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Tectonic Advisors LLC

SEC CIK
0001859918
Latest filing
Jul 15, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
267
+58 vs. Q3 2022
Portfolio value
$645.0M
+$103.0M (+19.0%) vs. Q3 2022
Filed
Feb 14, 2023
SEC
Holdings of Tectonic Advisors LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Ftse Developed Markets ETF921943858ETF1,890,191$79.3M12.3%−282,006−13.0%Reduced–
Vanguard S&P 500 ETF922908363ETF120,620$42.4M6.6%+5,594+4.9%Added–
Vanguard Total Bond Market ETF921937835ETF399,201$28.7M4.4%+20,294+5.4%Added–
iShares Core S&P 500 ETF464287200ETF69,515$26.7M4.1%+3,400+5.1%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF653,546$25.5M3.9%+95,326+17.1%Added–
Vanguard Real Estate ETF922908553ETF275,250$22.7M3.5%−41,870−13.2%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF205,931$20.0M3.1%−1,050−0.5%Reduced–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF423,215$19.0M3.0%−78,495−15.6%Reduced–
Unified Ser Tr90470L568ABSLUTE SELCT VL650,475$18.1M2.8%−31,642−4.6%Reduced–
EPDEnterprise Products Partners L.P.Stock394,917$9.53M1.5%+25,913+7.0%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF45,673$9.31M1.4%+1,605+3.6%Added–
Alps ETF Tr00162Q452ALERIAN MLP230,185$8.76M1.4%+413+0.2%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF93,159$8.52M1.3%+68,905+284.1%Added–
Global X FDS37954Y343GLBL X MLP ETF197,023$8.14M1.3%00.0%Unchanged–
iShares Tr4642874571 3 YR TREAS BD99,646$8.09M1.3%+3,129+3.2%Added–
iShares Tr464288521CRE U S REIT ETF161,317$7.98M1.2%+22,000+15.8%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF39,642$7.58M1.2%+38,800+4,608.1%Added–
iShares Core MSCI Eafe ETF46432F842ETF109,051$6.72M1.0%+18,500+20.4%Added–
BERYBerry Global Group, Inc.COM111,146$6.72M1.0%+17,962+19.3%AddedHistory
DGDollar General CorpCOM24,967$6.15M1.0%+1,601+6.9%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF32,924$6.04M0.9%+9,946+43.3%Added–
CLHClean Harbors IncCOM48,586$5.54M0.9%+2,458+5.3%AddedHistory
LKQLKQ CorpCOM100,795$5.38M0.8%+6,274+6.6%AddedHistory
GPKGraphic Packaging Holding CoCOM227,616$5.06M0.8%+15,892+7.5%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF19,160$4.63M0.7%00.0%Unchanged–
SPDR Series Trust78464A516ST INTL BBG ETF191,825$4.30M0.7%+36,789+23.7%Added–
MRKMerck & Co., Inc.Stock36,890$4.09M0.6%+513+1.4%AddedHistory
iShares Tr46435G672CORE INTL AGGR83,808$3.99M0.6%00.0%Unchanged–
ENBEnbridge IncStock97,210$3.80M0.6%+15,049+18.3%AddedHistory
CSCOCisco Systems, Inc.Stock78,876$3.76M0.6%+11,428+16.9%AddedHistory
VZVerizon Communications IncStock94,889$3.74M0.6%+20,106+26.9%AddedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A70,546$3.70M0.6%+4,488+6.8%AddedHistory
PEPPepsiCo IncStock20,209$3.65M0.6%+2,349+13.2%AddedHistory
BACBank of America CorpStock109,587$3.63M0.6%+1,294+1.2%AddedHistory
PGProcter & Gamble CoStock23,277$3.53M0.5%+3,069+15.2%AddedHistory
KOCoca Cola CoStock54,360$3.46M0.5%+7,291+15.5%AddedHistory
AAPLApple Inc.Stock26,524$3.45M0.5%+4,678+21.4%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF36,105$3.42M0.5%00.0%Unchanged–
PXDPioneer Natural Resources CoCOM13,895$3.17M0.5%+269+2.0%AddedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT115,838$3.11M0.5%00.0%UnchangedHistory
FDXFedEx CorpStock17,379$3.01M0.5%+3,494+25.2%AddedHistory
CCKCrown Holdings, Inc.COM36,412$2.99M0.5%+7,499+25.9%AddedHistory
OKEONEOK IncCOM45,181$2.97M0.5%+9,014+24.9%AddedHistory
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP58,997$2.96M0.5%+10,722+22.2%AddedHistory
PFEPfizer IncStock57,617$2.95M0.5%+8,930+18.3%AddedHistory
MPLXMPLX LPCOM UNIT REP LTD88,196$2.90M0.4%+15,779+21.8%AddedHistory
IRMIron Mountain IncCOM57,273$2.86M0.4%+11,650+25.5%AddedHistory
WPCW. P. Carey Inc.COM35,773$2.80M0.4%+8,304+30.2%AddedHistory
INTCIntel CorpStock105,306$2.78M0.4%+39,297+59.5%AddedHistory
ABBVAbbVie Inc.Stock17,126$2.77M0.4%+2,994+21.2%AddedHistory
MAINMain Street Capital CORPCEF73,877$2.73M0.4%+18,539+33.5%AddedHistory
