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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 27 of 36  ·  714 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 DRH DIAMONDROCK HOSPITALITY CO Real Estate 53,338.0 $650K 0.01% NEW $12.18 +3.6%
522 ROL ROLLINS INC Consumer Cyclical 15,550.0 $649K 0.01% NEW $41.74 -12.1%
523 XPO XPO INC Industrials 3,117.0 $640K 0.01% NEW $205.29 -6.2%
524 FISV FISERV INC Technology 12,988.0 $637K 0.01% NEW $49.05 +6.9%
525 PHM PULTE GROUP INC Consumer Cyclical 4,631.0 $635K 0.01% NEW $137.21 -5.2%
526 RF REGIONS FINANCIAL CORP NEW Financial Services 20,805.0 $628K 0.01% NEW $30.20 +1.7%
527 DXCM DEXCOM INC Healthcare 9,262.0 $624K 0.01% NEW $67.35 +32.1%
528 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,396.0 $611K 0.01% NEW $437.64 -15.6%
529 DG DOLLAR GEN CORP Consumer Defensive 5,297.0 $610K 0.01% NEW $115.11 +6.7%
530 CPRT COPART INC Industrials 21,464.0 $605K 0.01% NEW $28.19 +15.9%
531 CNH INDL N V 53,779.0 $604K 0.01% NEW $11.23
532 FLUTTER ENTMT PLC 5,903.0 $603K 0.01% NEW $102.17
533 FE FIRSTENERGY CORP Utilities 12,634.0 $601K 0.01% NEW $47.54 -1.7%
534 MPT MEDICAL PROPERTIES TRUST INC Financial Services 127,924.0 $591K 0.01% NEW $4.62 -11.7%
535 PEB PEBBLEBROOK HOTEL TR Real Estate 29,571.0 $574K 0.01% NEW $19.41 -5.4%
536 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,784.0 $574K 0.01% NEW $206.01 +6.2%
537 DGX QUEST DIAGNOSTICS INC Healthcare 2,658.0 $563K 0.01% NEW $211.95 +15.6%
538 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 48,591.0 $556K 0.01% NEW $11.45 -1.9%
539 LOGI LOGITECH INTL S A Technology 5,909.0 $555K 0.01% NEW $93.88 +6.7%
540 CANADIAN PACIFIC KANSAS CITY 6,365.0 $552K 0.01% NEW $86.66
Page 27 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%