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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 12 of 36  ·  714 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CM CANADIAN IMPERIAL BANK OF CO Financial Services 27,445.0 $3.2M 0.07% NEW $115.11 +2.9%
222 PBA PEMBINA PIPELINE CORP Energy 68,074.0 $3.1M 0.07% NEW $46.25 +4.8%
223 HONEYWELL AEROSPACE INC 14,118.0 $3.1M 0.07% NEW $221.05
224 PAGS PAGSEGURO DIGITAL LTD Technology 335,587.0 $3.0M 0.07% NEW $9.05 +1.4%
225 SBAC SBA COMMUNICATIONS CORP Real Estate 16,789.0 $3.0M 0.07% NEW $176.46 +6.0%
226 CB CHUBB LIMITED Financial Services 8,616.0 $2.9M 0.07% NEW $340.74 +1.1%
227 SHW SHERWIN WILLIAMS CO Basic Materials 8,323.0 $2.9M 0.07% NEW $344.32 +2.3%
228 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 7,341.0 $2.8M 0.06% NEW $386.73 +5.5%
229 EGP EASTGROUP PPTYS INC Real Estate 13,995.0 $2.8M 0.06% NEW $202.53 -0.2%
230 CL COLGATE PALMOLIVE CO Consumer Defensive 30,777.0 $2.8M 0.06% NEW $91.68 -0.1%
231 AMH AMERICAN HOMES 4 RENT Real Estate 82,600.0 $2.8M 0.06% NEW $33.52 +3.1%
232 KGC KINROSS GOLD CORP Basic Materials 116,826.0 $2.8M 0.06% NEW $23.67 +38.4%
233 CSX CSX CORP Industrials 57,757.0 $2.7M 0.06% NEW $47.53 +9.1%
234 BXP BXP INC Real Estate 41,376.0 $2.7M 0.06% NEW $66.31 +8.4%
235 JCI JOHNSON CONTROLS INTERNATION Industrials 18,775.0 $2.7M 0.06% NEW $146.11 -1.4%
236 ACN ACCENTURE PLC IRELAND Technology 21,864.0 $2.7M 0.06% NEW $124.44 +46.6%
237 GWW WW GRAINGER INC Industrials 1,993.0 $2.7M 0.06% NEW $1360.40 -2.1%
238 IDXX IDEXX LABS INC Healthcare 5,149.0 $2.7M 0.06% NEW $526.44 +4.7%
239 FRT FEDERAL RLTY INVT TR NEW Real Estate 21,928.0 $2.7M 0.06% NEW $123.44 -4.4%
240 ZTS ZOETIS INC Healthcare 37,537.0 $2.7M 0.06% NEW $71.86 +8.6%
Page 12 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%