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Tectonic Advisors LLC

SEC CIK
0001859918
Latest filing
Jul 15, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 7, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
294
+7 vs. Q4 2023
Portfolio value
$1.31B
+$116.5M (+9.7%) vs. Q4 2023
Filed
May 7, 2024
SEC
Holdings of Tectonic Advisors LLC in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF1,779,677$163.5M12.5%+75,087+4.4%Added–
Vanguard Ftse Developed Markets ETF921943858ETF2,449,811$122.9M9.4%+138,202+6.0%Added–
Ssga Active ETF Tr78467V848ST STR TOTAL ETF2,258,409$90.4M6.9%+111,346+5.2%Added–
Vanguard S&P 500 ETF922908363ETF157,544$75.7M5.8%+1,114+0.7%Added–
iShares Core S&P 500 ETF464287200ETF95,044$50.0M3.8%+13,046+15.9%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF916,971$38.3M2.9%+52,493+6.1%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF383,181$35.2M2.7%−49,012−11.3%Reduced–
Vanguard Total Bond Market ETF921937835ETF472,583$34.3M2.6%+1,147+0.2%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF292,828$28.7M2.2%+55,396+23.3%Added–
Unified Ser Tr90470L568ABSLUTE SELCT VL714,583$21.7M1.7%+15,438+2.2%Added–
WisdomTree Tr97717Y527FLOATNG RAT TREA328,033$16.5M1.3%−14,111−4.1%Reduced–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF267,747$16.5M1.3%+1,492+0.6%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF62,744$15.7M1.2%+150+0.2%Added–
Vanguard Real Estate ETF922908553ETF164,726$14.2M1.1%+2,685+1.7%Added–
EPDEnterprise Products Partners L.P.Stock481,077$14.0M1.1%+16,394+3.5%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF57,418$13.1M1.0%−170.0%Reduced–
Alps ETF Tr00162Q452ALERIAN MLP230,701$10.9M0.8%+6,463+2.9%Added–
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS258,976$10.7M0.8%−10,000−3.7%ReducedHistory
LKQLKQ CorpCOM198,749$10.6M0.8%+16,569+9.1%AddedHistory
Global X FDS37954Y343GLBL X MLP ETF211,723$10.2M0.8%+18,300+9.5%Added–
CLHClean Harbors IncCOM50,008$10.1M0.8%+1,753+3.6%AddedHistory
iShares Tr464288521CRE U S REIT ETF183,117$9.85M0.8%+5,900+3.3%Added–
iShares Core MSCI Eafe ETF46432F842ETF123,457$9.16M0.7%00.0%Unchanged–
GPKGraphic Packaging Holding CoCOM311,393$9.09M0.7%+16,475+5.6%AddedHistory
BERYBerry Global Group, Inc.COM149,162$9.02M0.7%+9,293+6.6%AddedHistory
PGRProgressive CorpStock37,151$7.68M0.6%+2,014+5.7%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF123,485$7.50M0.6%00.0%UnchangedConverted for a 5-for-1 split–
MRKMerck & Co., Inc.Stock54,537$7.20M0.5%+1,243+2.3%AddedHistory
IBMInternational Business Machines CorpStock37,532$7.17M0.5%+395+1.1%AddedHistory
VZVerizon Communications IncStock170,735$7.16M0.5%+7,693+4.7%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF64,433$7.12M0.5%+400+0.6%Added–
