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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 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MOS MOSAIC CO Basic Materials 28,744.0 $609K 0.04% +268.0 +0.9% $21.19 +15.2%
82 WGO WINNEBAGO INDS INC Consumer Cyclical 19,418.0 $607K 0.04% +208.0 +1.1% $31.24 +1.7%
83 FNF FIDELITY NATL FINL INC Financial Services 12,758.0 $602K 0.04% +126.0 +1.0% $47.16 +0.3%
84 SLVM SYLVAMO CORP Basic Materials 15,427.0 $583K 0.04% +159.0 +1.0% $37.80 -2.7%
85 SSTK SHUTTERSTOCK INC Communication Services 39,019.0 $544K 0.04% +780.0 +2.0% $13.95 -61.9%
86 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 29,759.0 $521K 0.04% +175.0 +0.6% $17.52 +3.1%
87 COLB COLUMBIA BKG SYS INC Financial Services 14,318.0 $459K 0.03% +181.0 +1.3% $32.05 -3.9%
88 THO THOR INDS INC Consumer Cyclical 5,755.0 $433K 0.03% +36.0 +0.6% $75.16 +5.8%
89 DIHP DIMENSIONAL ETF TRUST 10,657.0 $364K 0.03% +89.0 +0.8% $34.12 +4.7%
Page 5 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%