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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
Page 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC 1,635.0 $578K 0.53% -45.0 -2.7% $353.33
22 JNJ JOHNSON & JOHNSON Healthcare 2,090.0 $531K 0.49% -30.0 -1.4% $253.95 +7.6%
23 QUAL ISHARES TR 2,310.0 $507K 0.47% -10K -81.8% $219.43 +2.1%
24 RPRX ROYALTY PHARMA PLC Healthcare 8,802.0 $494K 0.46% -1K -13.9% $56.07 +10.7%
25 JCI JOHNSON CONTROLS INTERNATION Industrials 2,678.0 $391K 0.36% -169.0 -5.9% $146.11 -2.9%
26 ALB ALBEMARLE CORP Basic Materials 2,714.0 $366K 0.34% -794.0 -22.6% $135.03 -1.4%
27 NEE NEXTERA ENERGY INC Utilities 3,840.0 $337K 0.31% -5K -58.3% $87.78 -4.1%
28 TY TRI CONTL CORP Financial Services 8,044.0 $277K 0.26% -240.0 -2.9% $34.42 +3.5%
29 LLY ELI LILLY & CO Healthcare 209.0 $251K 0.23% -4.0 -1.9% $1199.43 +2.8%
30 MCD MCDONALDS CORP Consumer Cyclical 924.0 $250K 0.23% -75.0 -7.5% $270.31 -0.8%
31 HD HOME DEPOT INC Consumer Cyclical 698.0 $246K 0.23% -33.0 -4.5% $352.68 -4.2%
32 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 6,440.0 $219K 0.20% -250.0 -3.7% $34.00 +10.1%
33 DAL DELTA AIR LINES INC Industrials 2,320.0 $217K 0.20% -5K -68.0% $93.66 -10.7%
34 AFL AFLAC INC Financial Services 1,805.0 $212K 0.20% -86.0 -4.5% $117.25 -0.9%
Page 2 of 2  ·  34 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 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%