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Tectonic Advisors LLC

SEC CIK
0001859918
Latest filing
Jul 15, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 2, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
221
+6 vs. Q3 2021
Portfolio value
$558.4M
+$48.9M (+9.6%) vs. Q3 2021
Filed
Feb 2, 2022
SEC
Holdings of Tectonic Advisors LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Ftse Developed Markets ETF921943858ETF1,694,530$86.5M15.5%+304,557+21.9%Added–
Vanguard S&P 500 ETF922908363ETF93,828$41.0M7.3%+13,089+16.2%Added–
Vanguard Real Estate ETF922908553ETF268,629$31.2M5.6%+14,154+5.6%Added–
Vanguard Total Bond Market ETF921937835ETF346,925$29.4M5.3%+32,379+10.3%Added–
iShares Core S&P 500 ETF464287200ETF59,973$28.6M5.1%+3,500+6.2%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF203,983$23.3M4.2%+5,000+2.5%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF414,116$23.1M4.1%+136,817+49.3%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF432,897$21.4M3.8%+47,425+12.3%Added–
Unified Ser Tr90470L568ABSLUTE SELCT VL630,461$17.9M3.2%+2,038+0.3%Added–
iShares Tr464288521CRE U S REIT ETF139,317$9.42M1.7%−4,577−3.2%Reduced–
Vanguard Morningstar Mid-Cap ETF922908629ETF35,787$9.12M1.6%+5,178+16.9%Added–
Alps ETF Tr00162Q452ALERIAN MLP235,215$7.70M1.4%−504,174−68.2%Reduced–
EPDEnterprise Products Partners L.P.Stock335,307$7.36M1.3%+17,337+5.5%AddedHistory
Global X FDS37954Y343GLBL X MLP ETF197,023$6.89M1.2%−3,586−1.8%Reduced–
iShares Core MSCI Eafe ETF46432F842ETF84,390$6.30M1.1%+155+0.2%Added–
LKQLKQ CorpCOM95,137$5.71M1.0%+6,592+7.4%AddedHistory
iShares Tr4642874571 3 YR TREAS BD64,060$5.48M1.0%+313+0.5%Added–
iShares Core S&P Mid-Cap ETF464287507ETF19,160$5.42M1.0%−250−1.3%Reduced–
BACBank of America CorpStock106,207$4.72M0.8%−14,317−11.9%ReducedHistory
BERYBerry Global Group, Inc.COM61,560$4.54M0.8%+2,123+3.6%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF19,871$4.49M0.8%+2,004+11.2%Added–
DGDollar General CorpCOM18,384$4.33M0.8%+900+5.1%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF36,021$4.13M0.7%−77−0.2%Reduced–
GOOGAlphabet Inc.Stock1,338$3.87M0.7%00.0%UnchangedHistory
iShares Tr46435G672CORE INTL AGGR69,108$3.77M0.7%00.0%Unchanged–
SPDR Series Trust78464A516ST INTL BBG ETF130,036$3.68M0.7%00.0%Unchanged–
MSFTMicrosoft CorpStock10,530$3.54M0.6%+62+0.6%AddedHistory
AZOAutoZone IncCOM1,676$3.51M0.6%+51+3.1%AddedHistory
AAPLApple Inc.Stock19,772$3.51M0.6%+1,276+6.9%AddedHistory
CLHClean Harbors IncCOM34,080$3.40M0.6%+3,250+10.5%AddedHistory
VZVerizon Communications IncStock63,736$3.31M0.6%+26,186+69.7%AddedHistory
AMZNAmazon Com IncStock926$3.09M0.6%+103+12.5%AddedHistory
GPKGraphic Packaging Holding CoCOM154,668$3.02M0.5%+9,208+6.3%AddedHistory
