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Tectonic Advisors LLC

SEC CIK
0001859918
Latest filing
Jul 15, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Oct 23, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
303
+5 vs. Q2 2024
Portfolio value
$1.52B
+$141.3M (+10.2%) vs. Q2 2024
Filed
Oct 23, 2024
SEC
Holdings of Tectonic Advisors LLC in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF1,828,250$173.0M11.4%+20,982+1.2%Added–
Vanguard Ftse Developed Markets ETF921943858ETF2,641,851$139.5M9.2%+90,678+3.6%Added–
Ssga Active ETF Tr78467V848ST STR TOTAL ETF2,348,104$97.2M6.4%+39,879+1.7%Added–
Vanguard S&P 500 ETF922908363ETF177,074$93.4M6.1%+7,442+4.4%Added–
iShares Core S&P 500 ETF464287200ETF105,845$61.1M4.0%+3,147+3.1%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF957,990$45.8M3.0%+2,976+0.3%Added–
Vanguard Total Bond Market ETF921937835ETF536,573$40.3M2.6%+31,749+6.3%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF327,815$33.2M2.2%+23,578+7.7%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF351,993$32.3M2.1%−72,979−17.2%Reduced–
Unified Ser Tr90470L568ABSLUTE SELCT VL685,958$22.5M1.5%−16,849−2.4%Reduced–
TCW ETF Trust29287L700FLEXIBLE INCOME457,336$18.2M1.2%+68,621+17.7%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF68,422$18.1M1.2%+3,329+5.1%Added–
Vanguard Real Estate ETF922908553ETF169,277$16.5M1.1%−3,660−2.1%Reduced–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF243,362$16.4M1.1%−33,715−12.2%Reduced–
EPDEnterprise Products Partners L.P.Stock541,213$15.8M1.0%+36,863+7.3%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF62,683$14.9M1.0%+3,236+5.4%Added–
iShares Tr464288521CRE U S REIT ETF194,617$12.0M0.8%+7,700+4.1%Added–
WisdomTree Tr97717Y527FLOATNG RAT TREA236,309$11.9M0.8%−84,812−26.4%Reduced–
Alps ETF Tr00162Q452ALERIAN MLP244,497$11.5M0.8%+13,599+5.9%Added–
IRMIron Mountain IncCOM95,904$11.4M0.7%+2,242+2.4%AddedHistory
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS252,976$11.2M0.7%00.0%UnchangedHistory
Global X FDS37954Y343GLBL X MLP ETF231,423$11.1M0.7%+19,700+9.3%Added–
IBMInternational Business Machines CorpStock46,825$10.4M0.7%+4,716+11.2%AddedHistory
LKQLKQ CorpCOM257,057$10.3M0.7%+35,493+16.0%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF128,857$10.1M0.7%+5,400+4.4%Added–
ENBEnbridge IncStock240,294$9.76M0.6%+26,251+12.3%AddedHistory
PGRProgressive CorpStock38,214$9.70M0.6%−23−0.1%ReducedHistory
VZVerizon Communications IncStock205,847$9.24M0.6%+17,852+9.5%AddedHistory
OKEONEOK IncCOM100,157$9.13M0.6%+10,435+11.6%AddedHistory
CSCOCisco Systems, Inc.Stock171,137$9.11M0.6%+24,008+16.3%AddedHistory
CLHClean Harbors IncCOM37,360$9.03M0.6%−12,557−25.2%ReducedHistory
NNNNNN REIT, Inc.REIT183,189$8.88M0.6%+21,567+13.3%AddedHistory
