Unison Advisors LLC Portfolio Holdings
Q3 2025•174 long positions•$1.1B portfolio value
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Holding178 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $218.0M 19.95% | +$158.4M Bought | — 2.2M shares | 594.5K → 2.2M +$158.4M | +265.56% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $130.3M 11.92% | +$23.6M Bought | — 1.3M shares | 1.1M → 1.3M +$23.6M | +22.13% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $75.0M 6.86% | +$3.5M Bought | — 400.5K shares | 381.7K → 400.5K +$3.5M | +4.9% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $71.7M 6.56% | +$28.6M Bought | — 368.8K shares | 221.6K → 368.8K +$28.6M | +66.43% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $63.6M 5.82% | -$41.1M Sold | — 714.7K shares | 1.2M → 714.7K −$41.1M | -39.23% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $37.1M 3.39% | -$286.1K Sold | — 838.7K shares | 845.2K → 838.7K −$286.1K | -0.77% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $35.2M 3.22% | -$12.9M Sold | — 973.9K shares | 1.3M → 973.9K −$12.9M | -26.79% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $32.7M 3.0% | -$628.2K Sold | — 762.1K shares | 776.7K → 762.1K −$628.2K | -1.88% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $27.3M 2.5% | -$11.5M Sold | — 894.8K shares | 1.3M → 894.8K −$11.5M | -29.6% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $25.2M 2.31% | -$5.3M Sold | — 441.9K shares | 533.9K → 441.9K −$5.3M | -17.23% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $19.9M 1.82% | -$190.3K Sold | — 249.1K shares | 251.5K → 249.1K −$190.3K | -0.95% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $16.7M 1.53% | +$3.5K Bought | — 118.7K shares | 118.7K → 118.7K +$3.5K | +0.02% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $16.5M 1.51% | +$1.6K Bought | — 330.0K shares | 330.0K → 330.0K +$1.6K | +0.01% | — — | Q1 2023 Held for 2y 8m | |
Financial - Credit Services Financial Services | $16.3M 1.5% | — | 0.012% 76.9K shares | — | — | $135.95B Large Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $13.0M 1.19% | +$1.1K Bought | — 153.3K shares | 153.3K → 153.3K +$1.1K | +0.01% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $11.6M 1.07% | -$90.3K Sold | — 197.9K shares | 199.5K → 197.9K −$90.3K | -0.77% | — — | Q4 2017 Held for 7y 11m | |
Internet Content & Information Communication Services | $11.5M 1.05% | -$7.3K Sold | 0.001% 15.6K shares | 15.6K → 15.6K −$7.3K | -0.06% | $1.84T Mega Cap | Q3 2022 Held for 3y 2m | |
Financial - Credit Services Financial Services | $7.5M 0.688% | +$32.2K Bought | 0.028% 105.9K shares | 105.4K → 105.9K +$32.2K | +0.43% | $26.4B Large Cap | Q4 2017 Held for 7y 11m | |
Hardware, Equipment & Parts Technology | $7.0M 0.636% | +$28.8K Bought | 0.015% 28.2K shares | 28.1K → 28.2K +$28.8K | +0.42% | $47.4B Large Cap | Q3 2022 Held for 3y 2m | |
Residential Construction Consumer Cyclical | $6.6M 0.604% | +$20.0K Bought | 0.013% 39.0K shares | 38.8K → 39.0K +$20.0K | +0.3% | $50.5B Large Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $6.1M 0.557% | -$345.7K Sold | — 23.7K shares | 25.1K → 23.7K −$345.7K | -5.37% | — — | Q2 2021 Held for 4y 5m | |
Aerospace & Defense Industrials | $5.9M 0.537% | +$29.3K Bought | 0.006% 17.2K shares | 17.1K → 17.2K +$29.3K | +0.5% | $91.7B Large Cap | Q2 2021 Held for 4y 5m | |
Steel Basic Materials | $5.8M 0.533% | +$23.0K Bought | 0.019% 42.8K shares | 42.7K → 42.8K +$23.0K | +0.4% | $31.1B Large Cap | Q1 2020 Held for 5y 8m | |
Semiconductors Technology | $5.7M 0.519% | — | 0.002% 35.0K shares | — | — | $262.56B Mega Cap | Q3 2022 Held for 3y 2m | |
ETF ETF | $5.5M 0.505% | -$59.0K Sold | — 117.5K shares | 118.8K → 117.5K −$59.0K | -1.06% | — — | Q3 2020 Held for 5y 2m | |
Insurance - Diversified Financial Services | $5.0M 0.46% | +$47.1K Bought | 0.027% 60.6K shares | 60.1K → 60.6K +$47.1K | +0.95% | $18.5B Large Cap | Q4 2017 Held for 7y 11m | |
