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Tectonic Advisors LLC

SEC CIK
0001859918
Latest filing
Jul 15, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 9, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
215
−6 vs. Q4 2021
Portfolio value
$581.2M
+$22.8M (+4.1%) vs. Q4 2021
Filed
May 9, 2022
SEC
Holdings of Tectonic Advisors LLC in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Ftse Developed Markets ETF921943858ETF1,850,810$88.9M15.3%+156,280+9.2%Added–
Vanguard S&P 500 ETF922908363ETF99,335$41.2M7.1%+5,507+5.9%Added–
Vanguard Real Estate ETF922908553ETF284,933$30.9M5.3%+16,304+6.1%Added–
Vanguard Total Bond Market ETF921937835ETF372,727$29.6M5.1%+25,802+7.4%Added–
iShares Core S&P 500 ETF464287200ETF60,973$27.7M4.8%+1,000+1.7%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF448,480$23.8M4.1%+34,364+8.3%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF208,903$22.4M3.8%+4,920+2.4%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF477,515$22.0M3.8%+44,618+10.3%Added–
Unified Ser Tr90470L568ABSLUTE SELCT VL646,414$19.3M3.3%+15,953+2.5%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF38,364$9.12M1.6%+2,577+7.2%Added–
iShares Tr464288521CRE U S REIT ETF139,317$9.01M1.5%00.0%Unchanged–
Alps ETF Tr00162Q452ALERIAN MLP232,098$8.89M1.5%−3,117−1.3%Reduced–
EPDEnterprise Products Partners L.P.Stock342,360$8.84M1.5%+7,053+2.1%AddedHistory
Global X FDS37954Y343GLBL X MLP ETF197,023$7.94M1.4%00.0%Unchanged–
iShares Tr4642874571 3 YR TREAS BD78,758$6.56M1.1%+14,698+22.9%Added–
iShares Core MSCI Eafe ETF46432F842ETF90,551$6.29M1.1%+6,161+7.3%Added–
VZVerizon Communications IncStock101,611$5.18M0.9%+37,875+59.4%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF19,160$5.14M0.9%00.0%Unchanged–
LKQLKQ CorpCOM111,231$5.05M0.9%+16,094+16.9%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF20,972$4.46M0.8%+1,101+5.5%Added–
BACBank of America CorpStock107,273$4.42M0.8%+1,066+1.0%AddedHistory
CLHClean Harbors IncCOM39,500$4.41M0.8%+5,420+15.9%AddedHistory
iShares Tr46435G672CORE INTL AGGR83,808$4.37M0.8%+14,700+21.3%Added–
PXDPioneer Natural Resources CoCOM16,975$4.24M0.7%+1,590+10.3%AddedHistory
BERYBerry Global Group, Inc.COM69,964$4.05M0.7%+8,404+13.7%AddedHistory
SPDR Series Trust78464A516ST INTL BBG ETF155,036$4.04M0.7%+25,000+19.2%Added–
DGDollar General CorpCOM18,058$4.02M0.7%−326−1.8%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF36,021$3.89M0.7%00.0%Unchanged–
GOOGAlphabet Inc.Stock1,328$3.71M0.6%−10−0.7%ReducedHistory
AAPLApple Inc.Stock20,140$3.52M0.6%+368+1.9%AddedHistory
GPKGraphic Packaging Holding CoCOM174,259$3.49M0.6%+19,591+12.7%AddedHistory
CCKCrown Holdings, Inc.COM26,947$3.37M0.6%+1,905+7.6%AddedHistory
MSFTMicrosoft CorpStock10,420$3.21M0.6%−110−1.0%ReducedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A59,094$2.98M0.5%+16,495+38.7%AddedHistory
