Unison Asset Management LLC Top Holdings and 13F Report (2025) About Unison Asset Management LLCInvestment ActivityUnison Asset Management LLC has $204.01 million in total holdings as of December 31, 2024.Unison Asset Management LLC owns shares of 32 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.53% of the portfolio was purchased this quarter.About 2.87% of the portfolio was sold this quarter.This quarter, Unison Asset Management LLC has purchased 35 new stocks and bought additional shares in 19 stocks.Unison Asset Management LLC sold shares of 5 stocks and completely divested from 3 stocks this quarter.Largest Holdings Alphabet $21,758,331Berkshire Hathaway $21,639,587Meta Platforms $21,576,629NU $12,678,174American Express $10,345,803 Largest Purchases this Quarter UnitedHealth Group 1,405 shares (about $710.73K)Berkshire Hathaway 1,536 shares (about $696.24K)Elevance Health 1,526 shares (about $562.94K)NU 44,443 shares (about $460.43K)Lowe's Companies 1,544 shares (about $381.06K) Largest Sales this Quarter Uber Technologies 46,066 shares (about $2.78M)Meta Platforms 2,077 shares (about $1.22M)Alphabet 3,760 shares (about $711.77K)DoubleVerify 11,467 shares (about $220.28K)Alphabet 214 shares (about $40.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofUnison Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$21,758,331$711,768 ▼-3.2%114,94110.7%Computer and TechnologyBRK.BBerkshire Hathaway$21,639,587$696,238 ▲3.3%47,74010.6%FinanceMETAMeta Platforms$21,576,629$1,216,104 ▼-5.3%36,85110.6%Computer and TechnologyNUNU$12,678,174$460,429 ▲3.8%1,223,7626.2%FinanceAXPAmerican Express$10,345,803$253,755 ▲2.5%34,8595.1%FinanceJPMJPMorgan Chase & Co.$10,338,213$291,487 ▲2.9%43,1285.1%FinanceORLYO'Reilly Automotive$10,194,323$286,964 ▲2.9%8,5975.0%Retail/WholesaleELVElevance Health$9,427,977$562,941 ▲6.4%25,5574.6%MedicalUNHUnitedHealth Group$9,252,685$710,733 ▲8.3%18,2914.5%MedicalLOWLowe's Companies$9,169,114$381,059 ▲4.3%37,1524.5%Retail/WholesaleMSFTMicrosoft$9,088,805$201,477 ▲2.3%21,5634.5%Computer and TechnologyBACBank of America$7,513,648$186,392 ▲2.5%170,9593.7%FinanceWFCWells Fargo & Company$7,440,172$188,524 ▲2.6%105,9253.6%FinanceAAPLApple$7,426,456$175,044 ▲2.4%29,6563.6%Computer and TechnologyCDWCDW$6,740,917$170,907 ▲2.6%38,7323.3%Computer and TechnologyVVisa$5,433,676$137,793 ▲2.6%17,1932.7%Business ServicesLMTLockheed Martin$5,265,646$133,634 ▲2.6%10,8362.6%AerospaceAMATApplied Materials$5,066,087$128,478 ▲2.6%31,1512.5%Computer and TechnologyNOCNorthrop Grumman$3,930,304$99,489 ▲2.6%8,3751.9%AerospaceTSLATesla$1,988,508$50,884 ▲2.6%4,9241.0%Auto/Tires/TrucksNTNXNutanix$1,900,8010.0%31,0690.9%Computer and TechnologyDEDeere & Company$1,874,873$47,454 ▲2.6%4,4250.9%Industrial ProductsSPYSPDR S&P 500 ETF Trust$964,1020.0%1,6450.5%FinanceDXJWisdomTree Japan Hedged Equity Fund$463,2180.0%4,2000.2%FinanceUBERUber Technologies$461,448$2,778,701 ▼-85.8%7,6500.2%Computer and TechnologyDVDoubleVerify$448,861$220,281 ▼-32.9%23,3660.2%Computer and TechnologyAMZNAmazon.com$351,0240.0%1,6000.2%Retail/WholesaleGSThe Goldman Sachs Group$343,5720.0%6000.2%FinanceGOOGAlphabet$255,761$40,754 ▼-13.7%1,3430.1%Computer and TechnologyKKRKKR & Co. Inc.$246,7140.0%1,6680.1%FinanceCATCaterpillar$219,8330.0%6060.1%Industrial ProductsADBEAdobe$206,7760.0%4650.1%Computer and TechnologyBRZEBraze$0$350,792 ▼-100.0%00.0%Computer and TechnologyDISWalt Disney$0$311,175 ▼-100.0%00.0%Consumer DiscretionaryNKENIKE$0$218,260 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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