Unified Investment Management

Atlanta, GA · CIK 2054855 · 13F filing filed 2026-07-27

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAtlanta, GA

$107.2m reported value +10.4% vs Q1 2026

141positions

24.5%in top 10

13 new 54 added 41 reduced 4 sold out vs Q1 2026

Options: 1 call positions ($227.4k notional), 3 put positions ($1.0m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	GENUINE PARTS CO COM GPC	GPC	56,466	$6.7m6.21%	6.21%	Added +16	+16 0.0%
2	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	46,042	$2.4m2.25%	2.25%	Added +128	+128 0.3%
3	JANUS DETROIT STR TR HENDRSN SHRT ETF VNLA	VNLA	48,989	$2.4m2.23%	2.23%	Added +37	+37 0.1%
4	NVIDIA CORPORATION COM NVDA	NVDA	11,610	$2.3m2.17%	2.17%	Added +79	+79 0.7%
5	UNITED RENTALS INC COM URI	URI	2,030	$2.3m2.15%	2.15%	Reduced -136	-136 -6.3%
6	ISHARES U S ETF TR SHORT DURATION B NEAR	NEAR	41,415	$2.1m1.96%	1.96%	Added +23	+23 0.1%
7	ISHARES TR INTRM GOV CR ETF GVI	GVI	19,285	$2.0m1.91%	1.91%	Added +80	+80 0.4%
8	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	20,095	$2.0m1.89%	1.89%	Added +16	+16 0.1%
9	GENERAC HLDGS INC COM GNRC	GNRC	6,846	$2.0m1.87%	1.87%	Reduced -317	-317 -4.4%
10	AMAZON COM INC COM AMZN	AMZN	8,276	$2.0m1.84%	1.84%	Reduced -108	-108 -1.3%
11	APPLE INC COM AAPL	AAPL	6,782	$2.0m1.83%	1.83%	Reduced -324	-324 -4.6%
12	ALPHABET INC CAP STK CL A GOOGL	GOOGL	5,418	$1.9m1.81%	1.81%	Reduced -211	-211 -3.8%
13	PALO ALTO NETWORKS INC COM PANW	PANW	5,665	$1.9m1.80%	1.80%	Reduced -371	-371 -6.2%
14	MICROSOFT CORP COM MSFT	MSFT	4,838	$1.8m1.68%	1.68%	Added +195	+195 4.2%
15	JPMORGAN CHASE & CO COM JPM	JPM	5,376	$1.8m1.64%	1.64%	Added +66	+66 1.2%
16	APPLIED MATLS INC COM AMAT	AMAT	2,403	$1.7m1.62%	1.62%	Reduced -85	-85 -3.4%
17	HALOZYME THERAPEUTICS INC COM HALO	HALO	21,719	$1.7m1.59%	1.59%	Added +400	+400 1.9%
18	QUALCOMM INC COM QCOM	QCOM	9,188	$1.7m1.58%	1.58%	Reduced -558	-558 -5.7%
19	PACER FDS TR US CASH COWS 100 COWZ	COWZ	27,271	$1.7m1.58%	1.58%	Added +5	+5 0.0%
20	SHELL PLC SPON ADS SHEL	SHEL	18,171	$1.4m1.31%	1.31%	Reduced -381	-381 -2.0%
21	CISCO SYS INC COM CSCO	CSCO	11,927	$1.4m1.31%	1.31%	Reduced -1.1k	-1,094 -8.4%
22	MERCK & CO INC COM MRK	MRK	10,446	$1.3m1.25%	1.25%	Added +306	+306 3.0%
23	JOHNSON & JOHNSON COM JNJ	JNJ	5,185	$1.3m1.23%	1.23%	Added +3	+3 0.1%
24	QUANTA SVCS INC COM PWR	PWR	1,737	$1.3m1.17%	1.17%	Reduced -44	-44 -2.5%
25	ISHARES TR U.S. TECH ETF IYW	IYW	4,855	$1.2m1.14%	1.14%	Reduced -490	-490 -9.2%
26	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	65,332	$1.2m1.13%	1.13%	Added +2.7k	+2,712 4.3%
27	VISA INC COM CL A V	V	3,175	$1.1m1.02%	1.02%	Added +2	+2 0.1%
28	NEXTRACKER INC CLASS A COM NXT	NXT	9,000	$1.1m1.00%	1.00%	Reduced -1.2k	-1,213 -11.9%
29	MICRON TECHNOLOGY INC COM MU	MU	915	$1.1m0.99%	0.99%	Reduced -310	-310 -25.3%
30	ARISTA NETWORKS INC COM SHS ANET	ANET	6,175	$1.0m0.98%	0.98%	Reduced -30	-30 -0.5%
31	AMERICAN CENTY ETF TR US QUALITY GROW QGRO	QGRO	8,772	$1.0m0.97%	0.97%	Unchanged
32	PAYPAL HLDGS INC COM PYPL	PYPL	21,753	$939.3k0.88%	0.88%	Reduced -6.3k	-6,286 -22.4%
