Unified Investment Management
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Unified Investment Management reported 112 stock positions worth $88.0 million. Its top holding was Genuine Parts (GPC) at 7.3% of the portfolio, followed by Janus Henderson Short Durati (VNLA, 2.6%) and iShares 1-5Y Inv Grade (IGSB, 2.6%).
- Most Recent 13F
- Q2 2026
- Location
- Atlanta, GA
- CIK
- 0002054855
- Portfolio Value
- $88.0M (Q4 2024)
- SEC Filing
- 0001667731-25-000211 ↗ filed Feb 6, 2025
Holdings Value
Holdings 112 stocks · $88.0M
| GPC Genuine Parts Co. | 7.28% | 54,863 | $6.4M | — |
| VNLA Janus Henderson Short Durati | 2.58% | 46,473 | $2.3M | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 2.58% | 43,862 | $2.3M | — |
| MSFT Microsoft Corp. | 2.53% | 5,286 | $2.2M | — |
| NEAR iShares SH Dba ETF Usd Inc. | 2.53% | 44,048 | $2.2M | — |
| MINT PIMCO Enhanced Short Maturit | 2.41% | 21,136 | $2.1M | — |
| AAPL Apple Inc. | 2.32% | 8,167 | $2.0M | — |
| NVDA Nvidia Corp. | 2.28% | 14,925 | $2.0M | — |
| GVI iShares Intermediate Governm | 2.19% | 18,507 | $1.9M | — |
| PYPL PayPal Holdings Inc. | 2.16% | 22,294 | $1.9M | — |
| AMZN Amazon.com Inc. | 2.13% | 8,543 | $1.9M | — |
| URI United Rentals Inc. | 1.94% | 2,422 | $1.7M | — |
| JPM JPMorgan Chase & Co. | 1.83% | 6,732 | $1.6M | — |
| COWZ Pacer US Cash Cows 100 ETF | 1.81% | 28,225 | $1.6M | — |
| BMY Bristol-Myers Squibb Co. | 1.57% | 24,385 | $1.4M | — |
| CRM Salesforce Inc. | 1.54% | 4,049 | $1.4M | — |
| QCOM Qualcomm Inc. | 1.54% | 8,802 | $1.4M | — |
| QGRO American Century US Quality | 1.43% | 12,636 | $1.3M | — |
| PANW Palo Alto Networks Inc. | 1.34% | 6,466 | $1.2M | — |
| SFM Sprouts Farmers Market Inc. | 1.32% | 9,135 | $1.2M | — |
| ZG Zillow Group Inc. Class A | 1.32% | 16,347 | $1.2M | — |
| SHEL Shell PLC-ADR | 1.31% | 18,451 | $1.2M | — |
| BSCT Invesco Bulletshares 2029 CB | 1.22% | 58,470 | $1.1M | — |
| IYW iShares Ustechnology ETF | 1.18% | 6,516 | $1.0M | — |
| GNRC Generac Holdings Inc. | 1.15% | 6,537 | $1.0M | — |
| GOOGL Alphabet Inc. Class A | 1.13% | 5,259 | $996K | — |
| HD Home Depot Inc. | 1.07% | 2,431 | $946K | — |
| TDC Teradata Corp. | 1.06% | 29,930 | $932K | — |
| COF Capital One Financial Corp. | 1.02% | 5,024 | $896K | — |
| HALO Halozyme Therapeutics Inc. | 1.02% | 18,725 | $895K | — |
| AXP American Express Co. | 1.01% | 2,986 | $886K | — |
| MTCH Match Group Inc. | 0.99% | 26,648 | $872K | — |
| TAP Molson Coors Beverage Co. Class B | 0.99% | 15,201 | $871K | — |
| T AT&T Inc. | 0.98% | 37,934 | $864K | — |
| JNJ Johnson & Johnson | 0.94% | 5,703 | $825K | — |
| V Visa Inc. Class A | 0.92% | 2,576 | $814K | — |
| CSCO Cisco Systems Inc. | 0.92% | 13,694 | $811K | — |
| FDX FedEx Corp. | 0.90% | 2,821 | $794K | — |
| DAR Darling Ingredients Inc. | 0.85% | 22,319 | $752K | — |
| AVGO Broadcom Inc. | 0.85% | 3,220 | $747K | — |
| CVX Chevron Corp. | 0.83% | 5,035 | $729K | — |
| PTC PTC Inc. | 0.79% | 3,770 | $693K | — |
| C Citigroup Inc. | 0.75% | 9,341 | $658K | — |
| COST Costco Wholesale Corp. | 0.74% | 711 | $651K | — |
| PWR Quanta Services Inc. | 0.74% | 2,054 | $649K | — |
| KNF Knife River Corp. | 0.73% | 6,347 | $645K | — |
| ANET Arista Networks Inc. | 0.72% | 5,704 | $630K | — |
| ICOW Pacer Developed Markets Inte | 0.70% | 21,177 | $618K | — |
| SCHW Schwab (charles) Corp. | 0.70% | 8,306 | $615K | — |
| COP Conocophillips | 0.70% | 6,176 | $613K | — |
| ADBE Adobe Inc. | 0.69% | 1,373 | $611K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.69% | 1,035 | $606K | — |
| PALC Pacer Lunt LRG Cap Multi-Fac | 0.69% | 12,297 | $605K | — |
| ABNB Airbnb Inc. Class A | 0.67% | 4,516 | $593K | — |
| CNXC Concentrix Corp. | 0.67% | 13,610 | $589K | — |
| VMC Vulcan Materials Co. | 0.65% | 2,234 | $575K | — |
