Skip to main content

Tectonic Advisors LLC

SEC CIK
0001859918
Latest filing
Jul 15, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Jan 17, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
287
+11 vs. Q3 2023
Portfolio value
$1.19B
+$127.8M (+12.0%) vs. Q3 2023
Filed
Jan 17, 2024
SEC
Holdings of Tectonic Advisors LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF1,704,590$157.6M13.2%+32,435+1.9%Added–
Vanguard Ftse Developed Markets ETF921943858ETF2,311,609$110.7M9.3%+89,614+4.0%Added–
Ssga Active ETF Tr78467V848ST STR TOTAL ETF2,147,063$86.4M7.2%+85,867+4.2%Added–
Vanguard S&P 500 ETF922908363ETF156,430$68.3M5.7%+7,949+5.4%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF432,193$39.5M3.3%+28,620+7.1%Added–
iShares Core S&P 500 ETF464287200ETF81,998$39.2M3.3%−350.0%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF864,478$35.5M3.0%+43,816+5.3%Added–
Vanguard Total Bond Market ETF921937835ETF471,436$34.7M2.9%+17,262+3.8%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF237,432$23.6M2.0%+3,386+1.4%Added–
Unified Ser Tr90470L568ABSLUTE SELCT VL699,145$19.8M1.7%+5,388+0.8%Added–
WisdomTree Tr97717Y527FLOATNG RAT TREA342,144$17.2M1.4%+36,291+11.9%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF266,255$14.9M1.2%+10,200+4.0%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF62,594$14.6M1.2%+33+0.1%Added–
Vanguard Real Estate ETF922908553ETF162,041$14.3M1.2%+5,984+3.8%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF57,435$12.3M1.0%+602+1.1%Added–
EPDEnterprise Products Partners L.P.Stock464,683$12.2M1.0%+17,757+4.0%AddedHistory
iShares Tr464288521CRE U S REIT ETF177,217$9.62M0.8%00.0%Unchanged–
Alps ETF Tr00162Q452ALERIAN MLP224,238$9.53M0.8%−861−0.4%Reduced–
BERYBerry Global Group, Inc.COM139,869$9.43M0.8%+2,168+1.6%AddedHistory
LKQLKQ CorpCOM182,180$8.71M0.7%+46,179+34.0%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF123,457$8.69M0.7%00.0%Unchanged–
Global X FDS37954Y343GLBL X MLP ETF193,423$8.57M0.7%00.0%Unchanged–
CLHClean Harbors IncCOM48,255$8.42M0.7%+1,940+4.2%AddedHistory
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS268,976$7.94M0.7%00.0%UnchangedHistory
GPKGraphic Packaging Holding CoCOM294,918$7.27M0.6%+8,874+3.1%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF64,033$6.93M0.6%−111−0.2%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF24,697$6.84M0.6%−14−0.1%Reduced–
VZVerizon Communications IncStock163,042$6.15M0.5%+10,584+6.9%AddedHistory
IBMInternational Business Machines CorpStock37,137$6.07M0.5%+1,566+4.4%AddedHistory
ENBEnbridge IncStock168,432$6.07M0.5%+16,928+11.2%AddedHistory
IRMIron Mountain IncCOM86,401$6.05M0.5%+4,138+5.0%AddedHistory
CSCOCisco Systems, Inc.Stock116,602$5.89M0.5%+9,501+8.9%AddedHistory
NNNNNN REIT, Inc.REIT135,158$5.83M0.5%+5,046+3.9%AddedHistory
MRKMerck & Co., Inc.Stock53,294$5.81M0.5%+3,595+7.2%AddedHistory
CSWCCapital Southwest CorpCOM241,935$5.73M0.5%+12,497+5.4%AddedHistory
AVGOBroadcom Inc.Stock5,020$5.60M0.5%+14+0.3%AddedHistory
PGRProgressive CorpStock35,137$5.60M0.5%+779+2.3%AddedHistory
RBARB Global Inc.COM82,343$5.51M0.5%+39,473+92.1%AddedHistory
OBDCBlue Owl Capital CorpCOM367,031$5.42M0.5%+24,655+7.2%AddedHistory
HTGCHercules Capital, Inc.COM324,792$5.41M0.5%+26,808+9.0%AddedHistory
OKEONEOK IncCOM77,007$5.41M0.5%+4,453+6.1%AddedHistory
MAINMain Street Capital CORPCEF125,024$5.40M0.5%+8,681+7.5%AddedHistory
iShares Tr46435G672CORE INTL AGGR108,508$5.40M0.5%00.0%Unchanged–
FDXFedEx CorpStock20,803$5.26M0.4%+944+4.8%AddedHistory
ARCCAres Capital CorpCEF260,330$5.21M0.4%+18,743+7.8%AddedHistory
MPLXMPLX LPCOM UNIT REP LTD141,483$5.20M0.4%+8,612+6.5%AddedHistory
PPGPPG Industries IncStock34,680$5.19M0.4%+1,141+3.4%AddedHistory
TAT&T Inc.Stock304,473$5.11M0.4%+16,659+5.8%AddedHistory
SPDR Series Trust78464A516ST INTL BBG ETF218,825$5.07M0.4%00.0%Unchanged–
KNXKnight-Swift Transportation Holdings Inc.CL A87,472$5.04M0.4%+2,463+2.9%AddedHistory
PEPPepsiCo IncStock28,954$4.92M0.4%+1,761+6.5%AddedHistory
