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Portfolio (Quarterly) Guide ↗

TECTONIC ADVISORS LLC

· CIK 0001859918
13F Portfolio $1.9B AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 319 New
Page 15 of 16  ·  319 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 50,000.0 $406K 0.02% NEW $8.11 -3.9%
282 GPN GLOBAL PMTS INC Industrials 5,230.0 $405K 0.02% NEW $77.40 -13.6%
283 CSPF COHEN & STEERS ETF TRUST 15,216.0 $394K 0.02% NEW $25.92 +0.6%
284 TUSI TOUCHSTONE ETF TRUST 15,541.0 $394K 0.02% NEW $25.34 +0.0%
285 TBUX T ROWE PRICE ETF INC 7,862.0 $392K 0.02% NEW $49.85 +0.1%
286 SHOP SHOPIFY INC Technology 2,419.0 $389K 0.02% NEW $160.97 -32.4%
287 CPB THE CAMPBELLS COMPANY Consumer Defensive 13,417.0 $374K 0.02% NEW $27.87 -18.3%
288 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,447.0 $370K 0.02% NEW $256.03 -17.4%
289 DE DEERE & CO Industrials 792.0 $369K 0.02% NEW $465.57 +23.9%
290 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 4,802.0 $366K 0.02% NEW $76.23 -27.1%
291 HDB HDFC BANK LTD Financial Services 9,812.0 $359K 0.02% NEW $36.54 -33.5%
292 CPT CAMDEN PPTY TR Real Estate 3,219.0 $354K 0.02% NEW $110.07 +4.7%
293 TM TOYOTA MOTOR CORP Consumer Cyclical 1,631.0 $349K 0.02% NEW $214.00 -18.0%
294 IEX IDEX CORP Industrials 1,937.0 $345K 0.02% NEW $177.94 +22.5%
295 ICLR ICON PLC Healthcare 1,883.0 $343K 0.02% NEW $182.22 -19.9%
296 APD AIR PRODS & CHEMS INC Basic Materials 1,313.0 $324K 0.02% NEW $247.02 +15.2%
297 PPA INVESCO EXCHANGE TRADED FD T 2,023.0 $317K 0.02% NEW $156.67 +11.4%
298 HUBB HUBBELL INC Industrials 713.0 $317K 0.02% NEW $444.11 +6.8%
299 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 22,557.0 $312K 0.02% NEW $13.84 -7.2%
300 CME CME GROUP INC Financial Services 1,137.0 $310K 0.02% NEW $273.09 -2.8%
Page 15 of 16  ·  319 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 14.9%
Technology 14.0%
Financial Services 13.5%
Industrials 10.3%
Healthcare 10.0%
Consumer Cyclical 9.7%
Real Estate 9.6%
Consumer Defensive 7.3%
Communication Services 5.3%
Utilities 3.6%