Unison Advisors LLC
Filing Date
Global Rank
#3,207
/ 8,232
▲ 249
Top Industry
Credit Services
8.1%
3Y Alpha vs SPY
-2.6%
Period ended 2 months ago
Filed Apr 28, 2026 · 47d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+65.4%
SPY
+76.3%
Annualised alpha
-2.6%
Max drawdown
−24.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
140 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.0%
−1.8 pts
Top 5
16.0%
−3.2 pts
Top 10
26.2%
−3.3 pts
HHI
145
Diversified−25
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 25.7% | $71,905,335 |
| Energy | 14.0% | $39,081,005 |
| Basic Materials | 12.0% | $33,477,894 |
| Consumer Cyclical | 11.8% | $33,101,662 |
| Technology | 11.5% | $32,228,984 |
| Healthcare | 8.7% | $24,505,852 |
| Industrials | 6.3% | $17,729,819 |
| Communication Services | 5.6% | $15,691,505 |
| Consumer Defensive | 3.6% | $10,041,798 |
| Real Estate | 0.8% | $2,370,146 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BEN | Franklin Resources Inc | +2,824 | 114,449 | $2,703,285 | |
| KHC | Kraft Heinz Co | +1,751 | 104,216 | $2,343,817 | |
| PFE | Pfizer Inc | +1,620 | 96,934 | $2,721,906 | |
| HPQ | Hp Inc | +1,590 | 118,065 | $2,268,028 | |
| ABEV | Ambev S.A. | +1,500 | 312,538 | $912,610 | |
| LYB | LyondellBasell Industries N.V. | +1,263 | 45,754 | $3,685,942 | |
| VZ | Verizon Communications Inc | +1,147 | 68,588 | $3,443,117 | |
| DOW | Dow Inc. | +980 | 75,242 | $3,133,829 | |
| FITB | Fifth Third Bancorp | +868 | 107,177 | $4,979,443 | |
| PAGS | PagSeguro Digital Ltd. | +861 | 76,782 | $769,355 | |
| CMRE | Costamare Inc. | +755 | 46,255 | $781,709 | |
| WY | Weyerhaeuser Co | +578 | 71,662 | $1,750,702 | |
| IIIN | Insteel Industries Inc | +540 | 18,736 | $629,716 | |
| PFG | Principal Financial Group Inc | +535 | 61,778 | $5,566,815 | |
| ETD | Ethan Allen Interiors Inc | +517 | 32,603 | $725,742 | |
| MRP | Millrose Properties, Inc. | +503 | 22,123 | $619,444 | |
| ADM | Archer-Daniels-Midland Co | +467 | 57,604 | $4,187,234 | |
| CVS | CVS HEALTH Corp | +462 | 56,319 | $4,044,830 | |
| BBY | Best Buy Co Inc | +424 | 30,825 | $1,978,965 | |
| PRU | Prudential Financial Inc | +414 | 36,551 | $3,570,667 | |
| SYF | Synchrony Financial | +399 | 106,699 | $7,257,665 | |
| MET | Metlife Inc | +387 | 53,952 | $3,815,485 | |
| CSCO | Cisco Systems, Inc. | +372 | 68,175 | $5,289,698 | |
| HAFC | Hanmi Financial Corp | +313 | 32,572 | $858,597 | |
| EOG | Eog Resources Inc | +291 | 30,767 | $4,447,985 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
140 positions ·
$280,134,000 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Showing 1–50
of 140 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COF |
Capital One Financial Corp
Financial Services
|
Added | 77,163 | $14,076,846 | 5.03% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 15,629 | $8,941,819 | 3.19% | |
| NUE |
Nucor Corp
Basic Materials
|
Added | 43,133 | $7,293,790 | 2.60% | |
| SYF |
Synchrony Financial
Financial Services
|
Added | 106,699 | $7,257,665 | 2.59% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 35,024 | $7,124,932 | 2.54% | |
| GRMN |
Garmin Ltd
Technology
|
Added | 28,461 | $6,603,236 | 2.36% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 17,343 | $5,952,464 | 2.12% | |
| PFG |
Principal Financial Group Inc
Financial Services
|
Added | 61,778 | $5,566,815 | 1.99% | |
| DHI |
Horton D R Inc /De/
Consumer Cyclical
|
Added | 39,173 | $5,375,319 | 1.92% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 68,175 | $5,289,698 | 1.89% | |
| GM |
General Motors Co
Consumer Cyclical
|
Added | 68,571 | $5,108,539 | 1.82% | |
| SQM |
Chemical & Mining Co Of Chile Inc
Basic Materials
|
Held | 62,500 | $5,058,750 | 1.81% | |
| FITB |
Fifth Third Bancorp
Financial Services
|
Added | 107,177 | $4,979,443 | 1.78% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Added | 6,029 | $4,658,246 | 1.66% | |
| DDS |
Dillard's, Inc.
