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Portfolio (Quarterly) Guide ↗

Unify Financial Advisors

· CIK 0002126814
13F Portfolio $108M AUM 90 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 9 New 34 Added 34 Reduced 13 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOVT ISHARES TR 71,786.0 $1.6M 1.51% NEW $22.78 -0.9%
2 DHR DANAHER CORP DEL Healthcare 2,426.0 $462K 0.43% NEW $190.48 +13.4%
3 AMAT APPLIED MATLS INC Technology 623.0 $450K 0.42% NEW $723.00 -33.6%
4 VTIP VANGUARD MALVERN FDS 7,259.0 $365K 0.34% NEW $50.23 -0.8%
5 ISRG INTUITIVE SURGICAL INC Healthcare 841.0 $334K 0.31% NEW $397.68 -6.5%
6 VTEB VANGUARD MUN BD FDS 5,500.0 $278K 0.26% NEW $50.58 -2.0%
7 XLK SELECT SECTOR SPDR TR 1,370.0 $261K 0.24% NEW $190.52 -4.6%
8 BK BANK OF NY MELLON CORP Financial Services 1,680.0 $243K 0.22% NEW $144.61 -0.6%
9 KO COCA COLA CO Consumer Defensive 2,796.0 $227K 0.21% NEW $81.26 +12.8%

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 36.1%
Financial Services 15.5%
Consumer Cyclical 10.2%
Communication Services 9.5%
Consumer Defensive 7.6%
Healthcare 7.0%
Industrials 6.9%
Utilities 3.1%
Energy 2.0%
Basic Materials 1.1%