2UniFi Bank
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), 2UniFi Bank reported 521 stock positions worth $210.7 million. Its top holding was iShares Russell 1000 Growth (IWF) at 6.5% of the portfolio, followed by Apple (AAPL, 4.2%) and iShares MSCI Eafe ETF (EFA, 4.2%). Compared with Q3 2025, it opened 89 new positions, sold out of 17, added to 136 and reduced 89. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +106%) and the biggest sale Oracle (ORCL, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- JACKSON, WY
- CIK
- 0002040900
- Portfolio Value
- $210.7M (Q4 2025)
- SEC Filing
- 0001104659-26-014259 ↗ filed Feb 12, 2026
Holdings Value
Holdings 521 stocks · $210.7M
| IWF iShares Russell 1000 Growth | 6.45% | 28,720 | $13.6M | Add +3.7% |
| AAPL Apple Inc. | 4.21% | 32,625 | $8.9M | Add +0.2% |
| EFA iShares MSCI Eafe ETF | 4.18% | 91,811 | $8.8M | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 4.05% | 129,183 | $8.5M | Add +10.1% |
| NVDA Nvidia Corp. | 4.01% | 45,291 | $8.4M | Reduce -3.1% |
| MSFT Microsoft Corp. | 3.09% | 13,467 | $6.5M | Add +1.2% |
| IVV iShares Core S&P 500 ETF | 2.76% | 8,492 | $5.8M | Add +12.4% |
| GOOGL Alphabet Inc. Class A | 2.46% | 16,559 | $5.2M | Reduce -2.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.42% | 26,675 | $5.1M | Add +11.3% |
| IEMG iShares Core MSCI Emerging | 2.40% | 75,278 | $5.1M | Add +1.8% |
| IAU iShares Gold Trust | 1.98% | 51,474 | $4.2M | Reduce -1.6% |
| LLY Eli Lilly & Co. | 1.97% | 3,854 | $4.1M | Add +3.9% |
| IWD iShares Russell 1000 Value E | 1.93% | 19,350 | $4.1M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 1.92% | 17,515 | $4.0M | Add +0.7% |
| IEFA iShares Core MSCI Eafe ETF | 1.80% | 42,482 | $3.8M | Add +105.9% |
| JPM JPMorgan Chase & Co. | 1.62% | 10,601 | $3.4M | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 1.62% | 27,625 | $3.4M | Add +6.0% |
| V Visa Inc. Class A | 1.20% | 7,214 | $2.5M | Reduce -0.4% |
| BLK BlackRock Inc. | 1.18% | 2,322 | $2.5M | Add +0.7% |
| JNJ Johnson & Johnson | 1.10% | 11,244 | $2.3M | Add +2.7% |
| CVX Chevron Corp. | 0.95% | 13,123 | $2.0M | Add +2.3% |
| AVGO Broadcom Inc. | 0.92% | 5,626 | $1.9M | Add +20.9% |
| META Meta Platforms Inc. Class A | 0.92% | 2,948 | $1.9M | Add +4.3% |
| IJR iShares Core S&P Small-Cap E | 0.89% | 15,687 | $1.9M | Add +2.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.85% | 6,936 | $1.8M | Add +10.0% |
| WMT Walmart Inc. | 0.83% | 15,791 | $1.8M | Add +5.0% |
| ABBV Abbvie Inc. | 0.78% | 7,213 | $1.6M | Add +0.6% |
| CDNS Cadence Design SYS Inc. | 0.77% | 5,178 | $1.6M | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.75% | 10,997 | $1.6M | Reduce -14.2% |
| MCD McDonald's Corp. | 0.70% | 4,820 | $1.5M | Add +4.2% |
| CMI Cummins Inc. | 0.68% | 2,812 | $1.4M | Reduce -0.3% |
