Fund HoldingsUnison Advisors LLC

Total Portfolio Value
$850.44M
Total Bought
$16.13M
Total Sold
$44.81M
Net Transaction
-$28.68M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
REGENERON PHARMACEUTICALS(REGN)5,9985,99804,3104,9360.58%+626
EOG RES INC(EOG)27,67427,873+1993,1673,5330.42%+366
METLIFE INC(MET)49,52049,974+4542,7993,1440.37%+344
ALPHA METALLURGICAL RESOUR I03,510+3,51009130.11%+913
AFLAC INC(AFL)44,35344,601+2483,0963,4230.40%+327
FORTREA HLDGS INC(FTRE)010,932+10,93203130.04%+313
ARCH RESOURCES INC04,673+4,67307970.09%+797
HF SINCLAIR CORP(DINO)20,92521,135+2109331,2030.14%+270
PRUDENTIAL FINL INC(PFH)31,77132,220+4492,8033,0570.36%+255
HNI CORP(HNI)06,983+6,98302420.03%+242
INTERNATIONAL PAPER CO(IP)53,54754,325+7781,7031,9270.23%+224
CHUBB LIMITED
COM
13,18713,243+562,5512,7680.33%+218
LIBERTY ENERGY INC(LBRT)040,463+40,46307490.09%+749
META PLATFORMS INC(META)15,85415,85404,5504,7600.56%+210
PERDOCEO ED CORP(PRDO)041,487+41,48707090.08%+709
WARRIOR MET COAL INC(HCC)015,088+15,08807710.09%+771
MICRON TECHNOLOGY INC(MU)34,23534,296+612,1612,3330.27%+173
LYONDELLBASELL INDUSTRIES N
SHS - A -
37,19137,696+5053,4153,5700.42%+155
CISCO SYS INC(CSCO)62,89063,360+4703,2543,4060.40%+152
UNITED STATES STL CORP NEW018,235+18,23505920.07%+592
HIBBETT INC011,792+11,79205600.07%+560
CORECIVIC INC(CXW)072,867+72,86708200.10%+820
COMCAST CORP NEW(CCZ)42,09142,381+2901,7491,8790.22%+130
GENERAL DYNAMICS CORP(GD)16,36716,466+993,5213,6380.43%+117
OFG BANCORP(OFG)28,64428,883+2397538690.10%+115
BOISE CASCADE CO DEL(BCC)06,879+6,87907090.08%+709
CIVITAS RESOURCES INC07,478+7,47806050.07%+605
QCR HOLDINGS INC(QCRH)011,460+11,46005570.07%+557
THE CIGNA GROUP(CI)12,07212,124+523,3873,4680.41%+81
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)28,80528,932+1271,8801,9600.23%+79
VAALCO ENERGY INC0124,361+124,36105460.06%+546
MATSON INC(MATX)06,832+6,83206060.07%+606
PREFERRED BK LOS ANGELES CA(PFBC)09,873+9,87306150.07%+615
INTEL CORP(INTC)30,63230,746+1141,0241,0930.13%+69
FIDELITY NATIONAL FINANCIAL(FNF)011,520+11,52004760.06%+476
PACCAR INC(PCAR)35,38035,485+1052,9603,0170.35%+57
ETHAN ALLEN INTERIORS INC27,44727,795+3487768310.10%+55
EVEREST GROUP LTD(EG)01,634+1,63406100.07%+610
CVS HEALTH CORP(CVS)40,36840,721+3532,7912,8430.33%+53
ALLSTATE CORP(ALL)15,10615,228+1221,6611,7100.20%+50
BREAD FINANCIAL HOLDINGS INC016,951+16,95105800.07%+580
HANMI FINL CORP(HAFC)028,661+28,66104650.05%+465
GARMIN LTD(GRMN)26,91027,097+1872,8062,8510.34%+44
COTERRA ENERGY INC022,450+22,45006070.07%+607
ENNIS INC(EBF)36,24736,691+4447397790.09%+40
CATHAY GEN BANCORP(CATY)015,214+15,21405290.06%+529
STEWART INFORMATION SVCS COR(STC)012,045+12,04505280.06%+528
DILLARDS INC(DDS)7,4197,424+52,4222,4580.29%+36
