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Holdings (Monthly) Guide ↗

Fiig Esg Stock Plan For Retirement

· Unified Series Trust
Monthly Holdings $407,773 AUM 105 positions Period May 2026 Filed Jul 30, 2026 EDGAR ↗ ← All Funds
All 4 New 13 Added 12 Reduced 6 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD 874039100 Feb 2026 38 $16K +11.7% 3.90% EC
2 NVIDIA CORP 67066G104 Feb 2026 71 $15K +19.2% 3.68% EC
3 APPLE INC 037833100 Feb 2026 42 +2 $13K +24.0% 3.21% EC
4 ASML HOLDING NV N07059202 Feb 2026 7 $11K +10.8% 2.77% EC
5 ELI LILLY & COMPANY 532457108 Feb 2026 10 $11K +5.0% 2.71% EC
6 ALPHABET INC 02079K305 Feb 2026 27 $10K +22.0% 2.52% EC
7 MICROSOFT CORP 594918104 Feb 2026 21 $9K +14.6% 2.32% EC
8 CISCO SYSTEMS INC 17275R102 Feb 2026 71 $9K +51.5% 2.10% EC
9 UBS GROUP AG H42097107 Feb 2026 160 +17 $8K +27.5% 1.86% EC
10 GOLDMAN SACHS GROUP INC (THE) 38141G104 Feb 2026 7 +2 $7K +67.0% 1.76% EC
11 CUMMINS INC 231021106 Feb 2026 11 $7K +10.7% 1.74% EC
12 AMAZON.COM INC 023135106 Feb 2026 24 $6K +28.9% 1.59% EC
13 ROCKWELL AUTOMATION INC 773903109 Feb 2026 14 $6K +10.7% 1.55% EC
14 SCHNEIDER ELECTRIC SE F86921107 Feb 2026 20 $6K -3.7% 1.54% EC
15 CITIGROUP INC 172967424 Feb 2026 50 $6K +14.3% 1.54% EC
16 MORGAN STANLEY 617446448 Feb 2026 30 +4 $6K +44.1% 1.53% EC
17 ABB LTD (CH) H0010V101 Feb 2026 57 $6K +14.7% 1.50% EC
18 SIEMENS AG D69671218 Feb 2026 19 $6K +7.6% 1.47% EC
19 BROADCOM INC 11135F101 Feb 2026 13 $6K +39.8% 1.42% EC
20 ANTOFAGASTA PLC G0398N128 Feb 2026 105 $6K -4.1% 1.42% EC
21 MITSUBISHI UFJ FINANCIAL GROUP INC J44497105 May 2026 300 NEW $6K 1.39% EC
22 LUNDIN MINING CORP 550372106 Feb 2026 171 +71 $5K +60.3% 1.25% EC
23 SUMITOMO MITSUI FINANCIAL GROUP INC 86562M209 Feb 2026 224 +57 $5K +31.3% 1.21% EC
24 VISA INC 92826C839 Feb 2026 15 $5K +1.9% 1.20% EC
25 DEERE & COMPANY 244199105 Feb 2026 9 $5K -13.9% 1.20% EC
26 JP MORGAN CHASE & COMPANY 46625H100 Feb 2026 16 +2 $5K +13.9% 1.17% EC
27 MARUBENI CORP J39788138 Feb 2026 145 +15 $5K -5.4% 1.16% EC
28 HOWMET AEROSPACE INC 443201108 May 2026 18 NEW $5K 1.14% EC
29 BANCO BILBAO VIZCAYA ARGENTARIA SA E11805103 Feb 2026 198 -68 $5K -25.2% 1.14% EC
30 BANCO SANTANDER SA E19790109 Feb 2026 370 -87 $5K -20.6% 1.14% EC
31 HUDBAY MINERALS INC 443628102 Feb 2026 158 $5K +3.2% 1.13% EC
