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Portfolio (Quarterly) Guide ↗

Unison Advisors LLC

· CIK 0001695818
13F Portfolio $1.4B AUM 173 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 89 Added 2 Reduced 12 Exited
Page 2 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EOG EOG RES INC Energy 31,001.0 $4.0M 0.28% +234.0 +0.8% $129.73 +18.0%
22 PRU PRUDENTIAL FINL INC Financial Services 37,086.0 $4.0M 0.28% +535.0 +1.5% $107.93 +12.2%
23 BEN FRANKLIN RESOURCES INC Financial Services 115,784.0 $3.9M 0.27% +1K +1.2% $33.60 +2.1%
24 CI THE CIGNA GROUP Healthcare 12,709.0 $3.5M 0.24% +68.0 +0.5% $275.68 +0.7%
25 LEN LENNAR CORP Consumer Cyclical 38,016.0 $3.4M 0.24% +201.0 +0.5% $90.49 -3.8%
26 CVX CHEVRON CORPORATION Energy 18,796.0 $3.1M 0.22% +178.0 +1.0% $165.76 +23.8%
27 XOM EXXON MOBIL CORP Energy 22,527.0 $3.1M 0.21% +154.0 +0.7% $136.72 +20.8%
28 VZ VERIZON COMMUNICATIONS INC Communication Services 69,575.0 $2.9M 0.20% +987.0 +1.4% $42.34 +16.8%
29 VNQ VANGUARD INDEX FDS 29,806.0 $2.9M 0.20% +962.0 +3.3% $96.43 +2.1%
30 FANG DIAMONDBACK ENERGY INC Energy 16,244.0 $2.9M 0.20% +85.0 +0.5% $175.78 +19.9%
31 KHC KRAFT HEINZ CO Consumer Defensive 106,117.0 $2.5M 0.17% +2K +1.8% $23.62 +8.3%
32 USHY ISHARES TR 65,898.0 $2.4M 0.17% +4K +6.1% $37.02 -0.5%
33 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 46,197.0 $2.4M 0.17% +443.0 +1.0% $52.65 +28.3%
34 BBY BEST BUY INC Consumer Cyclical 31,312.0 $2.4M 0.17% +487.0 +1.6% $76.84 +11.8%
35 PFE PFIZER INC Healthcare 98,488.0 $2.4M 0.17% +2K +1.6% $24.08 +16.6%
36 TROW PRICE T ROWE GROUP INC Financial Services 18,438.0 $2.1M 0.15% +232.0 +1.3% $113.69 -1.9%
37 COP CONOCOPHILLIPS Energy 18,008.0 $1.9M 0.13% +122.0 +0.7% $103.96 +29.7%
38 BKE BUCKLE INC Consumer Cyclical 42,568.0 $1.8M 0.12% +261.0 +0.6% $42.20 +3.8%
39 EMB ISHARES TR 18,430.0 $1.8M 0.12% +1K +6.3% $96.44 -1.8%
40 DINO HF SINCLAIR CORP Energy 23,739.0 $1.7M 0.12% +190.0 +0.8% $69.65 +39.7%
Page 2 of 5  ·  89 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.8%
Energy 16.7%
Consumer Cyclical 11.5%
Technology 11.2%
Basic Materials 9.1%
Healthcare 8.5%
Industrials 6.6%
Communication Services 5.2%
Consumer Defensive 3.5%