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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
Q2 2026 Q1 2026 · All 12 New 158 Added 77 Reduced
Page 14 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VBK VANGUARD INDEX FDS 788.0 $238K 0.01% +31.0 +4.1% $302.25 +17.8%
262 TSLA TESLA INC Consumer Cyclical 636.0 $236K 0.01% $371.75 -5.8%
263 SOUTH BOW CORP 6,892.0 $230K 0.01% NEW $33.30
264 RSP INVESCO EXCHANGE TRADED FD T 1,136.0 $218K 0.01% $191.93 +15.5%
265 BUXX EA SERIES TRUST 10,250.0 $208K 0.01% NEW $20.25 +0.1%
266 SPY STATE STR SPDR S&P 500 ETF T Financial Services 317.0 $206K 0.01% $651.35 +17.6%
267 SCHM SCHWAB STRATEGIC TR 6,494.0 $201K 0.01% NEW $30.96 +15.8%
Page 14 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 12.8%
Technology 12.7%
Industrials 12.1%
Financial Services 11.7%
Real Estate 11.0%
Consumer Cyclical 10.2%
Healthcare 10.1%
Consumer Defensive 7.7%
Communication Services 5.9%
Utilities 4.3%