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FIIG US SMALL CAP EQUITY - Unified Series Trust

Shareclass
FIIG US SMALL CAP EQUITY FI Institutional Group US Small Cap Equity Fund (IUSCX)
Type
Open-end mutual fund
Manager
Unified Series Trust
Filing
NPORT filing 31 May 2025
Fossil fuel exposure of 4.4% places the fund in the C tier, between 3% and 5.5% exposure.

Methodology
C
$8,438
in fossil fuel investments
4
fossil fuel stocks found
4.4%
of assets flagged
Portfolio data as of 5/31/25
Investments in major fossil fuel companies
Ovintiv Inc
Carbon Underground 200Top 200 carbon reserves
$2,328
Matador Resources Co
Carbon Underground 200Top 200 carbon reserves
$1,720
Murphy Oil Corp
Carbon Underground 200Top 200 carbon reserves
$1,486
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
3
holdings
$5,535
invested
2.89%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
No direct stock holdings
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
3
holdings
$5,535
invested
2.89%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
No direct stock holdings
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
1
holdings
$2,904
invested
1.52%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
4 holdings
4 holdings
  • 1. Lincoln Electric Holdings Inc
    Fossil-fired utility
    $2,904
    1.52%
  • 2. Ovintiv Inc
    Carbon Underground 200Oil/gas industry
    $2,328
    1.21%
  • 3. Matador Resources Co
    Carbon Underground 200Oil/gas industry
    $1,720
    0.9%
  • 4. Murphy Oil Corp
    Carbon Underground 200Oil/gas industry
    $1,486
    0.78%



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FIIG US SMALL CAP EQUITY - Unified Series Trust IUSCX

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