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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 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OFG OFG BANCORP Financial Services 31,022.0 $1.5M 0.11% +199.0 +0.7% $49.42 +5.7%
82 ARCB ARCBEST CORP Industrials 10,516.0 $1.5M 0.10% $143.54 -2.2%
83 VTI VANGUARD INDEX FDS 4,052.0 $1.5M 0.10% $370.03 +2.2%
84 PHM PULTE GROUP INC Consumer Cyclical 10,619.0 $1.5M 0.10% $137.47 -6.2%
85 PFFD GLOBAL X FDS 75,808.0 $1.4M 0.10% +6K +8.8% $18.69 -1.6%
86 ARW ARROW ELECTRS INC Technology 6,565.0 $1.4M 0.10% $213.41 -1.2%
87 MCB METROPOLITAN BK HLDG CORP Financial Services 13,581.0 $1.3M 0.09% $98.76 -6.9%
88 VT VANGUARD INTL EQUITY INDEX F 8,347.0 $1.3M 0.09% $156.94 +2.4%
89 SWKS SKYWORKS SOLUTIONS INC Technology 18,627.0 $1.3M 0.09% +209.0 +1.1% $67.80 -1.0%
90 HCC WARRIOR MET COAL INC Energy 15,293.0 $1.2M 0.09% $81.16 +31.5%
91 DIOD DIODES INC Technology 10,975.0 $1.2M 0.08% $109.44 -14.1%
92 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 30,385.0 $1.2M 0.08% +181.0 +0.6% $38.73 +59.7%
93 PFBC PREFERRED BK LOS ANGELES CA Financial Services 10,831.0 $1.2M 0.08% +88.0 +0.8% $106.26 -1.7%
94 CNR CORE NATURAL RESOURCES INC Energy 14,112.0 $1.1M 0.08% $80.02 +18.9%
95 QCRH QCR HLDGS INC Financial Services 11,566.0 $1.1M 0.08% $97.45 +3.9%
96 EWBC EAST WEST BANCORP INC Financial Services 8,704.0 $1.1M 0.08% +54.0 +0.6% $129.09 +0.7%
97 INSW INTERNATIONAL SEAWAYS INC Energy 14,530.0 $1.1M 0.08% +376.0 +2.7% $76.59 +29.9%
98 MHO M/I HOMES INC Consumer Cyclical 6,917.0 $1.1M 0.08% $160.79 -5.2%
99 BIIB BIOGEN INC Healthcare 5,078.0 $1.1M 0.08% $216.06 +0.3%
100 VNQI VANGUARD INTL EQUITY INDEX F 24,054.0 $1.1M 0.07% $44.85 +1.9%
Page 5 of 9  ·  173 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%