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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 20 of 36  ·  714 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 PECO PHILLIPS EDISON & CO INC Real Estate 32,860.0 $1.4M 0.03% NEW $41.62 -4.7%
382 ALC ALCON AG Healthcare 20,130.0 $1.4M 0.03% NEW $67.67 +7.4%
383 TECHNIPFMC PLC 20,410.0 $1.4M 0.03% NEW $66.30
384 HAL HALLIBURTON CO Energy 39,807.0 $1.4M 0.03% NEW $33.95 +1.4%
385 WSM WILLIAMS SONOMA INC Consumer Cyclical 5,751.0 $1.3M 0.03% NEW $233.10 +1.9%
386 BIIB BIOGEN INC Healthcare 6,191.0 $1.3M 0.03% NEW $216.06 +2.3%
387 CHRW C H ROBINSON WORLDWIDE IN Industrials 7,095.0 $1.3M 0.03% NEW $188.34 -19.4%
388 AME AMETEK INC Industrials 5,517.0 $1.3M 0.03% NEW $241.94 +1.3%
389 ROK ROCKWELL AUTOMATION INC Industrials 2,691.0 $1.3M 0.03% NEW $495.08 -12.8%
390 FAST FASTENAL CO Industrials 27,541.0 $1.3M 0.03% NEW $48.03 +6.5%
391 F FORD MTR CO Consumer Cyclical 93,911.0 $1.3M 0.03% NEW $13.90 -0.0%
392 GIS GENERAL MILLS INC Consumer Defensive 37,273.0 $1.3M 0.03% NEW $34.80 +15.2%
393 NEBIUS GROUP N.V. 4,694.0 $1.3M 0.03% NEW $276.17
394 CUZ COUSINS PPTYS INC Real Estate 42,912.0 $1.3M 0.03% NEW $29.98 -1.3%
395 APOS APOLLO GLOBAL MGMT INC 10,868.0 $1.3M 0.03% NEW $118.31
396 MOS MOSAIC CO Basic Materials 60,334.0 $1.3M 0.03% NEW $21.19 +14.0%
397 TPR TAPESTRY INC Consumer Cyclical 8,731.0 $1.3M 0.03% NEW $146.38 -11.0%
398 EXPD EXPEDITORS INTL WASH INC Industrials 7,827.0 $1.3M 0.03% NEW $162.98 +16.7%
399 AZO AUTOZONE INC Consumer Cyclical 399.0 $1.3M 0.03% NEW $3195.94 -6.2%
400 CNC CENTENE CORP DEL Healthcare 19,808.0 $1.3M 0.03% NEW $64.19 +2.0%
Page 20 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%