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Tectonic Advisors LLC

SEC CIK
0001859918
Latest filing
Jul 15, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 8, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
209
−7 vs. Q2 2022
Portfolio value
$542.1M
−$5.47M (−1.0%) vs. Q2 2022
Filed
Nov 8, 2022
SEC
Holdings of Tectonic Advisors LLC in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Ftse Developed Markets ETF921943858ETF2,172,197$79.0M14.6%+148,483+7.3%Added–
Vanguard S&P 500 ETF922908363ETF115,026$37.8M7.0%+9,472+9.0%Added–
Vanguard Total Bond Market ETF921937835ETF378,907$27.0M5.0%−1,695−0.4%Reduced–
Vanguard Real Estate ETF922908553ETF317,120$25.4M4.7%+12,903+4.2%Added–
iShares Core S&P 500 ETF464287200ETF66,115$23.7M4.4%+5,100+8.4%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF501,710$21.1M3.9%+19,672+4.1%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF558,220$20.4M3.8%+41,507+8.0%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF206,981$19.9M3.7%00.0%Unchanged–
Unified Ser Tr90470L568ABSLUTE SELCT VL682,117$17.1M3.2%−1,281−0.2%Reduced–
EPDEnterprise Products Partners L.P.Stock369,004$8.78M1.6%+13,493+3.8%AddedHistory
Alps ETF Tr00162Q452ALERIAN MLP229,772$8.40M1.5%−393−0.2%Reduced–
Vanguard Morningstar Mid-Cap ETF922908629ETF44,068$8.28M1.5%+1,903+4.5%Added–
iShares Tr4642874571 3 YR TREAS BD96,517$7.84M1.4%+4,147+4.5%Added–
Global X FDS37954Y343GLBL X MLP ETF197,023$7.77M1.4%00.0%Unchanged–
iShares Tr464288521CRE U S REIT ETF139,317$6.62M1.2%00.0%Unchanged–
DGDollar General CorpCOM23,366$5.61M1.0%+3,509+17.7%AddedHistory
CLHClean Harbors IncCOM46,128$5.07M0.9%−499−1.1%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF90,551$4.77M0.9%00.0%Unchanged–
LKQLKQ CorpCOM94,521$4.46M0.8%+2,196+2.4%AddedHistory
BERYBerry Global Group, Inc.COM93,184$4.34M0.8%+36,859+65.4%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF19,160$4.20M0.8%00.0%Unchanged–
GPKGraphic Packaging Holding CoCOM211,724$4.18M0.8%−5,935−2.7%ReducedHistory
iShares Tr46435G672CORE INTL AGGR83,808$4.05M0.7%00.0%Unchanged–
Vanguard Morningstar Small-Cap ETF922908751ETF22,978$3.93M0.7%+695+3.1%Added–
BACBank of America CorpStock108,293$3.27M0.6%−457−0.4%ReducedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A66,058$3.23M0.6%+2,995+4.7%AddedHistory
SPDR Series Trust78464A516ST INTL BBG ETF155,036$3.23M0.6%00.0%Unchanged–
iShares Core S&P Small Cap ETF464287804ETF36,105$3.15M0.6%00.0%Unchanged–
MRKMerck & Co., Inc.Stock36,377$3.13M0.6%+4,624+14.6%AddedHistory
ENBEnbridge IncStock82,161$3.05M0.6%+12,657+18.2%AddedHistory
AAPLApple Inc.Stock21,846$3.02M0.6%+561+2.6%AddedHistory
PXDPioneer Natural Resources CoCOM13,626$2.95M0.5%−6,685−32.9%ReducedHistory
