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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 2 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CVX CHEVRON CORPORATION Energy 18,618.0 $3.9M 0.29% +193.0 +1.1% $206.90 -11.5%
22 MET METLIFE INC Financial Services 53,952.0 $3.8M 0.29% +387.0 +0.7% $70.72 +17.9%
23 XOM EXXON MOBIL CORP Energy 22,373.0 $3.8M 0.29% +184.0 +0.8% $169.66 -12.9%
24 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 45,754.0 $3.7M 0.28% +1K +2.8% $80.56 -15.3%
25 PRU PRUDENTIAL FINL INC Financial Services 36,551.0 $3.6M 0.27% +414.0 +1.1% $97.69 +4.4%
26 VZ VERIZON COMMUNICATIONS INC Communication Services 68,588.0 $3.4M 0.26% +1K +1.7% $50.20 -2.8%
27 CI THE CIGNA GROUP Healthcare 12,641.0 $3.4M 0.26% +68.0 +0.5% $266.75 +6.9%
28 FANG DIAMONDBACK ENERGY INC Energy 16,159.0 $3.2M 0.24% +108.0 +0.7% $197.79 -1.9%
29 DOW DOW HLDGS INC Basic Materials 75,242.0 $3.1M 0.24% +980.0 +1.3% $41.65 -16.8%
30 BEN FRANKLIN RESOURCES INC Financial Services 114,449.0 $2.7M 0.21% +3K +2.5% $23.95 +32.1%
31 PFE PFIZER INC Healthcare 96,934.0 $2.7M 0.21% +2K +1.7% $28.08 -6.6%
32 VNQ VANGUARD INDEX FDS 28,844.0 $2.6M 0.19% +498.0 +1.8% $88.70 +9.7%
33 COP CONOCOPHILLIPS Energy 17,886.0 $2.4M 0.18% +155.0 +0.9% $132.00 -12.0%
34 KHC KRAFT HEINZ CO Consumer Defensive 104,216.0 $2.3M 0.18% +2K +1.7% $22.49 +8.5%
35 HPQ HP INC Technology 118,065.0 $2.3M 0.17% +2K +1.4% $19.51 +27.5%
36 USHY ISHARES TR 62,098.0 $2.3M 0.17% +2K +2.7% $36.84 +0.6%
37 BKE BUCKLE INC Consumer Cyclical 42,307.0 $2.1M 0.16% +262.0 +0.6% $50.36 -0.4%
38 BBY BEST BUY INC Consumer Cyclical 30,825.0 $2.0M 0.15% +424.0 +1.4% $65.16 -2.6%
39 WY WEYERHAEUSER CO Real Estate 71,662.0 $1.8M 0.13% +578.0 +0.8% $24.43 -0.5%
40 TSN TYSON FOODS INC Consumer Defensive 27,152.0 $1.7M 0.13% +230.0 +0.8% $64.07 +3.8%
Page 2 of 4  ·  72 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%