Unified Investment Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVO
Novo Nordisk
NVO
|
+$682K |
| 2 |
Zoetis
ZTS
|
+$300K |
| 3 |
Airbnb
ABNB
|
+$223K |
| 4 |
Walt Disney
DIS
|
+$200K |
| 5 |
Vanguard Morningstar Growth ETF
VUG
|
+$198K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Teradata
TDC
|
+$115K |
| 2 |
AbbVie
ABBV
|
+$37.2K |
| 3 |
MDU Resources
MDU
|
+$33.5K |
| 4 |
Akebia Therapeutics
AKBA
|
+$32.6K |
| 5 |
Bristol-Myers Squibb
BMY
|
+$26.6K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.48% |
| 2 | Consumer Discretionary | 11.84% |
| 3 | Financials | 8.83% |
| 4 | Healthcare | 6.82% |
| 5 | Communication Services | 6.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
Akebia Therapeutics
AKBA
$248M
| – | – |
-17,000
| Closed | -$32.6K |
|
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Unified Investment Management's Q2 2025 Portfolio in Review
As of Q2 2025, Unified Investment Management held 126 positions worth $93.3M, up 10% from $84.6M the previous quarter. Its ten largest holdings account for 27% of the portfolio.
Unified Investment Management deployed $3.61M of net new capital in Q2 2025, opening 9 new positions and adding to 77 existing holdings. Its largest new stake was Novo Nordisk: 10,025 shares worth $692K.
By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 17% a quarter earlier, followed by Consumer Discretionary and Financials.
On the sell side, the largest reduction was Teradata, an estimated $115K trimmed.
- Unified Investment Management's largest Q2 2025 buy was Novo Nordisk: 10,025 shares worth $692K.
- Unified Investment Management added most to Airbnb in Q2 2025, an estimated $223K increase.
- Unified Investment Management's biggest Q2 2025 reduction was Teradata, cutting an estimated $115K.
- Unified Investment Management fully exited Akebia Therapeutics in Q2 2025, selling an estimated $32.6K.
- Unified Investment Management's ten largest holdings make up 27% of its $93.3M portfolio in Q2 2025.
- Unified Investment Management opened 9 new positions and closed 1 in Q2 2025.
- Unified Investment Management's portfolio value rose 10% quarter-over-quarter to $93.3M.
Based on Unified Investment Management's 13F filing for Q2 2025, filed 15 Jul 2025.