Unison Advisors LLC has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.01 Billion distributed in 179 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $117M, American Centy ETF Tr Avantis with a value of $107M, Ishares Msci Intl Quality Fact with a value of $83M, Ishares Msci Usa Quality Facto with a value of $77.4M, and Schwab Fundamental Emerging Mk with a value of $73.2M.

Examining the 13F form we can see an increase of $69.6M in the current position value, from $942M to 1.01B.

Below you can find more details about Unison Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.01 Billion
ETFs: $771 Million
Financial Services: $64.6 Million
Consumer Cyclical: $37.5 Million
Technology: $28.7 Million
Industrials: $24.9 Million
Basic Materials: $23 Million
Healthcare: $22 Million
Communication Services: $16.2 Million
Other: $23.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 179
  • Current Value $1.01 Billion
  • Prior Value $942 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 12, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 143 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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