| DGX Quest Diagnostics Inc. | 0.63% | 3,670 | $554K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.62% | 2,081 | $550K | — |
| XOM Exxon Mobil Corp. | 0.62% | 5,068 | $545K | — |
| BSCR Invesco Bulletshares 2027 CB | 0.62% | 27,900 | $543K | — |
| EQNR Equinor ASA-Spon ADR | 0.61% | 22,810 | $540K | — |
| BSCS Invesco Bulletshares 2028 CB | 0.61% | 26,600 | $535K | — |
| NFLX Netflix Inc. | 0.60% | 590 | $526K | — |
| IEMG iShares Core MSCI Emerging | 0.59% | 9,861 | $515K | — |
| ALB Albemarle Corp. | 0.58% | 5,936 | $511K | — |
| CME Cme Group Inc. | 0.57% | 2,165 | $503K | — |
| IYF iShares US Financials ETF | 0.56% | 4,434 | $490K | — |
| SIRI Sirius XM Holdings Inc. | 0.53% | 20,540 | $468K | — |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.53% | 10,533 | $464K | — |
| ABBV Abbvie Inc. | 0.52% | 2,584 | $459K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 995 | $451K | — |
| CEFS Saba Opport Hedg Cef ETF-Usd | 0.51% | 20,872 | $447K | — |
| VPU Vanguard Utilities ETF | 0.50% | 2,675 | $437K | — |
| AMAT Applied Materials Inc. | 0.49% | 2,666 | $434K | — |
| CVS CVS Health Corp. | 0.49% | 9,634 | $432K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.49% | 1,788 | $430K | — |
| JSML Janus Hender SM Cap GRW Alph | 0.48% | 6,397 | $419K | — |
| EFG iShares MSCI Eafe Growth ETF | 0.47% | 4,278 | $414K | — |
| TMO Thermo Fisher Scientific Inc. | 0.45% | 768 | $400K | — |
| EZM Wisdomtree US Midcap Fund | 0.45% | 6,318 | $395K | — |
| WY Weyerhaeuser Co. | 0.44% | 13,813 | $389K | — |
| VRP Invesco Variable Rate Prefer | 0.42% | 15,412 | $373K | — |
| FDLO Fidelity Low Volat Fact ETF | 0.42% | 6,150 | $373K | — |
| MDU Mdu Resources Group Inc. | 0.42% | 20,577 | $371K | — |
| ABT Abbott Laboratories | 0.42% | 3,250 | $368K | — |
| IMCG iShares Morningstar Mid-Cap | 0.41% | 4,722 | $357K | — |
| KO The Coca-Cola Co. | 0.39% | 5,520 | $344K | — |
| ASUR Asure Software Inc. | 0.39% | 36,475 | $343K | — |
| RTX RTX Corp. | 0.37% | 2,799 | $324K | — |
| ECOW Pacer Emerging Markets Cash | 0.36% | 16,497 | $320K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.35% | 1,071 | $310K | — |
| MUB iShares National Muni Bond E | 0.34% | 2,850 | $304K | — |
| THO Thor Industries Inc. | 0.33% | 3,039 | $291K | — |
| GLD SPDR Gold Shares | 0.32% | 1,148 | $278K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.30% | 1,546 | $262K | — |
| ISCV iShares Morningstar Small-Ca | 0.29% | 4,047 | $257K | — |
| META Meta Platforms Inc. Class A | 0.26% | 398 | $233K | — |
| IUSG iShares Core S&P U.S. Growth | 0.26% | 1,640 | $229K | — |
| DVY iShares Select Dividend ETF | 0.26% | 1,735 | $228K | — |
| IWM iShares Russell 2000 ETF | 0.26% | 1,028 | $227K | — |
| PAMC Pacer Lunt Midcap Mult-Fact | 0.25% | 4,831 | $224K | — |
| TOTL SS Doubleline TR Tact ETF | 0.25% | 5,613 | $221K | — |
| VYM Vanguard High DVD Yield ETF | 0.25% | 1,716 | $219K | — |
| SO The Southern Co. | 0.25% | 2,655 | $219K | — |
| TSLA Tesla Inc. | 0.25% | 540 | $218K | — |
| IWS iShares Russell Mid-Cap Valu | 0.24% | 1,665 | $215K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.23% | 500 | $205K | — |
| IVW iShares S&P 500 Growth ETF | 0.23% | 2,000 | $203K | — |
| BSCU Invesco Bulletshares 2030 CB | 0.22% | 11,900 | $195K | — |
| III Information Services Group | 0.14% | 37,174 | $124K | — |
| AKBA Akebia Therapeutics Inc. | 0.02% | 11,500 | $22K | — |
| VFF Village Farms International | 0.02% | 19,020 | $15K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 141 | $107.2M | GPC, IGSB, VNLA, NVDA, URI |
| Q1 2026 | 132 | $97.1M | GPC, IGSB, VNLA, NEAR, GVI |
| Q4 2025 | 135 | $98.9M | GPC, IGSB, VNLA, MSFT, NVDA |
| Q3 2025 | 136 | $100.2M | GPC, IGSB, VNLA, MSFT, NVDA |
| Q2 2025 | 125 | $93.3M | GPC, MSFT, VNLA, IGSB, NEAR |
| Q1 2025 | 117 | $84.6M | GPC, VNLA, IGSB, NEAR, MINT |
| Q4 2024 | 112 | $88.0M | GPC, VNLA, IGSB, MSFT, NEAR |