Unified Investment Management

CIK

2054855

Location

Atlanta, GA

Portfolio Value

Micro $65,884,159

Diversification

Diversified

Filing Date

Global Rank

#6,448 / 8,605 ▲ 78 · as of Mar 2026

Top Industry

Auto Parts 9.2%

3Y Alpha vs SPY

-4.3%

Period ended 3 months ago

Filed Apr 29, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+16.5%

SPY

+24.0%

Annualised alpha

-5.1%

Max drawdown

−18.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

84 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.1%

−0.9 pts

Top 5

21.3%

−1.7 pts

Top 10

33.3%

−1.9 pts

HHI

227

Diversified−14

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.0%	$17,143,940	19
Consumer Cyclical	14.8%	$9,730,011	6
Financial Services	13.1%	$8,647,526	12
Healthcare	11.2%	$7,399,684	13
Industrials	9.5%	$6,290,424	8
Energy	9.5%	$6,271,924	7
Communication Services	7.4%	$4,858,392	7
Consumer Defensive	3.4%	$2,207,332	5
Basic Materials	2.6%	$1,738,011	3
Unclassified	2.0%	$1,339,979	3
Utilities	0.4%	$256,936	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PYPL	PayPal Holdings, Inc.	+3,323	28,039	$1,268,203
ZG	Zillow Group, Inc.	+3,027	16,625	$688,108
SFM	Sprouts Farmers Market, Inc.	+2,123	9,724	$750,012
UBER	Uber Technologies, Inc	+1,768	8,579	$617,087
ASUR	Asure Software Inc	+1,625	38,550	$331,530
PTC	Ptc Inc.	+1,608	5,756	$820,172
ZTS	Zoetis Inc.	+1,226	4,486	$530,290
CRM	Salesforce, Inc.	+831	4,943	$922,709
NVO	Novo Nordisk A S	+717	7,183	$263,975
GPC	Genuine Parts Co	+598	56,450	$5,969,587
SCHW	Schwab Charles Corp	+337	7,389	$694,418
KNSL	Kinsale Capital Group, Inc.	+272	1,299	$443,816
QCOM	Qualcomm Inc/De	+199	9,746	$1,255,089
AMZN	Amazon Com Inc	+180	8,384	$1,746,135
PANW	Palo Alto Networks Inc	+151	6,036	$967,691
NFLX	Netflix Inc	+145	5,555	$534,113
MSFT	Microsoft Corp	+136	5,343	$1,977,818
V	Visa Inc.	+83	3,173	$959,007
TMO	Thermo Fisher Scientific Inc.	+75	1,144	$562,310
BABA	Alibaba Group Holding Ltd	+50	1,778	$223,067
ABNB	Airbnb, Inc.	+42	6,276	$792,533
URI	United Rentals, Inc.	+23	2,166	$1,578,060
NVDA	Nvidia Corp	+22	14,531	$2,534,206
ADBE	Adobe Inc.	+19	2,208	$536,720
HD	Home Depot, Inc.	+11	2,214	$728,162
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
III	Information Services Group Inc.	−2,458	29,116	$111,805
MTCH	Match Group, Inc.	−2,358	22,018	$676,172
DGII	Digi International Inc	−1,860	4,190	$201,958
NXT	Nextpower Inc.	−1,552	10,213	$1,231,177
KO	Coca Cola Co	−1,000	4,822	$366,713
GNRC	Generac Holdings Inc.	−795	7,163	$1,399,148
T	At&T Inc.	−572	29,214	$846,913
CSCO	Cisco Systems, Inc.	−540	13,021	$1,010,299
SIRI	Sirius Xm Holdings Inc.	−394	10,688	$246,679
FDX	Fedex Corp	−392	2,251	$646,060
ALB	Albemarle Corp	−377	4,956	$889,750
AMAT	Applied Materials Inc /De	−297	2,488	$850,373
HALO	Halozyme Therapeutics, Inc.	−295	21,319	$1,377,846
JPM	Jpmorgan Chase & Co	−282	5,310	$1,561,989
DGX	Quest Diagnostics Inc	−269	2,783	$545,412
SHEL	Shell plc	−251	18,552	$1,725,336
TFX	Teleflex Inc	−197	4,030	$482,028
CNQ	CANADIAN NATURAL RESOURCES Ltd	−191	10,460	$509,715
MRK	Merck & Co., Inc.	−184	10,140	$1,219,740
MSCI	MSCI Inc.	−179	940	$506,669
JNJ	Johnson & Johnson	−165	5,182	$1,266,688
BMY	Bristol Myers Squibb Co	−122	5,020	$304,463
MU	Micron Technology Inc	−100	1,225	$413,854
AXP	American Express Co	−98	2,434	$736,236
DLTR	Dollar Tree, Inc.	−95	3,823	$418,656
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
WSO	Watsco Inc	1,312	$477,292
KMI	Kinder Morgan, Inc.	6,640	$222,639
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
APTV	Aptiv PLC	12,384	$942,298
SPSC	Sps Commerce Inc	2,640	$235,303
TDC	Teradata Corp /De/	7,676	$233,657
DIS	Walt Disney Co	1,923	$218,779
CNXC	Concentrix Corp	5,232	$217,546
IDXX	Idexx Laboratories Inc /De	300	$202,959
MS	Morgan Stanley	1,136	$201,674
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

