.8K shares0.21%2025-12-312026-02-09 BSCT INVESCO EXCH TRD SLF IDX FD61.1K shares0.02%2025-12-312026-02-09 JNJ JOHNSON & JOHNSON5.3K shares-0.13%2025-12-312026-02-09 CRM SALESFORCE INC4.1K shares7.33%2025-12-312026-02-09 GNRC GENERAC HLDGS INC8.0K shares2.80%2025-12-312026-02-09 PANW PALO ALTO NETWORKS INC5.9K shares-0.64%2025-12-312026-02-09 V VISA INC3.1K shares0.62%2025-12-312026-02-09 IYW ISHARES TR5.3K shares-7.77%2025-12-312026-02-09 CSCO CISCO SYS INC13.6K shares0.30%2025-12-312026-02-09 NXT NEXTPOWER INC11.8K shares-11.35%2025-12-312026-02-09 COF CAPITAL ONE FINL CORP4.1K shares0.36%2025-12-312026-02-09 QGRO AMERICAN CENTY ETF TR8.8K shares-0.31%2025-12-312026-02-09 APTIV PLC APTIV PLC12.4K shares1.32%2025-12-312026-02-09 AXP AMERICAN EXPRESS CO2.5K shares-1.13%2025-12-312026-02-09 ZG ZILLOW GROUP INC13.6K shares-2.24%2025-12-312026-02-09 ABNB AIRBNB INC6.2K shares-1.35%2025-12-312026-02-09 ICOW PACER FDS TR21.3K shares0.00%2025-12-312026-02-09 CVX CHEVRON CORP NEW5.3K shares0.00%2025-12-312026-02-09 PWR QUANTA SVCS INC1.8K shares0.00%2025-12-312026-02-09 ADBE ADOBE INC2.2K shares4.09%2025-12-312026-02-09 FDX FEDEX CORP2.6K shares0.04%2025-12-312026-02-09 HD HOME DEPOT INC2.2K shares0.55%2025-12-312026-02-09 ALB ALBEMARLE CORP5.3K shares-2.54%2025-12-312026-02-09 T AT&T INC29.8K shares0.43%2025-12-312026-02-09 PTC PTC INC4.1K shares-0.05%2025-12-312026-02-09 AMAT APPLIED MATLS INC2.8K shares-2.72%2025-12-312026-02-09 SCHW SCHWAB CHARLES CORP7.1K shares-1.48%2025-12-312026-02-09 MSCI MSCI INC1.1K shares0.00%2025-12-312026-02-09 VMC VULCAN MATLS CO2.3K shares-0.13%2025-12-312026-02-09 IEMG ISHARES INC9.6K shares0.04%2025-12-312026-02-09 TOTL SSGA ACTIVE ETF TR15.8K shares6.02%2025-12-312026-02-09 SPY SPDR S&P 500 ETF TR929 shares-1.06%2025-12-312026-02-09 COP CONOCOPHILLIPS6.7K shares-1.96%2025-12-312026-02-09 XOM EXXON MOBIL CORP5.2K shares0.00%2025-12-312026-02-09 TMO THERMO FISHER SCIENTIFIC INC1.1K shares2.20%2025-12-312026-02-09 SFM SPROUTS FMRS MKT INC7.6K shares4.61%2025-12-312026-02-09 VO VANGUARD INDEX FDS2.1K shares0.00%2025-12-312026-02-09 CME CME GROUP INC2.2K shares2.20%2025-12-312026-02-09 BSCS INVESCO EXCH TRD SLF IDX FD28.1K shares0.00%2025-12-312026-02-09 CALF PACER FDS TR12.7K shares0.87%2025-12-312026-02-09 UBER UBER TECHNOLOGIES INC6.8K shares-4.46%2025-12-312026-02-09 BSCR INVESCO EXCH TRD SLF IDX FD28.0K shares0.00%2025-12-312026-02-09 COST COSTCO WHSL CORP NEW634 shares-1.25%2025-12-312026-02-09 BROADCOM INC BROADCOM INC1.6K shares0.00%2025-12-312026-02-09 PALC PACER FDS TR10.3K shares0.00%2025-12-312026-02-09 DGX QUEST DIAGNOSTICS INC3.1K shares-0.39%2025-12-312026-02-09 EQNR EQUINOR ASA22.2K shares0.96%2025-12-312026-02-09 TFX TELEFLEX INCORPORATED4.2K shares-0.28%2025-12-312026-02-09 NFLX NETFLIX INC5.4K shares1071.00%2025-12-312026-02-09 VB VANGUARD INDEX FDS1.9K shares-2.03%2025-12-312026-02-09 IYF ISHARES TR3.9K shares-13.08%2025-12-312026-02-09 DLTR DOLLAR TREE INC3.9K shares8.14%2025-12-312026-02-09 CEFS EXCHANGE LISTED FDS TR20.6K shares0.00%2025-12-312026-02-09 RFV INVESCO EXCHANGE TRADED FD T3.7K shares3.68%2025-12-312026-02-09 RTX RTX CORPORATION2.5K shares0.00%2025-12-312026-02-09 EMR EMERSON ELEC CO3.5K shares1.08%2025-12-312026-02-09 VTI VANGUARD INDEX FDS1.4K shares0.00%2025-12-312026-02-09 