PEPPepsiCo IncStock17,860$2.92M0.5%+1,869+11.7%AddedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT115,838$2.91M0.5%00.0%UnchangedHistory
VZVerizon Communications IncStock74,783$2.84M0.5%−42,056−36.0%ReducedHistory
CSCOCisco Systems, Inc.Stock67,448$2.70M0.5%+12,836+23.5%AddedHistory
PNFPPinnacle Financial Partners, Inc.COM33,079$2.68M0.5%+471+1.4%AddedHistory
KOCoca Cola CoStock47,069$2.64M0.5%+5,446+13.1%AddedHistory
AMZNAmazon Com IncStock22,747$2.57M0.5%+793+3.6%AddedHistory
PGProcter & Gamble CoStock20,208$2.55M0.5%+2,468+13.9%AddedHistory
GOOGAlphabet Inc.Stock25,890$2.49M0.5%−250−1.0%ReducedConverted for a 20-for-1 splitHistory
MSFTMicrosoft CorpStock10,467$2.44M0.4%+37+0.4%AddedHistory
CCKCrown Holdings, Inc.COM28,913$2.34M0.4%−1,138−3.8%ReducedHistory
AZOAutoZone IncCOM1,082$2.32M0.4%+33+3.1%AddedHistory
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP48,275$2.29M0.4%+8,694+22.0%AddedHistory
PGRProgressive CorpStock19,311$2.24M0.4%+703+3.8%AddedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF24,254$2.22M0.4%+24,254New–
Vanguard World FD921910709EXTENDED DUR25,385$2.20M0.4%+840+3.4%Added–
MASMasco CorpCOM47,106$2.20M0.4%+732+1.6%AddedHistory
HRBH&R Block IncCOM51,607$2.19M0.4%+4,467+9.5%AddedHistory
MPLXMPLX LPCOM UNIT REP LTD72,417$2.17M0.4%+14,265+24.5%AddedHistory
PFEPfizer IncStock48,687$2.13M0.4%+8,277+20.5%AddedHistory
BRK.BBerkshire Hathaway IncStock7,794$2.08M0.4%+546+7.5%AddedHistory
FDXFedEx CorpStock13,885$2.06M0.4%+1,971+16.5%AddedHistory
IRMIron Mountain IncCOM45,623$2.01M0.4%+9,263+25.5%AddedHistory
ARCCAres Capital CorpCEF115,117$1.94M0.4%+24,142+26.5%AddedHistory
WPCW. P. Carey Inc.COM27,469$1.92M0.4%+5,617+25.7%AddedHistory
ABBVAbbVie Inc.Stock14,132$1.90M0.3%+2,807+24.8%AddedHistory
MAINMain Street Capital CORPCEF55,338$1.86M0.3%+10,748+24.1%AddedHistory
OKEONEOK IncCOM36,167$1.85M0.3%+8,286+29.7%AddedHistory
CSWCCapital Southwest CorpCOM106,722$1.81M0.3%+26,145+32.4%AddedHistory
VICIVici Properties Inc.COM59,743$1.78M0.3%+10,331+20.9%AddedHistory
HTGCHercules Capital, Inc.COM150,159$1.74M0.3%+33,397+28.6%AddedHistory
iShares Tr46428743220 YR TR BD ETF16,847$1.73M0.3%−70−0.4%Reduced–
OBDCBlue Owl Capital CorpCOM164,861$1.71M0.3%+38,890+30.9%AddedHistory
INTCIntel CorpStock66,009$1.70M0.3%+20,401+44.7%AddedHistory
MOAltria Group, Inc.Stock41,947$1.69M0.3%+10,299+32.5%AddedHistory
GILDGilead Sciences, Inc.Stock26,733$1.65M0.3%+5,840+28.0%AddedHistory
TAT&T Inc.Stock107,335$1.65M0.3%+23,553+28.1%AddedHistory
EDConsolidated Edison IncStock18,950$1.63M0.3%+3,672+24.0%AddedHistory
AMHAmerican Homes 4 RentCL A49,223$1.61M0.3%+1,835+3.9%AddedHistory
DUKDuke Energy CORPStock16,811$1.56M0.3%+3,354+24.9%AddedHistory
