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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 4 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MPC MARATHON PETE CORP Energy 1,585.0 $405K 0.37% $255.67 +42.3%
62 JCI JOHNSON CONTROLS INTERNATION Industrials 2,678.0 $391K 0.36% -169.0 -5.9% $146.11 -1.2%
63 ALB ALBEMARLE CORP Basic Materials 2,714.0 $366K 0.34% -794.0 -22.6% $135.03 -0.6%
64 VTIP VANGUARD MALVERN FDS 7,259.0 $365K 0.34% NEW $50.23 -0.9%
65 AMT AMERICAN TOWER CORP Real Estate 2,101.0 $344K 0.32% +283.0 +15.6% $163.57 +8.0%
66 PZA INVESCO EXCH TRADED FD TR II 14,440.0 $340K 0.31% $23.52 -3.3%
67 NEE NEXTERA ENERGY INC Utilities 3,840.0 $337K 0.31% -5K -58.3% $87.78 -4.0%
68 ISRG INTUITIVE SURGICAL INC Healthcare 841.0 $334K 0.31% NEW $397.68 -7.0%
69 EMXC ISHARES INC 3,141.0 $321K 0.30% $102.30 -3.8%
70 CELH CELSIUS HLDGS INC Consumer Defensive 10,533.0 $308K 0.28% +3K +37.9% $29.28 +19.0%
71 RSP INVESCO EXCHANGE TRADED FD T 1,435.0 $305K 0.28% +175.0 +13.9% $212.77 +4.4%
72 AMGN AMGEN INC Healthcare 814.0 $295K 0.27% $362.12 +22.2%
73 VTEB VANGUARD MUN BD FDS 5,500.0 $278K 0.26% NEW $50.58 -2.1%
74 TY TRI CONTL CORP Financial Services 8,044.0 $277K 0.26% -240.0 -2.9% $34.42 +3.3%
75 SCHA SCHWAB STRATEGIC TR 7,561.0 $273K 0.25% $36.13 -4.0%
76 CVX CHEVRON CORPORATION Energy 1,616.0 $268K 0.25% +16.0 +1.0% $165.75 +21.5%
77 XLK SELECT SECTOR SPDR TR 1,370.0 $261K 0.24% NEW $190.52 -4.3%
78 TT TRANE TECHNOLOGIES PLC Industrials 530.0 $260K 0.24% $491.16 -6.2%
79 LLY ELI LILLY & CO Healthcare 209.0 $251K 0.23% -4.0 -1.9% $1199.43 +0.0%
80 MCD MCDONALDS CORP Consumer Cyclical 924.0 $250K 0.23% -75.0 -7.5% $270.31 -1.5%
Page 4 of 5  ·  90 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%