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Holdings (Monthly) Guide ↗

Fiig Stock Fund For Retirement

· Unified Series Trust
Monthly Holdings $406,778 AUM 120 positions Period May 2026 Filed Jul 30, 2026 EDGAR ↗ ← All Funds
All 12 New 20 Added 14 Reduced 17 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 NVIDIA CORP 67066G104 Feb 2026 75 +4 $16K +25.9% 3.89% EC
2 TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD 874039100 Feb 2026 34 -2 $14K +5.5% 3.50% EC
3 APPLE INC 037833100 Feb 2026 44 +2 $14K +23.7% 3.38% EC
4 ALPHABET INC 02079K305 Feb 2026 32 +6 $12K +50.2% 2.99% EC
5 MICROSOFT CORP 594918104 Feb 2026 21 — $9K +14.6% 2.32% EC
6 CISCO SYSTEMS INC 17275R102 Feb 2026 63 — $8K +51.5% 1.87% EC
7 SIEMENS AG D69671218 Feb 2026 23 — $7K +7.6% 1.78% EC
8 GOLDMAN SACHS GROUP INC (THE) 38141G104 Feb 2026 7 +2 $7K +67.0% 1.76% EC
9 SAMSUNG ELECTRONICS CO LTD Y74718100 May 2026 33 NEW $7K — 1.71% EC
10 JP MORGAN CHASE & COMPANY 46625H100 Feb 2026 23 +9 $7K +63.7% 1.69% EC
11 AMAZON.COM INC 023135106 Feb 2026 25 +2 $7K +40.1% 1.66% EC
12 MORGAN STANLEY 617446448 Feb 2026 32 +3 $7K +37.8% 1.64% EC
13 CUMMINS INC 231021106 Feb 2026 10 — $6K +10.7% 1.59% EC
14 ASML HOLDING NV N07059202 Feb 2026 4 -2 $6K -26.1% 1.59% EC
15 UBS GROUP AG H42097107 Feb 2026 132 -19 $6K -0.4% 1.54% EC
16 HUDBAY MINERALS INC 443628102 Feb 2026 209 -23 $6K -7.3% 1.50% EC
17 LUNDIN MINING CORP 550372106 Feb 2026 192 -16 $6K -13.5% 1.41% EC
18 MITSUBISHI UFJ FINANCIAL GROUP INC J44497105 May 2026 300 NEW $6K — 1.39% EC
19 ELI LILLY & COMPANY 532457108 Feb 2026 5 — $6K +5.0% 1.36% EC
20 EXXON MOBIL CORP 30231G102 Feb 2026 37 -8 $5K -21.7% 1.32% EC
21 BROADCOM INC 11135F101 Feb 2026 12 — $5K +39.8% 1.32% EC
22 COCA-COLA COMPANY (THE) 191216100 Feb 2026 67 +25 $5K +54.5% 1.30% EC
23 CITIGROUP INC 172967424 Feb 2026 41 +8 $5K +42.0% 1.27% EC
24 MITSUBISHI CORP J43830116 Feb 2026 160 — $5K -6.1% 1.25% EC
25 BANK OF AMERICA CORP 060505104 Feb 2026 98 +41 $5K +78.0% 1.24% EC
26 WALMART INC 931142103 Feb 2026 42 — $5K -9.5% 1.20% EC
27 GE AEROSPACE 369604301 May 2026 15 NEW $5K — 1.19% EC
28 BANCO SANTANDER SA E19790109 Feb 2026 378 -101 $5K -22.6% 1.16% EC
29 NOVARTIS AG H5820Q150 Feb 2026 31 — $5K -11.1% 1.15% EC
30 ROLLS-ROYCE HOLDINGS PLC G76225104 Feb 2026 257 — $5K +0.2% 1.14% EC
31 BANCO BILBAO VIZCAYA ARGENTARIA SA E11805103 Feb 2026 195 -55 $5K -21.6% 1.12% EC
32 INTESA SANPAOLO SPA T55067101 Feb 2026 672 — $5K -1.8% 1.12% EC
33 ASTRAZENECA PLC G0593M107 Feb 2026 24 — $4K -11.3% 1.10% EC
34 LEGRAND SA F56196185 Feb 2026 25 — $4K -5.3% 1.06% EC
35 MERCK & COMPANY INC 58933Y105 Feb 2026 36 — $4K -4.1% 1.05% EC