AVGOBroadcom Inc.Stock50,897$8.78M0.6%+2,967+6.2%AddedConverted for a 10-for-1 splitHistory
TAT&T Inc.Stock395,874$8.71M0.6%+42,635+12.1%AddedHistory
HTGCHercules Capital, Inc.COM433,032$8.50M0.6%+62,826+17.0%AddedHistory
MPLXMPLX LPCOM UNIT REP LTD189,370$8.42M0.6%+23,086+13.9%AddedHistory
MAINMain Street Capital CORPCEF167,065$8.38M0.5%+23,464+16.3%AddedHistory
CRHCRH Public Ltd CoORD89,852$8.33M0.5%+11,009+14.0%AddedHistory
CSWCCapital Southwest CorpCOM328,834$8.32M0.5%+48,442+17.3%AddedHistory
GPKGraphic Packaging Holding CoCOM273,525$8.09M0.5%−48,051−14.9%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF129,255$8.06M0.5%+5,770+4.7%Added–
ARCCAres Capital CorpCEF383,034$8.02M0.5%+64,524+20.3%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF67,920$7.94M0.5%+3,257+5.0%Added–
ETEnergy Transfer LPCOM UT LTD PTN488,731$7.84M0.5%+65,577+15.5%AddedHistory
OBDCBlue Owl Capital CorpCOM528,492$7.70M0.5%+93,478+21.5%AddedHistory
DOCHealthpeak Properties, Inc.COM332,310$7.60M0.5%+36,490+12.3%AddedHistory
MOAltria Group, Inc.Stock147,306$7.52M0.5%+18,185+14.1%AddedHistory
HASHasbro, Inc.COM100,691$7.28M0.5%+12,419+14.1%AddedHistory
MRKMerck & Co., Inc.Stock63,984$7.27M0.5%+6,817+11.9%AddedHistory
KOCoca Cola CoStock99,953$7.18M0.5%+9,694+10.7%AddedHistory
ABBVAbbVie Inc.Stock36,325$7.17M0.5%+3,946+12.2%AddedHistory
PGProcter & Gamble CoStock41,269$7.15M0.5%+4,260+11.5%AddedHistory
KEXKirby CorpCOM57,456$7.03M0.5%+12,444+27.6%AddedHistory
MASMasco CorpCOM83,045$6.97M0.5%+11,983+16.9%AddedHistory
ORealty Income CorpREIT109,091$6.92M0.5%+15,435+16.5%AddedHistory
HRBH&R Block IncCOM107,718$6.85M0.4%+6,769+6.7%AddedHistory
VICIVici Properties Inc.COM204,625$6.82M0.4%+30,484+17.5%AddedHistory
AAPLApple Inc.Stock28,470$6.63M0.4%+4,048+16.6%AddedHistory
AMHAmerican Homes 4 RentCL A171,697$6.59M0.4%+37,915+28.3%AddedHistory
PEPPepsiCo IncStock38,463$6.54M0.4%+5,048+15.1%AddedHistory
GILDGilead Sciences, Inc.Stock75,706$6.35M0.4%+9,958+15.1%AddedHistory
PPGPPG Industries IncStock46,983$6.22M0.4%+7,275+18.3%AddedHistory
DUKDuke Energy CORPStock53,850$6.21M0.4%+6,522+13.8%AddedHistory
PAYXPaychex IncStock44,070$5.91M0.4%+6,248+16.5%AddedHistory
EDConsolidated Edison IncStock56,651$5.90M0.4%+7,152+14.4%AddedHistory
iShares Tr46435G672CORE INTL AGGR113,408$5.88M0.4%+4,900+4.5%Added–
AZOAutoZone IncCOM1,860$5.86M0.4%+63+3.5%AddedHistory
MSMMSC Industrial Direct Co IncCL A62,343$5.37M0.4%+13,258+27.0%AddedHistory
SPDR Series Trust78464A516ST INTL BBG ETF229,525$5.36M0.4%+10,700+4.9%Added–
PFEPfizer IncStock181,116$5.24M0.3%+30,320+20.1%AddedHistory
BERYBerry Global Group, Inc.COM76,231$5.18M0.3%+1,341+1.8%AddedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT133,148$5.09M0.3%+3,092+2.4%AddedHistory
RBARB Global Inc.COM59,700$4.81M0.3%+59+0.1%AddedHistory
