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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 34 of 36  ·  714 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 PNW PINNACLE WEST CAP CORP Utilities 2,202.0 $236K 0.01% NEW $107.00 -8.7%
662 RVTY REVVITY INC Healthcare 2,087.0 $232K 0.01% NEW $111.26 +12.2%
663 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 878.0 $231K 0.01% NEW $263.26 +36.9%
664 CVLG COVENANT LOGISTICS GROUP INC Industrials 5,224.0 $231K 0.01% NEW $44.18 -20.6%
665 CBL CBL & ASSOC PPTYS INC Real Estate 4,322.0 $229K 0.01% NEW $53.09 +5.1%
666 JBGS JBG SMITH PPTYS Real Estate 15,197.0 $223K 0.01% NEW $14.67 -13.8%
667 SJM SMUCKER J M CO Consumer Defensive 1,958.0 $220K 0.01% NEW $112.50 +11.5%
668 DPZ DOMINOS PIZZA INC Consumer Cyclical 737.0 $218K 0.01% NEW $296.04 +18.2%
669 APA APA CORPORATION Energy 6,654.0 $217K 0.01% NEW $32.57 +27.0%
670 NWSA NEWS CORP NEW Communication Services 8,707.0 $216K 0.01% NEW $24.83 +24.5%
671 IVZ INVESCO LTD Financial Services 8,192.0 $216K 0.01% NEW $26.39 +24.0%
672 GDDY GODADDY INC Technology 2,510.0 $213K 0.01% NEW $84.88 +17.6%
673 ALGN ALIGN TECHNOLOGY INC Healthcare 1,250.0 $211K 0.01% NEW $168.66 -5.4%
674 ESRT EMPIRE ST RLTY TR INC Real Estate 38,777.0 $210K 0.01% NEW $5.41 -11.8%
675 SOLV SOLVENTUM CORP Healthcare 2,706.0 $209K 0.01% NEW $77.15 +18.7%
676 HUDSON PACIFIC PROPERTIES IN 13,660.0 $207K 0.01% NEW $15.19
677 INN SUMMIT HOTEL PPTYS Real Estate 29,597.0 $207K 0.01% NEW $7.01 -11.6%
678 EC ECOPETROL S A Energy 14,510.0 $207K 0.01% NEW $14.24 +17.9%
679 BEPC BROOKFIELD RENEWABLE CORP Utilities 5,550.0 $206K 0.01% NEW $37.16 -10.1%
680 TECH BIO-TECHNE CORP Healthcare 2,918.0 $206K 0.01% NEW $70.65 +2.4%
Page 34 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%