Skip to main content

Tectonic Advisors LLC

SEC CIK
0001859918
Latest filing
Jul 15, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Oct 24, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
276
+37 vs. Q2 2023
Portfolio value
$1.07B
+$254.7M (+31.4%) vs. Q2 2023
Filed
Oct 24, 2023
SEC
Holdings of Tectonic Advisors LLC in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF1,672,155$147.0M13.8%+1,672,155New–
Vanguard Ftse Developed Markets ETF921943858ETF2,221,995$97.1M9.1%+60,687+2.8%Added–
Ssga Active ETF Tr78467V848ST STR TOTAL ETF2,061,196$79.7M7.5%+2,061,196New–
Vanguard S&P 500 ETF922908363ETF148,481$58.3M5.5%+8,819+6.3%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF403,573$37.1M3.5%+83,808+26.2%Added–
iShares Core S&P 500 ETF464287200ETF82,033$35.2M3.3%+6,135+8.1%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF820,662$32.2M3.0%+39,462+5.1%Added–
Vanguard Total Bond Market ETF921937835ETF454,174$31.7M3.0%+52,806+13.2%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF234,046$22.0M2.1%+24,421+11.6%Added–
Unified Ser Tr90470L568ABSLUTE SELCT VL693,757$19.0M1.8%−13,214−1.9%Reduced–
WisdomTree Tr97717Y527FLOATNG RAT TREA305,853$15.4M1.4%+113,506+59.0%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF62,561$13.0M1.2%+4,607+7.9%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF256,055$12.9M1.2%−214,367−45.6%Reduced–
EPDEnterprise Products Partners L.P.Stock446,926$12.2M1.1%+18,211+4.2%AddedHistory
Vanguard Real Estate ETF922908553ETF156,057$11.8M1.1%−160,389−50.7%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF56,833$10.7M1.0%+19,252+51.2%Added–
Alps ETF Tr00162Q452ALERIAN MLP225,099$9.50M0.9%−3,682−1.6%Reduced–
Global X FDS37954Y343GLBL X MLP ETF193,423$8.62M0.8%−3,600−1.8%Reduced–
BERYBerry Global Group, Inc.COM137,701$8.53M0.8%+4,437+3.3%AddedHistory
iShares Tr464288521CRE U S REIT ETF177,217$8.36M0.8%+10,800+6.5%Added–
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS268,976$8.17M0.8%00.0%UnchangedHistory
iShares Core MSCI Eafe ETF46432F842ETF123,457$7.94M0.7%00.0%Unchanged–
CLHClean Harbors IncCOM46,315$7.75M0.7%−10,163−18.0%ReducedHistory
LKQLKQ CorpCOM136,001$6.73M0.6%+8,396+6.6%AddedHistory
GPKGraphic Packaging Holding CoCOM286,044$6.37M0.6%+18,401+6.9%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF24,711$6.16M0.6%+2,314+10.3%Added–
iShares Core S&P Small Cap ETF464287804ETF64,144$6.05M0.6%+28,162+78.3%Added–
CSCOCisco Systems, Inc.Stock107,101$5.76M0.5%+7,656+7.7%AddedHistory
iShares Tr46435G672CORE INTL AGGR108,508$5.29M0.5%+8,100+8.1%Added–
FDXFedEx CorpStock19,859$5.26M0.5%+1,215+6.5%AddedHistory
CSWCCapital Southwest CorpCOM229,438$5.25M0.5%+9,866+4.5%AddedHistory
PXDPioneer Natural Resources CoCOM22,856$5.25M0.5%+3,133+15.9%AddedHistory
