BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 2 of 36  ·  714 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EWC ISHARES INC 554,494.0 $32.0M 0.72% NEW $57.64 +8.7%
22 V VISA INC Financial Services 92,814.0 $31.8M 0.72% NEW $343.09 +12.0%
23 BERKSHIRE HATHAWAY INC DEL 59,868.0 $30.0M 0.68% NEW $500.39
24 SPG SIMON PPTY GROUP INC NEW Real Estate 123,692.0 $27.7M 0.63% NEW $223.65 -2.1%
25 DLR DIGITAL RLTY TR INC Real Estate 145,406.0 $26.1M 0.59% NEW $179.58 +7.1%
26 INTC INTEL CORP Technology 185,299.0 $25.9M 0.59% NEW $139.63 -37.3%
27 MA MASTERCARD INCORPORATED Financial Services 47,754.0 $24.5M 0.56% NEW $513.60 +16.7%
28 MRVL MARVELL TECHNOLOGY INC Technology 81,969.0 $24.4M 0.55% NEW $297.89 -19.3%
29 O REALTY INCOME CORP Real Estate 389,325.0 $24.1M 0.55% NEW $61.96 +1.4%
30 JNJ JOHNSON & JOHNSON Healthcare 93,168.0 $23.7M 0.54% NEW $253.97 +7.5%
31 AMAT APPLIED MATLS INC Technology 32,509.0 $23.5M 0.53% NEW $723.00 -33.6%
32 IBM INTERNATIONAL BUSINESS MACHS Technology 81,234.0 $22.8M 0.52% NEW $281.21 -16.7%
33 LRCX LAM RESEARCH CORP Technology 50,719.0 $22.0M 0.50% NEW $433.33 -27.4%
34 NEE NEXTERA ENERGY INC Utilities 245,711.0 $21.6M 0.49% NEW $87.77 -4.0%
35 CSCO CISCO SYS INC Technology 183,280.0 $21.5M 0.49% NEW $117.46 -5.4%
36 ABBV ABBVIE INC Healthcare 82,938.0 $20.9M 0.47% NEW $251.64 +5.6%
37 CAT CATERPILLAR INC Industrials 18,213.0 $19.4M 0.44% NEW $1064.90 -23.8%
38 WMT WALMART INC Consumer Defensive 168,641.0 $19.1M 0.43% NEW $113.26 -7.0%
39 KLAC KLA CORP Technology 62,196.0 $18.8M 0.43% NEW $301.71 -39.2%
40 CVX CHEVRON CORPORATION Energy 101,776.0 $16.9M 0.38% NEW $165.76 +20.6%
Page 2 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%