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Tectonic Advisors LLC

SEC CIK
0001859918
Latest filing
Jul 15, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 11, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
216
+1 vs. Q1 2022
Portfolio value
$547.5M
−$33.6M (−5.8%) vs. Q1 2022
Filed
Aug 11, 2022
SEC
Holdings of Tectonic Advisors LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Ftse Developed Markets ETF921943858ETF2,023,714$82.6M15.1%+172,904+9.3%Added–
Vanguard S&P 500 ETF922908363ETF105,554$36.6M6.7%+6,219+6.3%Added–
Vanguard Total Bond Market ETF921937835ETF380,602$28.6M5.2%+7,875+2.1%Added–
Vanguard Real Estate ETF922908553ETF304,217$27.7M5.1%+19,284+6.8%Added–
iShares Core S&P 500 ETF464287200ETF61,015$23.1M4.2%+42+0.1%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF516,713$21.5M3.9%+39,198+8.2%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF482,038$21.4M3.9%+33,558+7.5%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF206,981$21.0M3.8%−1,922−0.9%Reduced–
Unified Ser Tr90470L568ABSLUTE SELCT VL683,398$18.3M3.3%+36,984+5.7%Added–
EPDEnterprise Products Partners L.P.Stock355,511$8.66M1.6%+13,151+3.8%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF42,165$8.30M1.5%+3,801+9.9%Added–
Alps ETF Tr00162Q452ALERIAN MLP230,165$7.93M1.4%−1,933−0.8%Reduced–
iShares Tr4642874571 3 YR TREAS BD92,370$7.65M1.4%+13,612+17.3%Added–
iShares Tr464288521CRE U S REIT ETF139,317$7.44M1.4%00.0%Unchanged–
Global X FDS37954Y343GLBL X MLP ETF197,023$7.26M1.3%00.0%Unchanged–
VZVerizon Communications IncStock116,839$5.93M1.1%+15,228+15.0%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF90,551$5.33M1.0%00.0%Unchanged–
DGDollar General CorpCOM19,857$4.87M0.9%+1,799+10.0%AddedHistory
LKQLKQ CorpCOM92,325$4.53M0.8%−18,906−17.0%ReducedHistory
PXDPioneer Natural Resources CoCOM20,311$4.53M0.8%+3,336+19.7%AddedHistory
GPKGraphic Packaging Holding CoCOM217,659$4.46M0.8%+43,400+24.9%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF19,160$4.33M0.8%00.0%Unchanged–
iShares Tr46435G672CORE INTL AGGR83,808$4.17M0.8%00.0%Unchanged–
CLHClean Harbors IncCOM46,627$4.09M0.7%+7,127+18.0%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF22,283$3.92M0.7%+1,311+6.3%Added–
SPDR Series Trust78464A516ST INTL BBG ETF155,036$3.59M0.7%00.0%Unchanged–
BACBank of America CorpStock108,750$3.39M0.6%+1,477+1.4%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF36,105$3.34M0.6%+84+0.2%Added–
BERYBerry Global Group, Inc.COM56,325$3.08M0.6%−13,639−19.5%ReducedHistory
ENBEnbridge IncStock69,504$2.94M0.5%+12,024+20.9%AddedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A63,063$2.92M0.5%+3,969+6.7%AddedHistory
AAPLApple Inc.Stock21,285$2.91M0.5%+1,145+5.7%AddedHistory
MRKMerck & Co., Inc.Stock31,753$2.90M0.5%+3,812+13.6%AddedHistory
GOOGAlphabet Inc.Stock1,307$2.86M0.5%−21−1.6%ReducedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT115,838$2.82M0.5%00.0%UnchangedHistory
CCKCrown Holdings, Inc.COM30,051$2.77M0.5%+3,104+11.5%AddedHistory
FDXFedEx CorpStock11,914$2.70M0.5%+592+5.2%AddedHistory
MSFTMicrosoft CorpStock10,430$2.68M0.5%+10+0.1%AddedHistory
PEPPepsiCo IncStock15,991$2.67M0.5%+1,703+11.9%AddedHistory
KOCoca Cola CoStock41,623$2.62M0.5%+4,337+11.6%AddedHistory
PGProcter & Gamble CoStock17,740$2.55M0.5%+2,005+12.7%AddedHistory
Vanguard World FD921910709EXTENDED DUR24,545$2.46M0.4%+4,523+22.6%Added–
PNFPPinnacle Financial Partners, Inc.COM32,608$2.36M0.4%+4,993+18.1%AddedHistory
MASMasco CorpCOM46,374$2.35M0.4%+4,508+10.8%AddedHistory
AMZNAmazon Com IncStock21,954$2.33M0.4%+3,954+22.0%AddedConverted for a 20-for-1 splitHistory
CSCOCisco Systems, Inc.Stock54,612$2.33M0.4%+13,340+32.3%AddedHistory
AZOAutoZone IncCOM1,049$2.25M0.4%+143+15.8%AddedHistory
PGRProgressive CorpStock18,608$2.16M0.4%+1,782+10.6%AddedHistory
PFEPfizer IncStock40,410$2.12M0.4%+6,510+19.2%AddedHistory
BRK.BBerkshire Hathaway IncStock7,248$1.98M0.4%+955+15.2%AddedHistory
iShares Tr46428743220 YR TR BD ETF16,917$1.94M0.4%+14+0.1%Added–