PGProcter & Gamble CoStock33,555$4.92M0.4%+1,878+5.9%AddedHistory
AAPLApple Inc.Stock25,506$4.91M0.4%+409+1.6%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN353,057$4.87M0.4%+31,799+9.9%AddedHistory
KOCoca Cola CoStock79,810$4.70M0.4%+4,921+6.6%AddedHistory
HRBH&R Block IncCOM94,171$4.56M0.4%−796−0.8%ReducedHistory
MSFTMicrosoft CorpStock11,962$4.50M0.4%+1,556+15.0%AddedHistory
ABBVAbbVie Inc.Stock28,916$4.48M0.4%+1,882+7.0%AddedHistory
AMHAmerican Homes 4 RentCL A119,490$4.30M0.4%+4,793+4.2%AddedHistory
AMZNAmazon Com IncStock27,685$4.21M0.4%−84−0.3%ReducedHistory
VICIVici Properties Inc.COM128,840$4.11M0.3%+11,915+10.2%AddedHistory
MOAltria Group, Inc.Stock100,281$4.05M0.3%+10,185+11.3%AddedHistory
GILDGilead Sciences, Inc.Stock49,865$4.04M0.3%+2,903+6.2%AddedHistory
MSMMSC Industrial Direct Co IncCL A39,723$4.02M0.3%+2,919+7.9%AddedHistory
ORealty Income CorpREIT69,834$4.01M0.3%+7,849+12.7%AddedHistory
MASMasco CorpCOM59,446$3.98M0.3%−6,153−9.4%ReducedHistory
DUKDuke Energy CORPStock40,326$3.91M0.3%+2,415+6.4%AddedHistory
Healthpeak Properties, Inc.71943U104COM292,417$3.89M0.3%+41,117+16.4%Added–
PAYXPaychex IncStock32,029$3.81M0.3%+2,100+7.0%AddedHistory
EDConsolidated Edison IncStock41,322$3.76M0.3%+2,382+6.1%AddedHistory
AZOAutoZone IncCOM1,419$3.67M0.3%+15+1.1%AddedHistory
PFEPfizer IncStock126,933$3.65M0.3%+19,173+17.8%AddedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT124,563$3.64M0.3%+2,521+2.1%AddedHistory
HASHasbro, Inc.COM70,964$3.62M0.3%+16,548+30.4%AddedHistory
Vanguard World FD921910709EXTENDED DUR44,035$3.57M0.3%+4,604+11.7%Added–
PNFPPinnacle Financial Partners, Inc.COM39,882$3.48M0.3%−127−0.3%ReducedHistory
VCVisteon CorpCOM NEW25,519$3.19M0.3%+25,519NewHistory
GOOGAlphabet Inc.Stock22,391$3.16M0.3%00.0%UnchangedHistory
CCKCrown Holdings, Inc.COM30,525$2.81M0.2%+994+3.4%AddedHistory
EXPEagle Materials IncCOM12,823$2.60M0.2%+1,570+14.0%AddedHistory
ADBEAdobe Inc.Stock4,207$2.51M0.2%+21+0.5%AddedHistory
FLRFluor CorpStock60,990$2.39M0.2%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock6,598$2.35M0.2%+239+3.8%AddedHistory
LLYEli Lilly & CoStock3,331$1.94M0.2%+14+0.4%AddedHistory
TFINTriumph Financial, Inc.COM24,064$1.93M0.2%+5,566+30.1%AddedHistory
JBHTHunt J B Transport Services IncCOM9,654$1.93M0.2%+410+4.4%AddedHistory
iShares Tr46428743220 YR TR BD ETF17,854$1.77M0.1%+213+1.2%Added–
INTCIntel CorpStock34,514$1.73M0.1%−1,018−2.9%ReducedHistory
Goldman Sachs ETF Tr381430529ACCES TREASURY17,340$1.73M0.1%+1,982+12.9%Added–
ICHRIchor Holdings, Ltd.SHS50,812$1.71M0.1%+33,004+185.3%AddedHistory
AEMAgnico Eagle Mines LtdStock30,473$1.67M0.1%+1,169+4.0%AddedHistory
ABTAbbott LaboratoriesStock15,160$1.67M0.1%+102+0.7%AddedHistory
MAMastercard IncStock3,893$1.66M0.1%+101+2.7%AddedHistory
SHOEShoe Station Group IncCOM52,926$1.60M0.1%−5,077−8.8%ReducedHistory
TRVTravelers Companies, Inc.Stock8,140$1.55M0.1%+423+5.5%AddedHistory
Vanguard Total International Bond ETF92203J407ETF30,867$1.52M0.1%−1,016−3.2%Reduced–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF13,176$1.52M0.1%+121+0.9%Added–
KLACKLA CorpCOM NEW2,541$1.48M0.1%−12−0.5%ReducedHistory
TMHCTaylor Morrison Home CorpCOM27,533$1.47M0.1%+296+1.1%AddedHistory
MDTMedtronic plcStock17,526$1.44M0.1%+5,229+42.5%AddedHistory

Sold out since Q3 2023 (10)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Tectonic Advisors LLC sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
THSTreeHouse Foods, Inc.COM18,791$818.9K0.1%History
PLABPhotronics IncCOM34,575$698.8K0.1%History
BNBROOKFIELD CorpCL A LTD VT SH17,831$557.6K0.1%History
Dimensional U.S. Core Equity 2 ETF25434V708ETF17,578$460.5K<0.1%–
GEOGeo Group IncCOM43,151$353.0K<0.1%History
ILMNIllumina, Inc.COM2,143$294.2K<0.1%History
FITBFifth Third BancorpCOM10,203$258.4K<0.1%History
EMNEastman Chemical CoStock3,246$249.0K<0.1%History
GLWCorning IncCOM8,005$243.9K<0.1%History
JBSSSanfilippo John B & Son IncCOM2,302$227.4K<0.1%History