13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001840755
Total reported value
$246.2M
$246.2M
27 檔
32.6%
According to the latest 13F quarterly dataset, Unison Asset Management LLC managed an equity portfolio of $246.2M at the end of Q1 2025, spanning 27 distinct U.S. exchange-listed positions.
In Q1 2025, Unison Asset Management LLC displayed an active expansion posture, initiating 27 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 12.47% | -0.19% | -12.18% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 10.66% | -1.03% | -7.34% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 10.11% | -0.57% | +1.26% | |
| 4 | NU | Nu Holdings Ltd. | Stock-Financials | 7.53% | -0.88% | +3.10% | |
| 5 | ELV | Elevance Health Inc | Stock-Healthcare | 6.50% | +0.78% | +0.04% | |
| 6 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 5.94% | +1.04% | +1.40% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.42% | -0.47% | -5.20% | |
| 8 | AXP | American Express Co | Stock-Financials | 5.05% | +0.15% | +1.78% | |
| 9 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 4.98% | -0.50% | +4.65% | |
| 10 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 4.00% | -0.30% | -41.39% | |
| 11 | CDW | Cdw Corp/de | Stock-Tech | 3.73% | +0.17% | +9.44% | |
| 12 | WFC | Wells Fargo & Co | Stock-Financials | 3.72% | -0.62% | -7.85% | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 3.59% | -1.07% | -3.22% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 3.49% | +0.71% | -24.11% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 3.24% | +0.72% | +0.05% | |
| 16 | AMAT | Applied Materials Inc | Stock-Tech | 2.67% | — | +9.36% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 2.32% | +0.10% | -30.01% | |
| 18 | NTNX | Nutanix Inc - A | Stock-Tech | 1.16% | — | -9.27% | |
| 19 | DE | Deere & Co | Stock-Industrials | 1.09% | +0.05% | — | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.64% | +0.01% | -14.91% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | +0.01% | — | |
| 22 | UBER | Uber Technologies Inc | Stock-Industrials | 0.33% | -0.03% | — | |
| 23 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.27% | — | — | |
| 24 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.19% | +0.02% | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | — | — | |
| 26 | ADBE | Adobe Inc | Stock-Tech | 0.10% | -0.11% | — | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.09% | — | -23.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 3 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 4 | NU | Nu Holdings Ltd. | — | NEW | New buy |
| 5 | ELV | Elevance Health Inc | — | NEW | New buy |
| 6 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 7 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 8 | AXP | American Express Co | — | NEW | New buy |
| 9 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 10 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 11 | CDW | Cdw Corp/de | — | NEW | New buy |
| 12 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 13 | BAC | Bank Of America CORP | — | NEW | New buy |
| 14 | MSFT | Microsoft CORP | — | NEW | New buy |
| 15 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 16 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 17 | AAPL | Apple Inc | — | NEW | New buy |
| 18 | NTNX | Nutanix Inc - A | — | NEW | New buy |
| 19 | DE | Deere & Co | — | NEW | New buy |
| 20 | TSLA | Tesla Inc | — | NEW | New buy |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 22 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 23 | DXJ | Wisdomtree Japan Hedged Eq | — | NEW | New buy |
| 24 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 25 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 26 | ADBE | Adobe Inc | — | NEW | New buy |
| 27 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
According to official SEC Form 13F filings, Unison Asset Management LLC reported a total U.S. public equity portfolio value of $246.2M across 27 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, META, GOOGL) accounted for 32.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $21.2M
During Q1 2025, Unison Asset Management LLC's top holdings by market value included BRK-B (12.5%)、META (10.7%)、GOOGL (10.1%). The largest single position, BRK-B, represented 12.5% of total portfolio value.
In Q1 2025, Unison Asset Management LLC made 27 total portfolio adjustments, initiating 27 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.