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP39,581$1.89M0.3%+7,698+24.1%AddedHistory
WPCW. P. Carey Inc.COM21,852$1.81M0.3%+4,507+26.0%AddedHistory
IRMIron Mountain IncCOM36,360$1.77M0.3%+7,123+24.4%AddedHistory
TAT&T Inc.Stock83,782$1.76M0.3%+33,000+65.0%AddedHistory
ABBVAbbVie Inc.Stock11,325$1.73M0.3%+2,179+23.8%AddedHistory
MAINMain Street Capital CORPCEF44,590$1.72M0.3%+11,111+33.2%AddedHistory
INTCIntel CorpStock45,608$1.71M0.3%+10,991+31.8%AddedHistory
MPLXMPLX LPCOM UNIT REP LTD58,152$1.70M0.3%+12,827+28.3%AddedHistory
Vanguard Total International Bond ETF92203J407ETF33,886$1.68M0.3%+3,181+10.4%Added–
AMHAmerican Homes 4 RentCL A47,388$1.68M0.3%+2,907+6.5%AddedHistory
HRBH&R Block IncCOM47,140$1.67M0.3%+5,280+12.6%AddedHistory
ABTAbbott LaboratoriesStock15,259$1.66M0.3%−2,788−15.4%ReducedHistory
ARCCAres Capital CorpCEF90,975$1.63M0.3%+22,635+33.1%AddedHistory
HTGCHercules Capital, Inc.COM116,762$1.57M0.3%+32,542+38.6%AddedHistory
OBDCBlue Owl Capital CorpCOM125,971$1.55M0.3%+31,834+33.8%AddedHistory
OKEONEOK IncCOM27,881$1.55M0.3%+6,428+30.0%AddedHistory
MAMastercard IncStock4,877$1.54M0.3%+211+4.5%AddedHistory
FLRFluor CorpStock60,990$1.48M0.3%+40,000+190.6%AddedHistory
CSWCCapital Southwest CorpCOM80,577$1.48M0.3%+22,212+38.1%AddedHistory
First Tr Exchange-Traded FD33738D101NO AMER ENERGY57,200$1.47M0.3%00.0%Unchanged–
VICIVici Properties Inc.COM49,412$1.47M0.3%+49,412NewHistory
EDConsolidated Edison IncStock15,278$1.45M0.3%+3,205+26.5%AddedHistory
DUKDuke Energy CORPStock13,457$1.44M0.3%+2,849+26.9%AddedHistory
ORealty Income CorpREIT20,278$1.38M0.3%+4,553+29.0%AddedHistory
METAMeta Platforms, Inc.Stock8,215$1.32M0.2%+498+6.5%AddedHistory
MOAltria Group, Inc.Stock31,648$1.32M0.2%+7,174+29.3%AddedHistory
GILDGilead Sciences, Inc.Stock20,893$1.29M0.2%+4,958+31.1%AddedHistory
AVGOBroadcom Inc.Stock2,611$1.27M0.2%+718+37.9%AddedHistory
PAYXPaychex IncStock10,776$1.23M0.2%+2,553+31.0%AddedHistory
MSMMSC Industrial Direct Co IncCL A16,147$1.21M0.2%+16,147NewHistory
LLoews CorpCOM19,410$1.15M0.2%+1,987+11.4%AddedHistory
SBUXStarbucks CorpStock14,399$1.10M0.2%+1,102+8.3%AddedHistory
JBHTHunt J B Transport Services IncCOM6,966$1.10M0.2%+6,966NewHistory
HASHasbro, Inc.COM13,397$1.10M0.2%+3,654+37.5%AddedHistory
AEMAgnico Eagle Mines LtdStock23,722$1.09M0.2%+2,567+12.1%AddedHistory
MPTMedical Properties Trust IncCOM69,618$1.06M0.2%+22,834+48.8%AddedHistory
TRVTravelers Companies, Inc.Stock6,215$1.05M0.2%+639+11.5%AddedHistory
EQCEQC Liquidating TrustCOM SH BEN INT35,852$987.0K0.2%+4,338+13.8%AddedHistory
LLYEli Lilly & CoStock3,023$980.0K0.2%−39−1.3%ReducedHistory
ULUnilever PLCSPON ADR NEW21,315$977.0K0.2%−2,067−8.8%ReducedHistory
MDTMedtronic plcStock10,795$969.0K0.2%+1,640+17.9%AddedHistory
Vanguard Whitehall FDS921946810INTL DVD ETF14,000$961.0K0.2%+14,000New–
WisdomTree Tr97717W844GLOB EX US QU FD30,000$951.0K0.2%+30,000New–
VVisa Inc.Stock4,796$944.0K0.2%+15+0.3%AddedHistory
ADBEAdobe Inc.Stock2,517$922.0K0.2%+438+21.1%AddedHistory
DDominion Energy, IncStock10,936$873.0K0.2%+1,137+11.6%AddedHistory
ACNAccenture plcStock3,113$864.0K0.2%+7+0.2%AddedHistory
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF8,247$851.0K0.2%+1,422+20.8%Added–
MCDMcDonalds CorpStock3,426$846.0K0.2%+5+0.1%AddedHistory

Sold out since Q1 2022 (12)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Tectonic Advisors LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
MMSMaximus, Inc.COM28,633$2.15M0.4%History
SPDR Series Trust78464A656ST STR TIPS ETF53,000$1.60M0.3%–
SKXSkechers USA IncCL A26,518$1.08M0.2%History
MGPMGM Growth Properties LLCCL A COM26,318$1.02M0.2%History
RRyder System IncCOM12,744$1.01M0.2%History
ILMNIllumina, Inc.COM1,007$352.0K0.1%History
ASMLASML Holding NVADR409$273.0K<0.1%History
ALGNAlign Technology IncCOM592$258.0K<0.1%History
MMM3M CoStock1,551$231.0K<0.1%History
SWKStanley Black & Decker, Inc.COM1,446$202.0K<0.1%History
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR10,487$161.0K<0.1%History
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF350$42.0K<0.1%–