2026 Q3 Portfolio Activity
In 2026 Q3, UNICOM Systems, Inc. maintained a portfolio of 40 distinct positions. The most significant new addition was SK HYNIX INC, now representing 2.25% of the total fund value. They heavily accumulated shares in MARVELL TECHNOLOGY INC, increasing the position by 119.2%. The fund also reduced its exposure to EVERPURE INC by 70.2%.
Position History
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UNICOM Systems, Inc.
AUM $1,464M
Total Positions
40
Quarter
2026 Q3
Top Holding
TSLA (12.4%)
Top 10 Concentration
69.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-40 of 40
UNICOM Systems, Inc. Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TSLA
TESLA INC
|
Consumer Cyclical | 12.38% | 12.31% |
#1
Prev: #1
|
8.0 |
—
|
62,000 | 13.8% |
P
S
|
510,661 | $181,187,629 |
$352.06
+11.0%
|
2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | ||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 11.81% | 9.88% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
757,098 | $172,906,041 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 10.72% | 6.39% |
#3
2
Prev: #5
|
6.0 |
—
|
no change | no change |
P
S
|
838,992 | $156,933,454 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
AVGO
BROADCOM INC
|
Technology | 7.80% | 8.02% |
#4
Prev: #4
|
4.6 |
—
|
no change | no change |
P
S
|
325,300 | $114,242,107 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
SNDK
SANDISK CORP
|
Technology | 7.62% | 8.68% |
#5
2
Prev: #3
|
5.5 |
—
|
5,600 | 9.6% |
P
S
|
64,100 | $111,526,949 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 4.42% | 3.83% |
#6
4
Prev: #10
|
3.8 |
—
|
10,000 | 19.7% |
P
S
|
60,800 | $64,758,688 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
RGTI
RIGETTI COMPUTI...
|
Technology | 3.79% | 4.44% |
#7
1
Prev: #8
|
2.5 |
—
|
no change | no change |
P
S
|
3,521,935 | $55,435,257 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
ASML
ASML HOLDING N ...
|
Technology | 3.59% | 3.76% |
#8
3
Prev: #11
|
2.4 |
—
|
no change | no change |
P
S
|
29,000 | $52,538,430 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
QBTS
D-WAVE QUANTUM ...
|
Technology | 3.53% | 4.89% |
#9
3
Prev: #6
|
2.4 |
—
|
no change | no change |
P
S
|
3,121,346 | $51,720,703 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
RKLB
ROCKET LAB USA ...
|
Industrials | 3.34% | 4.66% |
#10
3
Prev: #7
|
2.3 |
—
|
no change | no change |
P
S
|
702,635 | $48,959,607 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
WDC
WESTERN DIGITAL...
|
Technology | 3.15% | 4.23% |
#11
2
Prev: #9
|
2.3 |
—
|
no change | no change |
P
S
|
101,600 | $46,173,136 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
STX
SEGATE TECHNOLO...
|
Technology | 2.74% | 2.74% |
#12
Prev: #12
|
2.1 |
—
|
no change | no change |
P
S
|
43,500 | $40,121,790 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
IONQ
IONQ INC
|
Technology | 2.30% | 2.67% |
#13
Prev: #13
|
1.9 |
—
|
no change | no change |
P
S
|
768,900 | $33,723,954 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
SKHY
SK HYNIX INC
|
Technology | 2.25% | — |
#14
Prev: #—
|
4.4 |
—
|
178,600 | — |
NEW
|
178,600 | $32,889,190 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
NTAP
NETAPP INC
|
Technology | 2.20% | 1.55% |
#15
1
Prev: #16
|
1.9 |
—
|
no change | no change |
P
S
|
153,500 | $32,247,280 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
ARM
ARM HOLDINGS PL...
|
Technology | 1.76% | 2.06% |
#16
1
Prev: #15
|
1.7 |
—
|
no change | no change |
P
S
|
89,000 | $25,779,740 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.54% | 1.14% |
#17
2
Prev: #19
|
1.6 |
—
|
no change | no change |
P
S
|
30,985 | $22,469,702 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
BE
BLOOM ENERGY CO...
|
Industrials | 1.40% | 1.46% |
#18
Prev: #18
|
1.6 |
—
|
no change | no change |
P
S
|
74,000 | $20,496,520 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 1.36% | 0.67% |
#19
10
Prev: #29
|
3.5 |
—
|
41,000 | 119.2% |
P
S
|
75,400 | $19,921,434 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
LITE
LUMENTUM HLDGS ...