MSFTMicrosoft CorpStock10,668$4.59M0.3%−720−6.3%ReducedHistory
PNFPPinnacle Financial Partners, Inc.COM45,361$4.44M0.3%−1,038−2.2%ReducedHistory
FANGDiamondback Energy, Inc.Stock22,763$3.92M0.3%+7,447+48.6%AddedHistory
Vanguard World FD921910709EXTENDED DUR46,930$3.74M0.2%+1,591+3.5%Added–
CIENCiena CorpCOM NEW57,842$3.56M0.2%+57,842NewHistory
AMZNAmazon Com IncStock18,830$3.51M0.2%−1,005−5.1%ReducedHistory
GOOGAlphabet Inc.Stock20,525$3.43M0.2%−1,970−8.8%ReducedHistory
FDXFedEx CorpStock12,262$3.36M0.2%+776+6.8%AddedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A60,761$3.28M0.2%−963−1.6%ReducedHistory
ORCLOracle CorpStock18,486$3.15M0.2%+18,486NewHistory
BRK.BBerkshire Hathaway IncStock6,725$3.10M0.2%−319−4.5%ReducedHistory
LLYEli Lilly & CoStock3,342$2.96M0.2%+4+0.1%AddedHistory
FLRFluor CorpStock60,990$2.91M0.2%00.0%UnchangedHistory
ADBEAdobe Inc.Stock5,062$2.62M0.2%+897+21.5%AddedHistory
Goldman Sachs ETF Tr381430529ACCES TREASURY24,813$2.49M0.2%+1,533+6.6%Added–
EXPEagle Materials IncCOM8,432$2.43M0.2%−1,370−14.0%ReducedHistory
SHOEShoe Station Group IncCOM48,986$2.15M0.1%+1,056+2.2%AddedHistory
MAMastercard IncStock4,225$2.09M0.1%+34+0.8%AddedHistory
iShares Russell Mid-Cap Value ETF464287473ETF15,707$2.08M0.1%+1,176+8.1%Added–
TRVTravelers Companies, Inc.Stock8,705$2.04M0.1%−226−2.5%ReducedHistory
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF16,007$2.02M0.1%+1,230+8.3%Added–
HPQHP IncStock55,699$2.00M0.1%+3,688+7.1%AddedHistory
TMOThermo Fisher Scientific Inc.Stock3,135$1.94M0.1%+2+0.1%AddedHistory
ABTAbbott LaboratoriesStock16,959$1.93M0.1%+84+0.5%AddedHistory
METAMeta Platforms, Inc.Stock3,263$1.87M0.1%−295−8.3%ReducedHistory
ULUnilever PLCSPON ADR NEW28,305$1.84M0.1%−3,074−9.8%ReducedHistory
KLACKLA CorpCOM NEW2,367$1.83M0.1%−176−6.9%ReducedHistory

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 Q3 2024
SecurityClassPutsCalls
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS$7.95M–

Sold out since Q2 2024 (13)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of Tectonic Advisors LLC sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
VCVisteon CorpCOM NEW40,084$4.28M0.3%History
INTCIntel CorpStock40,730$1.26M0.1%History
CALYCallaway Golf CoCOM62,067$949.6K0.1%History
CRMSalesforce, Inc.Stock3,477$893.8K0.1%History
VYXNCR Voyix CorpCOM56,551$698.4K0.1%History
GFFGriffon CorpCOM8,736$557.9K<0.1%History
WBAWalgreens Boots Alliance, Inc.COM44,252$535.2K<0.1%History
CFCF Industries Holdings, Inc.COM6,913$512.4K<0.1%History
MTUSMetallus Inc.COM24,829$503.3K<0.1%History
ALGAlamo Group IncCOM2,886$499.3K<0.1%History
MYEMyers Industries IncCOM31,074$415.8K<0.1%History
HUBBHubbell IncCOM967$353.5K<0.1%History
iShares Tr464287150CORE S&P TTL STK2,424$287.9K<0.1%–