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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 5 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HD HOME DEPOT INC Consumer Cyclical 698.0 $246K 0.23% -33.0 -4.5% $352.68 -4.2%
82 BK BANK OF NY MELLON CORP Financial Services 1,680.0 $243K 0.22% NEW $144.61 -0.6%
83 TSLA TESLA INC Consumer Cyclical 577.0 $243K 0.22% $420.60 -16.7%
84 GD GENERAL DYNAMICS CORP Industrials 650.0 $230K 0.21% +18.0 +2.9% $354.24 +6.3%
85 KO COCA COLA CO Consumer Defensive 2,796.0 $227K 0.21% NEW $81.26 +12.8%
86 PG PROCTER & GAMBLE CO Consumer Defensive 1,506.0 $221K 0.20% +9.0 +0.6% $146.60 -0.8%
87 AVGO BROADCOM INC Technology 582.0 $220K 0.20% $377.75 -5.6%
88 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 6,440.0 $219K 0.20% -250.0 -3.7% $34.00 +10.1%
89 DAL DELTA AIR LINES INC Industrials 2,320.0 $217K 0.20% -5K -68.0% $93.66 -10.7%
90 AFL AFLAC INC Financial Services 1,805.0 $212K 0.20% -86.0 -4.5% $117.25 -0.9%
Page 5 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%