Unify Financial Advisors
Filing Date
Global Rank
#7,015
/ 8,232
▲ 182
Top Industry
Semiconductors
9.9%
3Y Alpha vs SPY
+2.7%
Period ended 2 months ago
Filed Apr 23, 2026 · 52d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+9.8%
SPY
+9.1%
Annualised alpha
+2.7%
Max drawdown
−7.0%
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
50 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.6%
−0.1 pts
Top 5
24.8%
−0.3 pts
Top 10
43.8%
−0.1 pts
HHI
293
Diversified+10
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.8% | $8,963,174 |
| Consumer Cyclical | 10.5% | $3,282,857 |
| Communication Services | 10.0% | $3,109,318 |
| Financial Services | 9.1% | $2,818,256 |
| Consumer Defensive | 8.5% | $2,654,713 |
| Industrials | 7.7% | $2,390,001 |
| Healthcare | 6.2% | $1,921,960 |
| Unclassified | 5.6% | $1,733,806 |
| Utilities | 5.1% | $1,585,270 |
| Energy | 4.6% | $1,444,428 |
| Basic Materials | 2.8% | $886,285 |
| Real Estate | 1.1% | $339,292 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
22 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RPRX | Royalty Pharma plc | −1,385 | 8,837 | $423,910 | |
| ALB | Albemarle Corp | −920 | 2,588 | $464,623 | |
| XOM | Exxon Mobil Corp | −555 | 4,213 | $714,777 | |
| 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. | |||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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. | ||||
2 positions ·
$886,285 total
· Basic Materials only
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ALB |
Albemarle Corp
Basic Materials
|
Reduced | 2,588 | $464,623 | 52.42% | |
| AMRZ |
Amrize Ltd
Basic Materials
|
Reduced | 7,527 | $421,662 | 47.58% |