AMZNAmazon Com IncStock900$2.93M0.5%−26−2.8%ReducedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT115,838$2.92M0.5%00.0%UnchangedHistory
ENBEnbridge IncStock57,480$2.65M0.5%+5,648+10.9%AddedHistory
FDXFedEx CorpStock11,322$2.62M0.5%+4,737+71.9%AddedHistory
PNFPPinnacle Financial Partners, Inc.COM27,615$2.54M0.4%+10,961+65.8%AddedHistory
Vanguard World FD921910709EXTENDED DUR20,022$2.44M0.4%+4,703+30.7%Added–
PGProcter & Gamble CoStock15,735$2.40M0.4%+1,170+8.0%AddedHistory
PEPPepsiCo IncStock14,288$2.39M0.4%+1,126+8.6%AddedHistory
KOCoca Cola CoStock37,286$2.31M0.4%+3,066+9.0%AddedHistory
CSCOCisco Systems, Inc.Stock41,272$2.30M0.4%+7,852+23.5%AddedHistory
MRKMerck & Co., Inc.Stock27,941$2.29M0.4%+12,027+75.6%AddedHistory
iShares Tr46428743220 YR TR BD ETF16,903$2.23M0.4%+507+3.1%Added–
BRK.BBerkshire Hathaway IncStock6,293$2.22M0.4%+480+8.3%AddedHistory
MMSMaximus, Inc.COM28,633$2.15M0.4%+3,602+14.4%AddedHistory
ABTAbbott LaboratoriesStock18,047$2.14M0.4%−100−0.6%ReducedHistory
MASMasco CorpCOM41,866$2.13M0.4%+5,209+14.2%AddedHistory
PGRProgressive CorpStock16,826$1.92M0.3%+1,102+7.0%AddedHistory
AZOAutoZone IncCOM906$1.85M0.3%−770−45.9%ReducedHistory
AMHAmerican Homes 4 RentCL A44,481$1.78M0.3%+4,948+12.5%AddedHistory
PFEPfizer IncStock33,900$1.75M0.3%−7,972−19.0%ReducedHistory
INTCIntel CorpStock34,617$1.72M0.3%+6,558+23.4%AddedHistory
METAMeta Platforms, Inc.Stock7,717$1.72M0.3%+1,499+24.1%AddedHistory
MAMastercard IncStock4,666$1.67M0.3%+266+6.0%AddedHistory
IRMIron Mountain IncCOM29,237$1.62M0.3%+4,872+20.0%AddedHistory
Vanguard Total International Bond ETF92203J407ETF30,705$1.61M0.3%+5,250+20.6%Added–
SPDR Series Trust78464A656ST STR TIPS ETF53,000$1.60M0.3%00.0%Unchanged–
First Tr Exchange-Traded FD33738D101NO AMER ENERGY57,200$1.58M0.3%00.0%Unchanged–
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP31,883$1.56M0.3%+3,438+12.1%AddedHistory
HTGCHercules Capital, Inc.COM84,220$1.52M0.3%+10,707+14.6%AddedHistory
OKEONEOK IncCOM21,453$1.51M0.3%+3,365+18.6%AddedHistory
MPLXMPLX LPCOM UNIT REP LTD45,325$1.50M0.3%+5,430+13.6%AddedHistory
ABBVAbbVie Inc.Stock9,146$1.48M0.3%+1,161+14.5%AddedHistory
ARCCAres Capital CorpCEF68,340$1.43M0.2%+9,027+15.2%AddedHistory
MAINMain Street Capital CORPCEF33,479$1.43M0.2%+5,497+19.6%AddedHistory
WPCW. P. Carey Inc.COM17,345$1.40M0.2%+3,292+23.4%AddedHistory
OBDCBlue Owl Capital CorpCOM94,137$1.39M0.2%+16,940+21.9%AddedHistory
CSWCCapital Southwest CorpCOM58,365$1.39M0.2%+8,549+17.2%AddedHistory
AEMAgnico Eagle Mines LtdStock21,155$1.30M0.2%+10,884+106.0%AddedHistory
MOAltria Group, Inc.Stock24,474$1.28M0.2%+4,187+20.6%AddedHistory
SBUXStarbucks CorpStock13,297$1.21M0.2%−4,019−23.2%ReducedHistory
TAT&T Inc.Stock50,782$1.20M0.2%+9,912+24.3%AddedHistory
AVGOBroadcom Inc.Stock1,893$1.19M0.2%+427+29.1%AddedHistory
DUKDuke Energy CORPStock10,608$1.18M0.2%+1,937+22.3%AddedHistory
EDConsolidated Edison IncStock12,073$1.14M0.2%+2,204+22.3%AddedHistory
