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Portfolio (Quarterly) Guide ↗

TECTONIC ADVISORS LLC

· CIK 0001859918
13F Portfolio $1.9B AUM 332 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 158 Added 77 Reduced 64 Exited
Page 3 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TGT TARGET CORP Consumer Defensive 10,512.0 $1.3M 0.07% -379.0 -3.5% $121.20 +11.6%
42 TSN TYSON FOODS INC Consumer Defensive 17,967.0 $1.2M 0.06% -233.0 -1.3% $64.07 -10.4%
43 HMN HORACE MANN EDUCATORS CORP N Financial Services 26,728.0 $1.1M 0.06% -8K -23.9% $42.68 +14.5%
44 XEL XCEL ENERGY INC Utilities 13,055.0 $1.0M 0.06% -226.0 -1.7% $79.44 -1.5%
45 BK BANK NEW YORK MELLON CORP Financial Services 8,724.0 $1.0M 0.06% -654.0 -7.0% $118.62 +19.5%
46 LFUS LITTELFUSE INC Technology 2,802.0 $951K 0.05% -20.0 -0.7% $339.36 +39.1%
47 MDT MEDTRONIC PLC Healthcare 10,379.0 $899K 0.05% -2K -14.7% $86.65 -7.4%
48 AEM AGNICO EAGLE MINES LTD Basic Materials 4,429.0 $899K 0.05% -3K -43.3% $202.98 -19.9%
49 REGN REGENERON PHARMACEUTICALS Healthcare 1,132.0 $875K 0.05% -11.0 -1.0% $772.89 -20.8%
50 MCK MCKESSON CORP Healthcare 995.0 $861K 0.04% -5.0 -0.5% $864.94 -9.4%
51 HSY HERSHEY CO Consumer Defensive 3,930.0 $817K 0.04% -209.0 -5.0% $207.89 -12.6%
52 AEE AMEREN CORP Utilities 7,330.0 $806K 0.04% -89.0 -1.2% $109.92 -0.8%
53 AVNW AVIAT NETWORKS INC Technology 35,073.0 $793K 0.04% -13K -27.0% $22.61 -14.3%
54 AZZ AZZ INC Industrials 6,251.0 $782K 0.04% -2K -24.1% $125.13 +20.6%
55 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,235.0 $771K 0.04% -380.0 -14.5% $345.09 -10.8%
56 STLD STEEL DYNAMICS INC Basic Materials 4,174.0 $751K 0.04% -69.0 -1.6% $180.01 +57.1%
57 HON HONEYWELL INTL INC Industrials 3,116.0 $704K 0.04% -73.0 -2.3% $226.04 -2.5%
58 WCC WESCO INTL INC Industrials 2,503.0 $685K 0.04% -163.0 -6.1% $273.64 +25.8%
59 REGCO REGENCY CTRS CORP Real Estate 8,862.0 $671K 0.04% -252.0 -2.8% $75.66 -70.5%
60 SSNC SS&C TECH HLDGS Technology 9,807.0 $663K 0.04% -6K -36.9% $67.57 +0.2%
Page 3 of 4  ·  77 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
Energy 14.7%
Technology 12.4%
Industrials 11.8%
Financial Services 11.5%
Real Estate 10.8%
Healthcare 9.9%
Consumer Cyclical 9.9%
Consumer Defensive 7.5%
Communication Services 5.7%
Utilities 4.2%