32 BANK OF AMERICA CORP 060505104 Feb 2026 88 +32 $5K +62.7% 1.11% EC
33 ENI SPA T3643A145 Feb 2026 171 -21 $4K +0.7% 1.10% EC
34 SHELL PLC G80827101 Feb 2026 106 +9 $4K +10.8% 1.09% EC
35 AMERICAN EXPRESS COMPANY 025816109 Feb 2026 14 $4K +2.5% 1.09% EC
36 CAIXABANK SA E2427M123 Feb 2026 324 -85 $4K -13.8% 1.08% EC
37 NOVARTIS AG H5820Q150 Feb 2026 29 $4K -11.1% 1.07% EC
38 HITACHI LTD J20454112 Feb 2026 134 +34 $4K +29.9% 1.07% EC
39 BP PLC G12793108 Feb 2026 601 -74 $4K -2.8% 1.04% EC
40 BLACKROCK INC 09290D101 Feb 2026 4 $4K -1.5% 1.03% EC
41 INTESA SANPAOLO SPA T55067101 Feb 2026 606 -124 $4K -18.5% 1.01% EC
42 DANSKE BANK A/S K22272114 Feb 2026 76 -15 $4K -15.8% 0.98% EC
43 MERCK & COMPANY INC 58933Y105 Feb 2026 33 +5 $4K +13.0% 0.96% EC
44 XYLEM INC 98419M100 Feb 2026 35 $4K -15.5% 0.94% EC
45 EQUINOR ASA R2R90P103 Feb 2026 105 -31 $4K -5.5% 0.93% EC
46 INDUSTRIA DE DISENO TEXTIL SA E6282J125 Feb 2026 60 $4K -7.4% 0.92% EC
47 ASTRAZENECA PLC G0593M107 Feb 2026 19 $4K -11.3% 0.87% EC
48 LINDE PLC G54950103 Feb 2026 7 $3K -2.0% 0.85% EC
49 TENCENT HOLDINGS LTD 88032Q109 Feb 2026 59 $3K -16.9% 0.79% EC
50 TOTALENERGIES SE F92124100 Feb 2026 35 +5 $3K +28.6% 0.75% EC
51 PFIZER INC 717081103 Feb 2026 113 $3K -5.3% 0.73% EC
52 ORACLE CORP 68389X105 Feb 2026 13 $3K +55.3% 0.72% EC
53 WALMART INC 931142103 Feb 2026 25 $3K -9.5% 0.71% EC
54 ATLAS COPCO AB W1R924252 Feb 2026 150 $3K -11.1% 0.71% EC
55 PROCTER & GAMBLE COMPANY (THE) 742718109 Feb 2026 20 $3K -14.1% 0.70% EC
56 COSTCO WHOLESALE CORP 22160K105 Feb 2026 3 $3K -5.4% 0.70% EC
57 ALIBABA GROUP HOLDING LTD 01609W102 Feb 2026 23 -7 $3K -33.9% 0.70% EC
58 UNITED THERAPEUTICS CORP 91307C102 Feb 2026 5 $3K +10.5% 0.68% EC
59 WESTPAC BANKING CORP Q97417101 Feb 2026 107 $3K -14.5% 0.68% EC
60 VESTAS WIND SYSTEMS A/S K9773J201 Feb 2026 98 $3K +9.4% 0.68% EC
61 FIRST AMERICAN FUNDS INC 31846V336 Feb 2026 2,638 -128 $3K -4.6% 0.65% STIV
62 COLGATE-PALMOLIVE COMPANY 194162103 Feb 2026 29 $3K -9.1% 0.64% EC
63 DAIMLER TRUCK HOLDING AG D1T3RZ100 Feb 2026 53 $3K -3.3% 0.64% EC
64 CITIC SECURITIES COMPANY LTD Y1639N117 Feb 2026 783 -500 $3K -43.5% 0.64% EC
65 PEPSICO INC 713448108 Feb 2026 18 $3K -15.1% 0.64% EC
66 ANGLO AMERICAN PLC G03764142 Feb 2026 48 $3K +7.7% 0.63% EC