LLoews CorpCOM17,423$1.13M0.2%+1,540+9.7%AddedHistory
PAYXPaychex IncStock8,223$1.12M0.2%+1,819+28.4%AddedHistory
HRBH&R Block IncCOM41,860$1.09M0.2%+7,686+22.5%AddedHistory
ORealty Income CorpREIT15,725$1.09M0.2%+2,923+22.8%AddedHistory
SKXSkechers USA IncCL A26,518$1.08M0.2%+3,390+14.7%AddedHistory
ULUnilever PLCSPON ADR NEW23,382$1.06M0.2%+2,248+10.6%AddedHistory
VVisa Inc.Stock4,781$1.06M0.2%+760+18.9%AddedHistory
ACNAccenture plcStock3,106$1.05M0.2%−266−7.9%ReducedHistory
TRVTravelers Companies, Inc.Stock5,576$1.02M0.2%+577+11.5%AddedHistory
MGPMGM Growth Properties LLCCL A COM26,318$1.02M0.2%+5,569+26.8%AddedHistory
MDTMedtronic plcStock9,155$1.02M0.2%+704+8.3%AddedHistory
RRyder System IncCOM12,744$1.01M0.2%+2,415+23.4%AddedHistory
BXBlackstone Inc.COM7,813$992.0K0.2%00.0%UnchangedHistory
MPTMedical Properties Trust IncCOM46,784$989.0K0.2%+11,699+33.3%AddedHistory
WMTWalmart Inc.Stock6,634$988.0K0.2%+342+5.4%AddedHistory
ADBEAdobe Inc.Stock2,079$948.0K0.2%00.0%UnchangedHistory
GILDGilead Sciences, Inc.Stock15,935$947.0K0.2%+3,593+29.1%AddedHistory
DISWalt Disney CoStock6,667$915.0K0.2%+818+14.0%AddedHistory
EQCEQC Liquidating TrustCOM SH BEN INT31,514$889.0K0.2%+3,733+13.4%AddedHistory
LLYEli Lilly & CoStock3,062$877.0K0.2%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF1,935$874.0K0.2%−341−15.0%ReducedHistory
ABNBAirbnb, Inc.Stock4,986$856.0K0.1%+1,289+34.9%AddedHistory

Sold out since Q4 2021 (22)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Tectonic Advisors LLC sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
MRTNMarten Transport LtdCOM42,659$732.0K0.1%History
CERNCERNER CorpCOM6,759$628.0K0.1%History
Kirkland Lake Gold Ltd49741E100COM10,083$423.0K0.1%–
VTRSViatris IncStock25,670$347.0K0.1%History
MSCIMSCI Inc.Stock557$341.0K0.1%History
MELIMercadolibre IncCOM162$218.0K<0.1%History
ECLEcolab Inc.Stock874$205.0K<0.1%History
State Street Technology Select Sector SPDR ETF81369Y803ETF567$99.0K<0.1%–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF1,080$45.0K<0.1%–
State Street Financial Select Sector SPDR ETF81369Y605ETF1,064$42.0K<0.1%–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF575$30.0K<0.1%–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF147$30.0K<0.1%–
State Street Industrial Select Sector SPDR ETF81369Y704ETF283$30.0K<0.1%–
iShares MSCI USA Momentum Factor ETF46432F396ETF150$27.0K<0.1%–
iShares Tr464288752US HOME CONS ETF300$25.0K<0.1%–
State Street Health Care Select Sector SPDR ETF81369Y209ETF155$22.0K<0.1%–
State Street Energy Select Sector SPDR ETF81369Y506ETF367$21.0K<0.1%–
iShares MSCI India ETF46429B598ETF450$21.0K<0.1%–
SPDR Series Trust78464A714ST STR SP RETAIL200$18.0K<0.1%–
iShares Tr464287630RUS 2000 VAL ETF100$17.0K<0.1%–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF169$13.0K<0.1%–
iShares Tr464288877EAFE VALUE ETF24$1.00K<0.1%–