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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 13 of 36  ·  714 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ANGLOGOLD ASHANTI PLC 33,177.0 $2.7M 0.06% NEW $80.89
242 CAH CARDINAL HEALTH INC Healthcare 11,272.0 $2.7M 0.06% NEW $237.56 +0.3%
243 BX BLACKSTONE INC Financial Services 22,685.0 $2.7M 0.06% NEW $117.67 +21.9%
244 DDOG DATADOG INC Technology 10,235.0 $2.7M 0.06% NEW $260.36 -12.2%
245 LHX L3HARRIS TECHNOLOGIES INC Industrials 9,143.0 $2.7M 0.06% NEW $290.59 -9.5%
246 SHOP SHOPIFY INC Technology 22,920.0 $2.6M 0.06% NEW $114.36 +33.0%
247 MET METLIFE INC Financial Services 30,922.0 $2.6M 0.06% NEW $84.61 +13.8%
248 AHR AMERICAN HEALTHCARE REIT INC Real Estate 50,167.0 $2.6M 0.06% NEW $52.15 +9.8%
249 TECK TECK RESOURCES LTD Basic Materials 43,311.0 $2.6M 0.06% NEW $59.54 +20.1%
250 NOC NORTHROP GRUMMAN CORP Industrials 5,061.0 $2.6M 0.06% NEW $509.31 +8.2%
251 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 8,057.0 $2.6M 0.06% NEW $317.53 -8.0%
252 HOOD ROBINHOOD MKTS INC Financial Services 25,497.0 $2.6M 0.06% NEW $100.28 +8.8%
253 TRV TRAVELERS COMPANIES INC Financial Services 7,731.0 $2.6M 0.06% NEW $330.12 +12.5%
254 CI THE CIGNA GROUP Healthcare 9,218.0 $2.5M 0.06% NEW $275.68 +2.4%
255 BRX BRIXMOR PPTY GROUP INC Real Estate 80,012.0 $2.5M 0.06% NEW $31.53 -6.3%
256 NXPI NXP SEMICONDUCTORS N V Technology 8,906.0 $2.5M 0.06% NEW $281.03 -20.4%
257 LMT LOCKHEED MARTIN CORP Industrials 4,904.0 $2.5M 0.06% NEW $509.46 +11.0%
258 CTRE CARETRUST REIT INC Real Estate 61,604.0 $2.5M 0.06% NEW $40.35 -0.8%
259 MRSH MARSH & MCLENNAN COS INC Financial Services 14,859.0 $2.5M 0.06% NEW $166.67 +16.2%
260 AVY AVERY DENNISON CORP Industrials 15,126.0 $2.5M 0.06% NEW $162.35 +12.2%
Page 13 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%