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Tectonic Advisors LLC

SEC CIK
0001859918
Latest filing
Jul 15, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Jan 27, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
319
+16 vs. Q3 2024
Portfolio value
$1.53B
+$5.88M (+0.4%) vs. Q3 2024
Filed
Jan 27, 2025
SEC
Holdings of Tectonic Advisors LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF1,630,530$147.4M9.6%−197,720−10.8%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF2,774,223$132.7M8.7%+132,372+5.0%Added–
Vanguard S&P 500 ETF922908363ETF181,914$98.0M6.4%+4,840+2.7%Added–
Ssga Active ETF Tr78467V848ST STR TOTAL ETF2,435,836$95.9M6.3%+87,732+3.7%Added–
iShares Core S&P 500 ETF464287200ETF108,777$64.0M4.2%+2,932+2.8%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF993,401$43.7M2.9%+35,411+3.7%Added–
Vanguard Total Bond Market ETF921937835ETF543,849$39.1M2.6%+7,276+1.4%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF319,909$31.0M2.0%−7,906−2.4%Reduced–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF316,895$29.0M1.9%−35,098−10.0%Reduced–
Unified Ser Tr90470L568ABSLUTE SELCT VL675,831$21.3M1.4%−10,127−1.5%Reduced–
TCW ETF Trust29287L700FLEXIBLE INCOME496,926$19.2M1.3%+39,590+8.7%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF70,476$18.6M1.2%+2,054+3.0%Added–
EPDEnterprise Products Partners L.P.Stock570,393$17.9M1.2%+29,180+5.4%AddedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF246,715$17.0M1.1%+3,353+1.4%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF64,783$15.6M1.0%+2,100+3.4%Added–
Vanguard Real Estate ETF922908553ETF172,904$15.4M1.0%+3,627+2.1%Added–
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS252,976$13.7M0.9%00.0%UnchangedHistory
WisdomTree Tr97717Y527FLOATNG RAT TREA265,713$13.4M0.9%+29,404+12.4%Added–
AVGOBroadcom Inc.Stock52,092$12.1M0.8%+1,195+2.3%AddedHistory
Alps ETF Tr00162Q452ALERIAN MLP243,800$11.7M0.8%−697−0.3%Reduced–
Global X FDS37954Y343GLBL X MLP ETF231,764$11.5M0.7%+341+0.1%Added–
ENBEnbridge IncStock263,948$11.2M0.7%+23,654+9.8%AddedHistory
iShares Tr464288521CRE U S REIT ETF195,216$11.2M0.7%+599+0.3%Added–
IBMInternational Business Machines CorpStock49,527$10.9M0.7%+2,702+5.8%AddedHistory
MAINMain Street Capital CORPCEF185,666$10.9M0.7%+18,601+11.1%AddedHistory
CSCOCisco Systems, Inc.Stock181,161$10.7M0.7%+10,024+5.9%AddedHistory
IRMIron Mountain IncCOM100,207$10.5M0.7%+4,303+4.5%AddedHistory
OKEONEOK IncCOM104,211$10.5M0.7%+4,054+4.0%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN527,348$10.3M0.7%+38,617+7.9%AddedHistory
HTGCHercules Capital, Inc.COM493,808$9.92M0.6%+60,776+14.0%AddedHistory
MPLXMPLX LPCOM UNIT REP LTD205,438$9.83M0.6%+16,068+8.5%AddedHistory
TAT&T Inc.Stock420,688$9.58M0.6%+24,814+6.3%AddedHistory
