Unison Advisors Q2 2026 Portfolio Changes
Unison Advisors maintained its focus on ETFs in Q2 2026, adding new positions like MPC and PSX while slightly reducing holdings of FNDE.
As part of their investment strategy for the second quarter of 2026, Unison Advisors Llc (unison-advisors-llc) made several adjustments to its portfolio. The firm primarily focused on maintaining and slightly modifying their exposure to exchange-traded funds (ETFs), while also establishing new positions in individual stocks across various sectors.
The most significant change during this period involved substantial increases in holdings for several companies, indicating strong confidence or strategic allocation towards these specific opportunities. Unison bought large amounts of DEVON ENERGY CORP NEW (DVN) and MARATHON PETE CORP (MPC), acquiring 100% new shares for both, which pushed their portfolio allocations to notable levels. Similarly, the firm significantly increased its position in QUALCOMM INC (QCOM) and DELTA AIR LINES INC (DAL), adding 100% new shares each time.
Additionally, Unison showed interest in energy sector companies by establishing entirely new positions with 100% share increases. This included OCCIDENTAL PETE CORP (OXY) and PHILLIPS 66 (PSX). Furthermore, the firm allocated capital to technology firms ADOBE INC (ADBE) and QUALCOMM INC again, as well as companies in the Communication Services sector like COMCAST CORP NEW (CMCSA). These additions suggest a diversification effort or an increased focus on specific growth areas within these sectors.
On the other side of their investment activity, Unison slightly reduced their position in SCHWAB STRATEGIC TRUST ETFs. Specifically, they decreased holdings of FNDE by 0.08%, though this was a very minor reduction compared to others. Conversely, Vanguard INDEX FUNDS (VTV) saw an increase of just over 1% in shares and allocation percentage.
Overall, Unison Advisors demonstrated active management during Q2 2026 by not only adding several new large positions but also slightly trimming one existing ETF holding. The portfolio remains heavily weighted towards ETFs (76.33%) with the rest allocated to various sectors including Energy and Technology for individual stocks.
Key metrics from this period include a top five allocation of 42.36% across their largest holdings, indicating concentration in certain areas. The firm also increased its sector count slightly compared to previous periods, now holding positions representing nine distinct sectors according to the provided data.