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Portfolio (Quarterly) Guide ↗

TECTONIC ADVISORS LLC

· CIK 0001859918
13F Portfolio $2.1B AUM 356 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 39 New 153 Added 79 Reduced 17 Exited
Page 5 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 URI UNITED RENTALS INC Industrials 1,531.0 $1.7M 0.08% +230.0 +17.7% $1132.72 -5.7%
82 SHOO MADDEN STEVEN LTD Consumer Cyclical 40,344.0 $1.7M 0.08% +8K +24.0% $42.10 +7.0%
83 VLO VALERO ENERGY CORP Energy 6,242.0 $1.6M 0.08% +447.0 +7.7% $260.45 +32.7%
84 THG HANOVER INS GROUP INC Financial Services 7,590.0 $1.6M 0.08% +446.0 +6.2% $214.12 +5.7%
85 UNP UNION PAC CORP Industrials 5,972.0 $1.6M 0.08% +409.0 +7.3% $272.00 +13.7%
86 MET METLIFE INC Financial Services 18,982.0 $1.6M 0.08% +208.0 +1.1% $84.61 +12.6%
87 APTIV PLC 26,158.0 $1.6M 0.08% +6K +30.5% $61.38
88 MTDR MATADOR RES CO Energy 31,073.0 $1.5M 0.07% +760.0 +2.5% $49.78 +12.2%
89 LOW LOWES COS INC Consumer Cyclical 6,951.0 $1.5M 0.07% +503.0 +7.8% $220.50 -2.2%
90 UNILEVER PLC 23,818.0 $1.4M 0.07% +4K +21.5% $60.12
91 FNV FRANCO NEV CORP Basic Materials 6,830.0 $1.4M 0.07% +269.0 +4.1% $208.44 +30.5%
92 KDP KEURIG DR PEPPER INC Consumer Defensive 43,460.0 $1.4M 0.07% +4K +11.5% $32.73 -2.1%
93 MA MASTERCARD INCORPORATED Financial Services 2,671.0 $1.4M 0.07% +71.0 +2.7% $513.61 +16.4%
94 VSLU ETF OPPORTUNITIES TRUST 29,362.0 $1.4M 0.07% +317.0 +1.1% $46.25 +5.8%
95 CNK CINEMARK HLDGS INC Communication Services 41,803.0 $1.3M 0.06% +2K +4.2% $31.73 +20.1%
96 COP CONOCOPHILLIPS Energy 12,559.0 $1.3M 0.06% +2K +18.7% $103.96 +27.0%
97 BK BANK OF NY MELLON CORP Financial Services 8,771.0 $1.3M 0.06% +47.0 +0.5% $144.60 -1.9%
98 FISV FISERV INC Technology 25,037.0 $1.2M 0.06% +7K +37.9% $49.05 +7.5%
99 PYLD PIMCO ETF TR 43,642.0 $1.2M 0.06% +6K +16.5% $26.52 -0.9%
100 TSN TYSON FOODS INC Consumer Defensive 18,950.0 $1.1M 0.05% +983.0 +5.5% $57.25 +0.0%
Page 5 of 8  ·  153 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 14.5%
Industrials 13.7%
Financial Services 12.4%
Energy 11.1%
Real Estate 10.4%
Healthcare 9.7%
Consumer Cyclical 8.7%
Consumer Defensive 7.3%
Utilities 6.0%
Communication Services 4.6%