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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 22 of 36  ·  714 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 WAB WABTEC Industrials 4,092.0 $1.1M 0.03% NEW $269.60 +11.5%
422 VLTO VERALTO CORP Industrials 12,417.0 $1.1M 0.03% NEW $88.68 +11.3%
423 CVNA CARVANA CO Consumer Cyclical 16,725.0 $1.1M 0.03% NEW $65.82 +12.4%
424 JBHT HUNT J B TRANS SVCS INC Industrials 3,764.0 $1.1M 0.03% NEW $289.43 -8.9%
425 IONQ IONQ INC Technology 20,431.0 $1.1M 0.03% NEW $53.26 -24.8%
426 CMS CMS ENERGY CORP Utilities 14,206.0 $1.1M 0.03% NEW $76.50 -9.5%
427 HSY HERSHEY CO Consumer Defensive 6,185.0 $1.1M 0.03% NEW $175.45 +5.6%
428 WDAY WORKDAY INC Technology 8,829.0 $1.1M 0.03% NEW $122.42 +55.8%
429 OKTA OKTA INC Technology 7,896.0 $1.1M 0.02% NEW $136.45 -1.5%
430 CDP COPT DEFENSE PROPERTIES Real Estate 29,436.0 $1.1M 0.02% NEW $36.39 +2.6%
431 NET CLOUDFLARE INC Technology 4,319.0 $1.1M 0.02% NEW $245.28 +16.1%
432 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 3,873.0 $1.1M 0.02% NEW $271.95 -16.7%
433 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 4,211.0 $1.1M 0.02% NEW $249.98 -6.6%
434 KRC KILROY REALTY CORP Real Estate 27,900.0 $1.0M 0.02% NEW $37.47 -1.7%
435 BE BLOOM ENERGY CORP Industrials 3,423.0 $1.0M 0.02% NEW $302.70 -27.9%
436 TSCO TRACTOR SUPPLY CO Consumer Cyclical 32,723.0 $1.0M 0.02% NEW $31.61 +10.8%
437 BNL BROADSTONE NET LEASE INC Real Estate 50,014.0 $1.0M 0.02% NEW $20.67 +3.1%
438 ARES ARES MANAGEMENT CORPORATION Financial Services 9,252.0 $1.0M 0.02% NEW $111.31 +27.6%
439 RSG REPUBLIC SVCS INC Industrials 4,822.0 $1.0M 0.02% NEW $213.08 +4.3%
440 INGR INGREDION INC Consumer Defensive 10,829.0 $1.0M 0.02% NEW $94.71 +10.6%
Page 22 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%