67 HOME DEPOT INC (THE) 437076102 Feb 2026 8 $3K -16.7% 0.62% EC
68 ADIDAS AG D0066B185 Feb 2026 13 $3K +3.9% 0.62% EC
69 SPOTIFY TECHNOLOGY SA L8681T102 Feb 2026 5 $2K -3.4% 0.61% EC
70 MASTERCARD INC 57636Q104 Feb 2026 5 $2K -4.5% 0.61% EC
71 YASKAWA ELECTRIC CORP 985087105 Feb 2026 27 $2K +28.6% 0.60% EC
72 PING AN INSURANCE (GROUP) COMPANY OF CHINA LTD Y69790106 Feb 2026 304 -100 $2K -33.7% 0.57% EC
73 INCYTE CORP 45337C102 Feb 2026 24 $2K -4.5% 0.57% EC
74 FANUC CORP 307305102 Feb 2026 92 $2K +10.2% 0.56% EC
75 VERTEX PHARMACEUTICALS INC 92532F100 Feb 2026 5 $2K -9.9% 0.55% EC
76 FAST RETAILING COMPANY LTD 31188H101 May 2026 43 NEW $2K 0.55% EC
77 PTC THERAPEUTICS INC 69366J200 Feb 2026 30 $2K +8.3% 0.54% EC
78 KERING SA 492089107 Feb 2026 72 $2K -11.2% 0.53% EC
79 SWISS RE AG H8431B109 Feb 2026 14 $2K -14.7% 0.52% EC
80 JOHNSON & JOHNSON 478160104 Feb 2026 9 $2K -9.3% 0.50% EC
81 THERMO FISHER SCIENTIFIC INC 883556102 Feb 2026 4 $2K -5.5% 0.48% EC
82 DASSAULT SYSTEMES SE F24571451 Feb 2026 87 $2K +0.0% 0.47% EC
83 UNITEDHEALTH GROUP INC 91324P102 Feb 2026 5 $2K +29.7% 0.47% EC
84 SERVICENOW INC 81762P102 Feb 2026 15 $2K +15.1% 0.46% EC
85 NATWEST GROUP PLC G6422B147 Feb 2026 231 $2K -3.2% 0.46% EC
86 STANDARD BANK GROUP LTD 853118206 May 2026 96 NEW $2K 0.46% EC
87 AUTODESK INC 052769106 Feb 2026 8 $2K -5.9% 0.45% EC
88 UNION PACIFIC CORP 907818108 Feb 2026 7 $2K -0.9% 0.45% EC
89 FORTESCUE LTD Q39360104 Feb 2026 113 $2K +6.6% 0.44% EC
90 ALNYLAM PHARMACEUTICALS INC 02043Q107 Feb 2026 6 $2K -9.3% 0.44% EC
91 NETFLIX INC 64110L106 Feb 2026 20 $2K -10.6% 0.42% EC
92 SALESFORCE INC 79466L302 Feb 2026 8 $2K -1.9% 0.37% EC
93 DAIFUKU CO LTD 233802107 Feb 2026 64 $1K +11.5% 0.36% EC
94 UNILEVER PLC G92087348 Feb 2026 23 $1K -23.0% 0.32% EC
95 SAP SE D66992104 Feb 2026 7 $1K -10.4% 0.31% EC
96 FLSMIDTH & CO. A/S K90242130 Feb 2026 12 $943 -11.3% 0.23% EC
97 HDFC BANK LTD 40415F101 Feb 2026 34 $809 -25.3% 0.20% EC
98 VALMET OYJ X96478114 Feb 2026 29 $787 -19.4% 0.19% EC
99 SINO BIOPHARMACEUTICAL LTD 82937X103 Feb 2026 42 $467 -23.8% 0.11% EC
Invesco Ltd G491BT108 124 SOLD $0.0M
SLB Ltd. 806857108 59 SOLD $0.0M
Meituan LLC G59669104 199 SOLD $0.0M
ConocoPhillips 20825C104 18 SOLD $0.0M
Price T Rowe Group Inc. 74144T108 14 SOLD $0.0M
Jefferies Financial Group Inc 47233W109 20 SOLD $0.0M