Unified Investment Management

13F filer · CIK 0002054855

Reported Jul 27, 2026

Net buyer this quarter

13F portfolio value$108MU.S. long equity reported on 13F

Positions938 new · 4 closed

Net flow last quarter+$195KBuys minus sells

Top 10 positions weight22.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 202693 positions
GPCGenuine Parts Co	$6.66M	6.14%	0.04%	0.0%	Q4 2024
NVDANvidia Corp	$2.32M	2.14%	0.00%	+0.7%	Q4 2024
URIUnited Rentals, Inc.	$2.3M	2.12%	0.00%	-6.3%	Q4 2024
GNRCGenerac Holdings Inc.	$2M	1.85%	0.01%	-4.4%	Q4 2024
AMZNAmazon Com Inc	$1.97M	1.82%	0.00%	-1.3%	Q4 2024
AAPLApple Inc.	$1.96M	1.81%	0.00%	-4.6%	Q4 2024
GOOGLAlphabet Inc.	$1.94M	1.78%	0.00%	-3.8%	Q4 2024
PANWPalo Alto Networks Inc	$1.93M	1.78%	0.00%	-6.2%	Q4 2024
MSFTMicrosoft Corp	$1.8M	1.66%	0.00%	+4.2%	Q4 2024
JPMJPMorgan Chase & Co	$1.76M	1.62%	0.00%	+1.2%	Q4 2024
AMATApplied Materials Inc	$1.74M	1.60%	0.00%	-3.4%	Q4 2024
HALOHalozyme Therapeutics, Inc.	$1.7M	1.57%	0.02%	+1.9%	Q4 2024
QCOMQualcomm Inc	$1.7M	1.57%	0.00%	-5.7%	Q4 2024
SHELShell plc	$1.41M	1.30%	0.00%	-2.1%	Q4 2024
CSCOCisco Systems, Inc.	$1.4M	1.29%	0.00%	-8.4%	Q4 2024
MRKMerck & Co., Inc.	$1.34M	1.24%	0.00%	+3.0%	Q1 2025
JNJJohnson & Johnson	$1.32M	1.21%	0.00%	+0.1%	Q4 2024
PWRQuanta Services, Inc.	$1.25M	1.15%	0.00%	-2.5%	Q4 2024
VVisa Inc.	$1.09M	1.00%	0.00%	+0.1%	Q4 2024
NXTNextpower Inc.	$1.07M	0.99%	0.01%	-11.9%	Q1 2025
MUMicron Technology Inc	$1.06M	0.97%	0.00%	-25.3%	Q3 2025
ANETArista Networks, Inc.	$1.05M	0.97%	0.00%	-0.5%	Q4 2024
