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Portfolio (Quarterly) Guide ↗

Unified Investment Management

· CIK 0002054855
13F Portfolio $108M AUM 145 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 145 New
Page 6 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VTV VANGUARD INDEX FDS 1,546.0 $337K 0.31% NEW $217.93 +4.2%
102 ZTS ZOETIS INC Healthcare 4,634.0 $333K 0.31% NEW $71.86 +8.6%
103 IVV ISHARES TR 424.0 $318K 0.29% NEW $748.89 +2.7%
104 SIRI SIRIUSXM HOLDINGS INC Communication Services 10,693.0 $316K 0.29% NEW $29.54 -3.5%
105 IWB ISHARES TR 753.0 $308K 0.28% NEW $409.50 +2.4%
106 ISCV ISHARES TR 3,931.0 $308K 0.28% NEW $78.32 +3.4%
107 MUB ISHARES TR 2,850.0 $307K 0.28% NEW $107.62 -2.0%
108 ASUR ASURE SOFTWARE INC Technology 38,550.0 $306K 0.28% NEW $7.94 +8.9%
109 IWM ISHARES TR 1,014.0 $305K 0.28% NEW $300.45 -0.6%
110 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 419.0 $295K 0.27% NEW $703.34 -0.7%
111 DGII DIGI INTL INC Technology 3,805.0 $285K 0.26% NEW $74.95 +2.1%
112 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,931.0 $284K 0.26% NEW $57.62 +17.6%
113 IWS ISHARES TR 1,665.0 $274K 0.25% NEW $164.60 +4.5%
114 VYM VANGUARD WHITEHALL FDS 1,716.0 $271K 0.25% NEW $158.03 +4.4%
115 XMMO INVESCO EXCHANGE TRADED FD T 1,565.0 $266K 0.24% NEW $170.14 -8.0%
116 SUB ISHARES TR 2,500.0 $266K 0.24% NEW $106.47 -0.1%
117 IUSG ISHARES TR 1,400.0 $263K 0.24% NEW $188.09 +0.6%
118 ISHARES TR 11,323.0 $259K 0.24% NEW $22.89
119 VUG VANGUARD INDEX FDS 3,000.0 $258K 0.24% NEW $86.14 +1.2%
120 SO SOUTHERN CO Utilities 2,663.0 $255K 0.23% NEW $95.72 -5.9%
Page 6 of 8  ·  145 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.8%
Consumer Cyclical 14.8%
Financial Services 14.3%
Healthcare 11.6%
Industrials 11.5%
Energy 7.3%
Communication Services 5.7%
Consumer Defensive 3.3%
Basic Materials 2.1%
Utilities 0.4%