UA

Unison Asset Management LLC

13F
Unison Asset Management LLC
Last update 2025-04-23 27 Stocks (0 new)
Value $170.00 Mil Turnover 1 %
Countries:
Top Holdings: BRK.B(12.47%)META(10.66%)GOOGL(10.11%)NU(7.53%)ELV(6.50%)
Summary Stock Picks Current Portfolio
Unison Asset Management LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B
Berkshire Hathaway Inc
41,926
21,181.5
-12.18%
12.470
-1.29%
0.000
-9.60%
+6.03%
1,039,421.7
Insurance
META
Meta Platforms Inc
34,147
18,114.3
-7.34%
10.660
-0.78%
0.000
+34.17%
+22.28%
1,797,241.1
Interactive Media
GOOGL
Alphabet Inc
116,388
17,167.4
+1.26%
10.110
+0.13%
0.000
+20.80%
+1.76%
2,329,696.9
Interactive Media
NU
Nu Holdings Ltd
1,261,650
12,797.6
+3.10%
7.530
+0.23%
0.030
+8.51%
+23.07%
61,511.2
Banks
ELV
Elevance Health Inc
25,567
11,044.8
+0.04%
6.500
0%
0.010
-34.31%
-23.33%
63,146.8
Healthcare Plans
UNH
UnitedHealth Group Inc
18,547
10,085.0
+1.40%
5.940
+0.08%
0.000
-33.87%
-44.30%
252,711.2
Healthcare Plans
JPM
JPMorgan Chase & Co
40,887
9,202.7
-5.20%
5.420
-0.26%
0.000
+21.80%
+25.72%
815,415.8
Banks
AXP
American Express Co
35,481
8,574.8
+1.78%
5.050
+0.09%
0.010
+15.60%
+4.71%
214,505.7
Credit Services
LOW
Lowe's Companies Inc
38,881
8,468.8
+4.65%
4.980
+0.22%
0.010
+2.12%
-7.23%
126,412.3
Retail - Cyclical
ORLY
O'Reilly Automotive Inc
75,585
6,803.4
-41.39%
4.000
-2.07%
0.010
+8.89%
+24.17%
83,491.1
Vehicles & Parts

Unison Asset Management LLC's Historical Top Holdings Breakdowns

Unison Asset Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LMT
Lockheed Martin Corp
2025-03-31
Sold Out
Sold Out
-2.58%
●
423.19 ($460.32) 506.29
$420.55
-8.64%
Sold Out
0
-10,836
ORLY
O'Reilly Automotive Inc
2025-03-31
Reduce
Reduce
-2.07%
●
79.18 ($86.99) 95.51
$98.16
12.84%
Reduce -41.39%
75,585
-3,558
NOC
Northrop Grumman Corp
2025-03-31
Sold Out
Sold Out
-1.93%
●
433.45 ($477.41) 513.82
$568.48
19.08%
Sold Out
0
-8,375
BRK.B
Berkshire Hathaway Inc
2025-03-31
Reduce
Reduce
-1.29%
●
442.66 ($486.15) 534.52
$480.60
-1.14%
Reduce -12.18%
41,926
-5,814
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-1.09%
●
209.68 ($231.67) 247.1
$213.76
-7.73%
Reduce -30.01%
20,755
-8,901
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-1.08%
●
375.39 ($407.71) 447.2
$510.88
25.30%
Reduce -24.11%
16,364
-5,199
META
Meta Platforms Inc
2025-03-31
Reduce
Reduce
-0.78%
●
576.36 ($645.17) 736.67
$714.80
10.79%
Reduce -7.34%
34,147
-2,704
CDW
CDW Corp
2025-03-31
Add
Add
+0.32%
●
160.26 ($181.71) 206.13
$180.83
-0.48%
Add 9.44%
42,389
3,657
WFC
Wells Fargo & Co
2025-03-31
Reduce
Reduce
-0.29%
●
66.78 ($75.08) 81.42
$83.87
11.71%
Reduce -7.85%
97,615
-8,310
JPM
JPMorgan Chase & Co
2025-03-31
Reduce
Reduce
-0.26%
●
225.19 ($254.94) 279.95
$296.55
16.32%
Reduce -5.2%
40,887
-2,241

Unison Asset Management LLC Total Holding History ($B)

To

Unison Asset Management LLC's Asset Allocation

To

Unison Asset Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Unison Asset Management LLC's Hypothetical Growth since 2025-03-31

Unison Asset Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Unison Asset Management LLC's Holdings Heat Map

Size field:

Unison Asset Management LLC's Holdings Bubble Chart

Unison Asset Management LLC News

  • 1

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