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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 9 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SSTK SHUTTERSTOCK INC Communication Services 39,019.0 $544K 0.04% +780.0 +2.0% $13.95 -61.9%
162 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 29,759.0 $521K 0.04% +175.0 +0.6% $17.52 +3.1%
163 VXUS VANGUARD STAR FDS 5,948.0 $509K 0.04% $85.49 +2.6%
164 GSM FERROGLOBE PLC Basic Materials 156,653.0 $498K 0.04% $3.18 +28.3%
165 COLB COLUMBIA BKG SYS INC Financial Services 14,318.0 $459K 0.03% +181.0 +1.3% $32.05 -3.9%
166 THO THOR INDS INC Consumer Cyclical 5,755.0 $433K 0.03% +36.0 +0.6% $75.16 +5.8%
167 RGR STURM RUGER & CO INC Industrials 10,429.0 $395K 0.03% $37.85 +3.2%
168 WLK WESTLAKE CORPORATION Basic Materials 5,271.0 $385K 0.03% $73.00 +8.1%
169 USNA USANA HEALTH SCIENCES INC Consumer Defensive 18,000.0 $384K 0.03% $21.35 -36.5%
170 CHKP CHECK POINT SOFTWARE TECH LT Technology 2,904.0 $382K 0.03% $131.43 -0.7%
171 DIHP DIMENSIONAL ETF TRUST 10,657.0 $364K 0.03% +89.0 +0.8% $34.12 +4.7%
172 MBUU MALIBU BOATS INC Consumer Cyclical 8,744.0 $240K 0.02% $27.43 +7.5%
173 VGT VANGUARD WORLD FD 1,832.0 $219K 0.01% NEW $119.52 -0.9%
Page 9 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%