| HD Home Depot Inc. | 0.66% | 4,019 | $1.4M | Reduce -3.9% |
| TSLA Tesla Inc. | 0.64% | 3,016 | $1.4M | Add +20.8% |
| BIV Vanguard Intermediate-Term B | 0.64% | 17,196 | $1.3M | Add +12.3% |
| GOOG Alphabet Inc. Class C | 0.62% | 4,144 | $1.3M | Reduce -0.8% |
| CAT Caterpillar Inc. | 0.61% | 2,260 | $1.3M | Add +1.9% |
| MS Morgan Stanley | 0.59% | 7,044 | $1.3M | Add +2.1% |
| PEP Pepsico Inc. | 0.57% | 8,317 | $1.2M | Reduce -5.2% |
| BND Vanguard Total Bond Market | 0.56% | 15,960 | $1.2M | Add +10.9% |
| SDY SS SPDR S&P Dividend ETF | 0.56% | 8,488 | $1.2M | Reduce -0.4% |
| GD General Dynamics Corp. | 0.55% | 3,421 | $1.2M | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.53% | 3,786 | $1.1M | Add +30.2% |
| EMR Emerson Electric Co. | 0.53% | 8,372 | $1.1M | Add +12.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.53% | 20,151 | $1.1M | Add +4.1% |
| ORCL Oracle Corp. | 0.52% | 5,602 | $1.1M | Reduce -13.4% |
| MRK Merck & Co. Inc. | 0.51% | 10,202 | $1.1M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 2,117 | $1.1M | Add +13.8% |
| RTX RTX Corp. | 0.50% | 5,791 | $1.1M | Add +9.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 1,547 | $1.1M | Reduce -6.6% |
| MAR Marriott International Class A | 0.49% | 3,347 | $1.0M | No change |
| IWM iShares Russell 2000 ETF | 0.49% | 4,207 | $1.0M | No change |
| VGT Vanguard Info Tech ETF | 0.49% | 1,360 | $1.0M | No change |
| VEA Vanguard Ftse Developed ETF | 0.49% | 16,396 | $1.0M | Add +21.5% |
| SHOP Shopify Inc. Class A | 0.48% | 6,326 | $1.0M | Reduce -0.5% |
| ICE Intercontinental Exchange Inc. | 0.47% | 6,151 | $996K | Add +0.3% |
| WM Waste Management Inc. | 0.47% | 4,494 | $987K | Reduce -5.7% |
| NEE Nextera Energy Inc. | 0.47% | 12,277 | $986K | Add +3.3% |
| PANW Palo Alto Networks Inc. | 0.45% | 5,190 | $956K | Reduce -7.6% |
| LMT Lockheed Martin Corp. | 0.45% | 1,942 | $939K | Add +1.6% |
| HON Honeywell International Inc. | 0.43% | 4,628 | $903K | Reduce -1.3% |
| GS Goldman Sachs Group Inc. | 0.41% | 992 | $872K | Add +3.0% |
| CSCO Cisco Systems Inc. | 0.41% | 11,208 | $863K | Add +7.5% |
| VWO Vanguard Ftse Emerging Marke | 0.39% | 15,422 | $829K | Add +27.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.38% | 1,621 | $791K | Reduce -1.8% |
| VIG Vanguard Dividend Apprec ETF | 0.36% | 3,440 | $756K | No change |
| DE Deere & Co. | 0.36% | 1,614 | $751K | Add +8.0% |
| TMO Thermo Fisher Scientific Inc. | 0.34% | 1,234 | $715K | Add +1.2% |
| AXP American Express Co. | 0.32% | 1,823 | $674K | Add +12.5% |
| ABT Abbott Laboratories | 0.32% | 5,305 | $665K | Reduce -19.6% |
| SO The Southern Co. | 0.31% | 7,603 | $663K | Reduce -5.1% |
| ACWI iShares MSCI Acwi ETF | 0.31% | 4,685 | $663K | Reduce -0.8% |
