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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 3 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX CHEVRON CORPORATION Energy 18,618.0 $3.9M 0.29% +193.0 +1.1% $206.90 -10.7%
42 MET METLIFE INC Financial Services 53,952.0 $3.8M 0.29% +387.0 +0.7% $70.72 +17.7%
43 XOM EXXON MOBIL CORP Energy 22,373.0 $3.8M 0.29% +184.0 +0.8% $169.66 -11.7%
44 BIL SPDR SERIES TRUST 40,269.0 $3.7M 0.28% -4K -8.5% $91.64 -0.0%
45 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 45,754.0 $3.7M 0.28% +1K +2.8% $80.56 -14.3%
46 PRU PRUDENTIAL FINL INC Financial Services 36,551.0 $3.6M 0.27% +414.0 +1.1% $97.69 +5.0%
47 VZ VERIZON COMMUNICATIONS INC Communication Services 68,588.0 $3.4M 0.26% +1K +1.7% $50.20 -3.4%
48 CI THE CIGNA GROUP Healthcare 12,641.0 $3.4M 0.26% +68.0 +0.5% $266.75 +5.3%
49 LEN LENNAR CORP Consumer Cyclical 37,815.0 $3.3M 0.25% $86.84 +2.8%
50 ON ON SEMICONDUCTOR CORP Technology 52,000.0 $3.2M 0.24% $61.92 +105.1%
51 FANG DIAMONDBACK ENERGY INC Energy 16,159.0 $3.2M 0.24% +108.0 +0.7% $197.79 -1.3%
52 DOW DOW HLDGS INC Basic Materials 75,242.0 $3.1M 0.24% +980.0 +1.3% $41.65 -15.3%
53 LH LABCORP HOLDINGS INC Healthcare 11,324.0 $3.0M 0.23% $266.81 -3.1%
54 EMR EMERSON ELEC CO Industrials 21,664.0 $2.8M 0.21% $131.02 +7.6%
55 BEN FRANKLIN RESOURCES INC Financial Services 114,449.0 $2.7M 0.21% +3K +2.5% $23.95 +32.2%
56 PFE PFIZER INC Healthcare 96,934.0 $2.7M 0.21% +2K +1.7% $28.08 -7.9%
57 SATS ECHOSTAR CORP Technology 22,819.0 $2.7M 0.20% $117.07 +5.2%
58 VNQ VANGUARD INDEX FDS 28,844.0 $2.6M 0.19% +498.0 +1.8% $88.70 +9.6%
59 SUB ISHARES TR 23,277.0 $2.5M 0.19% $106.50 -0.1%
60 COP CONOCOPHILLIPS Energy 17,886.0 $2.4M 0.18% +155.0 +0.9% $132.00 -11.7%
Page 3 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%