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Tectonic Advisors LLC

SEC CIK
0001859918
Latest filing
Jul 15, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 2, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
298
+4 vs. Q1 2024
Portfolio value
$1.38B
+$70.8M (+5.4%) vs. Q1 2024
Filed
Aug 2, 2024
SEC
Holdings of Tectonic Advisors LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF1,807,268$164.6M11.9%+27,591+1.6%Added–
Vanguard Ftse Developed Markets ETF921943858ETF2,551,173$126.1M9.1%+101,362+4.1%Added–
Ssga Active ETF Tr78467V848ST STR TOTAL ETF2,308,225$91.7M6.6%+49,816+2.2%Added–
Vanguard S&P 500 ETF922908363ETF169,632$84.8M6.1%+12,088+7.7%Added–
iShares Core S&P 500 ETF464287200ETF102,698$56.2M4.1%+7,654+8.1%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF955,014$41.8M3.0%+38,043+4.1%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF424,972$39.0M2.8%+41,791+10.9%Added–
Vanguard Total Bond Market ETF921937835ETF504,824$36.4M2.6%+32,241+6.8%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF304,237$29.5M2.1%+11,409+3.9%Added–
Unified Ser Tr90470L568ABSLUTE SELCT VL702,807$21.1M1.5%−11,776−1.6%Reduced–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF277,077$17.7M1.3%+9,330+3.5%Added–
WisdomTree Tr97717Y527FLOATNG RAT TREA321,121$16.2M1.2%−6,912−2.1%Reduced–
Vanguard Morningstar Mid-Cap ETF922908629ETF65,093$15.8M1.1%+2,349+3.7%Added–
TCW ETF Trust29287L700FLEXIBLE INCOME388,715$14.8M1.1%+388,715New–
EPDEnterprise Products Partners L.P.Stock504,350$14.6M1.1%+23,273+4.8%AddedHistory
Vanguard Real Estate ETF922908553ETF172,937$14.5M1.0%+8,211+5.0%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF59,447$13.0M0.9%+2,029+3.5%Added–
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS252,976$11.5M0.8%−6,000−2.3%ReducedHistory
CLHClean Harbors IncCOM49,917$11.3M0.8%−91−0.2%ReducedHistory
Alps ETF Tr00162Q452ALERIAN MLP230,898$11.1M0.8%+197+0.1%Added–
Global X FDS37954Y343GLBL X MLP ETF211,723$10.3M0.7%00.0%Unchanged–
iShares Tr464288521CRE U S REIT ETF186,917$10.0M0.7%+3,800+2.1%Added–
LKQLKQ CorpCOM221,564$9.21M0.7%+22,815+11.5%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF123,457$8.97M0.6%00.0%Unchanged–
GPKGraphic Packaging Holding CoCOM321,576$8.43M0.6%+10,183+3.3%AddedHistory
IRMIron Mountain IncCOM93,662$8.39M0.6%+5,551+6.3%AddedHistory
PGRProgressive CorpStock38,237$7.94M0.6%+1,086+2.9%AddedHistory
VZVerizon Communications IncStock187,995$7.75M0.6%+17,260+10.1%AddedHistory
AVGOBroadcom Inc.Stock4,793$7.69M0.6%+5+0.1%AddedHistory
ENBEnbridge IncStock214,043$7.62M0.6%+26,202+13.9%AddedHistory
HTGCHercules Capital, Inc.COM370,206$7.57M0.5%+25,343+7.3%AddedHistory
OKEONEOK IncCOM89,722$7.32M0.5%+6,909+8.3%AddedHistory
CSWCCapital Southwest CorpCOM280,392$7.32M0.5%+23,694+9.2%AddedHistory