PYPLPayPal Holdings, Inc.	$939K	0.87%	0.00%	-22.4%	Q4 2024
ABNBAirbnb, Inc.	$897K	0.83%	Not reported	-0.1%	Q4 2024
CVXChevron Corp	$886K	0.82%	0.00%	Not reported	Q4 2024
COFCapital One Financial Corp	$873K	0.80%	0.00%	+5.1%	Q4 2024
SFMSprouts Farmers Market, Inc.	$866K	0.80%	0.01%	+5.3%	Q4 2024
CCitigroup Inc	$859K	0.79%	0.00%	-1.1%	Q4 2024
AXPAmerican Express Co	$812K	0.75%	0.00%	-1.4%	Q4 2024
HDHome Depot, Inc.	$790K	0.73%	0.00%	+1.2%	Q4 2024
APTVAptiv PLC	$766K	0.71%	0.01%	Not reported	Q1 2025
XOMExxonMobil Holdings Corp	$716K	0.66%	0.00%	Not reported	Q4 2024
CRMSalesforce, Inc.	$709K	0.65%	0.00%	-8.5%	Q4 2024
FDXFedex Corp	$700K	0.65%	0.00%	-0.7%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$694K	0.64%	Not reported	Not reported	Q4 2024
COPConocophillips	$691K	0.64%	0.00%	-1.0%	Q4 2024
PTCPTC Inc.	$683K	0.63%	0.01%	+4.5%	Q4 2024
SCHWSchwab Charles Corp	$683K	0.63%	0.00%	+0.2%	Q4 2024
EQNREquinor ASA	$678K	0.63%	0.00%	-2.3%	Q4 2024
AVGOBroadcom Inc.	$672K	0.62%	0.00%	+14.3%	Q4 2024
VMCVulcan Materials CO	$656K	0.60%	0.00%	-0.9%	Q4 2024
UBERUber Technologies, Inc	$627K	0.58%	0.00%	+1.3%	Q1 2025
TAt&T Inc.	$619K	0.57%	0.00%	+2.4%	Q4 2024
PALCPacific Alliance Corp	$616K	0.57%	Not reported	0.0%	Q4 2024
MTCHMatch Group, Inc.	$600K	0.55%	0.01%	-28.4%	Q4 2024
COSTCostco Wholesale Corp	$586K	0.54%	0.00%	+0.5%	Q4 2024
TMOThermo Fisher Scientific Inc.	$580K	0.53%	0.00%	+1.1%	Q4 2024
DGXQuest Diagnostics Inc	$579K	0.53%	0.00%	-1.8%	Q4 2024
ALBAlbemarle Corp	$575K	0.53%	0.00%	-14.1%	Q4 2024
WSOWatsco Inc	$547K	0.50%	Not reported	Not reported	Q1 2026