| UBER Uber Technologies Inc. | 0.31% | 8,078 | $660K | Reduce -4.0% |
| CRM Salesforce Inc. | 0.31% | 2,460 | $652K | Add +16.2% |
| AEP American Electric Power | 0.30% | 5,499 | $634K | Add +4.0% |
| PAYX Paychex Inc. | 0.30% | 5,636 | $632K | Reduce -12.4% |
| EOG EOG Resources Inc. | 0.30% | 5,996 | $630K | Reduce -18.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 987 | $606K | Reduce -3.4% |
| MCHP Microchip Technology Inc. | 0.29% | 9,482 | $604K | Reduce -3.6% |
| DVY iShares Select Dividend ETF | 0.29% | 4,275 | $603K | Add +46.1% |
| NFLX Netflix Inc. | 0.27% | 6,092 | $571K | Add +528.0% |
| COST Costco Wholesale Corp. | 0.26% | 636 | $548K | Reduce -2.6% |
| TSPA T Rowe Price US Eqy Research | 0.26% | 12,672 | $542K | Add +101.7% |
| ENB Enbridge Inc. | 0.25% | 11,000 | $526K | Add +3.4% |
| GPC Genuine Parts Co. | 0.24% | 4,184 | $514K | Reduce -4.7% |
| SYK Stryker Corp. | 0.24% | 1,434 | $504K | Reduce -30.7% |
| NBHC National Bank Hold Class A | 0.24% | 13,175 | $501K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 4,323 | $492K | Reduce -21.9% |
| PNC PNC Financial Services Group | 0.23% | 2,355 | $492K | Reduce -16.5% |
| DUK Duke Energy Corp. | 0.23% | 4,149 | $486K | Reduce -12.4% |
| QCOM Qualcomm Inc. | 0.23% | 2,814 | $481K | Add +12.6% |
| USB US Bancorp | 0.23% | 8,993 | $480K | Add +6.4% |
| PRU Prudential Financial Inc. | 0.23% | 4,251 | $480K | Add +3.4% |
| MDT Medtronic PLC | 0.23% | 4,985 | $479K | Add +10.5% |
| CME Cme Group Inc. | 0.22% | 1,729 | $472K | Reduce -1.1% |
| BSV Vanguard Short-Term Bond ETF | 0.22% | 5,835 | $460K | Add +10.3% |
| ETN Eaton Corp. PLC | 0.20% | 1,338 | $426K | Add +1474.1% |
| AMAT Applied Materials Inc. | 0.20% | 1,630 | $419K | Reduce -18.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.19% | 1,408 | $409K | No change |
| ADP Automatic Data Processing | 0.18% | 1,509 | $388K | Add +26.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.18% | 8,925 | $381K | Add +24.0% |
Portfolio Sells Q3 2025 → Q4 2025
| ORCL Oracle Corp. | Reduce -13.4% | 0.52% | −0.39 |
| NVDA Nvidia Corp. | Reduce -3.1% | 4.01% | −0.36 |
| ZTS Zoetis Inc. | Reduce -70.7% | 0.08% | −0.25 |
| PG The Procter & Gamble Co. | Reduce -14.2% | 0.75% | −0.24 |
| PSA Public Storage | Reduce -47.0% | 0.17% | −0.21 |
| HD Home Depot Inc. | Reduce -3.9% | 0.66% | −0.19 |
| CDNS Cadence Design SYS Inc. | Reduce -0.5% | 0.77% | −0.15 |
| SYK Stryker Corp. | Reduce -30.7% | 0.24% | −0.14 |
| ABT Abbott Laboratories | Reduce -19.6% | 0.32% | −0.13 |
| PANW Palo Alto Networks Inc. | Reduce -7.6% | 0.45% | −0.12 |
| URI United Rentals Inc. | Reduce -40.9% | 0.11% | −0.12 |
| EOG EOG Resources Inc. | Reduce -18.2% | 0.30% | −0.11 |
| PAYX Paychex Inc. | Reduce -12.4% | 0.30% | −0.11 |
| UBER Uber Technologies Inc. | Reduce -4.0% | 0.31% | −0.10 |