36 CHEVRON CORP 166764100 Feb 2026 23 -7 $4K -25.1% 1.03% EC
37 BLACKROCK INC 09290D101 Feb 2026 4 +1 $4K +31.3% 1.03% EC
38 GSK PLC G3910J179 Feb 2026 165 — $4K -14.6% 1.03% EC
39 AMERICAN EXPRESS COMPANY 025816109 Feb 2026 13 — $4K +2.5% 1.01% EC
40 CANADIAN PACIFIC KANSAS CITY LTD 13646K108 Feb 2026 46 — $4K +2.0% 1.01% EC
41 SUMITOMO MITSUI FINANCIAL GROUP INC 86562M209 Feb 2026 183 +79 $4K +72.3% 0.99% EC
42 INDUSTRIA DE DISENO TEXTIL SA E6282J125 Feb 2026 61 — $4K -7.4% 0.93% EC
43 CAIXABANK SA E2427M123 Feb 2026 275 — $4K +8.8% 0.92% EC
44 SHELL PLC G80827101 Feb 2026 85 +8 $4K +12.0% 0.88% EC
45 AEROVIRONMENT INC 008073108 Feb 2026 17 — $4K -17.8% 0.87% EC
46 SCHNEIDER ELECTRIC SE F86921107 Feb 2026 11 — $3K -3.7% 0.85% EC
47 PFIZER INC 717081103 Feb 2026 128 — $3K -5.3% 0.82% EC
48 TENCENT HOLDINGS LTD 88032Q109 Feb 2026 60 +21 $3K +27.9% 0.81% EC
49 VISA INC 92826C839 Feb 2026 10 — $3K +1.9% 0.80% EC
50 DEERE & COMPANY 244199105 Feb 2026 6 — $3K -13.9% 0.80% EC
51 META PLATFORMS INC 30303M102 Feb 2026 5 -7 $3K -59.3% 0.78% EC
52 ORACLE CORP 68389X105 Feb 2026 14 — $3K +55.3% 0.78% EC
53 DANSKE BANK A/S K22272114 Feb 2026 60 — $3K +0.9% 0.78% EC
54 MITSUBISHI HEAVY INDUSTRIES LTD J44002178 Feb 2026 130 — $3K -25.6% 0.76% EC
55 TOTALENERGIES SE F92124100 Feb 2026 35 +9 $3K +48.4% 0.75% EC
56 PROCTER & GAMBLE COMPANY (THE) 742718109 Feb 2026 21 — $3K -14.1% 0.74% EC
57 MTU AERO ENGINES AG D5565H104 Feb 2026 8 — $3K -15.4% 0.72% EC
58 RTX CORP 75513E101 Feb 2026 16 — $3K -11.3% 0.71% EC
59 COSTCO WHOLESALE CORP 22160K105 Feb 2026 3 — $3K -5.4% 0.71% EC
60 NATWEST GROUP PLC G6422B147 Feb 2026 346 — $3K -3.2% 0.69% EC
61 WESTPAC BANKING CORP Q97417101 Feb 2026 107 — $3K -14.5% 0.68% EC
62 ROCKWELL AUTOMATION INC 773903109 Feb 2026 6 — $3K +10.7% 0.67% EC
63 AMGEN INC 031162100 May 2026 8 NEW $3K — 0.66% EC
64 ALIBABA GROUP HOLDING LTD 01609W102 Feb 2026 21 — $3K -13.8% 0.64% EC
65 ENI SPA T3643A145 Feb 2026 98 -3 $3K +9.8% 0.63% EC
66 HOME DEPOT INC (THE) 437076102 Feb 2026 8 — $3K -16.7% 0.62% EC
67 YASKAWA ELECTRIC CORP 985087105 Feb 2026 28 +10 $3K +100.0% 0.62% EC
68 COHERENT CORP 19247G107 May 2026 7 NEW $3K — 0.62% EC
69 CITIC SECURITIES COMPANY LTD Y1639N117 Feb 2026 755 -610 $3K -48.8% 0.62% EC
70 SPOTIFY TECHNOLOGY SA L8681T102 Feb 2026 5 — $2K -3.4% 0.61% EC
71 JOHNSON & JOHNSON 478160104 Feb 2026 11 +5 $2K +66.3% 0.61% EC
72 FANUC CORP 307305102 Feb 2026 99 — $2K +10.2% 0.61% EC
73 DAIFUKU CO LTD 233802107 Feb 2026 106 +21 $2K +39.1% 0.60% EC
74 BOEING COMPANY (THE) 097023105 Feb 2026 10 — $2K +1.6% 0.57% EC
75 PING AN INSURANCE (GROUP) COMPANY OF CHINA LTD Y69790106 Feb 2026 300 -88 $2K -31.8% 0.57% EC
