Unison Asset Management LLC Top Holdings and 13F Report (2025) About Unison Asset Management LLCInvestment ActivityUnison Asset Management LLC has $169.89 million in total holdings as of March 31, 2025.Unison Asset Management LLC owns shares of 27 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 1.30% of the portfolio was purchased this quarter.About 14.45% of the portfolio was sold this quarter.This quarter, Unison Asset Management LLC has purchased 32 new stocks and bought additional shares in 9 stocks.Unison Asset Management LLC sold shares of 11 stocks and completely divested from 5 stocks this quarter.Largest Holdings Berkshire Hathaway $21,181,473Meta Platforms $18,114,284Alphabet $17,167,415NU $12,797,557Elevance Health $11,044,777 Largest Purchases this Quarter CDW 3,657 shares (about $546.84K)Applied Materials 2,916 shares (about $387.66K)NU 37,888 shares (about $384.32K)Lowe's Companies 1,729 shares (about $376.60K)Alphabet 1,447 shares (about $213.43K) Largest Sales this Quarter O'Reilly Automotive 3,558 shares (about $4.80M)Berkshire Hathaway 5,814 shares (about $2.94M)Microsoft 5,199 shares (about $1.88M)Apple 8,901 shares (about $1.69M)Meta Platforms 2,704 shares (about $1.43M) 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 PortfolioSectorBRK.BBerkshire Hathaway$21,181,473$2,937,296 ▼-12.2%41,92612.5%FinanceMETAMeta Platforms$18,114,284$1,434,417 ▼-7.3%34,14710.7%Computer and TechnologyGOOGLAlphabet$17,167,415$213,435 ▲1.3%116,38810.1%Computer and TechnologyNUNU$12,797,557$384,317 ▲3.1%1,261,6507.5%FinanceELVElevance Health$11,044,777$4,320 ▲0.0%25,5676.5%MedicalUNHUnitedHealth Group$10,084,957$139,200 ▲1.4%18,5475.9%MedicalJPMJPMorgan Chase & Co.$9,202,666$504,394 ▼-5.2%40,8875.4%FinanceAXPAmerican Express$8,574,799$150,321 ▲1.8%35,4815.0%FinanceLOWLowe's Companies$8,468,779$376,598 ▲4.7%38,8815.0%Retail/WholesaleORLYO'Reilly Automotive$6,803,363$4,803,803 ▼-41.4%5,0394.0%Retail/WholesaleCDWCDW$6,338,556$546,842 ▲9.4%42,3893.7%Computer and TechnologyWFCWells Fargo & Company$6,315,701$537,658 ▼-7.8%97,6153.7%FinanceBACBank of America$6,100,748$202,870 ▼-3.2%165,4573.6%FinanceMSFTMicrosoft$5,921,209$1,881,225 ▼-24.1%16,3643.5%Computer and TechnologyVVisa$5,497,639$2,557 ▲0.0%17,2013.2%Business ServicesAMATApplied Materials$4,528,976$387,662 ▲9.4%34,0672.7%Computer and TechnologyAAPLApple$3,933,258$1,686,819 ▼-30.0%20,7552.3%Computer and TechnologyNTNXNutanix$1,967,874$201,053 ▼-9.3%28,1891.2%Computer and TechnologyDEDeere & Company$1,845,0090.0%4,4251.1%IndustrialsTSLATesla$1,085,880$190,223 ▼-14.9%4,1900.6%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$920,1970.0%1,6450.5%FinanceUBERUber Technologies$557,3790.0%7,6500.3%Computer and TechnologyDXJWisdomTree Japan Hedged Equity Fund$462,7560.0%4,2000.3%FinanceGSThe Goldman Sachs Group$327,7740.0%6000.2%FinanceAMZNAmazon.com$304,4160.0%1,6000.2%Retail/WholesaleADBEAdobe$178,3410.0%4650.1%Computer and TechnologyGOOGAlphabet$159,511$50,306 ▼-24.0%1,0210.1%Computer and TechnologyLMTLockheed Martin$0$5,265,646 ▼-100.0%00.0%AerospaceNOCNorthrop Grumman$0$3,930,304 ▼-100.0%00.0%AerospaceDVDoubleVerify$0$448,861 ▼-100.0%00.0%Computer and TechnologyKKRKKR & Co. Inc.$0$246,714 ▼-100.0%00.0%FinanceCATCaterpillar$0$219,833 ▼-100.0%00.0%IndustrialsShowing 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. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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