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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  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 ASML ASML HOLDING N V Technology 381 $407K 0.02% SOLD
42 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 50,000 $406K 0.02% SOLD
43 GPN GLOBAL PMTS INC Industrials 5,230 $405K 0.02% SOLD
44 CSPF COHEN & STEERS ETF TRUST 15,216 $394K 0.02% SOLD
45 SHOP SHOPIFY INC Technology 2,419 $389K 0.02% SOLD
46 CPB THE CAMPBELLS COMPANY Consumer Defensive 13,417 $374K 0.02% SOLD
47 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,447 $370K 0.02% SOLD
48 HDB HDFC BANK LTD Financial Services 9,812 $359K 0.02% SOLD
49 CPT CAMDEN PPTY TR Real Estate 3,219 $354K 0.02% SOLD
50 TM TOYOTA MOTOR CORP Consumer Cyclical 1,631 $349K 0.02% SOLD
51 ICLR ICON PLC Healthcare 1,883 $343K 0.02% SOLD
52 PPA INVESCO EXCHANGE TRADED FD T 2,023 $317K 0.02% SOLD
53 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 22,557 $312K 0.02% SOLD
54 CME CME GROUP INC Financial Services 1,137 $310K 0.02% SOLD
55 XMMO INVESCO EXCHANGE TRADED FD T 2,212 $306K 0.02% SOLD
56 UGI UGI CORP NEW Utilities 8,038 $301K 0.02% SOLD
57 SHY ISHARES TR 3,560 $295K 0.02% SOLD
58 VONG VANGUARD SCOTTSDALE FDS 2,388 $291K 0.01% SOLD
59 AON AON PLC Financial Services 737 $260K 0.01% SOLD
60 MNDY MONDAY COM LTD Technology 1,754 $259K 0.01% SOLD
Page 3 of 4  ·  64 positions
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%