PXDPioneer Natural Resources CoCOM15,385$2.80M0.5%+1,596+11.6%AddedHistory
CCKCrown Holdings, Inc.COM25,042$2.77M0.5%+1,720+7.4%AddedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A42,599$2.60M0.5%+71+0.2%AddedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT115,838$2.58M0.5%00.0%UnchangedHistory
MASMasco CorpCOM36,657$2.57M0.5%+215+0.6%AddedHistory
ABTAbbott LaboratoriesStock18,147$2.55M0.5%+52+0.3%AddedHistory
PFEPfizer IncStock41,872$2.47M0.4%+3,693+9.7%AddedHistory
iShares Tr46428743220 YR TR BD ETF16,396$2.43M0.4%+61+0.4%Added–
PGProcter & Gamble CoStock14,565$2.38M0.4%+1,987+15.8%AddedHistory
PEPPepsiCo IncStock13,162$2.29M0.4%+1,817+16.0%AddedHistory
Vanguard World FD921910709EXTENDED DUR15,319$2.15M0.4%+3,949+34.7%Added–
CSCOCisco Systems, Inc.Stock33,420$2.12M0.4%+7,115+27.0%AddedHistory
METAMeta Platforms, Inc.Stock6,218$2.09M0.4%−914−12.8%ReducedHistory
KOCoca Cola CoStock34,220$2.03M0.4%+5,553+19.4%AddedHistory
ENBEnbridge IncStock51,832$2.03M0.4%+8,018+18.3%AddedHistory
SBUXStarbucks CorpStock17,316$2.02M0.4%−94−0.5%ReducedHistory
MMSMaximus, Inc.COM25,031$1.99M0.4%−3,388−11.9%ReducedHistory
BRK.BBerkshire Hathaway IncStock5,813$1.74M0.3%−116−2.0%ReducedHistory
AMHAmerican Homes 4 RentCL A39,533$1.72M0.3%+2,228+6.0%AddedHistory
FDXFedEx CorpStock6,585$1.70M0.3%−7,716−54.0%ReducedHistory
SPDR Series Trust78464A656ST STR TIPS ETF53,000$1.67M0.3%00.0%Unchanged–
PGRProgressive CorpStock15,724$1.61M0.3%+874+5.9%AddedHistory
PNFPPinnacle Financial Partners, Inc.COM16,654$1.59M0.3%+1,322+8.6%AddedHistory
MAMastercard IncStock4,400$1.58M0.3%+295+7.2%AddedHistory
INTCIntel CorpStock28,059$1.45M0.3%+12,577+81.2%AddedHistory
First Tr Exchange-Traded FD33738D101NO AMER ENERGY57,200$1.43M0.3%00.0%Unchanged–
Vanguard Total International Bond ETF92203J407ETF25,455$1.40M0.3%+7,279+40.0%Added–
ACNAccenture plcStock3,372$1.40M0.3%−292−8.0%ReducedHistory
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP28,445$1.32M0.2%+7,354+34.9%AddedHistory
IRMIron Mountain IncCOM24,365$1.27M0.2%+7,543+44.8%AddedHistory
CSWCCapital Southwest CorpCOM49,816$1.26M0.2%+14,985+43.0%AddedHistory
ARCCAres Capital CorpCEF59,313$1.26M0.2%+13,998+30.9%AddedHistory
MAINMain Street Capital CORPCEF27,982$1.25M0.2%+6,033+27.5%AddedHistory
MRKMerck & Co., Inc.Stock15,914$1.22M0.2%+6,677+72.3%AddedHistory
HTGCHercules Capital, Inc.COM73,513$1.22M0.2%+20,675+39.1%AddedHistory
MPLXMPLX LPCOM UNIT REP LTD39,895$1.18M0.2%+10,397+35.2%AddedHistory
ADBEAdobe Inc.Stock2,079$1.18M0.2%00.0%UnchangedHistory
WPCW. P. Carey Inc.COM14,053$1.15M0.2%+6,768+92.9%AddedHistory
ULUnilever PLCSPON ADR NEW21,134$1.14M0.2%+836+4.1%AddedHistory
OBDCBlue Owl Capital CorpCOM77,197$1.09M0.2%+29,193+60.8%AddedHistory
SPYSPDR S&P 500 ETF TrustETF2,276$1.08M0.2%−814−26.3%ReducedHistory
