Unison Advisors
Latest statistics and disclosures from Unison Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVUV, AVDV, Alerian Mlp Etf etf, BSV, VTV, and represent 47.44% of Unison Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVUV (+$66.70M), AVDV (+$41.82M), Alerian Mlp Etf etf (+$14.68M), BSV (+$12.57M), VTV, DEM, EFV, VYMI, DGS, FDX.
- Started 26 new stock positions in OZK, FNDF, UTHR, EWBC, BIG, YY, FDX, STLD, THO, VYMI.
- Reduced shares in these 10 stocks: BND (-$6.04M), , , BNDX, VTIP, United Technologies Corporation, VBR, CVX, , .
- Sold out of its positions in Smith & Wesson Holding Corpora, Changyou, CVX, Jumei Intl Hldg Ltd Sponsred Ads, KEM, United Technologies Corporation, VTIP, BNDX, VGSH, VBR. EES, DLS.
- Unison Advisors was a net buyer of stock by $191.81M.
- Unison Advisors has $298.73M in assets under management (AUM), growing by 222.12%.
Portfolio Holdings for Unison Advisors
Companies in the Unison Advisors portfolio as of the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 22.33 | 1.65M | NEW | 40.51 |
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 14.00 | 940.99k | NEW | 44.44 |
| Alerian Mlp Etf etf | 4.92 | 595.02k | NEW | 24.68 |
| Vanguard Short-Term Bond ETF (BSV) | 4.21 | 151.26k | NEW | 83.12 |
| Vanguard Value ETF (VTV) | 1.99 | 59.78k | +232% | 99.59 |
| iShares MSCI EAFE Value Index (EFV) | 1.77 | 132.43k | +121% | 39.97 |
| WisdomTree Emerging Markets Eq (DEM) | 1.57 | 129.50k | +231% | 36.13 |
| WisdomTree Emerging Mkts Small Cp Div (DGS) | 1.13 | 86.40k | +221% | 39.01 |
| Vanguard Int High Dvd Yld In exchange traded funds (VYMI) | 0.96 | 56.03k | NEW | 51.19 |
| DISH Network (DISH) | 0.94 | 81.80k | +109% | 34.51 |
| Marathon Petroleum Corp (MPC) | 0.93 | 74.39k | +226% | 37.39 |
| Lennar Corporation (LEN) | 0.91 | 43.95k | +51% | 61.62 |
| Taiwan Semiconductor Mfg (TSM) | 0.89 | 46.34k | 57.18 | |
| Principal Financial (PFG) | 0.86 | 62.06k | +202% | 41.54 |
| Discover Financial Services (DFS) | 0.86 | 51.44k | +179% | 50.10 |
| Synchrony Financial (SYF) | 0.86 | 116.31k | +271% | 22.16 |
| D.R. Horton (DHI) | 0.86 | 46.41k | +48% | 55.44 |
| Skyworks Solutions (SWKS) | 0.86 | 20.03k | +27% | 127.88 |
| Industries N shs - a - (LYB) | 0.83 | 37.84k | +202% | 65.73 |
| Carnival Corporation (CCL) | 0.82 | 149.02k | +333% | 16.42 |
| Lincoln National Corporation (LNC) | 0.80 | 65.04k | +228% | 36.80 |
| Franklin Resources (BEN) | 0.77 | 110.42k | +272% | 20.97 |
| Ford Motor Company (F) | 0.75 | 369.91k | +325% | 6.08 |
| Phillips 66 (PSX) | 0.75 | 31.06k | +161% | 71.89 |
