Unified Investment Management

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$97.9M
Q ending 2026-03-31
Prior quarter
$99.8M
Q ending 2025-12-31
Change
-1.9% QoQ · +15.7% YoY
Positions
134
reported holdings

Largest positions

Top 100 of 134 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Genuine Parts CoGPCShares$6.0M56K
Ishares TrIGSBShares$2.4M46K
Janus Detroit Str TrVNLAShares$2.4M49K
Ishares U S Etf TrNEARShares$2.1M41K
Ishares TrGVIShares$2.0M19K
Pimco Etf TrMINTShares$2.0M20K
Nvidia CorporationNVDAShares$2.0M12K
Apple IncAAPLShares$1.8M7K
Amazon Com IncAMZNShares$1.7M8K
Shell PlcSHELShares$1.7M19K
Microsoft CorpMSFTShares$1.7M5K
Pacer Fds TrCOWZShares$1.7M27K
Alphabet IncGOOGLShares$1.6M6K
United Rentals IncURIShares$1.6M2K
Jpmorgan Chase & CoJPMShares$1.6M5K
Generac Hldgs IncGNRCShares$1.4M7K
Halozyme Therapeutics IncHALOShares$1.4M21K
Paypal Hldgs IncPYPLShares$1.3M28K
Johnson & JohnsonJNJShares$1.3M5K
Qualcomm IncQCOMShares$1.3M10K
Nextpower IncNXTShares$1.2M10K
Merck & Co IncMRKShares$1.2M10K
Invesco Exch Trd Slf Idx FdBSCTShares$1.2M63K
Chevron CorporationCVXShares$1.1M5K
Cisco Sys IncCSCOShares$1.0M13K
Quanta Svcs IncPWRShares$978K2K
Ishares TrIYWShares$970K5K
Palo Alto Networks IncPANWShares$968K6K
Visa IncVShares$959K3K
Equinor AsaEQNRShares$933K22K
Salesforce IncCRMShares$923K5K
American Centy Etf TrQGROShares$921K9K
Pacer Fds TrICOWShares$905K21K
Albemarle CorpALBShares$890K5K
Exxon Mobil CorpXOMShares$888K5K
ConocophillipsCOPShares$886K7K
Aptiv PlcShares$859K12K
Applied Matls IncAMATShares$850K2K
At&T IncTShares$847K29K
Ptc IncPTCShares$820K6K
Fedex CorpFDXShares$802K2K
Airbnb IncABNBShares$793K6K
Arista Networks IncANETShares$762K6K
Capital One Finl CorpCOFShares$755K4K
Sprouts Fmrs Mkt IncSFMShares$750K10K
American Express CoAXPShares$736K2K
Home Depot IncHDShares$728K2K
Ishares IncIEMGShares$704K10K
Citigroup IncCShares$704K6K
Schwab Charles CorpSCHWShares$694K7K
Zillow Group IncZGShares$688K17K
Match Group Inc NewMTCHShares$676K22K
Ssga Active Etf TrTOTLShares$656K17K
Cme Group IncCMEShares$629K2K
Costco Wholesale CorporationCOSTShares$621K623
Uber Technologies IncUBERShares$617K9K
Vulcan Matls CoVMCShares$611K2K
State Str Spdr S&P 500 Etf TSPYShares$604K929
Invesco Exch Trd Slf Idx FdBSCSShares$602K29K
Vanguard Index FdsVOShares$598K2K
Pacer Fds TrCALFShares$597K13K
Invesco Exch Trd Slf Idx FdBSCRShares$578K29K
Thermo Fisher Scientific IncTMOShares$562K1K
Vanguard Index FdsVBShares$559K2K
Quest Diagnostics IncDGXShares$545K3K
Adobe IncADBEShares$537K2K
Pacer Fds TrPALCShares$534K10K
Netflix Inc.NFLXShares$534K6K
Zoetis IncZTSShares$530K4K
Invesco Exchange Traded Fd TRFVShares$528K4K
Nvidia CorporationNVDAPut$523K3K
Canadian Nat Res Ltd Med TerCNQShares$510K10K
Msci IncMSCIShares$506K940
Rtx CorporationRTXShares$492K3K
Teleflex IncorporatedTFXShares$482K4K
Broadcom IncAVGOShares$481K2K
Watsco IncWSOShares$477K1K
Exchange Listed Fds TrCEFSShares$475K21K
Spdr Gold TrGLDShares$472K1K
Vanguard Index FdsVTIShares$470K1K
Vanguard World FdVPUShares$463K2K
Ishares TrIYFShares$453K4K
Emerson Elec CoEMRShares$450K3K
Kinsale Cap Group IncKNSLShares$444K1K
Janus Detroit Str TrJSMLShares$436K6K
Pacer Fds TrECOWShares$434K16K
Ishares TrEFGShares$421K4K
Ishares TrFLOTShares$420K8K
Dollar Tree IncDLTRShares$419K4K
Micron Technology IncMUShares$414K1K
Fidelity Covington TrustFDLOShares$397K6K
Coca Cola CoKOShares$367K5K
Berkshire Hathaway Inc DelBRK/BShares$363K758
Invesco Exch Traded Fd Tr IiVRPShares$352K15K
Abbvie IncABBVShares$342K2K
Ishares TrIMCGShares$338K4K
Asure Software IncASURShares$332K39K
Accenture Plc IrelandShares$315K2K
Invesco Exchange Traded Fd TRSPShares$313K2K
Ishares TrIWBShares$311K873

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.