Consumer Cyclical
|
Added | 8,005 | $4,579,740 | 1.63% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Added | 15,628 | $4,558,375 | 1.63% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 13,722 | $4,472,411 | 1.60% | |
| EOG |
Eog Resources Inc
Energy
|
Added | 30,767 | $4,447,985 | 1.59% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
Added | 57,604 | $4,187,234 | 1.49% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Added | 56,319 | $4,044,830 | 1.44% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Added | 15,839 | $3,913,500 | 1.40% | |
| CVX |
Chevron Corp
Energy
|
Added | 18,618 | $3,852,064 | 1.38% | |
| MET |
Metlife Inc
Financial Services
|
Added | 53,952 | $3,815,485 | 1.36% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 22,373 | $3,795,803 | 1.35% | |
| LYB |
LyondellBasell Industries N.V.
Basic Materials
|
Added | 45,754 | $3,685,942 | 1.32% | |
| PRU |
Prudential Financial Inc
Financial Services
|
Added | 36,551 | $3,570,667 | 1.27% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 68,588 | $3,443,117 | 1.23% | |
| CI |
Cigna Group
Healthcare
|
Added | 12,641 | $3,371,986 | 1.20% | |
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
Added | 37,815 | $3,283,854 | 1.17% | |
| ON |
On Semiconductor Corp
Technology
|
Held | 52,000 | $3,219,840 | 1.15% | |
| FANG |
Diamondback Energy, Inc.
Energy
|
Added | 16,159 | $3,196,088 | 1.14% | |
| DOW |
Dow Inc.
Basic Materials
|
Added | 75,242 | $3,133,829 | 1.12% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
Added | 11,324 | $3,021,356 | 1.08% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 21,664 | $2,838,417 | 1.01% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 96,934 | $2,721,906 | 0.97% | |
| BEN |
Franklin Resources Inc
Financial Services
|
Added | 114,449 | $2,703,285 | 0.96% | |
| SATS |
EchoStar CORP
Communication Services
|
Held | 22,819 | $2,671,420 | 0.95% | |
| COP |
Conocophillips
Energy
|
Added | 17,886 | $2,360,952 | 0.84% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
Added | 104,216 | $2,343,817 | 0.84% | |
| ALB |
Albemarle Corp
Basic Materials
|
Added | 12,987 | $2,331,556 | 0.83% | |
| HPQ |
Hp Inc
Technology
|
Added | 118,065 | $2,268,028 | 0.81% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
Added | 12,318 | $2,217,240 | 0.79% | |
| NVR |
Nvr Inc
Consumer Cyclical
|
Held | 335 | $2,207,593 | 0.79% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Added | 7,430 | $2,175,132 | 0.78% | |
| BKE |
Buckle Inc
Consumer Cyclical
|
Added | 42,307 | $2,130,580 | 0.76% | |
| BBY |
Best Buy Co Inc
Consumer Cyclical
|
Added | 30,825 | $1,978,965 | 0.71% | |
| CTSH |
Cognizant Technology Solutions Corp
Technology
|
Added | 30,204 | $1,853,015 | 0.66% | |
| ALGN |
Align Technology Inc
Healthcare
|
Held | 10,576 | $1,813,043 | 0.65% | |
| HUM |
Humana Inc
Healthcare
|
Added | 10,199 | $1,768,404 | 0.63% | |
| WY |
Weyerhaeuser Co
Real Estate
|
Added | 71,662 | $1,750,702 | 0.62% |