MRKMerck & Co., Inc.Stock49,699$5.12M0.5%+2,632+5.6%AddedHistory
ENBEnbridge IncStock151,504$5.03M0.5%+20,825+15.9%AddedHistory
IBMInternational Business Machines CorpStock35,571$4.99M0.5%+3,949+12.5%AddedHistory
VZVerizon Communications IncStock152,458$4.94M0.5%+30,759+25.3%AddedHistory
HTGCHercules Capital, Inc.COM297,984$4.89M0.5%+6,256+2.1%AddedHistory
IRMIron Mountain IncCOM82,263$4.89M0.5%+4,380+5.6%AddedHistory
PGRProgressive CorpStock34,358$4.79M0.4%+2,297+7.2%AddedHistory
OBDCBlue Owl Capital CorpCOM342,376$4.74M0.4%+29,693+9.5%AddedHistory
MAINMain Street Capital CORPCEF116,343$4.73M0.4%+12,674+12.2%AddedHistory
MPLXMPLX LPCOM UNIT REP LTD132,871$4.73M0.4%+12,338+10.2%AddedHistory
ARCCAres Capital CorpCEF241,587$4.70M0.4%+26,297+12.2%AddedHistory
SPDR Series Trust78464A516ST INTL BBG ETF218,825$4.65M0.4%+17,000+8.4%Added–
PGProcter & Gamble CoStock31,677$4.62M0.4%+2,267+7.7%AddedHistory
PEPPepsiCo IncStock27,193$4.61M0.4%+2,140+8.5%AddedHistory
OKEONEOK IncCOM72,554$4.60M0.4%+7,636+11.8%AddedHistory
NNNNNN REIT, Inc.REIT130,112$4.60M0.4%+130,112NewHistory
ETEnergy Transfer LPCOM UT LTD PTN321,258$4.51M0.4%+321,258NewHistory
PPGPPG Industries IncStock33,539$4.35M0.4%+28,475+562.3%AddedHistory
TAT&T Inc.Stock287,814$4.32M0.4%+80,720+39.0%AddedHistory
AAPLApple Inc.Stock25,097$4.30M0.4%+726+3.0%AddedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A85,009$4.26M0.4%+2,054+2.5%AddedHistory
KOCoca Cola CoStock74,889$4.19M0.4%+6,863+10.1%AddedHistory
AVGOBroadcom Inc.Stock5,006$4.16M0.4%−468−8.5%ReducedHistory
HRBH&R Block IncCOM94,967$4.09M0.4%+3,441+3.8%AddedHistory
ABBVAbbVie Inc.Stock27,034$4.03M0.4%+2,542+10.4%AddedHistory
AMHAmerican Homes 4 RentCL A114,697$3.86M0.4%+28,852+33.6%AddedHistory
MOAltria Group, Inc.Stock90,096$3.79M0.4%+12,910+16.7%AddedHistory
MSMMSC Industrial Direct Co IncCL A36,804$3.61M0.3%+2,411+7.0%AddedHistory
HASHasbro, Inc.COM54,416$3.60M0.3%+3,887+7.7%AddedHistory
PFEPfizer IncStock107,760$3.57M0.3%+22,143+25.9%AddedHistory
AZOAutoZone IncCOM1,404$3.57M0.3%+169+13.7%AddedHistory
AMZNAmazon Com IncStock27,769$3.53M0.3%−2,760−9.0%ReducedHistory
GILDGilead Sciences, Inc.Stock46,962$3.52M0.3%+5,221+12.5%AddedHistory
MASMasco CorpCOM65,599$3.51M0.3%+6,497+11.0%AddedHistory
PAYXPaychex IncStock29,929$3.45M0.3%+2,928+10.8%AddedHistory
VICIVici Properties Inc.COM116,925$3.40M0.3%+16,476+16.4%AddedHistory
DUKDuke Energy CORPStock37,911$3.35M0.3%+5,009+15.2%AddedHistory
EDConsolidated Edison IncStock38,940$3.33M0.3%+4,959+14.6%AddedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT122,042$3.32M0.3%+2,421+2.0%AddedHistory
MSFTMicrosoft CorpStock10,406$3.29M0.3%−94−0.9%ReducedHistory
ORealty Income CorpREIT61,985$3.10M0.3%+11,949+23.9%AddedHistory
Healthpeak Properties, Inc.71943U104COM251,300$3.06M0.3%+60,766+31.9%Added–