IRMIron Mountain IncCOM88,111$7.07M0.5%+1,710+2.0%AddedHistory
ENBEnbridge IncStock187,841$6.80M0.5%+19,409+11.5%AddedHistory
RBARB Global Inc.COM88,309$6.73M0.5%+5,966+7.2%AddedHistory
OKEONEOK IncCOM82,813$6.64M0.5%+5,806+7.5%AddedHistory
CSCOCisco Systems, Inc.Stock129,601$6.47M0.5%+12,999+11.1%AddedHistory
CSWCCapital Southwest CorpCOM256,698$6.41M0.5%+14,763+6.1%AddedHistory
CRHCRH Public Ltd CoORD74,023$6.39M0.5%+74,023NewHistory
HTGCHercules Capital, Inc.COM344,863$6.36M0.5%+20,071+6.2%AddedHistory
AVGOBroadcom Inc.Stock4,788$6.35M0.5%−232−4.6%ReducedHistory
MAINMain Street Capital CORPCEF133,650$6.32M0.5%+8,626+6.9%AddedHistory
FDXFedEx CorpStock21,663$6.28M0.5%+860+4.1%AddedHistory
MPLXMPLX LPCOM UNIT REP LTD150,173$6.24M0.5%+8,690+6.1%AddedHistory
NNNNNN REIT, Inc.REIT145,473$6.22M0.5%+10,315+7.6%AddedHistory
OBDCBlue Owl Capital CorpCOM397,203$6.11M0.5%+30,172+8.2%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN382,150$6.01M0.5%+29,093+8.2%AddedHistory
ARCCAres Capital CorpCEF285,115$5.94M0.5%+24,785+9.5%AddedHistory
PGProcter & Gamble CoStock35,295$5.73M0.4%+1,740+5.2%AddedHistory
TAT&T Inc.Stock321,722$5.66M0.4%+17,249+5.7%AddedHistory
ABBVAbbVie Inc.Stock29,921$5.45M0.4%+1,005+3.5%AddedHistory
PEPPepsiCo IncStock31,117$5.45M0.4%+2,163+7.5%AddedHistory
iShares Tr46435G672CORE INTL AGGR108,508$5.42M0.4%00.0%Unchanged–
PPGPPG Industries IncStock37,282$5.40M0.4%+2,602+7.5%AddedHistory
AZOAutoZone IncCOM1,700$5.36M0.4%+281+19.8%AddedHistory
MASMasco CorpCOM66,323$5.23M0.4%+6,877+11.6%AddedHistory
KOCoca Cola CoStock85,354$5.22M0.4%+5,544+6.9%AddedHistory
MOAltria Group, Inc.Stock115,518$5.04M0.4%+15,237+15.2%AddedHistory
DOCHealthpeak Properties, Inc.COM264,498$4.96M0.4%+264,498NewHistory
SPDR Series Trust78464A516ST INTL BBG ETF218,825$4.87M0.4%00.0%Unchanged–
MSFTMicrosoft CorpStock11,466$4.82M0.4%−496−4.1%ReducedHistory
HRBH&R Block IncCOM97,097$4.77M0.4%+2,926+3.1%AddedHistory
AMHAmerican Homes 4 RentCL A128,021$4.71M0.4%+8,531+7.1%AddedHistory
HASHasbro, Inc.COM80,393$4.54M0.3%+9,429+13.3%AddedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT127,095$4.52M0.3%+2,532+2.0%AddedHistory
VCVisteon CorpCOM NEW38,030$4.47M0.3%+12,511+49.0%AddedHistory
VICIVici Properties Inc.COM146,070$4.35M0.3%+17,230+13.4%AddedHistory
MSMMSC Industrial Direct Co IncCL A44,171$4.29M0.3%+4,448+11.2%AddedHistory
DUKDuke Energy CORPStock44,242$4.28M0.3%+3,916+9.7%AddedHistory
ORealty Income CorpREIT79,064$4.28M0.3%+9,230+13.2%AddedHistory
PAYXPaychex IncStock34,613$4.25M0.3%+2,584+8.1%AddedHistory
EDConsolidated Edison IncStock45,687$4.15M0.3%+4,365+10.6%AddedHistory
AAPLApple Inc.Stock23,932$4.10M0.3%−1,574−6.2%ReducedHistory
GILDGilead Sciences, Inc.Stock55,651$4.08M0.3%+5,786+11.6%AddedHistory
AMZNAmazon Com IncStock21,824$3.94M0.3%−5,861−21.2%ReducedHistory