33	AIRBNB INC COM CL A ABNB	ABNB	6,268	$897.0k0.84%	0.84%	Reduced -8	-8 -0.1%
34	PACER FDS TR DEVELOPED MRKT ICOW	ICOW	21,321	$887.6k0.83%	0.83%	Added +7	+7 0.0%
35	CHEVRON CORP NEW COM CVX	CVX	5,346	$886.2k0.83%	0.83%	Unchanged
36	CAPITAL ONE FINL CORP COM COF	COF	4,351	$872.9k0.81%	0.81%	Added +212	+212 5.1%
37	SPROUTS FMRS MKT INC COM SFM	SFM	10,238	$865.9k0.81%	0.81%	Added +514	+514 5.3%
38	CITIGROUP INC COM NEW C	C	6,137	$858.9k0.80%	0.80%	Reduced -67	-67 -1.1%
39	ISHARES INC CORE MSCI EMKT IEMG	IEMG	10,102	$836.8k0.78%	0.78%	Added +2	+2 0.0%
40	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,228	$824.4k0.77%	0.77%	Added +764	+764 52.2%
41	AMERICAN EXPRESS CO COM AXP	AXP	2,401	$812.1k0.76%	0.76%	Reduced -33	-33 -1.4%
42	HOME DEPOT INC COM HD	HD	2,241	$790.4k0.74%	0.74%	Added +27	+27 1.2%
43	APTIV PLC COM SHS APTV	APTV	12,475	$765.7k0.71%	0.71%	New
44	EXXON MOBIL CORP COM XOM	XOM	5,237	$716.0k0.67%	0.67%	Unchanged
45	SALESFORCE INC COM CRM	CRM	4,525	$708.9k0.66%	0.66%	Reduced -418	-418 -8.5%
46	FEDEX CORP COM FDX	FDX	2,235	$699.8k0.65%	0.65%	Reduced -16	-16 -0.7%
47	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	929	$693.7k0.65%	0.65%	Unchanged
48	CONOCOPHILLIPS COM COP	COP	6,646	$690.9k0.64%	0.64%	Reduced -70	-70 -1.0%
49	PTC INC COM PTC	PTC	6,014	$683.3k0.64%	0.64%	Added +258	+258 4.5%
50	SCHWAB CHARLES CORP COM SCHW	SCHW	7,401	$682.9k0.64%	0.64%	Added +12	+12 0.2%
51	EQUINOR ASA SPONSORED ADR EQNR	EQNR	21,595	$678.1k0.63%	0.63%	Reduced -517	-517 -2.3%
52	PACER FDS TR PACER US SMALL CALF	CALF	13,305	$673.4k0.63%	0.63%	Added +1	+1 0.0%
53	BROADCOM INC COM AVGO	AVGO	1,778	$671.6k0.63%	0.63%	Added +223	+223 14.3%
54	VANGUARD INDEX FDS MID CAP ETF VO	VO	8,324	$670.7k0.63%	0.63%	Unchanged
55	VANGUARD INDEX FDS SMALL CP ETF VB	VB	2,165	$656.3k0.61%	0.61%	Added +32	+32 1.5%
56	VULCAN MATLS CO COM VMC	VMC	2,224	$656.0k0.61%	0.61%	Reduced -21	-21 -0.9%
57	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	31,960	$650.9k0.61%	0.61%	Added +2.5k	+2,500 8.5%
58	UBER TECHNOLOGIES INC COM UBER	UBER	8,689	$627.0k0.58%	0.58%	Added +110	+110 1.3%
59	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	31,940	$626.5k0.58%	0.58%	Added +2.5k	+2,500 8.5%
60	AT&T INC COM T	T	29,906	$619.1k0.58%	0.58%	Added +692	+692 2.4%
61	PACER FDS TR LUNT LRGCP MULTI PALC	PALC	10,314	$616.3k0.57%	0.57%	Added +1	+1 0.0%
62	SSGA ACTIVE ETF TR SPDR TR TACTIC TOTL	TOTL	15,324	$604.8k0.56%	0.56%	Reduced -1.2k	-1,195 -7.2%
63	MATCH GROUP INC NEW COM MTCH	MTCH	15,764	$599.8k0.56%	0.56%	Reduced -6.3k	-6,254 -28.4%
64	COSTCO WHSL CORP NEW COM COST	COST	626	$585.7k0.55%	0.55%	Added +3	+3 0.5%
65	INVESCO EXCHANGE TRADED FD T S&P MDCP400 VL RFV	RFV	4,068	$581.5k0.54%	0.54%	Added +4	+4 0.1%
66	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	1,156	$579.6k0.54%	0.54%	Added +12	+12 1.1%
67	JANUS DETROIT STR TR HENDERSN CAP ETF JSML	JSML	6,228	$579.5k0.54%	0.54%	Unchanged
68	QUEST DIAGNOSTICS INC COM DGX	DGX	2,733	$579.3k0.54%	0.54%	Reduced -50	-50 -1.8%
