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Tectonic Advisors LLC

SEC CIK
0001859918
Latest filing
Jul 15, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Jul 22, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
205
+6 vs. Q1 2021
Portfolio value
$484.8M
+$82.4M (+20.5%) vs. Q1 2021
Filed
Jul 22, 2021
SEC
Holdings of Tectonic Advisors LLC in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Ftse Developed Markets ETF921943858ETF1,261,728$65.0M13.4%+211,384+20.1%Added–
Vanguard S&P 500 ETF922908363ETF72,340$28.5M5.9%+9,334+14.8%Added–
Alps ETF Tr00162Q452ALERIAN MLP686,162$25.0M5.2%+69,622+11.3%Added–
Vanguard Total Bond Market ETF921937835ETF286,372$24.6M5.1%+78,070+37.5%Added–
Vanguard Real Estate ETF922908553ETF239,857$24.4M5.0%+30,620+14.6%Added–
iShares Core S&P 500 ETF464287200ETF54,673$23.5M4.8%+3,800+7.5%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF198,983$22.9M4.7%+49,800+33.4%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF354,398$19.2M4.0%+55,740+18.7%Added–
Unified Ser Tr90470L568ABSLUTE SELCT VL590,810$16.1M3.3%+75,945+14.8%Added–
SPDR Series Trust78464A664ST LON TREAS ETF327,886$13.5M2.8%+66,272+25.3%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF223,481$11.2M2.3%+46,238+26.1%Added–
iShares Tr464288521CRE U S REIT ETF139,317$8.13M1.7%00.0%Unchanged–
EPDEnterprise Products Partners L.P.Stock324,274$7.83M1.6%+3,638+1.1%AddedHistory
Global X FDS37954Y343GLBL X MLP ETF186,723$7.22M1.5%00.0%Unchanged–
Vanguard Morningstar Mid-Cap ETF922908629ETF27,208$6.46M1.3%+3,080+12.8%Added–
iShares Core S&P Mid-Cap ETF464287507ETF22,112$5.94M1.2%−252−1.1%Reduced–
iShares Core MSCI Eafe ETF46432F842ETF71,204$5.33M1.1%+4,167+6.2%Added–
iShares Tr4642874571 3 YR TREAS BD59,770$5.15M1.1%+9,563+19.0%Added–
BACBank of America CorpStock119,855$4.94M1.0%−4,118−3.3%ReducedHistory
LKQLKQ CorpCOM91,961$4.53M0.9%+13,827+17.7%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF37,388$4.22M0.9%+70.0%Added–
CCKCrown Holdings, Inc.COM39,001$3.99M0.8%+6,782+21.0%AddedHistory
BERYBerry Global Group, Inc.COM60,205$3.93M0.8%+10,584+21.3%AddedHistory
FDXFedEx CorpStock12,882$3.84M0.8%+2,068+19.1%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF16,623$3.75M0.8%+1,044+6.7%Added–
GOOGAlphabet Inc.Stock1,470$3.68M0.8%−100−6.4%ReducedHistory
MSFTMicrosoft CorpStock12,920$3.50M0.7%−1,026−7.4%ReducedHistory
DGDollar General CorpCOM15,942$3.45M0.7%+2,270+16.6%AddedHistory
AAPLApple Inc.Stock22,581$3.09M0.6%−303−1.3%ReducedHistory
CLHClean Harbors IncCOM32,974$3.07M0.6%+5,447+19.8%AddedHistory
iShares Tr46428743220 YR TR BD ETF19,796$2.86M0.6%+3,091+18.5%Added–
VZVerizon Communications IncStock47,719$2.67M0.6%+8,586+21.9%AddedHistory
SPDR Series Trust78464A516ST INTL BBG ETF89,236$2.62M0.5%+16,991+23.5%Added–
