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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 16 of 36  ·  714 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PRU PRUDENTIAL FINL INC Financial Services 18,844.0 $2.0M 0.05% NEW $107.93 +11.4%
302 FERROVIAL NV 29,639.0 $2.0M 0.05% NEW $68.56
303 WM WASTE MGMT INC DEL Industrials 9,066.0 $2.0M 0.05% NEW $222.88 -0.7%
304 ALL ALLSTATE CORP Financial Services 8,450.0 $2.0M 0.05% NEW $237.94 +10.0%
305 TGT TARGET CORP Consumer Defensive 15,204.0 $2.0M 0.04% NEW $130.61 +25.6%
306 CVE CENOVUS ENERGY INC Energy 79,706.0 $2.0M 0.04% NEW $24.80 +26.9%
307 MTD METTLER TOLEDO INTERNATIONAL Healthcare 1,538.0 $2.0M 0.04% NEW $1277.51 +9.5%
308 REXR REXFORD INDL RLTY INC Real Estate 58,402.0 $2.0M 0.04% NEW $33.50 +11.3%
309 MAR MARRIOTT INTL INC NEW Consumer Cyclical 5,272.0 $2.0M 0.04% NEW $370.59 -3.2%
310 TEL TE CONNECTIVITY PLC Technology 9,594.0 $1.9M 0.04% NEW $201.61 +1.7%
311 EMR EMERSON ELEC CO Industrials 13,491.0 $1.9M 0.04% NEW $143.15 +10.6%
312 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 111,252.0 $1.9M 0.04% NEW $17.35 -5.9%
313 CBOE CBOE GLOBAL MKTS INC Financial Services 7,943.0 $1.9M 0.04% NEW $242.67 +28.6%
314 UPS UNITED PARCEL SVCS INC Industrials 17,900.0 $1.9M 0.04% NEW $107.50 -1.7%
315 SYY SYSCO CORP Consumer Defensive 22,910.0 $1.9M 0.04% NEW $83.58 -0.4%
316 DAL DELTA AIR LINES INC Industrials 20,373.0 $1.9M 0.04% NEW $93.66 -11.3%
317 TMUS T-MOBILE US INC Communication Services 11,363.0 $1.9M 0.04% NEW $167.73 +7.1%
318 BSX BOSTON SCIENTIFIC CORP Healthcare 44,530.0 $1.9M 0.04% NEW $42.68 +12.9%
319 STAG STAG INDUSTRIAL INC Real Estate 49,862.0 $1.9M 0.04% NEW $38.06 -2.3%
320 KKR KKR & CO INC 20,663.0 $1.9M 0.04% NEW $91.78
Page 16 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%