Fund HoldingsUnison Advisors LLC

Total Portfolio Value
$796.84M
Total Bought
$104.70M
Total Sold
$294.53M
Net Transaction
-$189.83M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SCHWAB STRATEGIC TR01,424,996+1,424,996042,3575.32%+42,357
SCHWAB STRATEGIC TR0862,376+862,376030,3013.80%+30,301
SOCIEDAD QUIMICA Y MINERA DE(SQM)062,500+62,50002,5470.32%+2,547
EXXON MOBIL CORP021,070+21,07002,4260.30%+2,426
LABCORP HOLDINGS INC(LH)011,093+11,09302,2580.28%+2,258
SPDR SER TR
ST STR BLO 1 ETF
060,774+60,77405,5780.70%+5,578
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
220,975231,429+10,45417,08417,8842.24%+800
STAR BULK CARRIERS CORP.(SBLK)032,567+32,56707940.10%+794
NMI HLDGS INC(NMIH)022,757+22,75707750.10%+775
VANGUARD INDEX FDS03,734+3,73409990.13%+999
VANGUARD INTL EQUITY INDEX F2,5888,028+5,4402869040.11%+618
HP INC(HPQ)0111,241+111,24103,9260.49%+3,926
REGENERON PHARMACEUTICALS(REGN)5,9985,99805,7736,3040.79%+531
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
85,36397,329+11,9663,8934,4190.55%+525
ISHARES TR
MSCI USA MMENTM
20,48222,170+1,6883,8374,3200.54%+483
MICRON TECHNOLOGY INC(MU)34,41934,450+314,0624,5310.57%+470
SYNCHRONY FINANCIAL(SYF)102,786103,421+6354,4324,8800.61%+448
COSTAMARE INC(CMRE)81,85382,707+8549291,3590.17%+430
GARMIN LTD(GRMN)27,52327,662+1394,0974,5070.57%+409
VANGUARD STAR FDS04,908+4,90802960.04%+296
SOLVENTUM CORP(SOLV)05,583+5,58302950.04%+295
META PLATFORMS INC(META)15,88215,875-77,7128,0041.00%+292
INTERNATIONAL PAPER CO(IP)56,06556,762+6972,1882,4490.31%+262
ISHARES TR
MSCI INTL MOMENT
68,57475,767+7,1932,6902,9310.37%+241
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
187,539191,513+3,97410,89011,1061.39%+215
UNITED THERAPEUTICS CORP DEL(UTHR)02,283+2,28307270.09%+727
VANGUARD INDEX FDS369,263374,470+5,20760,13860,3277.57%+189
AFLAC INC(AFL)45,10545,357+2523,8734,0510.51%+178
PERDOCEO ED CORP(PRDO)042,282+42,28209060.11%+906
HEARTLAND FINL USA INC016,654+16,65407400.09%+740
APPLE INC(AAPL)4,0454,046+16948520.11%+158
GENERAL DYNAMICS CORP(GD)16,69116,766+754,7154,8640.61%+149
ELECTRONIC ARTS INC(EA)020,846+20,84602,9040.36%+2,904
BREAD FINANCIAL HOLDINGS INC17,17217,276+1046397700.10%+130
MATSON INC(MATX)06,893+6,89309030.11%+903
HIBBETT INC11,89611,89609171,0370.13%+121
ENCORE WIRE CORP4,4124,41201,1591,2790.16%+119
ISHARES TR
BROAD USD HIGH
50,01752,994+2,9771,8301,9230.24%+93
BEST BUY INC(BBY)27,98928,312+3232,3222,4130.30%+91
GENERAL MTRS CO(GM)67,19667,383+1873,0473,1310.39%+83
BIOGEN INC(BIIB)05,078+5,07801,1770.15%+1,177
ECHOSTAR CORP(ECHO)22,81922,81903254060.05%+81
ENNIS INC(EBF)038,019+38,01908320.10%+832
MUELLER INDS INC(MLI)18,78618,857+711,0131,0740.13%+61
PFIZER INC(PFE)086,414+86,41402,4180.30%+2,418
ISHARES TR015,324+15,32401,3560.17%+1,356
GLOBAL X FDS
US PFD ETF
53,72157,715+3,9941,0831,1360.14%+53
