Unified Investment Management
Unified Investment Management reported 142 stocks worth $111M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are GPC (6.4%), NVDA (2.4%) and MSFT (2.3%). Compared with Q2 2026, the fund opened new positions in XOM, added to GPC, MSFT and VNLA, trimmed HALO, AAPL and PANW and sold out of XOM, KNF and LGND.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GPC Genuine Parts Co | $7.1M | 6.4% | 57K | +75 (+0%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $2.7M | 2.4% | 12K | No change | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $2.5M | 2.3% | 4,892 | +54 (+1%) | 8 of 8 | |
| 4 |  VNLA Janus Henderson Shrt | $2.4M | 2.2% | 50K | +722 (+1%) | 8 of 8 | |
| 5 |  IGSB Ishares TR | $2.4M | 2.2% | 47K | +799 (+2%) | 8 of 8 | |
| 6 |  HALO Halozyme Therapeutics Inc | $2.3M | 2.1% | 21K | −735 (−3%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $2.2M | 2.0% | 6,724 | −58 (−1%) | 8 of 8 | |
| 8 |  PANW Palo Alto Networks Inc | $2.1M | 1.9% | 5,287 | −378 (−7%) | 8 of 8 | |
| 9 |  NEAR Ishares Short Duratn Bndactv ETF | $2.1M | 1.9% | 42K | +685 (+2%) | 8 of 8 | |
| 10 |  AMZN Amazon Com Inc | $2.1M | 1.9% | 8,292 | +16 (+0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $716K | 5,237 |
 KNF Knife River Corp | $243K | 2,902 |
 LGND Ligand Pharmaceuticals Inc | $235K | 745 |
 IRM Iron Mtn Inc New | $227K | 1,800 |
 KMI Kinder Morgan Inc Del | $212K | 6,640 |
🔒 Free account: see all 9.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Unified Investment Management 13F FAQ
What does Unified Investment Management own?
Unified Investment Management reported 142 stocks worth $111M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are GPC (6.4%), NVDA (2.4%) and MSFT (2.3%). The table above lists every position in the filing (the top 10 without an account).
What did Unified Investment Management buy and sell in Q3 2026?
Compared with Q2 2026: 10 new positions, 52 added to, 37 trimmed and 9 sold out. New positions include XOM. It sold all of XOM, KNF and LGND.
When will Unified Investment Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Unified Investment Management's portfolio worth?
The Q3 2026 filing reports $111M in US stocks ($114M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.