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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 9 of 36  ·  714 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VLO VALERO ENERGY CORP Energy 16,468.0 $4.3M 0.10% NEW $260.44 +33.8%
162 SYK STRYKER CORPORATION Healthcare 13,506.0 $4.3M 0.10% NEW $314.84 +5.4%
163 HST HOST HOTELS & RESORTS INC Real Estate 177,911.0 $4.2M 0.10% NEW $23.71 -4.8%
164 MPC MARATHON PETE CORP Energy 16,345.0 $4.2M 0.10% NEW $255.67 +41.6%
165 PKG PACKAGING CORP AMER Consumer Cyclical 17,425.0 $4.2M 0.09% NEW $238.28 +4.2%
166 DOC HEALTHPEAK PROPERTIES INC Real Estate 192,639.0 $4.1M 0.09% NEW $21.40 +1.2%
167 DELL DELL TECHNOLOGIES INC Technology 9,536.0 $4.1M 0.09% NEW $431.46 +7.5%
168 PSX PHILLIPS 66 Energy 24,328.0 $4.1M 0.09% NEW $169.05 +43.6%
169 AXON AXON ENTERPRISE INC Industrials 7,303.0 $4.1M 0.09% NEW $560.61 +8.7%
170 BA BOEING CO Industrials 18,682.0 $4.0M 0.09% NEW $216.47 -2.1%
171 PNC PNC FINL SVCS GROUP INC Financial Services 16,371.0 $4.0M 0.09% NEW $246.22 -0.1%
172 AWK AMERICAN WTR WKS CO INC NEW Utilities 30,614.0 $4.0M 0.09% NEW $131.58 +4.8%
173 TJX TJX COS INC NEW Consumer Cyclical 26,587.0 $4.0M 0.09% NEW $151.50 -9.1%
174 PCG PG&E CORP Utilities 238,768.0 $4.0M 0.09% NEW $16.82 +9.0%
175 COF CAPITAL ONE FINL CORP Financial Services 19,975.0 $4.0M 0.09% NEW $200.62 +7.7%
176 WY WEYERHAEUSER CO Real Estate 164,844.0 $3.9M 0.09% NEW $23.94 +0.9%
177 ISRG INTUITIVE SURGICAL INC Healthcare 9,923.0 $3.9M 0.09% NEW $397.68 -7.1%
178 SLB SLB LIMITED Energy 84,267.0 $3.9M 0.09% NEW $46.49 +14.6%
179 AMCOR PLC 90,194.0 $3.9M 0.09% NEW $43.35
180 APP APPLOVIN CORP Technology 7,585.0 $3.9M 0.09% NEW $515.23 -39.8%
Page 9 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%