Unison Advisors LLC
SEC Form 13F institutional filer · CIK 0001695818
13F-HR · 62 reported holdings · 2026-03-31
Reported long-US-equity value
$0.30B
Top-10 concentration
53.4%
Unison Advisors LLC — $304M AUM allocation strategy
Unison Advisors LLC files SEC Form 13F and reports $304M of long US equity value across 62 reported holdings for 2026-03-31.
Its largest sector bet is Financials 38.5%, followed by Consumer Discretionary 5.7% and Information Technology 4.1%.
The top 10 holdings account for 53% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Unison Advisors LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$304M
total across 62 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
53% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VOO +24.2K sh · +$1.81M+$KHC +1.75K sh · −$141K+$PFE +1.62K sh · +$349K
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage24.9%—
- Consumer Finance7.0%—
- Property & Casualty Insurance3.0%—
- Interactive Media & Services3.0%—
- Steel2.4%—
- Semiconductors2.3%—
- Consumer Electronics2.2%—
- Aerospace & Defense1.9%—
- Other holdings53.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 1.76M | $75.8M | -19.2K | 25.0% |
| $COF | Capital One Financial Corporation | 77.2K | $14.1M | +263 | 4.6% |
| $META | Meta Platforms Inc | 15.6K | $8.94M | +12 | 2.9% |
| $NUE | Nucor Corporation | 43.1K | $7.32M | +141 | 2.4% |
| $SYF | Synchrony Financial | 107K | $7.26M | +399 | 2.4% |
| $AMD | Advanced Micro Devices Inc | 35K | $7.12M | +0 | 2.3% |
| $GRMN | Garmin Ltd | 28.5K | $6.6M | +120 | 2.2% |
| $GD | General Dynamics Corporation | 17.3K | $5.95M | +71 | 2.0% |
| $PFG | Principal Financial Group Inc | 61.8K | $5.57M | +535 | 1.8% |
…and 53 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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