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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 9 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FNF FIDELITY NATL FINL INC Financial Services 12,632.0 $586K 0.04% +120.0 +1.0% $46.38 +3.9%
162 FG F&G ANNUITIES & LIFE INC Financial Services 22,740.0 $576K 0.04% $25.32 +9.4%
163 BCC BOISE CASCADE CO DEL Basic Materials 7,529.0 $571K 0.04% $75.85 -7.6%
164 EVEREST GROUP LTD 1,710.0 $559K 0.04% +10.0 +0.6% $326.85
165 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 29,584.0 $544K 0.04% $18.39 -0.9%
166 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 61,700.0 $521K 0.04% $8.45 +51.9%
167 DUHP DIMENSIONAL ETF TRUST 13,341.0 $490K 0.04% $36.76 +11.7%
168 VXUS VANGUARD STAR FDS 5,929.0 $457K 0.04% +45.0 +0.8% $77.11 +11.3%
169 THO THOR INDS INC Consumer Cyclical 5,719.0 $457K 0.04% $79.89 -1.2%
170 RGR STURM RUGER & CO INC Industrials 10,411.0 $417K 0.03% $40.09 -0.5%
171 CHKP CHECK POINT SOFTWARE TECH LT Technology 2,904.0 $415K 0.03% $142.85 -9.6%
172 COLB COLUMBIA BKG SYS INC Financial Services 14,137.0 $388K 0.03% $27.43 +8.4%
173 DIHP DIMENSIONAL ETF TRUST 10,568.0 $340K 0.03% $32.22 +6.4%
174 USNA USANA HEALTH SCIENCES INC Consumer Defensive 18,000.0 $314K 0.02% $17.47 +7.7%
175 MBUU MALIBU BOATS INC Consumer Cyclical 8,744.0 $227K 0.02% $25.92 +8.6%
Page 9 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%