IBMInternational Business Machines CorpStock42,109$7.28M0.5%+4,577+12.2%AddedHistory
MAINMain Street Capital CORPCEF143,601$7.25M0.5%+9,951+7.4%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF123,485$7.23M0.5%00.0%Unchanged–
MPLXMPLX LPCOM UNIT REP LTD166,284$7.08M0.5%+16,111+10.7%AddedHistory
MRKMerck & Co., Inc.Stock57,167$7.08M0.5%+2,630+4.8%AddedHistory
CSCOCisco Systems, Inc.Stock147,129$6.99M0.5%+17,528+13.5%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF64,663$6.90M0.5%+230+0.4%Added–
NNNNNN REIT, Inc.REIT161,622$6.89M0.5%+16,149+11.1%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN423,154$6.86M0.5%+41,004+10.7%AddedHistory
TAT&T Inc.Stock353,239$6.75M0.5%+31,517+9.8%AddedHistory
OBDCBlue Owl Capital CorpCOM435,014$6.68M0.5%+37,811+9.5%AddedHistory
ARCCAres Capital CorpCEF318,510$6.64M0.5%+33,395+11.7%AddedHistory
PGProcter & Gamble CoStock37,009$6.10M0.4%+1,714+4.9%AddedHistory
CRHCRH Public Ltd CoORD78,843$5.91M0.4%+4,820+6.5%AddedHistory
MOAltria Group, Inc.Stock129,121$5.88M0.4%+13,603+11.8%AddedHistory
DOCHealthpeak Properties, Inc.COM295,820$5.80M0.4%+31,322+11.8%AddedHistory
KOCoca Cola CoStock90,259$5.74M0.4%+4,905+5.7%AddedHistory
ABBVAbbVie Inc.Stock32,379$5.55M0.4%+2,458+8.2%AddedHistory
PEPPepsiCo IncStock33,415$5.51M0.4%+2,298+7.4%AddedHistory
HRBH&R Block IncCOM100,949$5.47M0.4%+3,852+4.0%AddedHistory
iShares Tr46435G672CORE INTL AGGR108,508$5.42M0.4%00.0%Unchanged–
KEXKirby CorpCOM45,012$5.39M0.4%+45,012NewHistory
AZOAutoZone IncCOM1,797$5.33M0.4%+97+5.7%AddedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT130,056$5.17M0.4%+2,961+2.3%AddedHistory
HASHasbro, Inc.COM88,272$5.16M0.4%+7,879+9.8%AddedHistory
AAPLApple Inc.Stock24,422$5.14M0.4%+490+2.0%AddedHistory
MSFTMicrosoft CorpStock11,388$5.09M0.4%−78−0.7%ReducedHistory
PPGPPG Industries IncStock39,708$5.00M0.4%+2,426+6.5%AddedHistory
VICIVici Properties Inc.COM174,141$4.99M0.4%+28,071+19.2%AddedHistory
AMHAmerican Homes 4 RentCL A133,782$4.97M0.4%+5,761+4.5%AddedHistory
ORealty Income CorpREIT93,656$4.95M0.4%+14,592+18.5%AddedHistory
DUKDuke Energy CORPStock47,328$4.74M0.3%+3,086+7.0%AddedHistory
MASMasco CorpCOM71,062$4.74M0.3%+4,739+7.1%AddedHistory
SPDR Series Trust78464A516ST INTL BBG ETF218,825$4.69M0.3%00.0%Unchanged–
RBARB Global Inc.COM59,641$4.55M0.3%−28,668−32.5%ReducedHistory
GILDGilead Sciences, Inc.Stock65,748$4.51M0.3%+10,097+18.1%AddedHistory
PAYXPaychex IncStock37,822$4.48M0.3%+3,209+9.3%AddedHistory
EDConsolidated Edison IncStock49,499$4.43M0.3%+3,812+8.3%AddedHistory
BERYBerry Global Group, Inc.COM74,890$4.41M0.3%−74,272−49.8%ReducedHistory
VCVisteon CorpCOM NEW40,084$4.28M0.3%+2,054+5.4%AddedHistory
PFEPfizer IncStock150,796$4.22M0.3%+20,292+15.5%AddedHistory
