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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 8 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TRGP TARGA RES CORP Energy 755.0 $202K 0.19% NEW $268.14 +7.0%
142 III INFORMATION SVCS GROUP INC Technology 29,300.0 $120K 0.11% NEW $4.11 +23.6%
143 VFF VILLAGE FARMS INTL INC Consumer Defensive 18,020.0 $36K 0.03% NEW $2.00 +44.0%
144 CIK CREDIT SUISSE ASSET MGMT Financial Services 10,345.0 $26K 0.02% NEW $2.48 -1.6%
145 AKBA AKEBIA THREAPEUTICS INC Healthcare 14,000.0 $16K 0.01% NEW $1.14 -15.9%
Page 8 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%