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Portfolio (Quarterly) Guide ↗

Unison Advisors LLC

· CIK 0001695818
13F Portfolio $1.3B AUM 175 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 72 Added 6 Reduced 2 Exited
Page 7 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CTRA COTERRA ENERGY INC Energy 24,362.0 $856K 0.07% +212.0 +0.9% $35.14 -7.3%
122 CMC COMMERCIAL METALS CO Basic Materials 13,930.0 $856K 0.07% $61.43 +24.5%
123 NMIH NMI HLDGS INC Financial Services 22,757.0 $854K 0.07% $37.51 -2.0%
124 MHO M/I HOMES INC Consumer Cyclical 6,917.0 $847K 0.06% $122.45 +8.5%
125 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 14,825.0 $839K 0.06% $56.60 -6.8%
126 CATY CATHAY GEN BANCORP Financial Services 16,488.0 $822K 0.06% +111.0 +0.7% $49.86 +15.0%
127 BTU PEABODY ENGR CORP Energy 24,762.0 $816K 0.06% $32.95 -20.1%
128 GRNT GRANITE RIDGE RESOURCES INC Energy 137,101.0 $805K 0.06% $5.87 -14.2%
129 STC STEWART INFORMATION SVCS COR Financial Services 13,032.0 $803K 0.06% +97.0 +0.8% $61.58 +9.7%
130 CMRE COSTAMARE INC Industrials 46,255.0 $782K 0.06% +755.0 +1.7% $16.90 -4.2%
131 PAGS PAGSEGURO DIGITAL LTD Technology 76,782.0 $769K 0.06% +861.0 +1.1% $10.02 -7.0%
132 TPH TRI POINTE HOMES INC Consumer Cyclical 16,350.0 $764K 0.06% $46.73 +0.5%
133 DIOD DIODES INC Technology 10,975.0 $749K 0.06% $68.26 +58.9%
134 SNDR SCHNEIDER NATIONAL INC Industrials 28,187.0 $746K 0.06% $26.46 +31.9%
135 UFPI UFP INDUSTRIES INC Basic Materials 8,052.0 $742K 0.06% $92.12 -10.8%
136 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 27,984.0 $737K 0.06% $26.35 -4.9%
137 MOS MOSAIC CO Basic Materials 28,476.0 $726K 0.06% +240.0 +0.8% $25.50 -7.7%
138 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 32,603.0 $726K 0.06% +517.0 +1.6% $22.26 -8.3%
139 RNR RENAISSANCERE HLDGS LTD Financial Services 2,421.0 $720K 0.06% $297.23 -2.7%
140 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 8,499.0 $719K 0.06% $84.64 -1.2%
Page 7 of 9  ·  175 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 25.7%
Energy 14.5%
Technology 12.5%
Consumer Cyclical 11.9%
Basic Materials 11.8%
Healthcare 8.8%
Industrials 5.8%
Communication Services 4.7%
Consumer Defensive 3.6%
Real Estate 0.6%