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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 11 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 HON HONEYWELL INTL INC Industrials 3,116.0 $704K 0.04% -73.0 -2.3% $226.04 -1.3%
202 AVY AVERY DENNISON CORP Industrials 4,031.0 $696K 0.04% +932.0 +30.1% $172.67 -7.1%
203 HIG HARTFORD INSURANCE GROUP INC Financial Services 5,116.0 $692K 0.04% +69.0 +1.4% $135.22 -4.7%
204 WCC WESCO INTL INC Industrials 2,503.0 $685K 0.04% -163.0 -6.1% $273.64 +26.1%
205 PB PROSPERITY BANCSHARES INC Financial Services 10,190.0 $685K 0.04% $67.18 +7.6%
206 EMN EASTMAN CHEM CO Basic Materials 8,962.0 $684K 0.04% +1K +19.1% $76.32 -1.5%
207 DOV DOVER CORP Industrials 3,266.0 $681K 0.04% +90.0 +2.8% $208.44 +4.6%
208 ITT ITT INC Industrials 3,555.0 $677K 0.04% +35.0 +1.0% $190.50 -1.1%
209 REGCO REGENCY CTRS CORP Real Estate 8,862.0 $671K 0.04% -252.0 -2.8% $75.66 -70.6%
210 SYK STRYKER CORPORATION Healthcare 2,028.0 $666K 0.04% +52.0 +2.6% $328.61 -4.5%
211 SSNC SS&C TECH HLDGS Technology 9,807.0 $663K 0.04% -6K -36.9% $67.57 -0.0%
212 ALKT ALKAMI TECHNOLOGY INC Technology 42,201.0 $661K 0.04% -10K -19.5% $15.67 -2.6%
213 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 18,625.0 $660K 0.04% -2K -10.2% $35.44 -10.1%
214 HDV ISHARES TR 4,839.0 $657K 0.04% $135.72 -79.5%
215 CNP CENTERPOINT ENERGY INC Utilities 15,087.0 $651K 0.03% $43.16 -0.6%
216 BWA BORGWARNER INC Consumer Cyclical 11,955.0 $649K 0.03% -5K -30.3% $54.26 +38.4%
217 RGA REINSURANCE GROUP AMER INC Financial Services 3,147.0 $643K 0.03% $204.18 +2.8%
218 RF REGIONS FINANCIAL CORP NEW Financial Services 24,534.0 $641K 0.03% -2K -7.8% $26.12 +11.6%
219 WRB BERKLEY W R CORP Financial Services 9,587.0 $635K 0.03% -89.0 -0.9% $66.28 +2.4%
220 ARW ARROW ELECTRS INC Technology 4,412.0 $633K 0.03% -590.0 -11.8% $143.41 +57.2%
Page 11 of 14  ·  267 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%