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Portfolio (Quarterly) Guide ↗

Unison Advisors LLC

· CIK 0001695818
13F Portfolio $1.1B AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 177 New
Page 6 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BIIB BIOGEN INC Healthcare 5,078.0 $894K 0.08% NEW $175.99 +15.4%
102 MHO M/I HOMES INC Consumer Cyclical 6,917.0 $885K 0.08% NEW $127.95 +14.8%
103 HAFC HANMI FINL CORP Financial Services 32,259.0 $872K 0.08% NEW $27.03 +20.1%
104 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 61,700.0 $819K 0.07% NEW $13.28 -30.3%
105 AGCO AGCO CORP Industrials 7,789.0 $813K 0.07% NEW $104.32 +7.2%
106 ABEV AMBEV SA Consumer Defensive 311,038.0 $809K 0.07% NEW $2.60 +19.5%
107 CATY CATHAY GEN BANCORP Financial Services 16,377.0 $792K 0.07% NEW $48.39 +28.2%
108 ARCB ARCBEST CORP Industrials 10,507.0 $780K 0.07% NEW $74.19 +116.9%
109 WGO WINNEBAGO INDS INC Consumer Cyclical 19,210.0 $778K 0.07% NEW $40.52 -24.7%
110 CCNE CNB FINL CORP PA Financial Services 29,649.0 $776K 0.07% NEW $26.17 +31.4%
111 FMC FMC CORP Basic Materials 54,984.0 $767K 0.07% NEW $13.95 -18.5%
112 ESNT ESSENT GROUP LTD Financial Services 11,635.0 $756K 0.07% NEW $65.01 +0.7%
113 SNDR SCHNEIDER NATIONAL INC Industrials 28,096.0 $748K 0.07% NEW $26.62 +44.2%
114 OLN OLIN CORP Basic Materials 35,751.0 $745K 0.07% NEW $20.83 +11.1%
115 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 14,825.0 $743K 0.07% NEW $50.09 -3.7%
116 RHI ROBERT HALF INC. Industrials 27,257.0 $740K 0.07% NEW $27.16 +51.5%
117 BTU PEABODY ENERGY CORP Energy 24,762.0 $735K 0.06% NEW $29.70 -22.3%
118 SLVM SYLVAMO CORP Basic Materials 15,268.0 $735K 0.06% NEW $48.15 -22.2%
119 UFPI UFP INDUSTRIES INC Basic Materials 8,052.0 $733K 0.06% NEW $91.05 -6.2%
120 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 32,086.0 $733K 0.06% NEW $22.84 +0.0%
Page 6 of 9  ·  177 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 29.0%
Consumer Cyclical 13.1%
Technology 12.7%
Energy 10.8%
Basic Materials 10.1%
Healthcare 9.5%
Industrials 5.7%
Communication Services 5.1%
Consumer Defensive 3.4%
Real Estate 0.6%