EMERGENT BIOSOLUTIONS INC011,957+11,9570820.01%+82
MINERALS TECHNOLOGIES INC(MTX)06,384+6,38405310.07%+531
REINSURANCE GRP OF AMERICA I(RGA)3,5713,586+156897360.09%+47
SCHNEIDER NATIONAL INC(SNDR)027,470+27,47006660.08%+666
PRUDENTIAL FINL INC(PFH)33,23833,631+3933,9023,9410.49%+39
BARRETT BUSINESS SVCS INC8,26633,144+24,8781,0471,0860.14%+39
KRONOS WORLDWIDE INC(KRO)36,42137,028+6074304650.06%+35
WARRIOR MET COAL INC(HCC)015,144+15,14409510.12%+951
HANMI FINL CORP(HAFC)029,985+29,98505010.06%+501
OFG BANCORP(OFG)029,447+29,44701,1100.14%+1,110
FIRST HORIZON CORPORATION(FHN)45,60246,077+4757097340.09%+24
DISCOVER FINL SVCS44,76845,026+2585,8695,8900.74%+21
DIMENSIONAL ETF TRUST
EMERGING MKTS VA
022,720+22,72006250.08%+625
VANGUARD MALVERN FDS18,55118,561+108889010.11%+13
TD SYNNEX CORPORATION(SNX)03,998+3,99804610.06%+461
LIBERTY ENERGY INC(LBRT)40,74040,866+1268448540.11%+10
POPULAR INC(BPOP)9,4329,501+698378460.11%+9
VANGUARD INDEX FDS01,073+1,07302680.03%+268
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
13,04313,085+424124190.05%+6
CATHAY GEN BANCORP(CATY)015,628+15,62805890.07%+589
HNI CORP(HNI)07,152+7,15203220.04%+322
QIWI PLC047,500+47,50002690.03%+269
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
013,963+13,96305020.06%+502
VERIZON COMMUNICATIONS INC(VZ)60,30861,293+9852,5312,5280.32%-3
DIMENSIONAL ETF TRUST
INTL HIGH PROFIT
010,228+10,22802690.03%+269
ISHARES TR23,20523,209+42,4302,4260.30%-4
PREFERRED BK LOS ANGELES CA(PFBC)010,127+10,12707640.10%+764
VISHAY INTERTECHNOLOGY INC(VSH)027,950+27,95006230.08%+623
QCR HOLDINGS INC(QCRH)011,496+11,49606900.09%+690
PACIFIC PREMIER BANCORP014,178+14,17803260.04%+326
LOUISIANA PAC CORP(LPX)8,2628,289+276936820.09%-11
BUCKLE INC(BKE)037,525+37,52501,3860.17%+1,386
SKYWORKS SOLUTIONS INC(SWKS)017,274+17,27401,8410.23%+1,841
VANGUARD INDEX FDS027,557+27,55702,3080.29%+2,308
RMR GROUP INC021,080+21,08004760.06%+476
LINCOLN NATL CORP IND(LNC)61,47462,429+9551,9631,9420.24%-21
MGIC INVT CORP WIS(MTG)33,20533,397+1927427200.09%-23
COTERRA ENERGY INC022,966+22,96606130.08%+613
EVEREST GROUP LTD(EG)1,6411,648+76526280.08%-24
METHODE ELECTRS INC014,894+14,89401540.02%+154
RENAISSANCERE HLDGS LTD(RNR)2,3832,387+45605340.07%-27
TYSON FOODS INC(TSN)25,33325,547+2141,4881,4600.18%-28
STEWART INFORMATION SVCS COR(STC)12,27512,371+967997680.10%-31
TEGNA INC031,890+31,89004490.06%+449
EOG RES INC(EOG)28,89329,087+1943,6943,6610.46%-32
ARCH RESOURCES INC04,872+4,87207420.09%+742
ESSENT GROUP LTD(ESNT)11,23311,291+586686340.08%-34
INVESCO LTD(IVZ)024,286+24,28603630.05%+363
FIFTH THIRD BANCORP(FITB)99,783100,779+9963,7483,7130.47%-35
BORGWARNER INC014,857+14,85704790.06%+479
PARAMOUNT GLOBAL010,464+10,46401930.02%+193
FOOT LOCKER INC010,337+10,33702580.03%+258
FIDELITY NATIONAL FINANCIAL(FNF)011,879+11,87905870.07%+587
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