GOOGAlphabet Inc.Stock22,391$2.95M0.3%00.0%UnchangedHistory
Vanguard World FD921910709EXTENDED DUR39,431$2.76M0.3%+3,415+9.5%Added–
PNFPPinnacle Financial Partners, Inc.COM40,009$2.68M0.3%−11,685−22.6%ReducedHistory
RBARB Global Inc.COM42,870$2.68M0.3%+5,818+15.7%AddedHistory
CCKCrown Holdings, Inc.COM29,531$2.61M0.2%+1,282+4.5%AddedHistory
FLRFluor CorpStock60,990$2.24M0.2%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock6,359$2.23M0.2%−530−7.7%ReducedHistory
ADBEAdobe Inc.Stock4,186$2.13M0.2%+21+0.5%AddedHistory
EXPEagle Materials IncCOM11,253$1.87M0.2%+1,417+14.4%AddedHistory
LLYEli Lilly & CoStock3,317$1.78M0.2%+278+9.1%AddedHistory
JBHTHunt J B Transport Services IncCOM9,244$1.74M0.2%+82+0.9%AddedHistory
iShares Tr46428743220 YR TR BD ETF17,641$1.56M0.1%−23−0.1%Reduced–
Goldman Sachs ETF Tr381430529ACCES TREASURY15,358$1.54M0.1%+117+0.8%Added–
Vanguard Total International Bond ETF92203J407ETF31,883$1.52M0.1%+1,337+4.4%Added–
MAMastercard IncStock3,792$1.50M0.1%+52+1.4%AddedHistory
ABTAbbott LaboratoriesStock15,058$1.46M0.1%+71+0.5%AddedHistory
SHOEShoe Station Group IncCOM58,003$1.39M0.1%+20,085+53.0%AddedHistory
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF13,055$1.39M0.1%+867+7.1%Added–
AEMAgnico Eagle Mines LtdStock29,304$1.33M0.1%+2,297+8.5%AddedHistory
ULUnilever PLCSPON ADR NEW26,455$1.31M0.1%+1,281+5.1%AddedHistory
NOVNOV Inc.COM62,415$1.30M0.1%00.0%UnchangedHistory
VSTOVista Outdoor Inc.COM39,109$1.30M0.1%+3,806+10.8%AddedHistory
NFLXNetflix IncStock3,430$1.30M0.1%−10−0.3%ReducedHistory
HTHHilltop Holdings Inc.COM44,671$1.27M0.1%+12,843+40.4%AddedHistory
INTCIntel CorpStock35,532$1.26M0.1%+4,443+14.3%AddedHistory
TRVTravelers Companies, Inc.Stock7,717$1.26M0.1%+343+4.7%AddedHistory

Sold out since Q2 2023 (17)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Tectonic Advisors LLC sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP74,367$4.63M0.6%History
WPCW. P. Carey Inc.COM54,074$3.65M0.4%History
DGDollar General CorpCOM9,667$1.64M0.2%History
EXEExpand Energy CorpCOM11,075$926.8K0.1%History
INGRIngredion IncCOM7,247$767.8K0.1%History
EAFGraftech International LtdCOM102,187$515.0K0.1%History
Barrick Gold Corp067901108COM25,066$424.4K0.1%–
HPKHighPeak Energy, Inc.COM35,825$389.8K<0.1%History
RPCRidgepost Capital, Inc.CL A COM32,034$362.0K<0.1%History
ULCCFrontier Group Holdings, Inc.COM36,416$352.1K<0.1%History
PRTSCarParts.com, Inc.COM76,340$324.4K<0.1%History
HRIHerc Holdings IncCOM2,042$279.4K<0.1%History
TJXTJX Companies IncStock2,715$230.2K<0.1%History
ALGNAlign Technology IncCOM630$222.8K<0.1%History
DDominion Energy, IncStock4,284$221.9K<0.1%History
ProShares Bitcoin ETF74347G440ETF11,898$202.0K<0.1%–
HDBHDFC Bank LtdSPONSORED ADS2,895$201.8K<0.1%History