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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 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 +14.0%
262 TSLA TESLA INC Consumer Cyclical 636.0 $236K 0.01% $371.75 +6.7%
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 +9.0%
265 BUXX EA SERIES TRUST 10,250.0 $208K 0.01% NEW $20.24 -0.1%
266 SPY STATE STR SPDR S&P 500 ETF T Financial Services 317.0 $206K 0.01% $651.35 +13.2%
267 SCHM SCHWAB STRATEGIC TR 6,494.0 $201K 0.01% NEW $30.96 +13.4%
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 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%