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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 26 of 36  ·  714 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CFG CITIZENS FINL GROUP INC Financial Services 10,207.0 $715K 0.02% NEW $70.07 +0.6%
502 SE SEA LTD Consumer Cyclical 7,415.0 $711K 0.02% NEW $95.83 +24.4%
503 EXPE EXPEDIA GROUP INC Consumer Cyclical 2,769.0 $709K 0.02% NEW $255.88 +31.1%
504 ACWI ISHARES TR 4,495.0 $706K 0.02% NEW $156.97 +2.6%
505 VICI VICI PPTYS INC Real Estate 26,500.0 $704K 0.02% NEW $26.55 -1.8%
506 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 10,980.0 $703K 0.02% NEW $64.01 +14.8%
507 FCPT FOUR CORNERS PPTY TR INC Real Estate 28,625.0 $703K 0.02% NEW $24.55 +3.0%
508 CINF CINCINNATI FINL CORP Financial Services 3,770.0 $698K 0.02% NEW $185.14 -6.9%
509 LYV LIVE NATION ENTERTAINMENT IN Communication Services 3,788.0 $694K 0.02% NEW $183.11 +0.3%
510 TWLO TWILIO INC Communication Services 3,361.0 $693K 0.02% NEW $206.33 +10.7%
511 TSEM TOWER SEMICONDUCTOR LTD Technology 2,702.0 $693K 0.02% NEW $256.53 -13.9%
512 CNP CENTERPOINT ENERGY INC Utilities 15,705.0 $692K 0.02% NEW $44.04 -10.3%
513 ESGU ISHARES TR 4,204.0 $688K 0.02% NEW $163.67 +2.7%
514 ATO ATMOS ENERGY CORP Utilities 3,991.0 $688K 0.02% NEW $172.27 -2.1%
515 RMD RESMED INC Healthcare 3,515.0 $685K 0.02% NEW $194.88 +21.9%
516 FICO FAIR ISAAC CORP Technology 561.0 $670K 0.01% NEW $1194.78 -4.4%
517 HUBB HUBBELL INC Industrials 1,277.0 $668K 0.01% NEW $523.20 -10.4%
518 OTIS OTIS WORLDWIDE CORP Industrials 9,273.0 $664K 0.01% NEW $71.60 +1.0%
519 PPL PPL CORP Utilities 18,252.0 $663K 0.01% NEW $36.35 -3.7%
520 CSTM CONSTELLIUM SE Basic Materials 20,566.0 $655K 0.01% NEW $31.87 -14.7%
Page 26 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%