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Unified Investment Management
hedge fundUpdated 5 days agoManaged by Unified Investment Management • Latest filing Q3 2026
Portfolio value
$113.8M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
97.6%
Weight of largest holdings
Annualized return
13.6%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $100.2M |
| Q4 2025 | $99.8M |
| Q1 2026 | $97.9M |
| Q2 2026 | $108.5M |
| Q3 2026 | $113.8M |
Top holdings
146 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $7.1M | 56.5K | 6.25% | Added(+0.1%) | |
| 2 | $2.7M | 11.6K | 2.33% | Unchanged | |
| 3 | $2.5M | 4.9K | 2.20% | Added(+1.1%) | |
| 4 | ? N/A JANUS DETROIT STR TR | $2.4M | 49.7K | 2.12% | Added(+1.5%) |
| 5 | $2.4M | 46.8K | 2.11% | Added(+1.7%) | |
| 6 | $2.3M | 21.0K | 2.04% | Trimmed(-3.4%) | |
| 7 | $2.2M | 6.7K | 1.97% | Trimmed(-0.9%) | |
| 8 | $2.1M | 5.3K | 1.85% | Trimmed(-6.7%) | |
| 9 | $2.1M | 42.1K | 1.84% | Added(+1.6%) | |
| 10 | $2.1M | 8.3K | 1.81% | Added(+0.2%) | |
| 11 | $2.1M | 20.4K | 1.81% | Added(+1.7%) | |
| 12 | $2M | 19.6K | 1.77% | Added(+1.5%) | |
| 13 | $2M | 2.0K | 1.75% | Trimmed(-2.2%) | |
| 14 | $1.9M | 28.5K | 1.67% | Added(+4.7%) | |
| 15 | $1.9M | 5.4K | 1.64% | Unchanged | |
| 16 | $1.8M | 18.9K | 1.58% | Added(+4.2%) | |
| 17 | $1.8M | 5.4K | 1.56% | Unchanged | |
| 18 | $1.7M | 9.2K | 1.49% | Added(+0.5%) | |
| 19 | $1.6M | 12.5K | 1.38% | Trimmed(-77.9%) | |
| 20 | $1.5M | 7.0K | 1.27% | Added(+2.4%) |