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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 4 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NVR NVR INC Consumer Cyclical 335.0 $2.4M 0.21% NEW $7292.77 -16.4%
62 FANG DIAMONDBACK ENERGY INC Energy 16,051.0 $2.4M 0.21% NEW $150.33 +28.3%
63 PFE PFIZER INC Healthcare 95,314.0 $2.4M 0.21% NEW $24.90 +5.3%
64 USHY ISHARES TR 60,462.0 $2.3M 0.20% NEW $37.40 -0.8%
65 BKE BUCKLE INC Consumer Cyclical 42,045.0 $2.2M 0.20% NEW $53.42 -6.8%
66 STLD STEEL DYNAMICS INC Basic Materials 12,283.0 $2.1M 0.18% NEW $169.95 +51.9%
67 BBY BEST BUY INC Consumer Cyclical 30,401.0 $2.1M 0.18% NEW $67.88 -4.9%
68 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 44,491.0 $1.9M 0.17% NEW $43.30 +56.4%
69 TROW PRICE T ROWE GROUP INC Financial Services 17,993.0 $1.8M 0.16% NEW $102.38 +2.1%
70 ALB ALBEMARLE CORP Basic Materials 12,958.0 $1.8M 0.16% NEW $141.84 +25.2%
71 DOW DOW INC Basic Materials 74,262.0 $1.7M 0.15% NEW $23.38 +47.5%
72 WY WEYERHAEUSER CO MTN BE Real Estate 71,084.0 $1.7M 0.15% NEW $23.69 +3.5%
73 COP CONOCOPHILLIPS Energy 17,731.0 $1.7M 0.14% NEW $93.61 +23.0%
74 ALGN ALIGN TECHNOLOGY INC Healthcare 10,576.0 $1.7M 0.14% NEW $156.15 +4.3%
75 EMB ISHARES TR 16,961.0 $1.6M 0.14% NEW $96.28 -0.3%
76 TSN TYSON FOODS INC Consumer Defensive 26,922.0 $1.6M 0.14% NEW $58.62 +12.7%
77 VTI VANGUARD INDEX FDS 4,057.0 $1.4M 0.12% NEW $335.26 +10.2%
78 HCC WARRIOR MET COAL INC Energy 15,269.0 $1.3M 0.12% NEW $88.17 +10.0%
79 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 17,690.0 $1.3M 0.11% NEW $74.03 +21.4%
80 UVE UNIVERSAL INS HLDGS INC Financial Services 38,729.0 $1.3M 0.11% NEW $33.80 +12.9%
Page 4 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%