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Tectonic Advisors LLC

SEC CIK
0001859918
Latest filing
Jul 15, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 2, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
316
−3 vs. Q4 2024
Portfolio value
$1.60B
+$70.5M (+4.6%) vs. Q4 2024
Filed
May 2, 2025
SEC
Holdings of Tectonic Advisors LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF1,624,502$150.2M9.4%−6,028−0.4%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF2,832,766$144.0M9.0%+58,543+2.1%Added–
Ssga Active ETF Tr78467V848ST STR TOTAL ETF2,462,316$99.2M6.2%+26,480+1.1%Added–
Vanguard S&P 500 ETF922908363ETF186,676$95.9M6.0%+4,762+2.6%Added–
iShares Core S&P 500 ETF464287200ETF112,823$63.4M4.0%+4,046+3.7%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF1,025,478$46.4M2.9%+32,077+3.2%Added–
Vanguard Total Bond Market ETF921937835ETF572,754$42.1M2.6%+28,905+5.3%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF431,999$39.6M2.5%+115,104+36.3%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF345,612$34.2M2.1%+25,703+8.0%Added–
Unified Ser Tr90470L568ABSLUTE SELCT VL658,738$22.4M1.4%−17,093−2.5%Reduced–
TCW ETF Trust29287L700FLEXIBLE INCOME521,822$20.4M1.3%+24,896+5.0%Added–
EPDEnterprise Products Partners L.P.Stock586,802$20.0M1.3%+16,409+2.9%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF72,043$18.6M1.2%+1,567+2.2%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF244,930$16.1M1.0%−1,785−0.7%Reduced–
Vanguard Real Estate ETF922908553ETF175,152$15.9M1.0%+2,248+1.3%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF67,302$14.9M0.9%+2,519+3.9%Added–
Alps ETF Tr00162Q452ALERIAN MLP260,828$13.5M0.8%+17,028+7.0%Added–
Global X FDS37954Y343GLBL X MLP ETF249,364$13.3M0.8%+17,600+7.6%Added–
WisdomTree Tr97717Y527FLOATNG RAT TREA247,842$12.5M0.8%−17,871−6.7%Reduced–
ENBEnbridge IncStock278,241$12.3M0.8%+14,293+5.4%AddedHistory
IBMInternational Business Machines CorpStock49,350$12.3M0.8%−177−0.4%ReducedHistory
TAT&T Inc.Stock425,027$12.0M0.8%+4,339+1.0%AddedHistory
MPLXMPLX LPCOM UNIT REP LTD211,595$11.3M0.7%+6,157+3.0%AddedHistory
iShares Tr464288521CRE U S REIT ETF195,216$11.2M0.7%00.0%Unchanged–
OKEONEOK IncCOM112,028$11.1M0.7%+7,817+7.5%AddedHistory
MAINMain Street Capital CORPCEF193,731$11.0M0.7%+8,065+4.3%AddedHistory
CSCOCisco Systems, Inc.Stock177,425$10.9M0.7%−3,736−2.1%ReducedHistory
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS233,976$10.9M0.7%−19,000−7.5%ReducedHistory
VZVerizon Communications IncStock238,901$10.8M0.7%+15,103+6.7%AddedHistory
MOAltria Group, Inc.Stock174,467$10.5M0.7%+11,110+6.8%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF137,828$10.4M0.7%+4,600+3.5%Added–
ARCCAres Capital CorpCEF467,953$10.4M0.6%+32,733+7.5%AddedHistory
LKQLKQ CorpCOM242,856$10.3M0.6%−6,105−2.5%ReducedHistory
NNNNNN REIT, Inc.REIT241,054$10.3M0.6%+25,306+11.7%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN550,711$10.2M0.6%+23,363+4.4%AddedHistory
HTGCHercules Capital, Inc.COM531,792$10.2M0.6%+37,984+7.7%AddedHistory
IRMIron Mountain IncCOM115,997$9.98M0.6%+15,790+15.8%AddedHistory
CSWCCapital Southwest CorpCOM440,473$9.83M0.6%+42,465+10.7%AddedHistory
OBDCBlue Owl Capital CorpCOM670,113$9.82M0.6%+60,232+9.9%AddedHistory
ABBVAbbVie Inc.Stock44,404$9.30M0.6%+2,386+5.7%AddedHistory
GILDGilead Sciences, Inc.Stock81,785$9.16M0.6%+499+0.6%AddedHistory
AVGOBroadcom Inc.Stock53,654$8.98M0.6%+1,562+3.0%AddedHistory
KOCoca Cola CoStock122,610$8.78M0.5%+7,508+6.5%AddedHistory
KEXKirby CorpCOM85,188$8.60M0.5%+25,000+41.5%AddedHistory
PGProcter & Gamble CoStock50,353$8.58M0.5%+3,296+7.0%AddedHistory
VICIVici Properties Inc.COM260,313$8.49M0.5%+23,063+9.7%AddedHistory
CRHCRH Public Ltd CoORD95,534$8.40M0.5%+4,690+5.2%AddedHistory
ORealty Income CorpREIT141,378$8.20M0.5%+13,068+10.2%AddedHistory
DOCHealthpeak Properties, Inc.COM405,188$8.19M0.5%+36,794+10.0%AddedHistory
iShares Tr46435G672CORE INTL AGGR163,308$8.16M0.5%+49,900+44.0%Added–
EDConsolidated Edison IncStock73,129$8.09M0.5%+6,097+9.1%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF138,346$8.07M0.5%+5,278+4.0%Added–
