UNICOM Systems, Inc. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by Steve Smith, Controller, lists a total of 39 positions held by the firm.
The largest holding disclosed in the filing is Alphabet Inc., Class A Capital Stock, which represents 10,666,480 shares. Other major positions include Applied Optoelectronics Inc., with 15,148,363 shares, and AppLovin Corp. Class A, with 9,264,717 shares. The portfolio also includes significant stakes in ARM Holdings plc Sponsored ADSs (25,779,740 shares), ASML Holding N.V. (52,538,430 shares), and Ast Spacemobile Inc. Class A (3,001,860 shares).
The filing details a diverse mix of technology and industrial companies. Notable entries include Broadcom Inc. (114,242,107 shares), Marvell Technology Inc. (19,921,434 shares), Micron Technology Inc. (64,758,688 shares), and NVIDIA Corporation (172,906,041 shares). The list also features companies in the quantum computing sector, such as D-Wave Quantum Inc. (51,720,703 shares) and IonQ Inc. (33,723,954 shares), as well as aerospace and defense firms like Rocket Lab USA Inc. (48,959,607 shares) and Rigetti Computing Inc. (55,435,257 shares).
Other disclosed holdings include Palantir Technologies Inc. Class A (156,933,454 shares), Tesla Inc. (181,187,629 shares), and Western Digital Corp. (46,173,136 shares). The filing confirms that all positions are held as sole voting power, with no shared voting or dispositive rights.