iShares Tr46435G672CORE INTL AGGR47,508$2.62M0.5%+7,700+19.3%Added–
WESWestern Midstream Partners, LPCOM UNIT LP INT121,936$2.61M0.5%00.0%UnchangedHistory
FISVFiserv IncStock23,742$2.54M0.5%+4,310+22.2%AddedHistory
METAMeta Platforms, Inc.Stock6,963$2.42M0.5%−612−8.1%ReducedHistory
GPKGraphic Packaging Holding CoCOM133,116$2.42M0.5%+20,103+17.8%AddedHistory
PGRProgressive CorpStock23,092$2.27M0.5%−2,728−10.6%ReducedHistory
AMZNAmazon Com IncStock656$2.26M0.5%−44−6.3%ReducedHistory
AZOAutoZone IncCOM1,499$2.24M0.5%+290+24.0%AddedHistory
ABTAbbott LaboratoriesStock18,215$2.11M0.4%−1,411−7.2%ReducedHistory
SBUXStarbucks CorpStock18,031$2.02M0.4%−527−2.8%ReducedHistory
MASMasco CorpCOM32,808$1.93M0.4%+5,409+19.7%AddedHistory
SPYSPDR S&P 500 ETF TrustETF4,404$1.89M0.4%−133−2.9%ReducedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A39,691$1.80M0.4%+6,744+20.5%AddedHistory
SPDR Series Trust78464A656ST STR TIPS ETF53,000$1.65M0.3%00.0%Unchanged–
BRK.BBerkshire Hathaway IncStock5,663$1.57M0.3%+586+11.5%AddedHistory
PGProcter & Gamble CoStock11,647$1.57M0.3%+391+3.5%AddedHistory
PEPPepsiCo IncStock10,491$1.55M0.3%+348+3.4%AddedHistory
MMSMaximus, Inc.COM17,282$1.52M0.3%+17,282NewHistory
PFEPfizer IncStock37,063$1.45M0.3%+4,788+14.8%AddedHistory
KOCoca Cola CoStock26,223$1.42M0.3%+930+3.7%AddedHistory
First Tr Exchange-Traded FD33738D101NO AMER ENERGY57,200$1.40M0.3%−87,000−60.3%Reduced–
ENBEnbridge IncStock34,808$1.39M0.3%+5,171+17.4%AddedHistory
ADBEAdobe Inc.Stock2,375$1.39M0.3%−401−14.4%ReducedHistory
ACNAccenture plcStock4,325$1.27M0.3%−1,009−18.9%ReducedHistory
CSCOCisco Systems, Inc.Stock23,053$1.22M0.3%+3,806+19.8%AddedHistory
WMTWalmart Inc.Stock8,644$1.22M0.3%+350+4.2%AddedHistory
iShares Core High Dividend ETF46429B663ETF12,366$1.19M0.2%−222−1.8%Reduced–
MAMastercard IncStock3,221$1.18M0.2%−130−3.9%ReducedHistory
ULUnilever PLCSPON ADR NEW19,810$1.16M0.2%−1,310−6.2%ReducedHistory
ETEnergy Transfer LPCOM UT LTD PTN103,626$1.10M0.2%+7,182+7.4%AddedHistory
GOOGLAlphabet Inc.Stock450$1.10M0.2%−8−1.7%ReducedHistory
MCDMcDonalds CorpStock4,451$1.03M0.2%+230+5.4%AddedHistory
CSWCCapital Southwest CorpCOM44,254$1.03M0.2%+3,875+9.6%AddedHistory
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP20,789$1.02M0.2%+1,648+8.6%AddedHistory
XOMExxonMobil Holdings CorpCOM15,735$993.0K0.2%−163−1.0%ReducedHistory
NKENIKE, Inc.Stock6,353$981.0K0.2%−488−7.1%ReducedHistory
CRMSalesforce, Inc.Stock3,878$947.0K0.2%−670−14.7%ReducedHistory
DDDuPont de Nemours, Inc.COM12,155$941.0K0.2%+1,891+18.4%AddedHistory
AMHAmerican Homes 4 RentCL A23,422$910.0K0.2%+3,540+17.8%AddedHistory
INTCIntel CorpStock16,166$908.0K0.2%+2,836+21.3%AddedHistory
BXBlackstone Inc.COM9,313$905.0K0.2%00.0%UnchangedHistory
