Unify Financial Advisors

CIK

2126814

Location

CLEARWATER, FL

Portfolio Value

Micro $34,351,083

Diversification

Diversified

Filing Date

Global Rank

#7,362 / 8,517 ▲ 328

Top Industry

Semiconductors 16.6%

3Y Alpha vs SPY

+7.4%

Period ended 46 days ago

Filed Jul 21, 2026 · 25d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+17.7%

SPY

+13.9%

Annualised alpha

+8.8%

Max drawdown

−7.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

50 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.0%

−0.3 pts

Top 5

27.2%

+2.4 pts

Top 10

48.1%

+5.2 pts

HHI

324

Diversified+38

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.6%	$12,225,382	11
Consumer Cyclical	10.1%	$3,469,729	6
Financial Services	9.6%	$3,308,902	6
Communication Services	9.4%	$3,212,279	3
Consumer Defensive	7.5%	$2,592,705	5
Healthcare	6.9%	$2,366,322	6
Industrials	6.8%	$2,333,530	5
Unclassified	5.7%	$1,961,018	1
Utilities	3.1%	$1,053,086	2
Basic Materials	2.4%	$811,366	2
Energy	2.0%	$673,104	2
Real Estate	1.0%	$343,660	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
CELH	Celsius Holdings, Inc.	+2,568	10,533	$308,406
UBER	Uber Technologies, Inc	+897	9,729	$702,044
AMRZ	Amrize Ltd	+820	8,347	$444,895
CRM	Salesforce, Inc.	+818	3,509	$549,719
ISRG	Intuitive Surgical Inc	+273	841	$334,448
CEG	Constellation Energy Corp	+151	2,883	$716,050
JCI	Johnson Controls International plc	+141	2,678	$391,282
AMT	American Tower Corp /Ma/	+135	2,101	$343,660
ALB	Albemarle Corp	+126	2,714	$366,471
V	Visa Inc.	+117	1,567	$537,622
DHR	Danaher Corp /De/	+111	2,426	$462,104
MSFT	Microsoft Corp	+77	3,419	$1,275,355
META	Meta Platforms, Inc.	+45	1,699	$957,029
COST	Costco Wholesale Corp /New	+33	1,320	$1,234,820
PG	PROCTER & GAMBLE Co	+5	1,506	$220,839
KO	Coca Cola Co	+2	2,796	$227,230
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
NEE	Nextera Energy Inc	−5,014	3,840	$337,036
DAL	Delta Air Lines, Inc.	−4,526	2,320	$217,291
GOOGL	Alphabet Inc.	−1,862	4,255	$1,520,609
SBUX	Starbucks Corp	−997	8,686	$887,622
DELL	Dell Technologies Inc.	−833	4,767	$2,056,769
CMG	Chipotle Mexican Grill Inc	−250	6,440	$218,960
VZ	Verizon Communications Inc	−206	17,351	$734,641
AMZN	Amazon Com Inc	−119	6,816	$1,624,525
AFL	Aflac Inc	−86	1,805	$211,636
AAPL	Apple Inc.	−86	6,263	$1,812,261
TY	TRI-CONTINENTAL Corp	−85	8,044	$276,874
JPM	Jpmorgan Chase & Co	−69	4,643	$1,519,793
MCD	Mcdonalds Corp	−56	924	$249,766
SPY	Spdr S&P 500 ETF Trust	−40	2,626	$1,961,018
CVX	Chevron Corp	−40	1,616	$267,868
RPRX	Royalty Pharma plc	−35	8,802	$493,528
PH	Parker-Hannifin Corp	−25	1,262	$1,234,387
HD	Home Depot, Inc.	−25	698	$246,170
NVDA	Nvidia Corp	−22	8,882	$1,777,199
GD	General Dynamics Corp	−19	650	$230,256
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−11	1,602	$765,067
AMD	Advanced Micro Devices Inc	−5	1,510	$877,174
WMT	Walmart Inc.	−4	5,310	$601,410
MU	Micron Technology Inc	−1	1,507	$1,739,515
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
LLY	ELI LILLY & Co	209	$250,680
BNY	Bank of New York Mellon Corp	1,680	$242,944
AVGO	Broadcom Inc.	582	$219,850
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
VXUS	Vanguard Total International Stock ETF	29,013	$2,237,192
BAI	iShares A.I. Innovation and Tech Active ETF	31,197	$1,027,941
VIG	Vanguard Dividend Appreciation ETF	4,580	$984,974
XOM	ExxonMobil Holdings Corp	4,213	$714,777
SHOP	Shopify Inc.	4,154	$492,747
INTU	Intuit Inc.	1,010	$436,703
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