| T. Rowe Price (TROW) | 0.74 | 17.85k | +28% | 123.49 |
| Johnson Controls International Plc equity (JCI) | 0.74 | 63.95k | +117% | 34.40 |
| Micron Technology (MU) | 0.73 | 42.61k | +7% | 51.51 |
| Hldgs (UAL) | 0.73 | 63.29k | +304% | 34.60 |
| Capital One Financial (COF) | 0.73 | 34.71k | +143% | 62.60 |
| Cummins (CMI) | 0.72 | 12.48k | +13% | 173.28 |
| Hp (HPQ) | 0.72 | 122.36k | +28% | 17.60 |
| Delta Air Lines (DAL) | 0.72 | 76.38k | +168% | 28.06 |
| Fifth Third Ban (FITB) | 0.71 | 108.51k | +86% | 19.55 |
| General Motors Company (GM) | 0.70 | 83.07k | +118% | 25.30 |
| Valero Energy Corporation (VLO) | 0.70 | 35.68k | +147% | 58.83 |
| Prudential Financial (PRU) | 0.69 | 34.07k | +91% | 60.91 |
| International Paper Company (IP) | 0.69 | 58.58k | +83% | 35.22 |
| FedEx Corporation (FDX) | 0.69 | 14.64k | NEW | 140.88 |
| MetLife (MET) | 0.69 | 56.09k | +158% | 36.52 |
| Nucor Corporation (NUE) | 0.68 | 48.94k | +56% | 41.80 |
| Archer Daniels Midland Company (ADM) | 0.67 | 50.41k | +83% | 39.89 |
| Paccar (PCAR) | 0.67 | 26.85k | +35% | 74.83 |
| Eaton (ETN) | 0.67 | 22.94k | +38% | 87.49 |
| Southwest Airlines (LUV) | 0.67 | 58.60k | +201% | 34.18 |
| Chubb (CB) | 0.67 | 15.70k | +90% | 127.40 |
| Travelers Companies (TRV) | 0.66 | 17.34k | +98% | 114.05 |
| Cognizant Technology Solutions (CTSH) | 0.66 | 34.60k | +25% | 56.82 |
| Walt Disney Company (DIS) | 0.66 | 17.55k | +52% | 111.52 |
| Keurig Dr Pepper (KDP) | 0.65 | 68.79k | +13% | 28.41 |
| Kroger (KR) | 0.65 | 57.37k | +4% | 33.85 |
| Intel Corporation (INTC) | 0.65 | 32.41k | +5% | 59.82 |
| Comcast Corporation (CMCSA) | 0.65 | 49.41k | +27% | 39.20 |
| Exxon Mobil Corporation (XOM) | 0.64 | 43.08k | +240% | 44.71 |
| Hormel Foods Corporation (HRL) | 0.63 | 39.06k | +3% | 48.28 |
| AFLAC Incorporated (AFL) | 0.62 | 51.60k | +63% | 36.03 |
| At&t (T) | 0.60 | 59.07k | +38% | 30.23 |
| Walgreen Boots Alliance (WBA) | 0.59 | 41.47k | +116% | 42.40 |
| Raytheon Technologies Corp (RTX) | 0.58 | 28.16k | NEW | 61.61 |
| Gilead Sciences (GILD) | 0.58 | 22.47k | +21% | 76.96 |
| Allstate Corporation (ALL) | 0.58 | 17.63k | +16% | 97.52 |
| Tyson Foods (TSN) | 0.57 | 28.50k | +29% | 59.72 |
| Biogen Idec (BIIB) | 0.53 | 5.90k | +3% | 267.58 |
| Sun Life Financial (SLF) | 0.49 | 39.52k | 36.74 | |
| SK Tele (SKM) | 0.44 | 67.17k | +3% | 19.41 |
| Telefonica Brasil Sa (VIV) | 0.35 | 107.11k | 9.70 | |
| China Mobile (CHL) | 0.29 | 24.96k | 34.74 | |
| Vanguard Total Bond Market ETF (BND) | 0.29 | 9.73k | -87% | 88.30 |
| Ambev Sa- (ABEV) | 0.23 | 261.91k | +4% | 2.64 |
| Stamps (STMP) | 0.21 | 3.43k | 183.83 | |