Department Stores Consumer Cyclical | $4.9M 0.45% | +$2.5K Bought | 0.051% 8.0K shares | 8.0K → 8.0K +$2.5K | +0.05% | $9.6B Mid Cap | Q4 2020 Held for 4y 11m | |
Banks - Regional Financial Services | $4.7M 0.433% | +$39.9K Bought | 0.016% 105.4K shares | 104.5K → 105.4K +$39.9K | +0.85% | $29.5B Large Cap | Q4 2017 Held for 7y 11m | |
Residential Construction Consumer Cyclical | $4.7M 0.433% | +$21.4K Bought | 0.014% 37.5K shares | 37.3K → 37.5K +$21.4K | +0.46% | $32.6B Large Cap | Q1 2020 Held for 5y 8m | |
Communication Equipment Technology | $4.6M 0.422% | +$27.0K Bought | 0.002% 67.4K shares | 67.0K → 67.4K +$27.0K | +0.59% | $270.48B Mega Cap | Q3 2022 Held for 3y 2m | |
Insurance - Life Financial Services | $4.4M 0.401% | +$31.1K Bought | 0.008% 53.2K shares | 52.8K → 53.2K +$31.1K | +0.71% | $54.8B Large Cap | Q4 2017 Held for 7y 11m | |
Insurance - Property & Casualty Financial Services | $4.3M 0.396% | +$17.9K Bought | 0.007% 15.5K shares | 15.4K → 15.5K +$17.9K | +0.41% | $62.9B Large Cap | Q4 2017 Held for 7y 11m | |
Medical - Healthcare Plans Healthcare | $4.2M 0.382% | +$41.2K Bought | 0.004% 55.4K shares | 54.9K → 55.4K +$41.2K | +1.0% | $95.6B Large Cap | Q1 2025 Held for 8 months | |
Auto - Manufacturers Consumer Cyclical | $4.2M 0.381% | +$12.0K Bought | 0.007% 68.3K shares | 68.1K → 68.3K +$12.0K | +0.29% | $58.0B Large Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $4.0M 0.363% | -$283.6K Sold | — 82.8K shares | 88.7K → 82.8K −$283.6K | -6.68% | — — | Q2 2021 Held for 4y 5m | |
Insurance - Property & Casualty Financial Services | $3.9M 0.353% | +$12.2K Bought | 0.003% 13.6K shares | 13.6K → 13.6K +$12.2K | +0.32% | $112.53B Large Cap | Q4 2017 Held for 7y 11m | |
Insurance - Life Financial Services | $3.7M 0.339% | +$46.3K Bought | 0.01% 35.7K shares | 35.2K → 35.7K +$46.3K | +1.27% | $36.5B Large Cap | Q1 2020 Held for 5y 8m | |
Medical - Healthcare Plans Healthcare | $3.6M 0.33% | +$17.0K Bought | 0.005% 12.5K shares | 12.5K → 12.5K +$17.0K | +0.47% | $76.9B Large Cap | Q2 2021 Held for 4y 5m | |
Agricultural Farm Products Consumer Defensive | $3.4M 0.31% | +$31.3K Bought | 0.012% 56.7K shares | 56.2K → 56.7K +$31.3K | +0.93% | $28.7B Large Cap | Q1 2025 Held for 8 months | |
Oil & Gas Exploration & Production Energy | $3.4M 0.31% | +$27.2K Bought | 0.006% 30.2K shares | 30.0K → 30.2K +$27.2K | +0.81% | $61.2B Large Cap | Q3 2022 Held for 3y 2m | |
Biotechnology Healthcare | $3.4M 0.309% | +$5.1K Bought | 0.006% 6.0K shares | 6.0K → 6.0K +$5.1K | +0.15% | $59.6B Large Cap | Q2 2021 Held for 4y 5m | |
Medical - Diagnostics & Research Healthcare | $3.2M 0.296% | +$8.6K Bought | 0.014% 11.3K shares | 11.2K → 11.3K +$8.6K | +0.27% | $23.9B Large Cap | Q3 2022 Held for 3y 2m | |
Computer Hardware Technology | $3.2M 0.293% | +$35.6K Bought | 0.012% 116.5K shares | 115.2K → 116.5K +$35.6K | +1.12% | $25.5B Large Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $3.2M 0.291% | -$1.0M Sold | — 34.7K shares | 46.2K → 34.7K −$1.0M | -24.78% | — — | Q2 2022 Held for 3y 5m | |
Telecommunications Services Communication Services | $2.9M 0.267% | +$45.4K Bought | 0.002% 66.3K shares | 65.3K → 66.3K +$45.4K | +1.58% | $185.31B Large Cap | Q2 2021 Held for 4y 5m | |
Oil & Gas Integrated Energy | $2.8M 0.259% | +$16.8K Bought | 0.001% 18.2K shares | 18.1K → 18.2K +$16.8K | +0.6% | $312.88B Mega Cap | Q1 2025 Held for 8 months | |
Industrial - Machinery Industrials | $2.8M 0.258% | +$10.5K Bought | 0.004% 21.5K shares | 21.4K → 21.5K +$10.5K | +0.37% | $73.8B Large Cap | Q4 2023 Held for 1y 11m | |
Residential Construction Consumer Cyclical | $2.7M 0.246% | — | 0.012% 335.0 shares | — | — | $22.2B Large Cap | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $2.7M 0.246% | — | — 62.5K shares | — | — | — — | Q4 2024 Held for 11 months | |
Oil & Gas Refining & Marketing Energy | $2.7M 0.244% | +$20.6K Bought | 0.005% 15.6K shares | 15.5K → 15.6K +$20.6K | +0.78% | $52.9B Large Cap | Q4 2023 Held for 1y 11m |