|
Technology | 1.31% | 1.11% |
#20
2
Prev: #22
|
1.5 |
—
|
no change | no change |
P
S
|
19,800 | $19,230,948 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
PSTG
EVERPURE INC
|
Technology | 1.29% | 2.49% |
#21
7
Prev: #14
|
0.5 |
—
|
-340,156 | -70.2% |
P
S
|
144,311 | $18,872,993 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 1.04% | 1.12% |
#22
1
Prev: #21
|
1.4 |
—
|
no change | no change |
P
S
|
41,434 | $15,209,593 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
AAOI
APPLIED OPTOELE...
|
Technology | 1.03% | 1.47% |
#23
6
Prev: #17
|
1.4 |
—
|
no change | no change |
P
S
|
152,483 | $15,135,463 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
CIEN
CIENA CORP
|
Technology | 0.85% | 1.13% |
#24
4
Prev: #20
|
1.3 |
—
|
no change | no change |
P
S
|
35,231 | $12,394,970 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.80% | 0.66% |
#25
5
Prev: #30
|
1.3 |
—
|
no change | no change |
P
S
|
29,500 | $11,720,645 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
SIMO
SILICON MOTION ...
|
Technology | 0.79% | 0.90% |
#26
Prev: #26
|
1.3 |
—
|
no change | no change |
P
S
|
41,200 | $11,536,000 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
GOOGL
ALAPHABET INC
|
Communication Services | 0.73% | 0.72% |
#27
1
Prev: #28
|
1.3 |
—
|
no change | no change |
P
S
|
31,000 | $10,666,480 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
MXL
MAXLINEAR INC
|
Technology | 0.71% | 0.96% |
#28
3
Prev: #25
|
1.3 |
—
|
no change | no change |
P
S
|
114,900 | $10,376,619 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
APP
APPLOVIN CORP
|
Communication Services | 0.63% | 1.07% |
#29
6
Prev: #23
|
1.3 |
—
|
no change | no change |
P
S
|
31,900 | $9,264,717 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
GLW
CORNING INC
|
Technology | 0.56% | 0.89% |
#30
3
Prev: #27
|
1.2 |
—
|
no change | no change |
P
S
|
53,300 | $8,195,408 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
PINS
PINTEREST INC
|
Communication Services | 0.48% | 0.51% |
#31
1
Prev: #32
|
1.2 |
—
|
no change | no change |
P
S
|
375,000 | $7,083,750 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
USAR
USA RARE EARTH ...
|
Basic Materials | 0.44% | 0.65% |
#32
1
Prev: #31
|
1.2 |
—
|
no change | no change |
P
S
|
459,374 | $6,467,986 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.38% | 0.38% |
#33
1
Prev: #34
|
1.2 |
—
|
no change | no change |
P
S
|
40,000 | $5,492,000 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
COHR
COHERENT CORP
|
Technology | 0.28% | 0.36% |
#34
1
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
14,000 | $4,029,340 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
TTMI
TTM TECHNOLOGIE...
|
Technology | 0.27% | 0.39% |
#35
2
Prev: #33
|
1.1 |
—
|
no change | no change |
P
S
|
31,600 | $3,881,744 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
QUBT
QUANTUM COMPUTI...
|
Technology | 0.21% | 0.23% |
#36
1
Prev: #37
|
1.1 |
—
|
no change | no change |
P
S
|
362,279 | $3,061,258 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
CELH
CELSIUS HLDGS I...
|
Consumer Defensive | 0.21% | 0.21% |
#37
1
Prev: #38
|
1.1 |
—
|
no change | no change |
P
S
|
110,000 | $3,008,500 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
ASTS
AST SPACEMOBILE...
|
Technology | 0.21% | 0.30% |
#38
2
Prev: #36
|
1.1 |
—
|
no change | no change |
P
S
|
51,000 | $3,001,860 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
SYM
SYMBOTIC INC
|
Industrials | 0.08% | 0.08% |
#39
Prev: #39
|
1.0 |
—
|
no change | no change |
P
S
|
27,147 | $1,142,074 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
MDB
MONGODB INC
|
Technology | 0.00% | 1.00% |
Sold All 😨
(Was: #24) |
0.0 |
—
|
-45,500 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 |
Showing 1-40 of 40 holdings