VVisa Inc.Stock3,799$888.0K0.2%−653−14.7%ReducedHistory
ZTSZoetis Inc.Stock4,602$858.0K0.2%−789−14.6%ReducedHistory
MDTMedtronic plcStock6,762$839.0K0.2%−429−6.0%ReducedHistory
DISWalt Disney CoStock4,758$836.0K0.2%−1,658−25.8%ReducedHistory
SKXSkechers USA IncCL A16,267$811.0K0.2%+16,267NewHistory
UNHUnitedHealth Group IncStock2,023$810.0K0.2%−174−7.9%ReducedHistory
LLoews CorpCOM14,331$783.0K0.2%+1,657+13.1%AddedHistory
MAINMain Street Capital CORPCEF18,877$776.0K0.2%+2,563+15.7%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF7,347$770.0K0.2%+198+2.8%Added–
NOWServiceNow, Inc.Stock1,382$759.0K0.2%−235−14.5%ReducedHistory
JNJJohnson & JohnsonStock4,572$754.0K0.2%+10.0%AddedHistory
MRKMerck & Co., Inc.Stock9,654$750.0K0.2%+1,452+17.7%AddedHistory
LLYEli Lilly & CoStock3,207$736.0K0.2%−8−0.2%ReducedHistory
PYPLPayPal Holdings, Inc.Stock2,463$718.0K0.1%−420−14.6%ReducedHistory
Vanguard World FD921910709EXTENDED DUR5,197$703.0K0.1%+2,491+92.1%Added–
IAUiShares Gold TrustETF20,236$682.0K0.1%+20,236NewHistory
TRVTravelers Companies, Inc.Stock4,457$667.0K0.1%+880+24.6%AddedHistory
CTVACorteva, Inc.Stock14,549$645.0K0.1%+2,385+19.6%AddedHistory
ICLRIcon PLCCOM3,110$643.0K0.1%−760−19.6%ReducedHistory
ADSKAutodesk, Inc.COM2,179$636.0K0.1%−328−13.1%ReducedHistory
MRTNMarten Transport LtdCOM37,859$624.0K0.1%+5,803+18.1%AddedHistory
HTGCHercules Capital, Inc.COM36,507$623.0K0.1%+6,127+20.2%AddedHistory
ARCCAres Capital CorpCEF31,545$618.0K0.1%+5,741+22.2%AddedHistory
DDominion Energy, IncStock8,314$612.0K0.1%+1,149+16.0%AddedHistory
PAAPlains All American Pipeline LPUNIT LTD PARTN53,495$608.0K0.1%+9,315+21.1%AddedHistory
TGTTarget CorpStock2,507$606.0K0.1%+447+21.7%AddedHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Tectonic Advisors LLC in Q2 2021
SecurityClassPutsCalls
BACBank of America CorpStock$177.0K–

Sold out since Q1 2021 (13)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Tectonic Advisors LLC sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
Invesco QQQ Trust Series I46090E103ETF4,081$1.30M0.3%–
NUANNuance Communications, Inc.COM26,106$1.14M0.3%History
EOGEOG Resources IncStock7,242$525.0K0.1%History
OXYOccidental Petroleum CorpStock15,096$402.0K0.1%History
DEODiageo PLCSPON ADR NEW1,698$279.0K0.1%History
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS2,610$161.0K<0.1%–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW498$125.0K<0.1%–
iShares MSCI India ETF46429B598ETF600$25.0K<0.1%–
Occidental Pete Corp WT Exp 080327674599162Stock1,886$22.0K<0.1%–
iShares Russell 1000 Value ETF464287598ETF97$15.0K<0.1%–
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF172$7.00K<0.1%–
Vanguard Mortgage-Backed Securities ETF92206C771ETF5$00.0%–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2$00.0%–