76 RIO TINTO LTD Q81437107 Feb 2026 17 +7 $2K +90.5% 0.56% EC
77 VERTEX PHARMACEUTICALS INC 92532F100 Feb 2026 5 — $2K -9.9% 0.55% EC
78 FAST RETAILING COMPANY LTD 31188H101 May 2026 43 NEW $2K — 0.55% EC
79 UNITED THERAPEUTICS CORP 91307C102 Feb 2026 4 — $2K +10.5% 0.55% EC
80 MATERION CORP 576690101 Feb 2026 10 — $2K +34.9% 0.54% EC
81 KERING SA 492089107 Feb 2026 72 — $2K -11.2% 0.53% EC
82 SMC CORP (JP) 78445W306 Feb 2026 98 — $2K -9.1% 0.52% EC
83 SWISS RE AG H8431B109 Feb 2026 14 — $2K -14.7% 0.52% EC
84 AMKOR TECHNOLOGY INC 031652100 May 2026 30 NEW $2K — 0.51% EC
85 STANDARD BANK GROUP LTD S80605140 May 2026 103 NEW $2K — 0.49% EC
86 SAP SE D66992104 Feb 2026 11 — $2K -10.4% 0.49% EC
87 FIRST AMERICAN FUNDS INC 31846V336 Feb 2026 1,941 -873 $2K -31.0% 0.48% STIV
88 VALE SA 91912E105 Feb 2026 118 +23 $2K +17.5% 0.47% EC
89 UNITEDHEALTH GROUP INC 91324P102 Feb 2026 5 — $2K +29.7% 0.47% EC
90 ADVANCED ENERGY INDUSTRIES INC 007973100 May 2026 6 NEW $2K — 0.45% EC
91 RAMBUS INC 750917106 May 2026 12 NEW $2K — 0.43% EC
92 INCYTE CORP 45337C102 Feb 2026 18 — $2K -4.5% 0.43% EC
93 AUTODESK INC 052769106 Feb 2026 7 — $2K -5.9% 0.40% EC
94 HDFC BANK LTD 40415F101 Feb 2026 68 — $2K -25.3% 0.40% EC
95 ALNYLAM PHARMACEUTICALS INC 02043Q107 Feb 2026 5 — $2K -9.3% 0.37% EC
96 THERMO FISHER SCIENTIFIC INC 883556102 Feb 2026 3 — $1K -5.5% 0.36% EC
97 FLSMIDTH & CO. A/S K90242130 Feb 2026 18 — $1K -11.3% 0.35% EC
98 SALESFORCE INC 79466L302 Feb 2026 7 — $1K -1.9% 0.33% EC
99 STARBUCKS CORP 855244109 Feb 2026 13 — $1K +1.2% 0.32% EC
100 PTC THERAPEUTICS INC 69366J200 Feb 2026 15 — $1K +8.3% 0.27% EC
101 3SBIO INC G8875G102 May 2026 400 NEW $944 — 0.23% EC
102 SINO BIOPHARMACEUTICAL LTD 82937X103 Feb 2026 41 — $456 -23.8% 0.11% EC
103 SINO BIOPHARMACEUTICAL LTD G8167W138 May 2026 521 NEW $332 — 0.08% EC
✕ Linde PLC G54950103 — 7 SOLD $0.0M — — —
✕ Deutsche Telekom AG D2035M136 — 86 SOLD $0.0M — — —
✕ ING Groep N.V. N4578E595 — 93 SOLD $0.0M — — —
✕ Adidas AG D0066B185 — 12 SOLD $0.0M — — —
✕ Pepsico Inc 713448108 — 13 SOLD $0.0M — — —
✕ MasterCard Incorporated 57636Q104 — 4 SOLD $0.0M — — —
✕ Meituan LLC G59669104 — 198 SOLD $0.0M — — —
✕ Suncor Energy Inc. 867224107 — 29 SOLD $0.0M — — —
✕ Servicenow Inc 81762P102 — 15 SOLD $0.0M — — —
✕ BP PLC G12793108 — 248 SOLD $0.0M — — —
✕ Invesco Ltd G491BT108 — 52 SOLD $0.0M — — —
✕ ConocoPhillips 20825C104 — 11 SOLD $0.0M — — —
✕ Jefferies Financial Group Inc 47233W109 — 25 SOLD $0.0M — — —
✕ Dassault Systemes F24571451 — 44 SOLD $0.0M — — —
✕ Netflix, Inc. 64110L106 — 10 SOLD $0.0M — — —
✕ Price T Rowe Group Inc. 74144T108 — 10 SOLD $0.0M — — —
✕ Valmet Oyj X96478114 — 28 SOLD $0.0M — — —