| Renewable Energy (REGI) | 0.20 | 23.62k | 24.76 | |
| Daqo New Energy Corp- (DQ) | 0.19 | 7.56k | 74.20 | |
| Smith & Wesson Brands | 0.17 | 23.35k | NEW | 21.54 |
| Sturm, Ruger & Company (RGR) | 0.15 | 5.85k | 76.06 | |
| WisdomTree Earnings 500 Fund (EPS) | 0.15 | 13.24k | -28% | 33.15 |
| Thor Industries (THO) | 0.14 | 3.88k | NEW | 106.96 |
| Amkor Technology (AMKR) | 0.13 | 32.66k | 12.31 | |
| Sasol (SSL) | 0.13 | 50.76k | 7.70 | |
| American Public Education (APEI) | 0.13 | 12.63k | 29.62 | |
| Santander Consumer Usa (SC) | 0.12 | 19.24k | 18.40 | |
| Gray Television (GTN) | 0.12 | 25.24k | 13.95 | |
| James River Group Holdings L (JRVR) | 0.12 | 7.72k | 44.94 | |
| Dick's Sporting Goods (DKS) | 0.12 | 8.39k | NEW | 41.23 |
| Universal Insurance Holdings (UVE) | 0.11 | 19.02k | 17.77 | |
| Methode Electronics (MEI) | 0.11 | 10.54k | 31.22 | |
| Sanderson Farms (SAFM) | 0.11 | 2.82k | 115.88 | |
| World Acceptance (WRLD) | 0.11 | 4.98k | 65.51 | |
| Patterson Companies (PDCO) | 0.11 | 14.57k | 22.03 | |
| Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) | 0.11 | 13.53k | NEW | 23.43 |
| Buckle (BKE) | 0.10 | 19.84k | +11% | 15.68 |
| Cal-Maine Foods (CALM) | 0.10 | 6.95k | 44.47 | |
| Knight Swift Transn Hldgs (KNX) | 0.10 | 7.35k | 41.76 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.10 | 1.77k | 171.27 | |
| Federated Investors (FHI) | 0.10 | 12.82k | 23.70 | |
| Otis Worldwide Corp (OTIS) | 0.10 | 5.25k | NEW | 56.82 |
| Essent (ESNT) | 0.10 | 7.92k | 36.24 | |
| Triple-S Management (GTS) | 0.09 | 14.78k | 19.01 | |
| Hurco Companies (HURC) | 0.09 | 9.91k | 28.14 | |
| Costamare (CMRE) | 0.09 | 49.77k | +2% | 5.57 |
| Joyy Inc Spon Ads Each Rep 20 Ord Shs Cl A (YY) | 0.09 | 3.12k | NEW | 88.40 |
| Ofg Ban (OFG) | 0.09 | 20.46k | 13.44 | |
| InterDigital (IDCC) | 0.09 | 4.83k | 56.67 | |
| Hci (HCI) | 0.09 | 5.92k | 46.11 | |
| American Equity Investment Life Holding (AEL) | 0.09 | 10.99k | 24.74 | |
| Waddell & Reed Financial (WDR) | 0.09 | 16.56k | +2% | 15.52 |
| Argan (AGX) | 0.08 | 5.30k | NEW | 47.31 |
| Sch Fnd Intl Lg Etf (FNDF) | 0.08 | 10.52k | NEW | 23.77 |
| Big Lots (BIG) | 0.08 | 5.95k | NEW | 42.01 |
| FutureFuel (FF) | 0.08 | 20.38k | 11.97 | |
| Popular (BPOP) | 0.08 | 6.42k | 37.53 | |
| Everest Re Group (RE) | 0.08 | 1.17k | 206.16 | |
| Heritage Ins Hldgs (HRTG) | 0.08 | 17.97k | 13.13 | |
| Carrier Global Corporation (CARR) | 0.08 | 10.49k | NEW | 22.30 |
| China Yuchai Intl (CYD) | 0.08 | 16.16k | 14.36 | |
| United Natural Foods (UNFI) | 0.08 | 12.69k | 18.21 | |
| National Gen Hldgs (NGHC) | 0.08 | 10.61k | 21.68 | |
