Unified Investment Management Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    atlanta, GA
  • CIK
    0002054855
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

137

$99.85M
GPC, IGSB, VNLA, MSFT
13F-HR
Feb 9, 2026
000208585326000224

136

$100.21M
GPC, IGSB, VNLA, MSFT
13F-HR
Oct 27, 2025
000208585325000176

125

$93.28M
GPC, MSFT, VNLA, IGSB
13F-HR
Jul 15, 2025
000166773125000811

117

$84.62M
GPC, VNLA, IGSB, NEAR
13F-HR
Apr 25, 2025
000166773125000531

112

$88.01M
GPC, VNLA, IGSB, MSFT
13F-HR
Feb 6, 2025
000166773125000211