PAYXPaychex IncStock52,205$8.05M0.5%+3,285+6.7%AddedHistory
DUKDuke Energy CORPStock65,780$8.02M0.5%+4,583+7.5%AddedHistory
HASHasbro, Inc.COM129,429$7.96M0.5%+14,452+12.6%AddedHistory
AZOAutoZone IncCOM2,051$7.82M0.5%+134+7.0%AddedHistory
CLHClean Harbors IncCOM38,695$7.63M0.5%−24−0.1%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF72,267$7.56M0.5%+2,724+3.9%Added–
PEPPepsiCo IncStock50,320$7.55M0.5%+5,382+12.0%AddedHistory
SPDR Series Trust78464A516ST INTL BBG ETF343,025$7.50M0.5%+113,500+49.4%Added–
PGRProgressive CorpStock25,840$7.31M0.5%−10,844−29.6%ReducedHistory
HRBH&R Block IncCOM132,524$7.28M0.5%+11,716+9.7%AddedHistory
SGISomnigroup International Inc.COM120,803$7.23M0.5%+28,559+31.0%AddedHistory
MRKMerck & Co., Inc.Stock80,532$7.23M0.5%+7,486+10.2%AddedHistory
RBARB Global Inc.COM70,833$7.10M0.4%−2,143−2.9%ReducedHistory
PNFPPinnacle Financial Partners, Inc.COM66,301$7.03M0.4%+11,467+20.9%AddedHistory
AAPLApple Inc.Stock31,027$6.89M0.4%+1,746+6.0%AddedHistory
MSMMSC Industrial Direct Co IncCL A81,180$6.31M0.4%+8,480+11.7%AddedHistory
PFEPfizer IncStock244,619$6.20M0.4%+20,933+9.4%AddedHistory
MASMasco CorpCOM84,961$5.91M0.4%−911−1.1%ReducedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT139,207$5.70M0.4%+2,929+2.1%AddedHistory
CIENCiena CorpCOM NEW91,547$5.53M0.3%+17,709+24.0%AddedHistory
GPKGraphic Packaging Holding CoCOM206,179$5.35M0.3%−27,740−11.9%ReducedHistory
BERYBerry Global Group, Inc.COM75,927$5.30M0.3%−1,664−2.1%ReducedHistory
MSFTMicrosoft CorpStock13,000$4.88M0.3%+312+2.5%AddedHistory
FANGDiamondback Energy, Inc.Stock30,225$4.83M0.3%−1,242−3.9%ReducedHistory
Vanguard World FD921910709EXTENDED DUR55,206$3.93M0.2%+4,010+7.8%Added–
BRK.BBerkshire Hathaway IncStock6,580$3.50M0.2%−176−2.6%ReducedHistory
LLYEli Lilly & CoStock4,071$3.36M0.2%+181+4.7%AddedHistory
AMZNAmazon Com IncStock17,377$3.31M0.2%+1,480+9.3%AddedHistory
ORCLOracle CorpStock21,308$2.98M0.2%+1,202+6.0%AddedHistory
GOOGAlphabet Inc.Stock18,332$2.86M0.2%−2,168−10.6%ReducedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A62,715$2.73M0.2%+403+0.6%AddedHistory
ADBEAdobe Inc.Stock6,698$2.57M0.2%+986+17.3%AddedHistory
MAMastercard IncStock4,682$2.57M0.2%+402+9.4%AddedHistory
TCBITexas Capital Bancshares IncCOM32,375$2.42M0.2%+8,131+33.5%AddedHistory
Goldman Sachs ETF Tr381430529ACCES TREASURY23,862$2.39M0.1%−989−4.0%Reduced–
ROPRoper Technologies IncStock4,024$2.37M0.1%+392+10.8%AddedHistory
TRVTravelers Companies, Inc.Stock8,831$2.34M0.1%+79+0.9%AddedHistory
HOMBHome Bancshares IncCOM81,687$2.31M0.1%+18,973+30.3%AddedHistory
iShares Russell Mid-Cap Value ETF464287473ETF18,185$2.29M0.1%+2,052+12.7%Added–
ABTAbbott LaboratoriesStock17,169$2.28M0.1%+68+0.4%AddedHistory
FLRFluor CorpStock60,990$2.18M0.1%00.0%UnchangedHistory
EXPEagle Materials IncCOM9,590$2.13M0.1%+996+11.6%AddedHistory
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF18,286$2.11M0.1%+929+5.4%Added–
SHOEShoe Station Group IncCOM94,343$2.07M0.1%+41,750+79.4%AddedHistory
KLACKLA CorpCOM NEW2,994$2.04M0.1%+171+6.1%AddedHistory
ASOAcademy Sports & Outdoors, Inc.COM43,817$2.00M0.1%+17,205+64.7%AddedHistory
THCTenet Healthcare CorpCOM NEW14,738$1.98M0.1%+14,738NewHistory
METAMeta Platforms, Inc.Stock3,436$1.98M0.1%+139+4.2%AddedHistory

Sold out since Q4 2024 (12)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Tectonic Advisors LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
PPGPPG Industries IncStock48,884$5.84M0.4%History
SNBRQSleep Number CorpCOM68,394$1.04M0.1%History
BCBrunswick CorpCOM15,779$1.02M0.1%History
TDWTidewater IncCOM17,574$961.5K0.1%History
FAROFaro Technologies IncCOM21,143$536.2K<0.1%History
CALMCal-Maine Foods IncCOM NEW4,383$451.1K<0.1%History
LWLamb Weston Holdings, Inc.Stock6,038$403.5K<0.1%History
Vanguard Morningstar Value ETF922908744ETF1,950$330.1K<0.1%–
NKENIKE, Inc.Stock3,508$265.5K<0.1%History
PRIMPrimoris Services CorpStock3,457$264.1K<0.1%History
SNEXStoneX Group Inc.COM2,307$226.0K<0.1%History
KRNTKornit Digital Ltd.SHS6,894$213.4K<0.1%History