Q1 2026Reported Apr 29, 202688 positions
GPCGenuine Parts Co	$5.97M	6.10%	0.04%	+1.1%	Q4 2024
NVDANvidia Corp	$2.01M	2.05%	0.00%	+0.2%	Q4 2024
AAPLApple Inc.	$1.8M	1.84%	0.00%	-0.4%	Q4 2024
AMZNAmazon Com Inc	$1.75M	1.78%	0.00%	+2.2%	Q4 2024
SHELShell plc	$1.73M	1.76%	0.00%	-1.3%	Q4 2024
MSFTMicrosoft Corp	$1.72M	1.76%	0.00%	+3.0%	Q4 2024
GOOGLAlphabet Inc.	$1.62M	1.65%	0.00%	-1.1%	Q4 2024
URIUnited Rentals, Inc.	$1.58M	1.61%	0.00%	+1.1%	Q4 2024
JPMJPMorgan Chase & Co	$1.56M	1.60%	0.00%	-5.0%	Q4 2024
GNRCGenerac Holdings Inc.	$1.4M	1.43%	0.01%	-10.0%	Q4 2024
HALOHalozyme Therapeutics, Inc.	$1.38M	1.41%	0.02%	-1.4%	Q4 2024
PYPLPayPal Holdings, Inc.	$1.27M	1.30%	0.00%	+13.4%	Q4 2024
JNJJohnson & Johnson	$1.27M	1.29%	0.00%	-3.1%	Q4 2024
QCOMQualcomm Inc	$1.26M	1.28%	0.00%	+2.1%	Q4 2024
NXTNextpower Inc.	$1.23M	1.26%	0.01%	-13.2%	Q1 2025
MRKMerck & Co., Inc.	$1.22M	1.25%	0.00%	-1.8%	Q1 2025
CVXChevron Corp	$1.11M	1.13%	0.00%	Not reported	Q4 2024
CSCOCisco Systems, Inc.	$1.01M	1.03%	0.00%	-4.0%	Q4 2024
PWRQuanta Services, Inc.	$978K	1.00%	0.00%	-2.3%	Q4 2024
PANWPalo Alto Networks Inc	$968K	0.99%	0.00%	+2.6%	Q4 2024
VVisa Inc.	$959K	0.98%	0.00%	+2.7%	Q4 2024
EQNREquinor ASA	$933K	0.95%	0.00%	-0.3%	Q4 2024
CRMSalesforce, Inc.	$923K	0.94%	0.00%	+20.2%	Q4 2024
ALBAlbemarle Corp	$890K	0.91%	0.00%	-7.1%	Q4 2024
XOMExxonMobil Holdings Corp	$888K	0.91%	0.00%	Not reported	Q4 2024
COPConocophillips	$886K	0.91%	0.00%	-0.4%	Q4 2024
AMATApplied Materials Inc	$850K	0.87%	0.00%	-10.7%	Q4 2024
TAt&T Inc.	$847K	0.86%	0.00%	-1.9%	Q4 2024
PTCPTC Inc.	$820K	0.84%	0.01%	+38.8%	Q4 2024
FDXFedex Corp	$802K	0.82%	0.00%	-14.8%	Q4 2024
ABNBAirbnb, Inc.	$793K	0.81%	Not reported	+0.7%	Q4 2024
ANETArista Networks, Inc.	$762K	0.78%	0.00%	-1.2%	Q4 2024
COFCapital One Financial Corp	$755K	0.77%	0.00%	-0.2%	Q4 2024
SFMSprouts Farmers Market, Inc.	$750K	0.77%	0.01%	+27.9%	Q4 2024
AXPAmerican Express Co	$736K	0.75%	0.00%	-3.9%	Q4 2024
HDHome Depot, Inc.	$728K	0.74%	0.00%	+0.5%	Q4 2024
CCitigroup Inc	$704K	0.72%	0.00%	-1.2%	Q4 2024
SCHWSchwab Charles Corp	$694K	0.71%	0.00%	+4.8%	Q4 2024
ZGZillow Group, Inc.	$688K	0.70%	Not reported	+22.3%	Q4 2024
MTCHMatch Group, Inc.	$676K	0.69%	0.01%	-9.7%	Q4 2024
CMECme Group Inc.	$629K	0.64%	0.00%	-2.6%	Q4 2024
COSTCostco Wholesale Corp	$621K	0.63%	0.00%	-1.7%	Q4 2024
UBERUber Technologies, Inc	$617K	0.63%	0.00%	+26.0%	Q1 2025
VMCVulcan Materials CO	$611K	0.62%	0.00%	-0.3%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$604K	0.62%	Not reported	Not reported	Q4 2024
TMOThermo Fisher Scientific Inc.	$562K	0.57%	0.00%	+7.0%	Q4 2024
DGXQuest Diagnostics Inc	$545K	0.56%	0.00%	-8.8%	Q4 2024
ADBEAdobe Inc.	$537K	0.55%	0.00%	+0.9%	Q4 2024
PALCPacific Alliance Corp	$534K	0.55%	Not reported	0.0%	Q4 2024
NFLXNetflix Inc	$534K	0.55%	0.00%	+2.7%	Q4 2024

