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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 10 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AZZ AZZ INC Industrials 5,978.0 $927K 0.04% -273.0 -4.4% $155.04 -10.8%
182 HMN HORACE MANN EDUCATORS CORP N Financial Services 17,537.0 $906K 0.04% -9K -34.4% $51.65 -1.2%
183 STLD STEEL DYNAMICS INC Basic Materials 3,905.0 $896K 0.04% -269.0 -6.4% $229.43 +0.7%
184 DTE DTE ENERGY CO Utilities 5,803.0 $884K 0.04% -66.0 -1.1% $152.36 -10.6%
185 EOG EOG RES INC Energy 6,779.0 $879K 0.04% +412.0 +6.5% $129.74 +13.2%
186 LBRT LIBERTY ENERGY INC Energy 33,563.0 $879K 0.04% NEW $26.19 -29.8%
187 AIZ ASSURANT INC Financial Services 3,271.0 $878K 0.04% $268.50 +6.2%
188 RYN RAYONIER INC Real Estate 40,496.0 $862K 0.04% NEW $21.28 -0.2%
189 HSY HERSHEY CO Consumer Defensive 4,836.0 $848K 0.04% +906.0 +23.1% $175.45 +6.7%
190 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 10,321.0 $838K 0.04% +474.0 +4.8% $81.16 -9.7%
191 LFUS LITTELFUSE INC Technology 1,836.0 $836K 0.04% -966.0 -34.5% $455.33 -11.0%
192 REGCO REGENCY CTRS CORP 10,483.0 $836K 0.04% +2K +18.3% $79.74
193 DHR DANAHER CORP DEL Healthcare 4,268.0 $813K 0.04% +520.0 +13.9% $190.46 +13.4%
194 HRI HERC HLDGS INC Industrials 5,653.0 $810K 0.04% NEW $143.34 +8.8%
195 EHC ENCOMPASS HEALTH CORP Healthcare 7,768.0 $785K 0.04% +1K +22.1% $101.07 +18.8%
196 USFD US FOODS HLDG CORP Consumer Defensive 7,649.0 $782K 0.04% +1K +22.1% $102.25 +6.5%
197 RPM RPM INTL INC Basic Materials 6,978.0 $776K 0.04% +2K +47.8% $111.15 -3.9%
198 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 9,744.0 $772K 0.04% -59.0 -0.6% $79.22 +10.1%
199 OGE OGE ENERGY CORP Utilities 15,860.0 $772K 0.04% +310.0 +2.0% $48.66 -5.6%
200 DGX QUEST DIAGNOSTICS INC Healthcare 3,633.0 $770K 0.04% +26.0 +0.7% $211.97 +15.3%
Page 10 of 15  ·  289 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%