69	ALBEMARLE CORP COM ALB	ALB	4,256	$574.7k0.54%	0.54%	Reduced -700	-700 -14.1%
70	WATSCO INC COM WSO	WSO	1,312	$546.8k0.51%	0.51%	Unchanged
71	KINSALE CAP GROUP INC COM KNSL	KNSL	1,645	$542.6k0.51%	0.51%	Added +346	+346 26.6%
72	EXCHANGE LISTED FDS TR SABA INT RATE CEFS	CEFS	21,090	$540.7k0.50%	0.50%	Added +9	+9 0.0%
73	MSCI INC COM MSCI	MSCI	940	$526.4k0.49%	0.49%	Unchanged
74	EMERSON ELEC CO COM EMR	EMR	3,478	$497.9k0.46%	0.46%	Added +47	+47 1.4%
75	RTX CORPORATION COM RTX	RTX	2,612	$495.6k0.46%	0.46%	Added +63	+63 2.5%
76	TELEFLEX INCORPORATED COM TFX	TFX	3,889	$492.9k0.46%	0.46%	Reduced -141	-141 -3.5%
77	ZILLOW GROUP INC CL A ZG	ZG	15,216	$477.3k0.45%	0.45%	Reduced -1.4k	-1,409 -8.5%
78	ISHARES TR U.S. FINLS ETF IYF	IYF	3,734	$476.1k0.44%	0.44%	Reduced -120	-120 -3.1%
79	CME GROUP INC COM CME	CME	2,150	$474.9k0.44%	0.44%	Added +21	+21 1.0%
80	ISHARES TR EAFE GRWTH ETF EFG	EFG	3,779	$470.2k0.44%	0.44%	Added +1	+1 0.0%
81	DOLLAR TREE INC COM DLTR	DLTR	3,833	$463.6k0.43%	0.43%	Added +10	+10 0.3%
82	VANGUARD WORLD FD UTILITIES ETF VPU	VPU	2,338	$457.6k0.43%	0.43%	Unchanged
83	ABBOTT LABS COM ABT	ABT	4,840	$439.2k0.41%	0.41%	Added +2.2k	+2,180 82.0%
84	TOAST INC CL A TOST	TOST	15,541	$432.4k0.40%	0.40%	New
85	PACER FDS TR EMRG MKT CASH ECOW	ECOW	16,297	$432.2k0.40%	0.40%	Added +7	+7 0.0%
86	ISHARES TR MRGSTR MD CP GRW IMCG	IMCG	4,290	$421.8k0.39%	0.39%	Added +5	+5 0.1%
87	ISHARES TR FLTG RATE NT ETF FLOT	FLOT	8,250	$421.2k0.39%	0.39%	Unchanged
88	FIDELITY COVINGTON TRUST LOW VOLITY ETF FDLO	FDLO	6,150	$420.3k0.39%	0.39%	Unchanged
89	WORKDAY INC CL A WDAY	WDAY	3,361	$411.5k0.38%	0.38%	New
90	ABBVIE INC COM ABBV	ABBV	1,622	$408.2k0.38%	0.38%	Added +48	+48 3.0%
91	CANADIAN NAT RES LTD COM CNQ	CNQ	10,318	$407.5k0.38%	0.38%	Reduced -142	-142 -1.4%
92	SPDR GOLD TR GOLD SHS GLD	GLD	1,098	$404.5k0.38%	0.38%	Unchanged
93	COCA COLA CO COM KO	KO	4,822	$391.8k0.37%	0.37%	Unchanged
94	EVERUS CONSTR GROUP COM ECG	ECG	2,294	$380.7k0.36%	0.36%	Unchanged
95	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	758	$379.3k0.35%	0.35%	Unchanged
96	INVESCO EXCH TRADED FD TR II VAR RATE PFD VRP	VRP	14,701	$357.4k0.33%	0.33%	Added +30	+30 0.2%
97	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	1,640	$349.0k0.33%	0.33%	Added +8	+8 0.5%
98	NETFLIX INC COM NFLX	NFLX	4,875	$348.1k0.32%	0.32%	Reduced -680	-680 -12.2%
99	NOVO-NORDISK A S ADR NVO	NVO	7,071	$339.0k0.32%	0.32%	Reduced -112	-112 -1.6%
100	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,546	$336.9k0.31%	0.31%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
APTIV PLC APTV-W	APTV-W	12,372	$859.1k12.4k shares
ADOBE INC ADBE	ADBE	2,208	$536.7k2.2k shares
ACCENTURE PLC IRELAND ACN	ACN	1,588	$314.9k1.6k shares
ALIBABA GROUP HLDG LTD BABA	BABA	1,778	$223.1k1.8k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
NVIDIA CORPORATION NVDA · Put	NVDA	Put	3,000	$600.3k3.0k shares	Unchanged
IRON MTN INC DEL IRM · Call	IRM	Call	1,800	$227.4k1.8k shares	New
IRON MTN INC DEL IRM · Put	IRM	Put	1,800	$227.4k1.8k shares	New
ALPHABET INC GOOGL · Put	GOOGL	Put	600	$214.4k600 shares	New