50 tracked positions · $34,351,083 total · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DELL	Dell Technologies Inc. Technology	Reduced	4,767	-833	$2,056,769	+123.8%	5.99%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,626	-40	$1,961,018	+13.1%	5.71%
AAPL	Apple Inc. Technology	Reduced	6,263	-86	$1,812,261	+12.5%	5.28%
NVDA	Nvidia Corp Technology	Reduced	8,882	-22	$1,777,199	+14.4%	5.17%
MU	Micron Technology Inc Technology	Reduced	1,507	-1	$1,739,515	+241.4%	5.06%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,816	-119	$1,624,525	+12.5%	4.73%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,255	-1,862	$1,520,609	−13.5%	4.43%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,643	-69	$1,519,793	+9.6%	4.42%
MSFT	Microsoft Corp Technology	Added	3,419	+77	$1,275,355	+3.1%	3.71%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,320	+33	$1,234,820	−3.7%	3.59%
PH	Parker-Hannifin Corp Industrials	Reduced	1,262	-25	$1,234,387	+7.1%	3.59%
META	Meta Platforms, Inc. Communication Services	Added	1,699	+45	$957,029	+1.1%	2.79%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	8,686	-997	$887,622	+2.3%	2.58%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,510	-5	$877,174	+184.6%	2.55%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,602	-11	$765,067	+40.4%	2.23%
VZ	Verizon Communications Inc Communication Services	Reduced	17,351	-206	$734,641	−16.6%	2.14%
CEG	Constellation Energy Corp Utilities	Added	2,883	+151	$716,050	−6.1%	2.08%
UBER	Uber Technologies, Inc Technology	Added	9,729	+897	$702,044	+10.5%	2.04%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,310	-4	$601,410	−8.9%	1.75%
CRM	Salesforce, Inc. Technology	Added	3,509	+818	$549,719	+9.4%	1.60%
V	Visa Inc. Financial Services	Added	1,567	+117	$537,622	+22.7%	1.57%
JNJ	Johnson & Johnson Healthcare	Held	2,090	0	$530,797	+3.9%	1.55%
SCHW	Schwab Charles Corp Financial Services	Held	5,636	0	$520,033	−1.8%	1.51%
RPRX	Royalty Pharma plc Healthcare	Reduced	8,802	-35	$493,528	+16.4%	1.44%
DHR	Danaher Corp /De/ Healthcare	Added	2,426	+111	$462,104	+5.3%	1.35%
AMAT	Applied Materials Inc /De Technology	Held	623	0	$450,429	+111.5%	1.31%
AMRZ	Amrize Ltd Basic Materials	Added	8,347	+820	$444,895	+5.5%	1.30%
MPC	Marathon Petroleum Corp Energy	Held	1,585	0	$405,236	+4.7%	1.18%
JCI	Johnson Controls International plc Industrials	Added	2,678	+141	$391,282	+17.8%	1.14%
ALB	Albemarle Corp Basic Materials	Added	2,714	+126	$366,471	−21.1%	1.07%
AMT	American Tower Corp /Ma/ Real Estate	Added	2,101	+135	$343,660	+1.3%	1.00%
NEE	Nextera Energy Inc Utilities	Reduced	3,840	-5,014	$337,036	−59.0%	0.98%
ISRG	Intuitive Surgical Inc Healthcare	Added	841	+273	$334,448	+27.7%	0.97%
CELH	Celsius Holdings, Inc. Consumer Defensive	Added	10,533	+2,568	$308,406	+9.1%	0.90%
AMGN	Amgen Inc Healthcare	Held	814	0	$294,765	+2.9%	0.86%
TY	TRI-CONTINENTAL Corp Financial Services	Reduced	8,044	-85	$276,874	+7.8%	0.81%
CVX	Chevron Corp Energy	Reduced	1,616	-40	$267,868	−21.8%	0.78%
TT	Trane Technologies plc Industrials	Held	530	0	$260,314	+17.9%	0.76%
LLY	ELI LILLY & Co Healthcare	NEW	209	NEW	$250,680	NEW	0.73%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	924	-56	$249,766	−18.0%	0.73%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	698	-25	$246,170	+3.5%	0.72%
BNY	Bank of New York Mellon Corp Financial Services	NEW	1,680	NEW	$242,944	NEW	0.71%
TSLA	Tesla, Inc. Consumer Cyclical	Held	577	0	$242,686	+13.1%	0.71%
GD	General Dynamics Corp Industrials	Reduced	650	-19	$230,256	+0.3%	0.67%
KO	Coca Cola Co Consumer Defensive	Added	2,796	+2	$227,230	+6.9%	0.66%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,506	+5	$220,839	+1.9%	0.64%
AVGO	Broadcom Inc. Technology	NEW	582	NEW	$219,850	NEW	0.64%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Reduced	6,440	-250	$218,960	+2.2%	0.64%
DAL	Delta Air Lines, Inc. Industrials	Reduced	2,320	-4,526	$217,291	−52.3%	0.63%
AFL	Aflac Inc Financial Services	Reduced	1,805	-86	$211,636	+2.0%	0.62%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.