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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 8 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 OXM OXFORD INDS INC Consumer Cyclical 18,370.0 $707K 0.05% $38.51 +20.9%
142 OZK BANK OZK LITTLE ROCK ARK Financial Services 15,382.0 $706K 0.05% +140.0 +0.9% $45.89 +4.7%
143 RHI ROBERT HALF INC. Industrials 27,257.0 $692K 0.05% $25.40 +5.8%
144 METALLUS INC 42,215.0 $690K 0.05% $16.34
145 ESNT ESSENT GROUP LTD Financial Services 11,692.0 $683K 0.05% $58.44 +1.3%
146 RBB RBB BANCORP Financial Services 31,955.0 $683K 0.05% +238.0 +0.8% $21.37 +11.6%
147 MTH MERITAGE HOMES CORP Consumer Cyclical 10,770.0 $666K 0.05% +60.0 +0.6% $61.84 +6.8%
148 ATKR ATKORE INC Industrials 11,301.0 $666K 0.05% $58.91 +41.2%
149 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 11,079.0 $645K 0.05% $58.24 +1.4%
150 SLVM SYLVAMO CORP Basic Materials 15,268.0 $645K 0.05% $42.24 -7.5%
151 GSM FERROGLOBE PLC Basic Materials 156,142.0 $643K 0.05% $4.12 +5.7%
152 DFEV DIMENSIONAL ETF TRUST 17,904.0 $641K 0.05% -168.0 -0.9% $35.78 +19.6%
153 SSTK SHUTTERSTOCK INC Communication Services 38,239.0 $635K 0.05% $16.61 -4.2%
154 IIIN INSTEEL INDS INC Industrials 18,736.0 $630K 0.05% +540.0 +3.0% $33.61 -17.9%
155 DFIV DIMENSIONAL ETF TRUST 11,896.0 $628K 0.05% -119.0 -1.0% $52.78 +5.8%
156 AAPL APPLE INC Technology 2,464.0 $625K 0.05% $253.83 +22.1%
157 MILLROSE PPTYS INC 22,123.0 $619K 0.05% +503.0 +2.3% $28.00
158 LPX LOUISIANA PAC CORP Basic Materials 8,448.0 $615K 0.05% $72.75 +3.1%
159 WLK WESTLAKE CORPORATION Basic Materials 5,247.0 $613K 0.05% +32.0 +0.6% $116.82 -24.6%
160 WGO WINNEBAGO INDS INC Consumer Cyclical 19,210.0 $595K 0.04% $30.99 -4.6%
Page 8 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%