Holdings (Monthly) Guide ↗

Fiig Stock Fund For Retirement

· Unified Series Trust

Monthly Holdings $406,778 AUM 20 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	APPLE INC	037833100	Feb 2026	44	+2	$14K	+23.7%	3.38%	EC
3	ALPHABET INC	02079K305	Feb 2026	32	+6	$12K	+50.2%	2.99%	EC
4	GOLDMAN SACHS GROUP INC (THE)	38141G104	Feb 2026	7	+2	$7K	+67.0%	1.76%	EC
5	JP MORGAN CHASE & COMPANY	46625H100	Feb 2026	23	+9	$7K	+63.7%	1.69%	EC
6	AMAZON.COM INC	023135106	Feb 2026	25	+2	$7K	+40.1%	1.66%	EC
7	MORGAN STANLEY	617446448	Feb 2026	32	+3	$7K	+37.8%	1.64%	EC
8	COCA-COLA COMPANY (THE)	191216100	Feb 2026	67	+25	$5K	+54.5%	1.30%	EC
9	CITIGROUP INC	172967424	Feb 2026	41	+8	$5K	+42.0%	1.27%	EC
10	BANK OF AMERICA CORP	060505104	Feb 2026	98	+41	$5K	+78.0%	1.24%	EC
11	BLACKROCK INC	09290D101	Feb 2026	4	+1	$4K	+31.3%	1.03%	EC
12	SUMITOMO MITSUI FINANCIAL GROUP INC	86562M209	Feb 2026	183	+79	$4K	+72.3%	0.99%	EC
13	SHELL PLC	G80827101	Feb 2026	85	+8	$4K	+12.0%	0.88%	EC
14	TENCENT HOLDINGS LTD	88032Q109	Feb 2026	60	+21	$3K	+27.9%	0.81%	EC
15	TOTALENERGIES SE	F92124100	Feb 2026	35	+9	$3K	+48.4%	0.75%	EC
16	YASKAWA ELECTRIC CORP	985087105	Feb 2026	28	+10	$3K	+100.0%	0.62%	EC
17	JOHNSON & JOHNSON	478160104	Feb 2026	11	+5	$2K	+66.3%	0.61%	EC
18	DAIFUKU CO LTD	233802107	Feb 2026	106	+21	$2K	+39.1%	0.60%	EC
19	RIO TINTO LTD	Q81437107	Feb 2026	17	+7	$2K	+90.5%	0.56%	EC
20	VALE SA	91912E105	Feb 2026	118	+23	$2K	+17.5%	0.47%	EC