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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 35 of 36  ·  714 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 PBYI PUMA BIOTECHNOLOGY INC Healthcare 25,264.0 $205K 0.01% NEW $8.11 +14.9%
682 NTRA NATERA INC Healthcare 750.0 $204K 0.01% NEW $271.45 +24.0%
683 HII HUNTINGTON INGALLS INDS INC Industrials 725.0 $203K 0.01% NEW $279.89 +4.0%
684 BAX BAXTER INTL INC Healthcare 9,434.0 $201K 0.01% NEW $21.32 +23.3%
685 HAS HASBRO INC Consumer Cyclical 2,435.0 $201K 0.01% NEW $82.59 +17.1%
686 CRL CHARLES RIV LABS INTL INC Healthcare 886.0 $201K 0.01% NEW $226.79 +31.2%
687 AES AES CORP Utilities 13,068.0 $192K 0.00% NEW $14.66 +0.5%
688 QUAD QUAD / GRAPHICS INC Industrials 20,601.0 $174K 0.00% NEW $8.43 +21.0%
689 AGRO ADECOAGRO S A Consumer Defensive 18,129.0 $173K 0.00% NEW $9.55 +15.5%
690 BLMN BLOOMIN BRANDS INC Consumer Cyclical 18,691.0 $171K 0.00% NEW $9.14 +20.8%
691 ULH UNIVERSAL LOGISTICS HLDGS IN Industrials 10,870.0 $161K 0.00% NEW $14.80 +30.3%
692 BDN BRANDYWINE RLTY TR Real Estate 48,545.0 $154K 0.00% NEW $3.17 +3.5%
693 OSUR ORASURE TECHNOLOGIES INC Healthcare 34,430.0 $154K 0.00% NEW $4.46 -15.2%
694 GOOD GLADSTONE COMMERCIAL CORP Real Estate 12,213.0 $150K 0.00% NEW $12.30 +6.7%
695 NU NU HLDGS LTD Financial Services 10,764.0 $144K 0.00% NEW $13.36 +13.3%
696 RMAX RE/MAX HLDGS INC Real Estate 14,578.0 $144K 0.00% NEW $9.86 +25.4%
697 CIA CITIZENS INC Financial Services 24,093.0 $138K 0.00% NEW $5.74 -32.2%
698 IMMR IMMERSION CORP Technology 20,252.0 $137K 0.00% NEW $6.77 +13.1%
699 WISE GROUP PLC 11,397.0 $137K 0.00% NEW $12.00
700 AMERICAN COASTAL INS CORP 12,263.0 $136K 0.00% NEW $11.10
Page 35 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%