ABBVAbbVie Inc.Stock7,985$1.08M0.2%+3,913+96.1%AddedHistory
OKEONEOK IncCOM18,088$1.06M0.2%+6,508+56.2%AddedHistory
GOOGLAlphabet Inc.Stock363$1.05M0.2%+15+4.3%AddedHistory
NKENIKE, Inc.Stock6,288$1.05M0.2%00.0%UnchangedHistory
BXBlackstone Inc.COM7,813$1.01M0.2%00.0%UnchangedHistory
TAT&T Inc.Stock40,870$1.00M0.2%+17,502+74.9%AddedHistory
SKXSkechers USA IncCL A23,128$1.00M0.2%+1,485+6.9%AddedHistory
CRMSalesforce, Inc.Stock3,893$990.0K0.2%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock1,466$976.0K0.2%+565+62.7%AddedHistory
MOAltria Group, Inc.Stock20,287$961.0K0.2%+8,179+67.6%AddedHistory
ZTSZoetis Inc.Stock3,804$928.0K0.2%00.0%UnchangedHistory
MCDMcDonalds CorpStock3,450$924.0K0.2%00.0%UnchangedHistory
LLoews CorpCOM15,883$917.0K0.2%−598−3.6%ReducedHistory
ORealty Income CorpREIT12,802$916.0K0.2%+5,001+64.1%AddedHistory
WMTWalmart Inc.Stock6,292$910.0K0.2%+295+4.9%AddedHistory
DUKDuke Energy CORPStock8,671$909.0K0.2%+4,311+98.9%AddedHistory
DISWalt Disney CoStock5,849$906.0K0.2%+650+12.5%AddedHistory
GILDGilead Sciences, Inc.Stock12,342$896.0K0.2%+6,146+99.2%AddedHistory
MDTMedtronic plcStock8,451$874.0K0.2%+1,507+21.7%AddedHistory
PAYXPaychex IncStock6,404$874.0K0.2%+2,617+69.1%AddedHistory
VVisa Inc.Stock4,021$871.0K0.2%−9−0.2%ReducedHistory
ICLRIcon PLCCOM2,784$862.0K0.2%−326−10.5%ReducedHistory
RRyder System IncCOM10,329$852.0K0.2%+4,644+81.7%AddedHistory
MGPMGM Growth Properties LLCCL A COM20,749$848.0K0.2%+10,390+100.3%AddedHistory
LLYEli Lilly & CoStock3,062$846.0K0.2%−27−0.9%ReducedHistory
EDConsolidated Edison IncStock9,869$842.0K0.2%+4,462+82.5%AddedHistory

Sold out since Q3 2021 (15)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Tectonic Advisors LLC sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
Vanguard High Dividend Yield Index ETF921946406ETF7,334$758.0K0.1%–
RYRoyal Bank of CanadaStock4,502$448.0K0.1%History
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF13,175$393.0K0.1%–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF8,298$383.0K0.1%–
iShares Tr464288281JPMORGAN USD EMG2,354$259.0K0.1%–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF7,067$256.0K0.1%–
Invesco Exch Traded FD Tr II46138E743RAFI DVLPD MRKTS5,400$253.0K<0.1%–
BABAAlibaba Group Holding LtdADR1,672$248.0K<0.1%History
PAASPan American Silver CorpStock8,986$209.0K<0.1%History
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF3,018$129.0K<0.1%–
SPDR Series Trust78468R622ST BLOO HIGH ETF890$97.0K<0.1%–
Vanguard Emerging Markets Government Bond ETF921946885ETF435$34.0K<0.1%–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL350$21.0K<0.1%–
iShares Tr464287515EXPANDED TECH35$14.0K<0.1%–
State Street Utilities Select Sector SPDR ETF81369Y886ETF150$10.0K<0.1%–