ARCCAres Capital CorpCEF147,709$2.73M0.4%+32,592+28.3%AddedHistory
HTGCHercules Capital, Inc.COM199,995$2.64M0.4%+49,836+33.2%AddedHistory
MSFTMicrosoft CorpStock11,013$2.64M0.4%+546+5.2%AddedHistory
Vanguard World FD921910709EXTENDED DUR31,844$2.64M0.4%+6,459+25.4%Added–
PGRProgressive CorpStock20,164$2.62M0.4%+853+4.4%AddedHistory
GILDGilead Sciences, Inc.Stock30,251$2.60M0.4%+3,518+13.2%AddedHistory
PNFPPinnacle Financial Partners, Inc.COM35,248$2.59M0.4%+2,169+6.6%AddedHistory
OBDCBlue Owl Capital CorpCOM221,749$2.56M0.4%+56,888+34.5%AddedHistory
CSWCCapital Southwest CorpCOM149,709$2.56M0.4%+42,987+40.3%AddedHistory
AVGOBroadcom Inc.Stock4,554$2.55M0.4%+1,039+29.6%AddedHistory
AZOAutoZone IncCOM1,029$2.54M0.4%−53−4.9%ReducedHistory
TAT&T Inc.Stock136,957$2.52M0.4%+29,622+27.6%AddedHistory
MOAltria Group, Inc.Stock53,217$2.43M0.4%+11,270+26.9%AddedHistory
MASMasco CorpCOM50,797$2.37M0.4%+3,691+7.8%AddedHistory
VICIVici Properties Inc.COM71,407$2.31M0.4%+11,664+19.5%AddedHistory
GOOGAlphabet Inc.Stock25,928$2.30M0.4%+38+0.1%AddedHistory
DUKDuke Energy CORPStock22,256$2.29M0.4%+5,445+32.4%AddedHistory
EDConsolidated Edison IncStock24,044$2.29M0.4%+5,094+26.9%AddedHistory
AMHAmerican Homes 4 RentCL A75,758$2.28M0.4%+26,535+53.9%AddedHistory
AMZNAmazon Com IncStock26,424$2.22M0.3%+3,677+16.2%AddedHistory
BRK.BBerkshire Hathaway IncStock7,099$2.19M0.3%−695−8.9%ReducedHistory
HRBH&R Block IncCOM59,964$2.19M0.3%+8,357+16.2%AddedHistory
ORealty Income CorpREIT34,156$2.17M0.3%+8,341+32.3%AddedHistory
FLRFluor CorpStock60,990$2.11M0.3%00.0%UnchangedHistory
MPTMedical Properties Trust IncCOM185,847$2.07M0.3%+85,569+85.3%AddedHistory
PAYXPaychex IncStock17,909$2.07M0.3%+4,026+29.0%AddedHistory
MSMMSC Industrial Direct Co IncCL A25,324$2.07M0.3%+4,876+23.8%AddedHistory
HASHasbro, Inc.COM33,061$2.02M0.3%+15,010+83.2%AddedHistory
iShares Tr46428743220 YR TR BD ETF17,473$1.74M0.3%+626+3.7%Added–
ABTAbbott LaboratoriesStock15,111$1.66M0.3%−41−0.3%ReducedHistory
MAMastercard IncStock4,484$1.56M0.2%−657−12.8%ReducedHistory
First Tr Exchange-Traded FD33738D101NO AMER ENERGY57,200$1.53M0.2%00.0%Unchanged–
SBUXStarbucks CorpStock14,335$1.42M0.2%−309−2.1%ReducedHistory
JBHTHunt J B Transport Services IncCOM7,882$1.37M0.2%+568+7.8%AddedHistory
Vanguard Total International Bond ETF92203J407ETF27,979$1.33M0.2%−4,338−13.4%Reduced–
ULUnilever PLCSPON ADR NEW24,907$1.25M0.2%+2,291+10.1%AddedHistory
LLoews CorpCOM20,371$1.19M0.2%−411−2.0%ReducedHistory
AEMAgnico Eagle Mines LtdStock22,717$1.18M0.2%−3,726−14.1%ReducedHistory
LLYEli Lilly & CoStock3,019$1.10M0.2%−4−0.1%ReducedHistory
TRVTravelers Companies, Inc.Stock5,859$1.10M0.2%−864−12.9%ReducedHistory
DDDuPont de Nemours, Inc.COM15,341$1.05M0.2%−971−6.0%ReducedHistory
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF10,014$1.03M0.2%+686+7.4%Added–
NFLXNetflix IncStock3,465$1.02M0.2%+14+0.4%AddedHistory
WMTWalmart Inc.Stock7,095$1.01M0.2%+306+4.5%AddedHistory
NEANuveen AMT-Free Quality Municipal Income FundCOM88,000$1.00M0.2%−5,000−5.4%ReducedHistory
EXPEagle Materials IncCOM7,515$998.4K0.2%+7,515NewHistory
TMOThermo Fisher Scientific Inc.Stock1,808$995.6K0.2%+1,201+197.9%AddedHistory
Vanguard Whitehall FDS921946810INTL DVD ETF14,000$974.8K0.2%00.0%Unchanged–
WisdomTree Tr97717W844GLOB EX US QU FD30,000$966.8K0.1%00.0%Unchanged–

Sold out since Q3 2022 (8)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Tectonic Advisors LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
YAlleghany CorpCOM846$710.0K0.1%History
SPYSPDR S&P 500 ETF TrustETF1,775$634.0K0.1%History
GWREGuidewire Software, Inc.COM5,171$318.0K0.1%History
GHCGraham Holdings CoCOM CL B517$278.0K0.1%History
JQCNuveen Credit Strategies Income FundCOM SHS20,000$102.0K<0.1%History
Vanguard Emerging Markets Government Bond ETF921946885ETF735$42.0K<0.1%–
Swedish Expt CR Corp870297306RG ENRGY ETN2210,450$40.0K<0.1%–
iShares Tr464287382JPX NIKKEI 4008$00.0%–