| Lear Corporation (LEA) | 0.08 | 2.07k | NEW | 109.18 |
| Minerals Technologies (MTX) | 0.08 | 4.80k | NEW | 46.88 |
| Bank Ozk (OZK) | 0.07 | 9.56k | NEW | 23.43 |
| Trinity Industries (TRN) | 0.07 | 10.53k | 21.27 | |
| Steel Dynamics (STLD) | 0.07 | 8.50k | NEW | 26.36 |
| Kronos Worldwide (KRO) | 0.07 | 21.44k | +2% | 10.40 |
| Dana Holding Corporation (DAN) | 0.07 | 17.98k | 12.18 | |
| Employers Holdings (EIG) | 0.07 | 7.21k | 30.22 | |
| Rex American Resources (REX) | 0.07 | 3.08k | NEW | 69.22 |
| United Therapeutics Corporation (UTHR) | 0.07 | 1.75k | NEW | 120.94 |
| East West Ban (EWBC) | 0.07 | 5.68k | NEW | 36.29 |
| Mohawk Industries (MHK) | 0.07 | 2.01k | NEW | 101.84 |
| Wabash National Corporation (WNC) | 0.06 | 17.78k | 10.63 | |
| Mednax (MD) | 0.06 | 10.91k | 17.13 | |
| TrueBlue (TBI) | 0.06 | 12.19k | 15.26 | |
| Goodyear Tire & Rubber Company (GT) | 0.06 | 19.88k | +2% | 8.96 |
| Bed Bath & Beyond (BBBY) | 0.06 | 16.66k | +4% | 10.62 |
| Invesco (IVZ) | 0.06 | 15.71k | +3% | 10.76 |
| Ethan Allen Interiors (ETH) | 0.06 | 14.00k | +2% | 11.86 |
| Fluor Corporation (FLR) | 0.05 | 12.39k | 12.10 | |
| Lydall (LDL) | 0.05 | 11.07k | 13.55 | |
| Fednat Holding (FNHC) | 0.05 | 13.29k | 11.07 | |
| Spok Holdings (SPOK) | 0.05 | 15.58k | 9.37 | |
| JetBlue Airways Corporation (JBLU) | 0.05 | 12.98k | 10.94 | |
| Hanmi Financial (HAFC) | 0.05 | 14.22k | +2% | 9.71 |
| Trecora Resources (TREC) | 0.05 | 21.70k | 6.27 | |
| Entravision Communication (EVC) | 0.04 | 92.86k | +3% | 1.43 |
| Gap (GPS) | 0.04 | 10.13k | NEW | 12.63 |
| United Ins Hldgs (UIHC) | 0.04 | 15.83k | 7.83 | |
| Vera Bradley (VRA) | 0.04 | 25.48k | 4.44 | |
| Cato Corporation (CATO) | 0.04 | 13.84k | +7% | 8.17 |
| Macy's (M) | 0.04 | 15.82k | +7% | 6.89 |
| Yirendai (YRD) | 0.02 | 17.69k | 4.13 | |
| Entercom Communications (ETM) | 0.02 | 46.05k | +2% | 1.39 |
| GameStop (GME) | 0.02 | 12.95k | 4.32 | |
| Chico's FAS (CHS) | 0.02 | 39.82k | +9% | 1.38 |
| Express (EXPR) | 0.01 | 23.43k | 1.54 |
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Past Filings by Unison Advisors
View past SEC 13F filings by Unison Advisors
- Unison Advisors 2020 Q1 filed April 29, 2020
- Unison Advisors 2019 Q4 filed Jan. 8, 2020
- Unison Advisors 2019 Q3 filed Nov. 12, 2019
- Unison Advisors 2019 Q2 filed July 11, 2019
- Unison Advisors 2019 Q1 filed April 18, 2019
- Unison Advisors 2018 Q4 filed Feb. 5, 2019
- Unison Advisors 2018 Q3 filed Nov. 2, 2018
- Unison Advisors 2018 Q2 filed July 19, 2018
- Unison Advisors 2018 Q1 filed May 15, 2018
- Unison Advisors 2017 Q4 filed Jan. 24, 2018