Q4 2025Reported Feb 9, 202693 positions
GPCGenuine Parts Co	$6.87M	6.88%	0.04%	-0.3%	Q4 2024
MSFTMicrosoft Corp	$2.18M	2.18%	0.00%	Not reported	Q4 2024
NVDANvidia Corp	$2.15M	2.15%	0.00%	-1.0%	Q4 2024
AAPLApple Inc.	$1.94M	1.94%	0.00%	-0.4%	Q4 2024
AMZNAmazon Com Inc	$1.89M	1.90%	0.00%	+2.8%	Q4 2024
JPMJPMorgan Chase & Co	$1.8M	1.80%	0.00%	-0.8%	Q4 2024
GOOGLAlphabet Inc.	$1.78M	1.78%	0.00%	-2.5%	Q4 2024
URIUnited Rentals, Inc.	$1.73M	1.74%	0.00%	Not reported	Q4 2024
QCOMQualcomm Inc	$1.63M	1.64%	0.00%	-0.2%	Q4 2024
HALOHalozyme Therapeutics, Inc.	$1.45M	1.46%	0.02%	-1.2%	Q4 2024
PYPLPayPal Holdings, Inc.	$1.44M	1.45%	0.00%	0.0%	Q4 2024
SHELShell plc	$1.38M	1.38%	0.00%	+0.2%	Q4 2024
JNJJohnson & Johnson	$1.11M	1.11%	0.00%	-0.1%	Q4 2024
CRMSalesforce, Inc.	$1.09M	1.09%	0.00%	+7.3%	Q4 2024
MRKMerck & Co., Inc.	$1.09M	1.09%	0.00%	+0.2%	Q1 2025
GNRCGenerac Holdings Inc.	$1.09M	1.09%	0.01%	+2.8%	Q4 2024
PANWPalo Alto Networks Inc	$1.08M	1.09%	0.00%	-0.6%	Q4 2024
VVisa Inc.	$1.08M	1.09%	0.00%	+0.6%	Q4 2024
CSCOCisco Systems, Inc.	$1.04M	1.05%	0.00%	+0.3%	Q4 2024
NXTNextpower Inc.	$1.02M	1.03%	0.01%	-11.4%	Q1 2025
COFCapital One Financial Corp	$1.01M	1.01%	0.00%	+0.4%	Q4 2024
APTVAptiv PLC	$942K	0.94%	0.01%	+1.3%	Q1 2025
AXPAmerican Express Co	$937K	0.94%	0.00%	-1.1%	Q4 2024
ZGZillow Group, Inc.	$928K	0.93%	Not reported	-2.2%	Q4 2024
ABNBAirbnb, Inc.	$846K	0.85%	Not reported	-1.4%	Q4 2024
ANETArista Networks, Inc.	$823K	0.82%	0.00%	+2.4%	Q4 2024
CVXChevron Corp	$815K	0.82%	0.00%	Not reported	Q4 2024
MTCHMatch Group, Inc.	$787K	0.79%	0.01%	-4.2%	Q4 2024
PWRQuanta Services, Inc.	$769K	0.77%	0.00%	Not reported	Q4 2024
ADBEAdobe Inc.	$766K	0.77%	0.00%	+4.1%	Q4 2024
FDXFedex Corp	$763K	0.76%	0.00%	0.0%	Q4 2024
HDHome Depot, Inc.	$758K	0.76%	0.00%	+0.6%	Q4 2024
ALBAlbemarle Corp	$754K	0.76%	0.00%	-2.5%	Q4 2024
TAt&T Inc.	$740K	0.74%	0.00%	+0.4%	Q4 2024
CCitigroup Inc	$733K	0.73%	0.00%	-2.2%	Q4 2024
PTCPTC Inc.	$723K	0.72%	0.00%	-0.1%	Q4 2024
AMATApplied Materials Inc	$716K	0.72%	0.00%	-2.7%	Q4 2024
SCHWSchwab Charles Corp	$705K	0.71%	0.00%	-1.5%	Q4 2024
MSCIMSCI Inc.	$642K	0.64%	0.00%	Not reported	Q3 2025
VMCVulcan Materials CO	$642K	0.64%	0.00%	-0.1%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$633K	0.63%	Not reported	-1.1%	Q4 2024
COPConocophillips	$631K	0.63%	0.00%	-2.0%	Q4 2024
XOMExxonMobil Holdings Corp	$630K	0.63%	0.00%	Not reported	Q4 2024
TMOThermo Fisher Scientific Inc.	$619K	0.62%	0.00%	+2.2%	Q4 2024
SFMSprouts Farmers Market, Inc.	$606K	0.61%	0.01%	+4.6%	Q4 2024
CMECme Group Inc.	$597K	0.60%	0.00%	+2.2%	Q4 2024
UBERUber Technologies, Inc	$557K	0.56%	0.00%	-4.5%	Q1 2025
COSTCostco Wholesale Corp	$547K	0.55%	0.00%	-1.3%	Q4 2024
AVGOBroadcom Inc.	$542K	0.54%	0.00%	Not reported	Q4 2024
PALCPacific Alliance Corp	$539K	0.54%	Not reported	Not reported	Q4 2024