ARCCAres Capital CorpCEF435,220$9.53M0.6%+52,186+13.6%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF133,228$9.36M0.6%+4,371+3.4%Added–
OBDCBlue Owl Capital CorpCOM609,881$9.22M0.6%+81,389+15.4%AddedHistory
LKQLKQ CorpCOM248,961$9.15M0.6%−8,096−3.1%ReducedHistory
VZVerizon Communications IncStock223,798$8.95M0.6%+17,951+8.7%AddedHistory
CLHClean Harbors IncCOM38,719$8.91M0.6%+1,359+3.6%AddedHistory
NNNNNN REIT, Inc.REIT215,748$8.81M0.6%+32,559+17.8%AddedHistory
PGRProgressive CorpStock36,684$8.79M0.6%−1,530−4.0%ReducedHistory
CSWCCapital Southwest CorpCOM398,008$8.68M0.6%+69,174+21.0%AddedHistory
MOAltria Group, Inc.Stock163,357$8.54M0.6%+16,051+10.9%AddedHistory
CRHCRH Public Ltd CoORD90,844$8.40M0.5%+992+1.1%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF133,068$8.29M0.5%+3,813+2.9%Added–
iShares Core S&P Small Cap ETF464287804ETF69,543$8.01M0.5%+1,623+2.4%Added–
PGProcter & Gamble CoStock47,057$7.89M0.5%+5,788+14.0%AddedHistory
GILDGilead Sciences, Inc.Stock81,286$7.51M0.5%+5,580+7.4%AddedHistory
DOCHealthpeak Properties, Inc.COM368,394$7.47M0.5%+36,084+10.9%AddedHistory
ABBVAbbVie Inc.Stock42,018$7.47M0.5%+5,693+15.7%AddedHistory
AAPLApple Inc.Stock29,281$7.33M0.5%+811+2.8%AddedHistory
MRKMerck & Co., Inc.Stock73,046$7.27M0.5%+9,062+14.2%AddedHistory
KOCoca Cola CoStock115,102$7.17M0.5%+15,149+15.2%AddedHistory
VICIVici Properties Inc.COM237,250$6.93M0.5%+32,625+15.9%AddedHistory
PAYXPaychex IncStock48,920$6.86M0.4%+4,850+11.0%AddedHistory
ORealty Income CorpREIT128,310$6.85M0.4%+19,219+17.6%AddedHistory
PEPPepsiCo IncStock44,938$6.83M0.4%+6,475+16.8%AddedHistory
AMHAmerican Homes 4 RentCL A180,553$6.76M0.4%+8,856+5.2%AddedHistory
DUKDuke Energy CORPStock61,197$6.59M0.4%+7,347+13.6%AddedHistory
RBARB Global Inc.COM72,976$6.58M0.4%+13,276+22.2%AddedHistory
HASHasbro, Inc.COM114,977$6.43M0.4%+14,286+14.2%AddedHistory
HRBH&R Block IncCOM120,808$6.38M0.4%+13,090+12.2%AddedHistory
KEXKirby CorpCOM60,188$6.37M0.4%+2,732+4.8%AddedHistory
GPKGraphic Packaging Holding CoCOM233,919$6.35M0.4%−39,606−14.5%ReducedHistory
PNFPPinnacle Financial Partners, Inc.COM54,834$6.27M0.4%+9,473+20.9%AddedHistory
CIENCiena CorpCOM NEW73,838$6.26M0.4%+15,996+27.7%AddedHistory
MASMasco CorpCOM85,872$6.23M0.4%+2,827+3.4%AddedHistory
AZOAutoZone IncCOM1,917$6.14M0.4%+57+3.1%AddedHistory
EDConsolidated Edison IncStock67,032$5.98M0.4%+10,381+18.3%AddedHistory
PFEPfizer IncStock223,686$5.93M0.4%+42,570+23.5%AddedHistory
PPGPPG Industries IncStock48,884$5.84M0.4%+1,901+4.0%AddedHistory
iShares Tr46435G672CORE INTL AGGR113,408$5.66M0.4%00.0%Unchanged–
MSMMSC Industrial Direct Co IncCL A72,700$5.43M0.4%+10,357+16.6%AddedHistory
MSFTMicrosoft CorpStock12,688$5.35M0.3%+2,020+18.9%AddedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT136,278$5.24M0.3%+3,130+2.4%AddedHistory
