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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 15 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 J P MORGAN EXCHANGE TRADED F 4,097.0 $207K 0.01% NEW $50.57
282 MINT PIMCO ETF TR 2,053.0 $207K 0.01% NEW $100.81 -0.1%
283 CGGO CAPITAL GROUP GBL GROWTH EQT 4,888.0 $207K 0.01% NEW $42.33 -4.6%
284 PULS PGIM ETF TR 4,171.0 $207K 0.01% NEW $49.55 +0.3%
285 CVSB MORGAN STANLEY ETF TRUST 4,078.0 $207K 0.01% NEW $50.64 +0.3%
286 PAAA PGIM ETF TR 4,027.0 $206K 0.01% NEW $51.27 +0.4%
287 CLOX SERIES PORTFOLIOS TR 8,000.0 $205K 0.01% NEW $25.61 -0.4%
288 BLUE OWL CAPITAL CORPORATION 18,090.0 $197K 0.01% -1.2M -98.5% $10.87
289 MRTN MARTEN TRANS LTD Industrials 11,228.0 $195K 0.01% NEW $17.35 -15.4%
Page 15 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%