Unison Asset Management LLC Portfolio Holdings by Sector

Unison Asset Management LLC

$180 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$37,837 21.01% of portfolio	1	2	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU JPM WFC BAC 4 stocks	$36,859 20.47% of portfolio	1	3	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$22,328 12.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV UNH 2 stocks	$20,833 11.57% of portfolio	2	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP V 2 stocks	$15,574 8.65% of portfolio	2	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$9,068 5.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT NTNX ADBE 3 stocks	$8,287 4.6% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY 1 stocks	$7,218 4.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology CDW 1 stocks	$6,793 3.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$4,943 2.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$4,610 2.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$2,076 1.15% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs SPY DXJ 2 stocks	$1,382 0.77% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$1,085 0.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER 1 stocks	$557 0.31% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$327 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$304 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts

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