GOOGAlphabet Inc.Stock22,495$4.13M0.3%+134+0.6%AddedHistory
MSMMSC Industrial Direct Co IncCL A49,085$3.89M0.3%+4,914+11.1%AddedHistory
AMZNAmazon Com IncStock19,835$3.83M0.3%−1,989−9.1%ReducedHistory
PNFPPinnacle Financial Partners, Inc.COM46,399$3.71M0.3%+2,287+5.2%AddedHistory
FDXFedEx CorpStock11,486$3.44M0.2%−10,177−47.0%ReducedHistory
Vanguard World FD921910709EXTENDED DUR45,339$3.33M0.2%+2,881+6.8%Added–
KNXKnight-Swift Transportation Holdings Inc.CL A61,724$3.08M0.2%+11,473+22.8%AddedHistory
FANGDiamondback Energy, Inc.Stock15,316$3.07M0.2%+15,316NewHistory
LLYEli Lilly & CoStock3,338$3.02M0.2%+4+0.1%AddedHistory
BRK.BBerkshire Hathaway IncStock7,044$2.87M0.2%+112+1.6%AddedHistory
FLRFluor CorpStock60,990$2.66M0.2%00.0%UnchangedHistory
Goldman Sachs ETF Tr381430529ACCES TREASURY23,280$2.33M0.2%+505+2.2%Added–
ADBEAdobe Inc.Stock4,165$2.31M0.2%+392+10.4%AddedHistory
EXPEagle Materials IncCOM9,802$2.13M0.2%−876−8.2%ReducedHistory
KLACKLA CorpCOM NEW2,543$2.10M0.2%+79+3.2%AddedHistory
AEMAgnico Eagle Mines LtdStock30,666$2.01M0.1%−1,483−4.6%ReducedHistory
MAMastercard IncStock4,191$1.85M0.1%+184+4.6%AddedHistory
HPQHP IncStock52,011$1.82M0.1%+3,349+6.9%AddedHistory
TRVTravelers Companies, Inc.Stock8,931$1.82M0.1%+452+5.3%AddedHistory
METAMeta Platforms, Inc.Stock3,558$1.79M0.1%+124+3.6%AddedHistory
TFINTriumph Financial, Inc.COM21,907$1.79M0.1%+1,378+6.7%AddedHistory
SHOEShoe Station Group IncCOM47,930$1.77M0.1%+2,880+6.4%AddedHistory
iShares Russell Mid-Cap Value ETF464287473ETF14,531$1.75M0.1%+3,379+30.3%Added–
ABTAbbott LaboratoriesStock16,875$1.75M0.1%+88+0.5%AddedHistory
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF14,777$1.74M0.1%+1,167+8.6%Added–
TMOThermo Fisher Scientific Inc.Stock3,133$1.73M0.1%+129+4.3%AddedHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Tectonic Advisors LLC in Q2 2024
SecurityClassPutsCalls
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS$5.91M–

Sold out since Q1 2024 (13)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Tectonic Advisors LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
WIREEncore Wire CorpCOM4,527$1.19M0.1%History
IBTXIndependent Bank Group, Inc.COM22,702$1.04M0.1%History
BLBDBlue Bird CorpCOM24,862$953.2K0.1%History
CVGWCalavo Growers IncCOM22,345$621.4K<0.1%History
ADSKAutodesk, Inc.COM2,271$591.4K<0.1%History
PXDPioneer Natural Resources CoCOM1,917$503.2K<0.1%History
Dimensional U.S. Core Equity 2 ETF25434V708ETF13,331$425.9K<0.1%–
SFMSprouts Farmers Market, Inc.COM6,565$423.3K<0.1%History
GLGlobe Life Inc.COM3,296$383.6K<0.1%History
SWKStanley Black & Decker, Inc.COM3,350$328.1K<0.1%History
ROADConstruction Partners, Inc.COM CL A5,525$310.2K<0.1%History
ALGNAlign Technology IncCOM771$252.8K<0.1%History
RUSHARush Enterprises IncCL A4,119$220.4K<0.1%History