RMR GROUP INC020,112+20,11204930.06%+493
ACUITY BRANDS INC(AYI)4,7084,712+47688030.09%+35
TRONOX HOLDINGS PLC(TROX)042,536+42,53605720.07%+572
KEURIG DR PEPPER INC(KDP)58,21358,582+3691,8321,8620.22%+30
MGIC INVT CORP WIS(MTG)032,792+32,79205470.06%+547
NMI HLDGS INC(NMIH)022,757+22,75706160.07%+616
POPULAR INC(BPOP)09,294+9,29405910.07%+591
RENAISSANCERE HLDGS LTD(RNR)02,375+2,37504700.06%+470
WESTLAKE CORPORATION(WLK)05,008+5,00806240.07%+624
BARRETT BUSINESS SVCS INC8,1928,219+277147420.09%+27
REINSURANCE GRP OF AMERICA I(RGA)03,534+3,53405130.06%+513
HEARTLAND FINL USA INC016,218+16,21804770.06%+477
TD SYNNEX CORPORATION(SNX)03,959+3,95903950.05%+395
INSTEEL INDS INC016,288+16,28805290.06%+529
PACIFIC PREMIER BANCORP013,604+13,60402960.03%+296
UNITED THERAPEUTICS CORP DEL(UTHR)02,283+2,28305160.06%+516
ESSENT GROUP LTD(ESNT)011,124+11,12405260.06%+526
COSTAMARE INC(CMRE)79,09780,037+9407657700.09%+5
VANGUARD MALVERN FDS16,99017,117+1278068090.10%+4
EAST WEST BANCORP INC(EWBC)08,094+8,09404270.05%+427
APPLE INC(AAPL)02,237+2,23703830.05%+383
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
017,853+17,85305820.07%+582
QIWI PLC047,500+47,50002690.03%+269
SMITH & WESSON BRANDS INC032,522+32,52204240.05%+424
TYSON FOODS INC(TSN)24,51924,749+2301,2511,2500.15%-2
FIRST AMERN FINL CORP(FAF)09,191+9,19105190.06%+519
STURM RUGER & CO INC09,980+9,98005200.06%+520
VANGUARD INDEX FDS01,071+1,07102100.02%+210
ISHARES TR
BROAD USD HIGH
46,48447,037+5531,6411,6330.19%-8
FIRST HORIZON CORPORATION(FHN)044,499+44,49904970.06%+497
DIMENSIONAL ETF TRUST
INTL HIGH PROFIT
010,352+10,35202400.03%+240
GLOBAL X FDS
US PFD ETF
48,15948,874+7159349190.11%-14
ENCORE WIRE CORP4,4104,412+28208050.09%-15
STEEL DYNAMICS INC(STLD)11,85411,899+451,2961,2810.15%-15
MINERALS TECHNOLOGIES INC(MTX)06,361+6,36103480.04%+348
SCHNITZER STEEL INDS INC010,552+10,55202940.03%+294
M/I HOMES INC(MHO)06,917+6,91705810.07%+581
LEAR CORP(LEA)02,862+2,86203840.05%+384
ISHARES TR21,89721,900+32,2782,2530.26%-26
SCHNEIDER NATIONAL INC(SNDR)27,08927,173+847807550.09%-26
PARAMOUNT GLOBAL010,381+10,38101640.02%+164
KRONOS WORLDWIDE INC(KRO)034,730+34,73002690.03%+269
HEIDRICK & STRUGGLES INTL IN019,538+19,53804890.06%+489
BUCKLE INC(BKE)33,84434,185+3411,1711,1410.13%-30
MANPOWERGROUP INC WIS(MAN)06,643+6,64304870.06%+487
VANGUARD INTL EQUITY INDEX F24,51224,51209859540.11%-31
GRAY TELEVISION INC035,274+35,27402440.03%+244
GILEAD SCIENCES INC(GILD)22,18022,395+2151,7091,6780.20%-31
FEDERATED HERMES INC(FHI)19,21119,360+1496896560.08%-33
PULTE GROUP INC(PHM)10,40410,424+208107740.09%-36
ISHARES TR13,51213,716+2041,1691,1320.13%-37
LINCOLN NATL CORP IND(LNC)57,96258,952+9901,4931,4560.17%-38
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