Unify Financial Advisors

CIK

2126814

Location

CLEARWATER, FL

Portfolio Value

Micro $30,414,583

Diversification

Diversified

Filing Date

Global Rank

#7,391 / 8,603 ▲ 53 · as of Mar 2026

Top Industry

Semiconductors 10.2%

3Y Alpha vs SPY

+4.2%

Period ended 3 months ago

Filed Apr 23, 2026 · 3mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

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

Cloned portfolio

+11.5%

SPY

+10.0%

Annualised alpha

+4.5%

Max drawdown

−7.4%

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

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

Top Position

5.7%

−0.0 pts

Top 5

25.4%

−0.1 pts

Top 10

44.8%

+0.2 pts

HHI

302

Diversified+11

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.5%	$8,963,174	12
Consumer Cyclical	10.8%	$3,282,857	6
Communication Services	10.2%	$3,109,318	3
Financial Services	9.3%	$2,818,256	5
Consumer Defensive	8.7%	$2,654,713	5
Industrials	7.9%	$2,390,001	5
Healthcare	6.3%	$1,921,960	5
Unclassified	5.7%	$1,733,806	1
Utilities	5.2%	$1,585,270	2
Basic Materials	2.9%	$886,285	2
Energy	2.4%	$729,651	2
Real Estate	1.1%	$339,292	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	+835	8,832	$635,285
SHOP	Shopify Inc.	+523	4,154	$492,747
CEG	Constellation Energy Corp	+508	2,732	$762,911
AMZN	Amazon Com Inc	+454	6,935	$1,444,352
CELH	Celsius Holdings, Inc.	+326	7,965	$282,598
MSFT	Microsoft Corp	+260	3,342	$1,237,108
INTU	Intuit Inc.	+201	1,010	$436,703
SBUX	Starbucks Corp	+166	9,683	$867,499
AMT	American Tower Corp /Ma/	+148	1,966	$339,292
GOOGL	Alphabet Inc.	+146	4,457	$1,281,654
SCHW	Schwab Charles Corp	+125	5,636	$529,671
V	Visa Inc.	+108	1,450	$438,248
META	Meta Platforms, Inc.	+105	1,654	$946,303
CRM	Salesforce, Inc.	+92	2,691	$502,328
NVDA	Nvidia Corp	+63	8,904	$1,552,857
CVX	Chevron Corp	+56	1,656	$342,626
JPM	Jpmorgan Chase & Co	+49	4,712	$1,386,081
AAPL	Apple Inc.	+48	6,349	$1,611,312
GD	General Dynamics Corp	+37	669	$229,614
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+34	1,613	$545,113
MPC	Marathon Petroleum Corp	+5	1,585	$387,025
PG	PROCTER & GAMBLE Co	+4	1,501	$216,804
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
RPRX	Royalty Pharma plc	−1,385	8,837	$423,910
ALB	Albemarle Corp	−920	2,588	$464,623
DAL	Delta Air Lines, Inc.	−408	6,846	$455,122
NEE	Nextera Energy Inc	−347	8,854	$822,359
JCI	Johnson Controls International plc	−310	2,537	$332,220
VZ	Verizon Communications Inc	−196	17,557	$881,361
DELL	Dell Technologies Inc.	−180	5,600	$919,128
TY	TRI-CONTINENTAL Corp	−155	8,129	$256,795
AMRZ	Amrize Ltd	−141	7,527	$421,662
WMT	Walmart Inc.	−96	5,314	$660,423
PH	Parker-Hannifin Corp	−51	1,287	$1,152,173
SPY	Spdr S&P 500 ETF Trust	−45	2,666	$1,733,806
MU	Micron Technology Inc	−36	1,508	$509,462
JNJ	Johnson & Johnson	−30	2,090	$510,879
MCD	Mcdonalds Corp	−19	980	$304,574
AMD	Advanced Micro Devices Inc	−10	1,515	$308,196
HD	Home Depot, Inc.	−8	723	$237,787
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
DHR	Danaher Corp /De/	2,315	$438,924
ISRG	Intuitive Surgical Inc	568	$261,842
AMAT	Applied Materials Inc /De	623	$212,935
KO	Coca Cola Co	2,794	$212,483
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
ELV	Elevance Health, Inc.	1,366	$478,851
MDT	Medtronic plc	4,743	$455,612
PEP	Pepsico Inc	2,933	$420,944
IAU	Ishares Gold Trust	3,664	$297,406
LLY	ELI LILLY & Co	213	$228,906
IBM	International Business Machines Corp	689	$204,088
GBTC	Grayscale Bitcoin Trust ETF	2,970	$203,029
AVGO	Broadcom Inc.	582	$201,430
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