EFG ISHARES TR3.9K shares0.00%2025-12-312026-02-09 GLD SPDR GOLD TR1.1K shares0.00%2025-12-312026-02-09 VPU VANGUARD WORLD FD2.3K shares0.00%2025-12-312026-02-09 JSML JANUS DETROIT STR TR5.8K shares1.06%2025-12-312026-02-09 FLOT ISHARES TR8.3K shares-1.49%2025-12-312026-02-09 FDLO FIDELITY COVINGTON TRUST6.2K shares0.00%2025-12-312026-02-09 ZTS ZOETIS INC3.3K shares-9.01%2025-12-312026-02-09 KO COCA COLA CO5.8K shares0.00%2025-12-312026-02-09 KNSL KINSALE CAP GROUP INC1.0K shares-1.15%2025-12-312026-02-09 IWB ISHARES TR1.0K shares0.00%2025-12-312026-02-09 VRP INVESCO EXCH TRADED FD TR II15.6K shares0.57%2025-12-312026-02-09 MU MICRON TECHNOLOGY INC1.3K shares-1.56%2025-12-312026-02-09 ECOW PACER FDS TR15.5K shares-0.51%2025-12-312026-02-09 ABBV ABBVIE INC1.6K shares0.00%2025-12-312026-02-09 CNQ CANADIAN NAT RES LTD10.7K shares10.11%2025-12-312026-02-09 ASUR ASURE SOFTWARE INC36.9K shares-1.47%2025-12-312026-02-09 ABT ABBOTT LABS2.7K shares0.00%2025-12-312026-02-09 IMCG ISHARES TR4.2K shares2.52%2025-12-312026-02-09 NVO NOVO-NORDISK A S6.5K shares-58.02%2025-12-312026-02-09 DPZ DOMINOS PIZZA INC745 shares5.52%2025-12-312026-02-09 MUB ISHARES TR2.9K shares0.00%2025-12-312026-02-09 VTV VANGUARD INDEX FDS1.5K shares0.00%2025-12-312026-02-09 META META PLATFORMS INC433 shares1.17%2025-12-312026-02-09 BMY BRISTOL-MYERS SQUIBB CO5.1K shares-20.09%2025-12-312026-02-09 ISCV ISHARES TR4.0K shares0.00%2025-12-312026-02-09 DGII DIGI INTL INC6.0K shares0.00%2025-12-312026-02-09 MEDP MEDPACE HLDGS INC460 shares0.00%2025-12-312026-02-09 MDY SPDR S&P MIDCAP 400 ETF TR425 shares0.00%2025-12-312026-02-09 BABA ALIBABA GROUP HLDG LTD1.7K shares3.29%2025-12-312026-02-09 IWM ISHARES TR1.0K shares0.00%2025-12-312026-02-09 VYM VANGUARD WHITEHALL FDS1.7K shares0.00%2025-12-312026-02-09 VUG VANGUARD INDEX FDS500 shares0.00%2025-12-312026-02-09 SPSC SPS COMM INC2.6K sharesnew addition2025-12-312026-02-09 IUSG ISHARES TR1.4K shares-14.63%2025-12-312026-02-09 IWS ISHARES TR1.7K shares0.00%2025-12-312026-02-09 TDC TERADATA CORP DEL7.7K shares-21.68%2025-12-312026-02-09 SO SOUTHERN CO2.7K shares0.08%2025-12-312026-02-09 DVY ISHARES TR1.6K shares0.00%2025-12-312026-02-09 BSCU INVESCO EXCH TRD SLF IDX FD13.6K shares0.00%2025-12-312026-02-09 DIS DISNEY WALT CO1.9K shares0.00%2025-12-312026-02-09 CNXC CONCENTRIX CORP5.2K shares-59.11%2025-12-312026-02-09 XMMO INVESCO EXCHANGE TRADED FD T1.6K shares0.00%2025-12-312026-02-09 USMV ISHARES TR2.2K shares0.04%2025-12-312026-02-09 KNF KNIFE RIVER CORP2.9K shares-5.01%2025-12-312026-02-09 PAMC PACER FDS TR4.4K shares0.00%2025-12-312026-02-09 IDXX IDEXX LABS INC300 sharesnew addition2025-12-312026-02-09 MS MORGAN STANLEY1.1K sharesnew addition2025-12-312026-02-09 ECG EVERUS CONSTR GROUP2.3K shares-13.73%2025-12-312026-02-09 IBTG ISHARES TR8.8K shares0.00%2025-12-312026-02-09 III INFORMATION SVCS GROUP INC31.6K shares-0.94%2025-12-312026-02-09 VFF VILLAGE FARMS INTL INC18.0K shares-5.26%2025-12-312026-02-09 CIK CREDIT SUISSE ASSET MGMT INC10.3K shares0.00%2025-12-312026-02-09 AKBA AKEBIA THERAPEUTICS INC18.0K shares0.00%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
NVDA Put PutNVIDIA CORPORATION3.0K sharesnew addition2025-12-312026-02-09 MSFT Put PutMICROSOFT CORP700 sharesnew addition2025-12-312026-02-09