AlphaCore Capital LLC

Position in UNM — Unum Group

CIK 1713662 LA JOLLA, CA

Position in UNM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$8,717,036

+$1,713,679 QoQ

Shares Held

97,506

+1.7% QoQ

Ownership

0.062%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#134

of 754 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AlphaCore Capital LLC holds $12,407,752 across 7 Insurance - Life names. UNM ranks #1 (70.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNM	Unum Group This page	97,506	$8,717,036
2	MET	Metlife Inc	13,935	$1,179,040
3	MFC	Manulife Financial Corp	26,513	$1,074,041
4	PRU	Prudential Financial Inc	5,643	$609,048
5	AFL	Aflac Inc	4,417	$517,893
6	GL	Globe Life Inc.	1,415	$252,832
7	CNO	CNO Financial Group, Inc.	1,135	$57,862

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,717,036	97,506	+1.7%	Shares	Sole	2026-08-06
2026-03-31	$7,003,357	95,897	-7.3%	Shares	Sole	2026-05-15
2025-12-31	$8,017,375	103,450	-0.6%	Shares	Sole	2026-02-05
2025-09-30	$8,094,020	104,063	+6.0%	Shares	Sole	2025-11-12
2025-06-30	$7,929,662	98,188	-0.9%	Shares	Sole	2025-08-12
2025-03-31	$8,071,952	99,091	-0.1%	Shares	Sole	2025-05-12
2024-12-31	$7,243,772	99,189	-0.1%	Shares	Sole	2025-02-21
2024-09-30	$5,900,846	99,274	+3.5%	Shares	Sole	2024-11-12
2024-06-30	$4,903,646	95,943	+0.5%	Shares	Sole	2024-08-14
2024-03-31	$5,122,651	95,465	+0.0%	Shares	Sole	2024-05-15
2023-12-31	$4,315,615	95,436	+3.2%	Shares	Sole	2024-02-13
2023-09-30	$4,547,664	92,451	-0.3%	Shares	Sole	2023-11-13
2023-06-30	$4,425,224	92,772	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.