| DIS The Walt Disney Co. | Reduce -21.9% | 0.23% | −0.08 |
| MRVL Marvell Technology Inc. | Reduce -27.5% | 0.16% | −0.07 |
| TMUS T-Mobile US Inc. | Reduce -40.4% | 0.06% | −0.07 |
| HON Honeywell International Inc. | Reduce -1.3% | 0.43% | −0.07 |
| SO The Southern Co. | Reduce -5.1% | 0.31% | −0.07 |
| DUK Duke Energy Corp. | Reduce -12.4% | 0.23% | −0.06 |
| GPC Genuine Parts Co. | Reduce -4.7% | 0.24% | −0.06 |
| WM Waste Management Inc. | Reduce -5.7% | 0.47% | −0.06 |
| IWD iShares Russell 1000 Value E | Reduce -0.6% | 1.93% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.6% | 0.50% | −0.05 |
| PNC PNC Financial Services Group | Reduce -16.5% | 0.23% | −0.05 |
| PEP Pepsico Inc. | Reduce -5.2% | 0.57% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -50.7% | 0.04% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -28.6% | 0.08% | −0.05 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.05 |
| ACN Accenture PLC Class A | Reduce -48.9% | 0.05% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -2.6% | 0.26% | −0.04 |
| INGR Ingredion Inc. | Reduce -9.6% | 0.14% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -7.6% | 0.17% | −0.04 |
| MO Altria Group Inc. | Reduce -1.4% | 0.17% | −0.04 |
| V Visa Inc. Class A | Reduce -0.4% | 1.20% | −0.04 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.4% | 0.56% | −0.04 |
| ANET Arista Networks Inc. | Reduce -30.6% | 0.05% | −0.03 |
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.03 |
| PGR Progressive Corp. | Reduce -12.9% | 0.11% | −0.03 |
| AZO AutoZone Inc. | Reduce -70.0% | 0.01% | −0.03 |
| TTD Trade Desk Inc./the Class A | Reduce -34.1% | 0.03% | −0.03 |
| MCO Moody's Corp. | Reduce -65.1% | 0.02% | −0.03 |
| MCHP Microchip Technology Inc. | Reduce -3.6% | 0.29% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -5.6% | 0.10% | −0.03 |
| SLGN Silgan Holdings Inc. | Sold out | 0.00% | −0.02 |
| SYY Sysco Corp. | Reduce -2.2% | 0.11% | −0.02 |
| CPRT Copart Inc. | Reduce -82.3% | 0.00% | −0.02 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -88.4% | 0.00% | −0.02 |
| HOOD Robinhood Markets Inc. Class A | Reduce -59.1% | 0.01% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.8% | 0.38% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| IEFA iShares Core MSCI Eafe ETF | Add +105.9% | 1.80% | +0.90 |
| LLY Eli Lilly & Co. | Add +3.9% | 1.97% | +0.55 |
| IVV iShares Core S&P 500 ETF | Add +12.4% | 2.76% | +0.23 |
| IJH iShares Core S&P Midcap ETF | Add +10.1% | 4.05% | +0.21 |
| NFLX Netflix Inc. | Add +528.0% | 0.27% | +0.21 |
| ETN Eaton Corp. PLC | Add +1474.1% | 0.20% | +0.19 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +11.3% | 2.42% | +0.18 |
| AVGO Broadcom Inc. | Add +20.9% | 0.92% | +0.16 |
| TSCO Tractor Supply Company | New | 0.14% | +0.14 |
