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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 7 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CHRD CHORD ENERGY CORPORATION Energy 7,628.0 $872K 0.06% +70.0 +0.9% $114.30 +29.4%
122 TNK TEEKAY TANKERS LTD Energy 13,368.0 $867K 0.06% $64.87 +40.3%
123 STC STEWART INFORMATION SVCS COR Financial Services 13,126.0 $867K 0.06% +94.0 +0.7% $66.02 +4.8%
124 ATKR ATKORE INC Industrials 11,348.0 $863K 0.06% $76.04 +23.1%
125 RHI ROBERT HALF INC. Industrials 27,871.0 $856K 0.06% +614.0 +2.2% $30.70 +45.8%
126 CRC CALIFORNIA RES CORP Energy 15,401.0 $814K 0.06% +94.0 +0.6% $52.87 +0.7%
127 OZK BANK OZK LITTLE ROCK ARK Financial Services 15,527.0 $809K 0.06% +145.0 +0.9% $52.09 -5.1%
128 MGY MAGNOLIA OIL & GAS CORP Energy 31,390.0 $803K 0.06% +175.0 +0.6% $25.58 +10.0%
129 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 11,079.0 $795K 0.06% $71.74 +1.0%
130 METALLUS INC 42,215.0 $789K 0.06% $18.69
131 RNR RENAISSANCERE HLDGS LTD Financial Services 2,424.0 $768K 0.05% $316.90 +2.1%
132 DFEV DIMENSIONAL ETF TRUST 17,843.0 $761K 0.05% $42.67 -1.7%
133 ESNT ESSENT GROUP LTD Financial Services 11,754.0 $756K 0.05% +62.0 +0.5% $64.28 +5.9%
134 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 33,164.0 $741K 0.05% +561.0 +1.7% $22.34 +4.7%
135 RES RPC INC Energy 126,852.0 $740K 0.05% +643.0 +0.5% $5.83 +9.3%
136 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 8,529.0 $735K 0.05% $86.20 -5.6%
137 UFPI UFP INDUSTRIES INC Basic Materials 8,081.0 $733K 0.05% $90.74 -2.1%
138 AAPL APPLE INC Technology 2,525.0 $731K 0.05% +61.0 +2.5% $289.33 +6.9%
139 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 27,984.0 $728K 0.05% $26.00 +8.7%
140 OLN OLIN CORP Basic Materials 36,017.0 $714K 0.05% +266.0 +0.7% $19.82 -7.2%
Page 7 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%