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Portfolio (Quarterly) Guide ↗

Metis Global Partners, LLC

· CIK 0001594916
13F Portfolio $4.4B AUM 714 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 714 New
Page 10 of 36  ·  714 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ADBE ADOBE INC Technology 18,683.0 $3.8M 0.09% NEW $205.02 +33.4%
182 CCJ CAMECO CORP Energy 37,494.0 $3.8M 0.09% NEW $101.89 +5.4%
183 SNPS SYNOPSYS INC Technology 8,552.0 $3.8M 0.09% NEW $446.07 -8.1%
184 ADP AUTOMATIC DATA PROCESSING IN Industrials 16,988.0 $3.8M 0.09% NEW $223.95 +25.6%
185 SBUX STARBUCKS CORP Consumer Cyclical 36,979.0 $3.8M 0.09% NEW $102.19 +6.2%
186 SU SUNCOR ENERGY INC NEW Energy 70,097.0 $3.8M 0.09% NEW $53.78 +22.1%
187 CDNS CADENCE DESIGN SYSTEM INC Technology 10,041.0 $3.8M 0.09% NEW $375.32 -10.8%
188 STLD STEEL DYNAMICS INC Basic Materials 16,286.0 $3.7M 0.09% NEW $229.46 +2.8%
189 CF CF INDUSTRIES HOLD Basic Materials 34,417.0 $3.7M 0.09% NEW $108.26 +16.1%
190 BKR BAKER HUGHES COMPANY Energy 66,873.0 $3.7M 0.08% NEW $55.50 +11.7%
191 SUI SUN CMNTYS INC Real Estate 30,891.0 $3.7M 0.08% NEW $119.91 +4.4%
192 OHI OMEGA HEALTHCARE INVS INC Real Estate 77,651.0 $3.7M 0.08% NEW $47.68 -1.5%
193 FORTINET INC 24,052.0 $3.7M 0.08% NEW $153.62
194 ECL ECOLAB INC Basic Materials 13,078.0 $3.6M 0.08% NEW $278.61 +4.3%
195 HWM HOWMET AEROSPACE INC Industrials 13,503.0 $3.6M 0.08% NEW $268.86 +0.2%
196 PH PARKER-HANNIFIN CORP Industrials 3,688.0 $3.6M 0.08% NEW $978.12 +6.3%
197 HIG HARTFORD INSURANCE GROUP INC Financial Services 26,938.0 $3.6M 0.08% NEW $132.52 +5.5%
198 VRT VERTIV HOLDINGS CO Industrials 10,655.0 $3.6M 0.08% NEW $334.82 -21.2%
199 BMY BRISTOL-MYERS SQUIBB CO Healthcare 61,550.0 $3.5M 0.08% NEW $57.62 +17.3%
200 CME CME GROUP INC Financial Services 15,762.0 $3.5M 0.08% NEW $220.83 +27.2%
Page 10 of 36  ·  714 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.5%
Financial Services 16.4%
Real Estate 11.7%
Consumer Cyclical 7.1%
Healthcare 6.6%
Industrials 5.7%
Communication Services 5.2%
Energy 5.2%
Utilities 3.8%
Basic Materials 3.7%