AVGOBroadcom Inc.Stock3,515$1.56M0.3%+904+34.6%AddedHistory
PAYXPaychex IncStock13,883$1.56M0.3%+3,107+28.8%AddedHistory
Vanguard Total International Bond ETF92203J407ETF32,317$1.54M0.3%−1,569−4.6%Reduced–
FLRFluor CorpStock60,990$1.52M0.3%00.0%UnchangedHistory
ORealty Income CorpREIT25,815$1.50M0.3%+5,537+27.3%AddedHistory
MSMMSC Industrial Direct Co IncCL A20,448$1.49M0.3%+4,301+26.6%AddedHistory
ABTAbbott LaboratoriesStock15,152$1.47M0.3%−107−0.7%ReducedHistory
MAMastercard IncStock5,141$1.46M0.3%+264+5.4%AddedHistory
First Tr Exchange-Traded FD33738D101NO AMER ENERGY57,200$1.42M0.3%00.0%Unchanged–
METAMeta Platforms, Inc.Stock9,753$1.32M0.2%+1,538+18.7%AddedHistory
SBUXStarbucks CorpStock14,644$1.23M0.2%+245+1.7%AddedHistory
HASHasbro, Inc.COM18,051$1.22M0.2%+4,654+34.7%AddedHistory
MPTMedical Properties Trust IncCOM100,278$1.19M0.2%+30,660+44.0%AddedHistory
JBHTHunt J B Transport Services IncCOM7,314$1.14M0.2%+348+5.0%AddedHistory
AEMAgnico Eagle Mines LtdStock26,443$1.12M0.2%+2,721+11.5%AddedHistory
LLoews CorpCOM20,782$1.04M0.2%+1,372+7.1%AddedHistory
TRVTravelers Companies, Inc.Stock6,723$1.03M0.2%+508+8.2%AddedHistory
ULUnilever PLCSPON ADR NEW22,616$991.0K0.2%+1,301+6.1%AddedHistory
NEANuveen AMT-Free Quality Municipal Income FundCOM93,000$986.0K0.2%+25,000+36.8%AddedHistory
LLYEli Lilly & CoStock3,023$978.0K0.2%00.0%UnchangedHistory
MDTMedtronic plcStock11,368$918.0K0.2%+573+5.3%AddedHistory
DISWalt Disney CoStock9,695$914.0K0.2%+2,008+26.1%AddedHistory
EQCEQC Liquidating TrustCOM SH BEN INT37,062$903.0K0.2%+1,210+3.4%AddedHistory
WMTWalmart Inc.Stock6,789$881.0K0.2%+183+2.8%AddedHistory
Vanguard Whitehall FDS921946810INTL DVD ETF14,000$868.0K0.2%00.0%Unchanged–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF9,328$866.0K0.2%+1,081+13.1%Added–
VVisa Inc.Stock4,806$853.0K0.2%+10+0.2%AddedHistory
CTVACorteva, Inc.Stock14,539$831.0K0.2%+76+0.5%AddedHistory

Sold out since Q2 2022 (12)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Tectonic Advisors LLC sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
ISRGIntuitive Surgical IncCOM NEW1,313$264.0K<0.1%History
SPDR Index Shs FDS78463X509ST PORT MARK ETF6,475$225.0K<0.1%–
PSAPublic StorageCOM709$222.0K<0.1%History
KMIKinder Morgan, Inc.Stock13,147$220.0K<0.1%History
ALKAlaska Air Group, Inc.COM5,497$220.0K<0.1%History
DOCUDocuSign, Inc.Stock3,581$205.0K<0.1%History
JRINuveen Real Asset Income & Growth FundCOM11,974$157.0K<0.1%History
NIO Inc.62914VAF3NOTE 0.500% 2/031,000$23.0K<0.1%–
Fastly, Inc.31188VAB6NOTE 3/1–$22.0K<0.1%–
iShares Russell Mid-Cap Growth ETF464287481ETF31$2.00K<0.1%–
NIONIO Inc.ADR15$00.0%History
FSLYFastly, Inc.CL A38$00.0%History