84 positions · $65,884,159 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 84 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GPC	Genuine Parts Co Consumer Cyclical	Added	56,450	+598	$5,969,587	−13.1%	9.06%
NVDA	Nvidia Corp Technology	Added	14,531	+22	$2,534,206	−6.3%	3.85%
MSFT	Microsoft Corp Technology	Added	5,343	+136	$1,977,818	−21.5%	3.00%
AAPL	Apple Inc. Technology	Reduced	7,106	-27	$1,803,431	−7.0%	2.74%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,384	+180	$1,746,135	−7.8%	2.65%
SHEL	Shell plc Energy	Reduced	18,552	-251	$1,725,336	+24.9%	2.62%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,629	-60	$1,618,675	−9.1%	2.46%
URI	United Rentals, Inc. Industrials	Added	2,166	+23	$1,578,060	−9.0%	2.40%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,310	-282	$1,561,989	−13.3%	2.37%
GNRC	Generac Holdings Inc. Industrials	Reduced	7,163	-795	$1,399,148	+28.9%	2.12%
HALO	Halozyme Therapeutics, Inc. Healthcare	Reduced	21,319	-295	$1,377,846	−5.3%	2.09%
PYPL	PayPal Holdings, Inc. Financial Services	Added	28,039	+3,323	$1,268,203	−12.1%	1.92%
JNJ	Johnson & Johnson Healthcare	Reduced	5,182	-165	$1,266,688	+14.5%	1.92%
QCOM	Qualcomm Inc/De Technology	Added	9,746	+199	$1,255,089	−23.1%	1.90%
NXT	Nextpower Inc. Technology	Reduced	10,213	-1,552	$1,231,177	+20.1%	1.87%
MRK	Merck & Co., Inc. Healthcare	Reduced	10,140	-184	$1,219,740	+12.2%	1.85%
CVX	Chevron Corp Energy	Held	5,346	0	$1,106,087	+35.8%	1.68%
CSCO	Cisco Systems, Inc. Technology	Reduced	13,021	-540	$1,010,299	−3.3%	1.53%
PWR	Quanta Services, Inc. Industrials	Reduced	1,781	-41	$977,804	+27.2%	1.48%
PANW	Palo Alto Networks Inc Technology	Added	6,036	+151	$967,691	−10.7%	1.47%
V	Visa Inc. Financial Services	Added	3,173	+83	$959,007	−11.5%	1.46%
EQNR	Equinor ASA Energy	Reduced	22,112	-71	$933,126	+78.0%	1.42%
CRM	Salesforce, Inc. Technology	Added	4,943	+831	$922,709	−15.3%	1.40%
ALB	Albemarle Corp Basic Materials	Reduced	4,956	-377	$889,750	+18.0%	1.35%
XOM	ExxonMobil Holdings Corp Energy	Held	5,237	0	$888,509	+41.0%	1.35%
COP	Conocophillips Energy	Reduced	6,716	-26	$886,512	+40.5%	1.35%
AMAT	Applied Materials Inc /De Technology	Reduced	2,488	-297	$850,373	+18.8%	1.29%
T	At&T Inc. Communication Services	Reduced	29,214	-572	$846,913	+14.5%	1.29%
PTC	Ptc Inc. Technology	Added	5,756	+1,608	$820,172	+13.5%	1.24%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	6,276	+42	$792,533	−6.3%	1.20%
ANET	Arista Networks, Inc. Technology	Reduced	6,205	-78	$761,849	−7.5%	1.16%
COF	Capital One Financial Corp Financial Services	Reduced	4,139	-10	$755,077	−24.9%	1.15%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	Added	9,724	+2,123	$750,012	+23.9%	1.14%
AXP	American Express Co Financial Services	Reduced	2,434	-98	$736,236	−21.4%	1.12%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,214	+11	$728,162	−3.9%	1.11%
C	Citigroup Inc Financial Services	Reduced	6,204	-74	$703,595	−4.0%	1.07%
SCHW	Schwab Charles Corp Financial Services	Added	7,389	+337	$694,418	−1.4%	1.05%
ZG	Zillow Group, Inc. Communication Services	Added	16,625	+3,027	$688,108	−25.8%	1.04%
MTCH	Match Group, Inc. Communication Services	Reduced	22,018	-2,358	$676,172	−14.1%	1.03%
FDX	Fedex Corp Industrials	Reduced	2,251	-392	$646,060	+5.0%	0.98%
CME	Cme Group Inc. Financial Services	Reduced	2,129	-56	$628,800	+5.4%	0.95%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	623	-11	$620,775	+13.5%	0.94%
UBER	Uber Technologies, Inc Technology	Added	8,579	+1,768	$617,087	+10.9%	0.94%
VMC	Vulcan Materials CO Basic Materials	Reduced	2,245	-6	$611,313	−4.8%	0.93%
SPY	Spdr S&P 500 ETF Trust	Held	929	0	$604,165	−4.6%	0.92%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	1,144	+75	$562,310	−9.2%	0.85%
DGX	Quest Diagnostics Inc Healthcare	Reduced	2,783	-269	$545,412	+3.0%	0.83%
ADBE	Adobe Inc. Technology	Added	2,208	+19	$536,720	−29.9%	0.81%
NFLX	Netflix Inc Communication Services	Added	5,555	+145	$534,113	+5.3%	0.81%
ZTS	Zoetis Inc. Healthcare	Added	4,486	+1,226	$530,290	+29.3%	0.80%