Unison Advisors LLC Portfolio Holdings
Unison Advisors LLC
- $828 Million
- Q2 2025
Unison Advisors LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $828 Million distributed in 177 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 $97.6M, American Centy ETF Tr Avantis with a value of $93.2M, Vanguard Value ETF with a value of $67.5M, Schwab Fundamental Emerging Mk with a value of $43.9M, and Ishares Msci Usa Quality Facto with a value of $40.5M.
Examining the 13F form we can see an increase of $47.3M in the current position value, from $781M to 828M.
Below you can find more details about Unison Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$828 Million
ETFs: $589 Million
Financial Services: $72.4 Million
Consumer Cyclical: $29.6 Million
Technology: $28.7 Million
Healthcare: $22.7 Million
Basic Materials: $21.1 Million
Energy: $17.3 Million
Industrials: $17.1 Million
Other: $30.1 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 177
- Current Value $828 Million
- Prior Value $781 Million
- Filing
- Period Q2 2025
- Filing Date July 29, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 4 stocks
- Additional Purchases 138 stocks
- Sold out of 0 stocks
- Reduced holdings in 8 stocks