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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 5 of 36  ·  714 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AZN ASTRAZENECA PLC Healthcare 46,633.0 $8.7M 0.20% NEW $187.09 -9.3%
82 TRGP TARGA RES CORP Energy 31,956.0 $8.6M 0.19% NEW $268.14 +7.0%
83 SNDK SANDISK CORP Technology 3,761.0 $8.6M 0.19% NEW $2273.73 -34.9%
84 RTX RTX CORPORATION Industrials 44,057.0 $8.4M 0.19% NEW $189.73 +10.8%
85 MCD MCDONALDS CORP Consumer Cyclical 30,456.0 $8.2M 0.19% NEW $270.31 -0.8%
86 AEM AGNICO EAGLE MINES LTD Basic Materials 52,404.0 $8.1M 0.18% NEW $155.31 +44.3%
87 KMI KINDER MORGAN INC DEL Energy 253,669.0 $8.1M 0.18% NEW $31.97 -3.2%
88 OKE ONEOK INC NEW Energy 92,833.0 $8.1M 0.18% NEW $86.94 +5.5%
89 AEP AMERICAN ELEC PWR CO INC Utilities 58,757.0 $8.0M 0.18% NEW $136.81 -10.3%
90 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 103,948.0 $7.9M 0.18% NEW $76.40 +3.6%
91 TRP TC ENERGY CORP Energy 119,710.0 $7.9M 0.18% NEW $66.20 -6.6%
92 VZ VERIZON COMMUNICATIONS INC Communication Services 186,563.0 $7.9M 0.18% NEW $42.34 +18.7%
93 ESS ESSEX PPTY TR INC Real Estate 26,868.0 $7.8M 0.18% NEW $291.59 +0.1%
94 C CITIGROUP INC Financial Services 55,686.0 $7.8M 0.18% NEW $139.96 -4.8%
95 WDC WESTERN DIGITAL CORP Technology 11,899.0 $7.6M 0.17% NEW $638.72 -29.4%
96 QCOM QUALCOMM INC Technology 40,756.0 $7.5M 0.17% NEW $184.79 -13.1%
97 ADSK AUTODESK INC Technology 37,495.0 $7.3M 0.17% NEW $194.42 +29.2%
98 EWA ISHARES INC 255,364.0 $7.2M 0.16% NEW $28.16 +8.1%
99 KIM KIMCO REALTY CORP Real Estate 281,655.0 $7.1M 0.16% NEW $25.35 -5.1%
100 SRE SEMPRA Utilities 76,351.0 $7.1M 0.16% NEW $92.71 -9.4%
Page 5 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%