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.
13 positions ·
$32,228,984 total
· Technology 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 |
|---|---|---|---|---|---|---|
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 35,024 | $7,124,932 | 22.11% | |
| GRMN |
Garmin Ltd
Technology
|
Added | 28,461 | $6,603,236 | 20.49% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 68,175 | $5,289,698 | 16.41% | |
| ON |
On Semiconductor Corp
Technology
|
Held | 52,000 | $3,219,840 | 9.99% | |
| HPQ |
Hp Inc
Technology
|
Added | 118,065 | $2,268,028 | 7.04% | |
| CTSH |
Cognizant Technology Solutions Corp
Technology
|
Added | 30,204 | $1,853,015 | 5.75% | |
| INTC |
Intel Corp
Technology
|
Held | 31,357 | $1,383,784 | 4.29% | |
| SWKS |
Skyworks Solutions, Inc.
Technology
|
Added | 18,418 | $986,283 | 3.06% | |
| ARW |
Arrow Electronics, Inc.
Technology
|
Held | 6,565 | $941,486 | 2.92% | |
| PAGS |
PagSeguro Digital Ltd.
Technology
|
Added | 76,782 | $769,355 | 2.39% | |
| DIOD |
Diodes Inc /Del/
Technology
|
Held | 10,975 | $749,153 | 2.32% | |
| AAPL |
Apple Inc.
Technology
|
Held | 2,464 | $625,338 | 1.94% | |
| CHKP |
Check Point Software Technologies Ltd
Technology
|
Held | 2,904 | $414,836 | 1.29% |