SGISomnigroup International Inc.COM92,244$5.23M0.3%+92,244NewHistory
FANGDiamondback Energy, Inc.Stock31,467$5.16M0.3%+8,704+38.2%AddedHistory
BERYBerry Global Group, Inc.COM77,591$5.02M0.3%+1,360+1.8%AddedHistory
SPDR Series Trust78464A516ST INTL BBG ETF229,525$4.91M0.3%00.0%Unchanged–
GOOGAlphabet Inc.Stock20,500$3.90M0.3%−25−0.1%ReducedHistory
AMZNAmazon Com IncStock15,897$3.49M0.2%−2,933−15.6%ReducedHistory
Vanguard World FD921910709EXTENDED DUR51,196$3.47M0.2%+4,266+9.1%Added–
ORCLOracle CorpStock20,106$3.35M0.2%+1,620+8.8%AddedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A62,312$3.31M0.2%+1,551+2.6%AddedHistory
BRK.BBerkshire Hathaway IncStock6,756$3.06M0.2%+31+0.5%AddedHistory
FLRFluor CorpStock60,990$3.01M0.2%00.0%UnchangedHistory
LLYEli Lilly & CoStock3,890$3.00M0.2%+548+16.4%AddedHistory
ADBEAdobe Inc.Stock5,712$2.54M0.2%+650+12.8%AddedHistory
Goldman Sachs ETF Tr381430529ACCES TREASURY24,851$2.48M0.2%+38+0.2%Added–
STKLSunOpta Inc.COM313,411$2.41M0.2%+47,407+17.8%AddedHistory
MAMastercard IncStock4,280$2.25M0.1%+55+1.3%AddedHistory
EXPEagle Materials IncCOM8,594$2.12M0.1%+162+1.9%AddedHistory
TRVTravelers Companies, Inc.Stock8,752$2.11M0.1%+47+0.5%AddedHistory
TFINTriumph Financial, Inc.COM23,190$2.11M0.1%+474+2.1%AddedHistory
iShares Russell Mid-Cap Value ETF464287473ETF16,133$2.09M0.1%+426+2.7%Added–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF17,357$1.99M0.1%+1,350+8.4%Added–
BANCBanc of California, Inc.COM128,296$1.98M0.1%+7,722+6.4%AddedHistory
CBRECbre Group, Inc.CL A15,044$1.98M0.1%+10,211+211.3%AddedHistory
HPQHP IncStock59,775$1.95M0.1%+4,076+7.3%AddedHistory
ABTAbbott LaboratoriesStock17,101$1.93M0.1%+142+0.8%AddedHistory
GBXGreenbrier Companies IncStock31,675$1.93M0.1%+1,097+3.6%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 Q4 2024
SecurityClassPutsCalls
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS$7.03M–

Sold out since Q3 2024 (14)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Tectonic Advisors LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
FDXFedEx CorpStock12,262$3.36M0.2%History
HSTHost Hotels & Resorts, Inc.COM66,220$1.17M0.1%History
PUMPProPetro Holding Corp.COM120,037$919.5K0.1%History
EQCEQC Liquidating TrustCOM SH BEN INT42,930$854.3K0.1%History
KEKimball Electronics, Inc.Stock41,699$771.8K0.1%History
PPCPilgrims Pride CorpStock16,669$767.6K0.1%History
DIODDiodes IncCOM10,689$685.1K<0.1%History
SFIXStitch Fix, Inc.Stock191,102$538.9K<0.1%History
WELLWelltower Inc.REIT3,813$488.2K<0.1%History
CWCurtiss Wright CorpStock1,327$436.2K<0.1%History
GPCGenuine Parts CoStock2,761$385.6K<0.1%History
SLNDSouthland Holdings, Inc.COM103,253$382.0K<0.1%History
CCICrown Castle Inc.REIT3,111$369.0K<0.1%History
OVVOvintiv Inc.COM9,618$368.5K<0.1%History