| TSPA T Rowe Price US Eqy Research | Add +101.7% | 0.26% | +0.13 |
| IBM Intl Business Machines Corp. | Add +30.2% | 0.53% | +0.12 |
| JNJ Johnson & Johnson | Add +2.7% | 1.10% | +0.09 |
| TSLA Tesla Inc. | Add +20.8% | 0.64% | +0.09 |
| CAT Caterpillar Inc. | Add +1.9% | 0.61% | +0.08 |
| MRK Merck & Co. Inc. | Add +0.5% | 0.51% | +0.08 |
| VEA Vanguard Ftse Developed ETF | Add +21.5% | 0.49% | +0.08 |
| DVY iShares Select Dividend ETF | Add +46.1% | 0.29% | +0.08 |
| VWO Vanguard Ftse Emerging Marke | Add +27.1% | 0.39% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | Add +77.3% | 0.16% | +0.06 |
| AMD Advanced Micro Devices | Add +43.2% | 0.13% | +0.06 |
| RTX RTX Corp. | Add +9.0% | 0.50% | +0.06 |
| WMT Walmart Inc. | Add +5.0% | 0.83% | +0.06 |
| CRM Salesforce Inc. | Add +16.2% | 0.31% | +0.06 |
| AAPL Apple Inc. | Add +0.2% | 4.21% | +0.06 |
| CSCO Cisco Systems Inc. | Add +7.5% | 0.41% | +0.05 |
| AXP American Express Co. | Add +12.5% | 0.32% | +0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +10.0% | 0.85% | +0.05 |
| MS Morgan Stanley | Add +2.1% | 0.59% | +0.04 |
| TMO Thermo Fisher Scientific Inc. | Add +1.2% | 0.34% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Add +6.0% | 1.62% | +0.04 |
| MU Micron Technology Inc. | Add +8.8% | 0.09% | +0.04 |
| EMR Emerson Electric Co. | Add +12.2% | 0.53% | +0.04 |
| BIV Vanguard Intermediate-Term B | Add +12.3% | 0.64% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +13.8% | 0.51% | +0.04 |
| BNY Bank of New York Mellon Corp. | Add +43.9% | 0.11% | +0.04 |
| GEV GE Vernova Inc. | Add +38.1% | 0.12% | +0.03 |
| SDVY First Trust Smid Cap Rising | Add +293.9% | 0.05% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +3.0% | 0.41% | +0.03 |
| SPGI S&P Global Inc. | Add +23.0% | 0.13% | +0.03 |
| XOM Exxon Mobil Corp. | Add +30.1% | 0.11% | +0.03 |
| BAC Bank of America Corp. | Add +4.1% | 0.53% | +0.03 |
| BND Vanguard Total Bond Market | Add +10.9% | 0.56% | +0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +24.0% | 0.18% | +0.02 |
| USB US Bancorp | Add +6.4% | 0.23% | +0.02 |
| INTC Intel Corp. | Add +53.4% | 0.06% | +0.02 |
| CB Chubb Ltd. | Add +40.8% | 0.07% | +0.02 |
| HSY The Hershey Co. | Add +42.3% | 0.09% | +0.02 |
| QCOM Qualcomm Inc. | Add +12.6% | 0.23% | +0.02 |
| NEE Nextera Energy Inc. | Add +3.3% | 0.47% | +0.02 |
| WMB Williams Cos Inc. | Add +108.0% | 0.04% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 0 | $0 | |
| Q1 2026 | 519 | $206.5M | IWF, EFA, IJH, AAPL, NVDA |
| Q4 2025 | 521 | $210.7M | IWF, AAPL, EFA, IJH, NVDA |
| Q3 2025 | 447 | $199.7M | IWF, NVDA, EFA, AAPL, IJH |
| Q2 2025 | 449 | $176.1M | IWF, EFA, NVDA, IJH, AAPL |
| Q1 2025 | 450 | $154.7M | IWF, EFA, AAPL, IJH, NVDA |
| Q4 2024 | 516 | $150.2M | AAPL, IWF, EFA, IJH, NVDA |