49 positions · $30,414,583 total · as of Mar 31, 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
SPY	Spdr S&P 500 ETF Trust	Reduced	2,666	-45	$1,733,806	−6.2%	5.70%
AAPL	Apple Inc. Technology	Added	6,349	+48	$1,611,312	−5.9%	5.30%
NVDA	Nvidia Corp Technology	Added	8,904	+63	$1,552,857	−5.8%	5.11%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,935	+454	$1,444,352	−3.4%	4.75%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,712	+49	$1,386,081	−7.7%	4.56%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,287	0	$1,282,405	+15.5%	4.22%
GOOGL	Alphabet Inc. Communication Services	Added	4,457	+146	$1,281,654	−5.0%	4.21%
MSFT	Microsoft Corp Technology	Added	3,342	+260	$1,237,108	−17.0%	4.07%
PH	Parker-Hannifin Corp Industrials	Reduced	1,287	-51	$1,152,173	−2.0%	3.79%
META	Meta Platforms, Inc. Communication Services	Added	1,654	+105	$946,303	−7.5%	3.11%
DELL	Dell Technologies Inc. Technology	Reduced	5,600	-180	$919,128	+26.3%	3.02%
VZ	Verizon Communications Inc Communication Services	Reduced	17,557	-196	$881,361	+21.9%	2.90%
SBUX	Starbucks Corp Consumer Cyclical	Added	9,683	+166	$867,499	+8.2%	2.85%
NEE	Nextera Energy Inc Utilities	Reduced	8,854	-347	$822,359	+11.3%	2.70%
CEG	Constellation Energy Corp Utilities	Added	2,732	+508	$762,911	−2.9%	2.51%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,314	-96	$660,423	+9.6%	2.17%
UBER	Uber Technologies, Inc Technology	Added	8,832	+835	$635,285	−2.8%	2.09%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,613	+34	$545,113	+13.6%	1.79%
SCHW	Schwab Charles Corp Financial Services	Added	5,636	+125	$529,671	−3.8%	1.74%
JNJ	Johnson & Johnson Healthcare	Reduced	2,090	-30	$510,879	+16.4%	1.68%
MU	Micron Technology Inc Technology	Reduced	1,508	-36	$509,462	+15.6%	1.68%
CRM	Salesforce, Inc. Technology	Added	2,691	+92	$502,328	−27.0%	1.65%
SHOP	Shopify Inc. Technology	Added	4,154	+523	$492,747	−15.7%	1.62%
ALB	Albemarle Corp Basic Materials	Reduced	2,588	-920	$464,623	−6.4%	1.53%
DAL	Delta Air Lines, Inc. Industrials	Reduced	6,846	-408	$455,122	−9.6%	1.50%
DHR	Danaher Corp /De/ Healthcare	NEW	2,315	NEW	$438,924	NEW	1.44%
V	Visa Inc. Financial Services	Added	1,450	+108	$438,248	−6.9%	1.44%
INTU	Intuit Inc. Technology	Added	1,010	+201	$436,703	−18.5%	1.44%
RPRX	Royalty Pharma plc Healthcare	Reduced	8,837	-1,385	$423,910	+7.3%	1.39%
AMRZ	Amrize Ltd Basic Materials	Reduced	7,527	-141	$421,662	+1.7%	1.39%
MPC	Marathon Petroleum Corp Energy	Added	1,585	+5	$387,025	+50.6%	1.27%
CVX	Chevron Corp Energy	Added	1,656	+56	$342,626	+40.5%	1.13%
AMT	American Tower Corp /Ma/ Real Estate	Added	1,966	+148	$339,292	+6.3%	1.12%
JCI	Johnson Controls International plc Industrials	Reduced	2,537	-310	$332,220	−2.6%	1.09%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,515	-10	$308,196	−5.6%	1.01%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	980	-19	$304,574	−0.2%	1.00%
AMGN	Amgen Inc Healthcare	Held	814	0	$286,405	+7.5%	0.94%
CELH	Celsius Holdings, Inc. Consumer Defensive	Added	7,965	+326	$282,598	−19.1%	0.93%
ISRG	Intuitive Surgical Inc Healthcare	NEW	568	NEW	$261,842	NEW	0.86%
TY	TRI-CONTINENTAL Corp Financial Services	Reduced	8,129	-155	$256,795	−5.1%	0.84%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	723	-8	$237,787	−5.5%	0.78%
GD	General Dynamics Corp Industrials	Added	669	+37	$229,614	+7.9%	0.75%
TT	Trane Technologies plc Industrials	Held	530	0	$220,872	+7.1%	0.73%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,501	+4	$216,804	+1.1%	0.71%
TSLA	Tesla, Inc. Consumer Cyclical	Held	577	0	$214,499	−17.3%	0.71%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Held	6,690	0	$214,146	−13.5%	0.70%
AMAT	Applied Materials Inc /De Technology	NEW	623	NEW	$212,935	NEW	0.70%
KO	Coca Cola Co Consumer Defensive	NEW	2,794	NEW	$212,483	NEW	0.70%
AFL	Aflac Inc Financial Services	Held	1,891	0	$207,461	−0.5%	0.68%