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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 29 of 36  ·  714 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 GTY GETTY RLTY CORP NEW Real Estate 14,511.0 $484K 0.01% NEW $33.36 -0.5%
562 FIS FIDELITY NATL INFORMATION SV Technology 12,408.0 $482K 0.01% NEW $38.88 +3.9%
563 EVRG EVERGY INC Utilities 5,542.0 $479K 0.01% NEW $86.43 -5.0%
564 WRB BERKLEY W R CORP Financial Services 6,735.0 $475K 0.01% NEW $70.53 -2.7%
565 STZ CONSTELLATION BRANDS INC Consumer Defensive 3,409.0 $474K 0.01% NEW $139.09 -2.8%
566 DOW DOW HLDGS INC Basic Materials 17,319.0 $474K 0.01% NEW $27.36 +10.3%
567 ULTA ULTA BEAUTY INC Consumer Cyclical 1,050.0 $474K 0.01% NEW $450.98 +19.4%
568 LNT ALLIANT ENERGY CORP Utilities 6,194.0 $473K 0.01% NEW $76.29 -9.7%
569 EL LAUDER ESTEE COS INC Consumer Defensive 5,950.0 $470K 0.01% NEW $78.95 +32.6%
570 SMA SMARTSTOP SELF STORAG REIT I Real Estate 14,442.0 $469K 0.01% NEW $32.50 +4.6%
571 LUV SOUTHWEST AIRLS CO Industrials 9,114.0 $469K 0.01% NEW $51.42 -19.9%
572 LEN LENNAR CORP Consumer Cyclical 5,159.0 $467K 0.01% NEW $90.49 -3.1%
573 L LOEWS CORP Financial Services 4,113.0 $466K 0.01% NEW $113.21 -1.6%
574 IIPR INNOVATIVE INDL PPTYS INC Real Estate 7,506.0 $465K 0.01% NEW $61.98 -7.2%
575 RLJ RLJ LODGING TR Real Estate 39,062.0 $463K 0.01% NEW $11.85 -2.9%
576 INCY INCYTE CORP Healthcare 4,068.0 $461K 0.01% NEW $113.36 +13.9%
577 EFX EQUIFAX INC Industrials 2,898.0 $460K 0.01% NEW $158.72 +20.0%
578 STN STANTEC INC Industrials 6,570.0 $453K 0.01% NEW $68.95 +9.8%
579 MRNA MODERNA INC Healthcare 6,452.0 $452K 0.01% NEW $70.03 +109.3%
580 ELPC COMPANHIA PARANAENSE DE ENER Utilities 38,631.0 $450K 0.01% NEW $11.65 -3.0%
Page 29 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%