Unified Investment Management
Top Portfolio Positions
83 positions ·
$65,676,627 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GPC |
Genuine Parts Co
Consumer Cyclical
|
56,450 | $5,969,587 | 9.09% | |
| NVDA |
Nvidia Corp
Technology
|
14,531 | $2,534,206 | 3.86% | |
| MSFT |
Microsoft Corp
Technology
|
5,343 | $1,977,818 | 3.01% | |
| AAPL |
Apple Inc.
Technology
|
7,106 | $1,803,431 | 2.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,384 | $1,746,135 | 2.66% | |
| SHEL |
Shell plc
Energy
|
18,552 | $1,725,336 | 2.63% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,629 | $1,618,675 | 2.46% | |
| URI |
United Rentals, Inc.
Industrials
|
2,166 | $1,578,060 | 2.40% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
5,310 | $1,561,989 | 2.38% | |
| GNRC |
Generac Holdings Inc.
Industrials
|
7,163 | $1,399,148 | 2.13% |
Portfolio Trend
Holdings in ASUR
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $331,530 | 38,550 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $347,833 | 36,925 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $307,295 | 37,475 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $365,756 | 37,475 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $356,644 | 37,345 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $343,229 | 36,475 | Shares | Sole | 2025-02-06 | |
| No 13F history on record for this holder in this stock. | ||||||