Q3 2025Reported Oct 27, 202594 positions
GPCGenuine Parts Co	$7.76M	7.75%	0.04%	-0.5%	Q4 2024
MSFTMicrosoft Corp	$2.33M	2.33%	0.00%	-0.7%	Q4 2024
NVDANvidia Corp	$2.17M	2.16%	0.00%	-0.8%	Q4 2024
URIUnited Rentals, Inc.	$2.05M	2.04%	0.00%	-7.2%	Q4 2024
AAPLApple Inc.	$1.82M	1.82%	0.00%	-0.4%	Q4 2024
JPMJPMorgan Chase & Co	$1.78M	1.77%	0.00%	-2.0%	Q4 2024
AMZNAmazon Com Inc	$1.75M	1.75%	0.00%	-0.5%	Q4 2024
PYPLPayPal Holdings, Inc.	$1.66M	1.65%	0.00%	+7.1%	Q4 2024
HALOHalozyme Therapeutics, Inc.	$1.6M	1.60%	0.02%	-1.4%	Q4 2024
QCOMQualcomm Inc	$1.59M	1.59%	0.00%	-3.2%	Q4 2024
GOOGLAlphabet Inc.	$1.42M	1.42%	0.00%	-0.7%	Q4 2024
SHELShell plc	$1.34M	1.34%	0.00%	-1.2%	Q4 2024
GNRCGenerac Holdings Inc.	$1.3M	1.29%	0.01%	+0.4%	Q4 2024
PANWPalo Alto Networks Inc	$1.21M	1.20%	0.00%	-1.1%	Q4 2024
APTVAptiv PLC	$1.05M	1.05%	0.01%	+1.5%	Q1 2025
VVisa Inc.	$1.05M	1.05%	0.00%	+23.7%	Q4 2024
ZGZillow Group, Inc.	$1.04M	1.03%	Not reported	-1.7%	Q4 2024
JNJJohnson & Johnson	$993K	0.99%	0.00%	-2.6%	Q4 2024
NXTNextpower Inc.	$982K	0.98%	0.01%	-7.0%	Q1 2025
CSCOCisco Systems, Inc.	$925K	0.92%	0.00%	-3.5%	Q4 2024
CRMSalesforce, Inc.	$908K	0.91%	0.00%	-1.1%	Q4 2024
MTCHMatch Group, Inc.	$898K	0.90%	0.01%	-10.5%	Q4 2024
ANETArista Networks, Inc.	$894K	0.89%	0.00%	+19.3%	Q4 2024
HDHome Depot, Inc.	$888K	0.89%	0.00%	+0.1%	Q4 2024
COFCapital One Financial Corp	$879K	0.88%	0.00%	-3.0%	Q4 2024
MRKMerck & Co., Inc.	$865K	0.86%	0.00%	+1.4%	Q1 2025
NVONovo Nordisk A S	$855K	0.85%	Not reported	+53.6%	Q2 2025
AXPAmerican Express Co	$851K	0.85%	0.00%	-2.6%	Q4 2024
PTCPTC Inc.	$843K	0.84%	0.00%	-5.7%	Q4 2024
TAt&T Inc.	$838K	0.84%	0.00%	-1.0%	Q4 2024
CVXChevron Corp	$830K	0.83%	0.00%	+1.3%	Q4 2024
SFMSprouts Farmers Market, Inc.	$790K	0.79%	0.01%	-0.8%	Q4 2024
ABNBAirbnb, Inc.	$767K	0.77%	Not reported	+0.7%	Q4 2024
PWRQuanta Services, Inc.	$755K	0.75%	0.00%	-8.4%	Q4 2024
ADBEAdobe Inc.	$742K	0.74%	0.00%	+20.5%	Q4 2024
UBERUber Technologies, Inc	$698K	0.70%	0.00%	-1.6%	Q1 2025
VMCVulcan Materials CO	$693K	0.69%	0.00%	-0.2%	Q4 2024
SCHWSchwab Charles Corp	$683K	0.68%	0.00%	-7.7%	Q4 2024
CCitigroup Inc	$651K	0.65%	0.00%	-7.0%	Q4 2024
COPConocophillips	$650K	0.65%	0.00%	-8.5%	Q4 2024
MSCIMSCI Inc.	$635K	0.63%	0.00%	New	Q3 2025
SPYSPDR S&P 500 ETF Trust	$625K	0.62%	Not reported	-8.3%	Q4 2024
FDXFedex Corp	$623K	0.62%	0.00%	-0.4%	Q4 2024
COSTCostco Wholesale Corp	$594K	0.59%	0.00%	-0.6%	Q4 2024
CNXCConcentrix Corp	$590K	0.59%	0.02%	-35.0%	Q4 2024
XOMExxonMobil Holdings Corp	$590K	0.59%	0.00%	Not reported	Q4 2024
AMATApplied Materials Inc	$586K	0.59%	0.00%	Not reported	Q4 2024
DGXQuest Diagnostics Inc	$584K	0.58%	0.00%	-3.2%	Q4 2024
CMECme Group Inc.	$578K	0.58%	0.00%	+4.9%	Q4 2024
NFLXNetflix Inc	$554K	0.55%	0.00%	-2.5%	Q4 2024

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