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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 8 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MTDR MATADOR RES CO Energy 14,262.0 $710K 0.05% +86.0 +0.6% $49.78 +17.3%
142 PAGS PAGSEGURO DIGITAL LTD Technology 77,680.0 $703K 0.05% +898.0 +1.2% $9.05 -4.8%
143 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 14,858.0 $702K 0.05% $47.28 -3.1%
144 LPX LOUISIANA PAC CORP Basic Materials 8,480.0 $667K 0.05% $78.66 -7.0%
145 CMRE COSTAMARE INC Industrials 46,571.0 $653K 0.05% +316.0 +0.7% $14.02 +11.4%
146 DFIV DIMENSIONAL ETF TRUST 12,047.0 $651K 0.04% +151.0 +1.3% $54.02 +7.9%
147 OXM OXFORD INDS INC Consumer Cyclical 18,656.0 $651K 0.04% +286.0 +1.6% $34.87 +3.8%
148 FMC FMC CORP Basic Materials 55,266.0 $640K 0.04% +282.0 +0.5% $11.58 -4.8%
149 FG F&G ANNUITIES & LIFE INC Financial Services 23,778.0 $632K 0.04% +1K +4.6% $26.59 -15.1%
150 GRNT GRANITE RIDGE RESOURCES INC Energy 139,723.0 $616K 0.04% +3K +1.9% $4.41 +15.9%
151 EVEREST GROUP LTD 1,719.0 $614K 0.04% +9.0 +0.5% $357.23
152 MOS MOSAIC CO Basic Materials 28,744.0 $609K 0.04% +268.0 +0.9% $21.19 +15.2%
153 WGO WINNEBAGO INDS INC Consumer Cyclical 19,418.0 $607K 0.04% +208.0 +1.1% $31.24 +1.7%
154 FNF FIDELITY NATL FINL INC Financial Services 12,758.0 $602K 0.04% +126.0 +1.0% $47.16 +0.3%
155 BCC BOISE CASCADE CO DEL Basic Materials 7,548.0 $586K 0.04% $77.63 +6.2%
156 SLVM SYLVAMO CORP Basic Materials 15,427.0 $583K 0.04% +159.0 +1.0% $37.80 -2.7%
157 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 61,700.0 $579K 0.04% $9.39 +20.0%
158 BTU PEABODY ENGR CORP Energy 24,830.0 $574K 0.04% $23.12 +19.4%
159 IIIN INSTEEL INDS INC Industrials 18,757.0 $566K 0.04% $30.20 +2.4%
160 DUHP DIMENSIONAL ETF TRUST 13,372.0 $558K 0.04% $41.73 +1.6%
Page 8 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%