Unison Advisors LLC Portfolio Holdings
Unison Advisors LLC
- $781 Million
- Q1 2025
Unison Advisors LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $781 Million distributed in 175 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 $92.8M, American Centy ETF Tr Avantis with a value of $81.2M, Vanguard Value ETF with a value of $65.9M, Schwab Fundamental Emerging Mk with a value of $41.5M, and Ishares Msci Usa Quality Facto with a value of $36.5M.
Examining the 13F form we can see an increase of $513K in the current position value, from $780M to 781M.
Below you can find more details about Unison Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$781 Million
ETFs: $553 Million
Financial Services: $65.9 Million
Consumer Cyclical: $28 Million
Technology: $26.2 Million
Healthcare: $23.5 Million
Basic Materials: $22.7 Million
Energy: $18.6 Million
Industrials: $16.1 Million
Other: $27.3 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 175
- Current Value $781 Million
- Prior Value $780 Million
- Filing
- Period Q1 2025
- Filing Date May 06, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 11 stocks
- Additional Purchases 128 stocks
- Sold out of 0 stocks
- Reduced holdings in 12 stocks