Unison Advisors LLC
Filing Date
Global Rank
#3,526
/ 8,586
▲ 152
Top Industry
Credit Services
8.1%
3Y Alpha vs SPY
-3.4%
Period ended 3 months ago
Filed Apr 28, 2026 · 49d
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
+63.9%
SPY
+78.1%
Annualised alpha
-3.3%
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.
18 positions ·
$33,477,894 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NUE |
Nucor Corp
Basic Materials
|
Added | 43,133 | $7,293,790 | 21.79% | |
| SQM |
Chemical & Mining Co Of Chile Inc
Basic Materials
|
Held | 62,500 | $5,058,750 | 15.11% | |
| LYB |
LyondellBasell Industries N.V.
Basic Materials
|
Added | 45,754 | $3,685,942 | 11.01% | |
| DOW |
Dow Inc.
Basic Materials
|
Added | 75,242 | $3,133,829 | 9.36% | |
| ALB |
Albemarle Corp
Basic Materials
|
Added | 12,987 | $2,331,556 | 6.96% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
Added | 12,318 | $2,217,240 | 6.62% | |
| HCC |
Warrior Met Coal, Inc.
Basic Materials
|
Added | 15,280 | $1,423,332 | 4.25% | |
| CF |
CF Industries Holdings, Inc.
Basic Materials
|
Added | 9,030 | $1,172,455 | 3.50% | |
| OLN |
OLIN Corp
Basic Materials
|
Held | 35,751 | $1,062,877 | 3.17% | |
| FMC |
Fmc Corp
Basic Materials
|
Held | 54,984 | $946,824 | 2.83% | |
| UFPI |
Ufp Industries Inc
Basic Materials
|
Held | 8,052 | $741,750 | 2.22% | |
| MOS |
Mosaic Co
Basic Materials
|
Added | 28,476 | $726,138 | 2.17% | |
| MTUS |
Metallus Inc.
Basic Materials
|
Held | 42,215 | $689,793 | 2.06% | |
| SLVM |
Sylvamo Corp
Basic Materials
|
Held | 15,268 | $644,920 | 1.93% | |
| GSM |
Ferroglobe PLC
Basic Materials
|
Held | 156,142 | $643,305 | 1.92% | |
| WLK |
Westlake Corp
Basic Materials
|
Added | 5,247 | $612,954 | 1.83% | |
| BCC |
BOISE CASCADE Co
Basic Materials
|
Added | 7,529 | $571,074 | 1.71% | |
| CLF |
Cleveland-Cliffs Inc.
Basic Materials
|
Held | 61,700 | $521,365 | 1.56% |