PNFPPinnacle Financial Partners, Inc.COM44,112$3.79M0.3%+4,230+10.6%AddedHistory
PFEPfizer IncStock130,504$3.62M0.3%+3,571+2.8%AddedHistory
GOOGAlphabet Inc.Stock22,361$3.40M0.3%−30−0.1%ReducedHistory
Vanguard World FD921910709EXTENDED DUR42,458$3.25M0.2%−1,577−3.6%Reduced–
BRK.BBerkshire Hathaway IncStock6,932$2.92M0.2%+334+5.1%AddedHistory
EXPEagle Materials IncCOM10,678$2.90M0.2%−2,145−16.7%ReducedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A50,251$2.76M0.2%−37,221−42.6%ReducedHistory
LLYEli Lilly & CoStock3,334$2.59M0.2%+3+0.1%AddedHistory
FLRFluor CorpStock60,990$2.58M0.2%00.0%UnchangedHistory
Goldman Sachs ETF Tr381430529ACCES TREASURY22,775$2.30M0.2%+5,435+31.3%Added–
TRVTravelers Companies, Inc.Stock8,479$1.95M0.1%+339+4.2%AddedHistory
MAMastercard IncStock4,007$1.93M0.1%+114+2.9%AddedHistory
AEMAgnico Eagle Mines LtdStock32,149$1.92M0.1%+1,676+5.5%AddedHistory
ABTAbbott LaboratoriesStock16,787$1.91M0.1%+1,627+10.7%AddedHistory
ADBEAdobe Inc.Stock3,773$1.90M0.1%−434−10.3%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock3,004$1.75M0.1%+679+29.2%AddedHistory
KLACKLA CorpCOM NEW2,464$1.72M0.1%−77−3.0%ReducedHistory
METAMeta Platforms, Inc.Stock3,434$1.67M0.1%−150−4.2%ReducedHistory
iShares Tr46428743220 YR TR BD ETF17,531$1.66M0.1%−323−1.8%Reduced–
ETDEthan Allen Interiors IncCOM47,950$1.66M0.1%+9,945+26.2%AddedHistory
SHOEShoe Station Group IncCOM45,050$1.65M0.1%−7,876−14.9%ReducedHistory
TFINTriumph Financial, Inc.COM20,529$1.63M0.1%−3,535−14.7%ReducedHistory
STKLSunOpta Inc.COM233,824$1.61M0.1%+27,908+13.6%AddedHistory
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF13,610$1.59M0.1%+434+3.3%Added–
LLoews CorpCOM20,178$1.58M0.1%+577+2.9%AddedHistory
ULUnilever PLCSPON ADR NEW31,209$1.57M0.1%+5,391+20.9%AddedHistory

Sold out since Q4 2023 (15)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Tectonic Advisors LLC sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
Healthpeak Properties, Inc.71943U104COM292,417$3.89M0.3%–
CCKCrown Holdings, Inc.COM30,525$2.81M0.2%History
JBHTHunt J B Transport Services IncCOM9,654$1.93M0.2%History
VSTOVista Outdoor Inc.COM42,549$1.26M0.1%History
AZZAzz IncCOM15,543$902.9K0.1%History
PYPLPayPal Holdings, Inc.Stock10,125$621.8K0.1%History
BLCOBausch & Lomb CorpCOMMON SHARES36,076$615.5K0.1%History
TNCTennant CoCOM6,083$563.8K<0.1%History
SBDSSolo Brands, Inc.COM CL A85,017$523.7K<0.1%History
ALTGAlta Equipment Group Inc.COMMON STOCK32,781$405.5K<0.1%History
NATLNCR Atleos CorpCOM SHS14,514$352.5K<0.1%History
MELIMercadolibre IncCOM168$264.0K<0.1%History
FCNFti Consulting, IncCOM1,243$247.5K<0.1%History
TSLATesla, Inc.Stock969$240.8K<0.1%History
Vanguard Morningstar Total Stock Market ETF922908769ETF861$204.2K<0.1%–