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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 14 of 36  ·  714 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HPE HEWLETT PACKARD ENTERPRISE C Technology 53,870.0 $2.4M 0.06% NEW $45.11 +21.3%
262 MDT MEDTRONIC PLC Healthcare 30,863.0 $2.4M 0.06% NEW $78.23 +17.9%
263 NI NISOURCE INC Utilities 50,650.0 $2.4M 0.06% NEW $47.55 -13.5%
264 KEYS KEYSIGHT TECHNOLOGIES INC Technology 6,873.0 $2.4M 0.06% NEW $350.07 -8.2%
265 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 7,262.0 $2.4M 0.05% NEW $330.46 +0.3%
266 COHR COHERENT CORP Technology 6,062.0 $2.4M 0.05% NEW $394.47 -26.1%
267 WFG WEST FRASER TIMBER CO LTD Basic Materials 35,224.0 $2.4M 0.05% NEW $67.67 +0.6%
268 ABNB AIRBNB INC Consumer Cyclical 16,584.0 $2.4M 0.05% NEW $143.10 +32.0%
269 ADC AGREE RLTY CORP Real Estate 31,270.0 $2.4M 0.05% NEW $75.74 -2.5%
270 NDAQ NASDAQ INC Financial Services 29,974.0 $2.4M 0.05% NEW $78.82 +26.1%
271 GFI GOLD FIELDS LTD Basic Materials 70,037.0 $2.4M 0.05% NEW $33.59 +42.4%
272 FFIV F5 INC Technology 5,654.0 $2.4M 0.05% NEW $415.96 -3.8%
273 CUBE CUBESMART Real Estate 59,041.0 $2.3M 0.05% NEW $39.77 +2.2%
274 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 25,458.0 $2.3M 0.05% NEW $92.09 -2.5%
275 MDLZ MONDELEZ INTL INC Consumer Defensive 40,492.0 $2.3M 0.05% NEW $57.84 +9.2%
276 URI UNITED RENTALS INC Industrials 2,044.0 $2.3M 0.05% NEW $1132.89 -7.0%
277 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 43,798.0 $2.3M 0.05% NEW $52.85 -0.3%
278 NNN NNN REIT INC Real Estate 49,611.0 $2.3M 0.05% NEW $46.53 -1.5%
279 ICL ICL GROUP LTD Basic Materials 459,758.0 $2.3M 0.05% NEW $5.01 +13.3%
280 STT STATE STR CORP Financial Services 13,539.0 $2.3M 0.05% NEW $169.60 +14.1%
Page 14 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%