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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 30 of 36  ·  714 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CSGP COSTAR GROUP INC Real Estate 15,844.0 $449K 0.01% NEW $28.32 +15.5%
582 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 11,556.0 $448K 0.01% NEW $38.73 +59.8%
583 CAE CAE INC Industrials 17,863.0 $447K 0.01% NEW $25.03 +0.7%
584 GNL GLOBAL NET LEASE INC Real Estate 49,714.0 $444K 0.01% NEW $8.94 +3.5%
585 LIBERTY MEDIA CORP DEL 4,666.0 $444K 0.01% NEW $95.14
586 NVR NVR INC Consumer Cyclical 65.0 $443K 0.01% NEW $6813.40 -5.5%
587 CDW CDW CORP Technology 3,148.0 $443K 0.01% NEW $140.64 +1.1%
588 FTV FORTIVE CORP Technology 7,227.0 $441K 0.01% NEW $61.09 -0.6%
589 LII LENNOX INTL INC Industrials 767.0 $439K 0.01% NEW $572.95 -30.8%
590 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 8,517.0 $439K 0.01% NEW $51.54 +5.4%
591 QIAGEN NV 11,325.0 $439K 0.01% NEW $38.75
592 PAAS PAN AMERN SILVER CORP Basic Materials 9,780.0 $438K 0.01% NEW $44.81 +18.3%
593 SILA SILA REALTY TRUST INC Real Estate 14,378.0 $437K 0.01% NEW $30.36 +0.0%
594 GIB CGI INC Technology 6,613.0 $427K 0.01% NEW $64.61 +13.1%
595 GPN GLOBAL PMTS INC Industrials 5,713.0 $415K 0.01% NEW $72.56 +28.4%
596 IEX IDEX CORP Industrials 1,803.0 $409K 0.01% NEW $226.95 +3.4%
597 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 4,683.0 $403K 0.01% NEW $86.09 +16.7%
598 MAS MASCO CORP Industrials 4,948.0 $403K 0.01% NEW $81.37 -9.6%
599 BALL BALL CORP Consumer Cyclical 6,450.0 $402K 0.01% NEW $62.40 +3.6%
600 FEDEX FGHT HLDG CO INC 2,627.0 $397K 0.01% NEW $151.00
Page 30 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%