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Tectonic Advisors LLC

SEC CIK
0001859918
Latest filing
Jul 15, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 23, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
318
+2 vs. Q1 2025
Portfolio value
$1.72B
+$120.6M (+7.5%) vs. Q1 2025
Filed
Jul 23, 2025
SEC
Holdings of Tectonic Advisors LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Ftse Developed Markets ETF921943858ETF2,848,681$162.4M9.4%+15,915+0.6%Added–
PIMCO Active Bond Exchange-Traded Fund72201R775ETF1,595,626$147.1M8.6%−28,876−1.8%Reduced–
Vanguard S&P 500 ETF922908363ETF197,399$112.1M6.5%+10,723+5.7%Added–
Ssga Active ETF Tr78467V848ST STR TOTAL ETF2,424,193$97.2M5.7%−38,123−1.5%Reduced–
iShares Core S&P 500 ETF464287200ETF122,196$75.9M4.4%+9,373+8.3%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF1,044,305$51.7M3.0%+18,827+1.8%Added–
Vanguard Total Bond Market ETF921937835ETF577,150$42.5M2.5%+4,396+0.8%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF393,418$36.1M2.1%−38,581−8.9%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF350,499$34.8M2.0%+4,887+1.4%Added–
Unified Ser Tr90470L568ABSLUTE SELCT VL653,071$22.4M1.3%−5,667−0.9%Reduced–
TCW ETF Trust29287L700FLEXIBLE INCOME564,993$22.3M1.3%+43,171+8.3%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF75,239$21.1M1.2%+3,196+4.4%Added–
EPDEnterprise Products Partners L.P.Stock617,100$19.1M1.1%+30,298+5.2%AddedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF253,015$18.4M1.1%+8,085+3.3%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF71,372$16.9M1.0%+4,070+6.0%Added–
Vanguard Real Estate ETF922908553ETF178,289$15.9M0.9%+3,137+1.8%Added–
AVGOBroadcom Inc.Stock53,149$14.7M0.9%−505−0.9%ReducedHistory
IBMInternational Business Machines CorpStock49,585$14.6M0.8%+235+0.5%AddedHistory
WisdomTree Tr97717Y527FLOATNG RAT TREA282,984$14.2M0.8%+35,142+14.2%Added–
Alps ETF Tr00162Q452ALERIAN MLP284,113$13.9M0.8%+23,285+8.9%Added–
Global X FDS37954Y343GLBL X MLP ETF272,364$13.7M0.8%+23,000+9.2%Added–
ENBEnbridge IncStock296,831$13.5M0.8%+18,590+6.7%AddedHistory
IRMIron Mountain IncCOM128,376$13.2M0.8%+12,379+10.7%AddedHistory
TAT&T Inc.Stock446,398$12.9M0.8%+21,371+5.0%AddedHistory
CSCOCisco Systems, Inc.Stock184,898$12.8M0.7%+7,473+4.2%AddedHistory
MAINMain Street Capital CORPCEF215,481$12.7M0.7%+21,750+11.2%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF147,136$12.3M0.7%+9,308+6.8%Added–
NNNNNN REIT, Inc.REIT273,137$11.8M0.7%+32,083+13.3%AddedHistory
ARCCAres Capital CorpCEF535,155$11.8M0.7%+67,202+14.4%AddedHistory
MPLXMPLX LPCOM UNIT REP LTD224,763$11.6M0.7%+13,168+6.2%AddedHistory
KEXKirby CorpCOM101,499$11.5M0.7%+16,311+19.1%AddedHistory
CSWCCapital Southwest CorpCOM521,686$11.5M0.7%+81,213+18.4%AddedHistory
HTGCHercules Capital, Inc.COM621,562$11.4M0.7%+89,770+16.9%AddedHistory
VZVerizon Communications IncStock257,976$11.2M0.6%+19,075+8.0%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN610,502$11.1M0.6%+59,791+10.9%AddedHistory
iShares Tr464288521CRE U S REIT ETF195,306$11.0M0.6%+900.0%Added–
MOAltria Group, Inc.Stock188,407$11.0M0.6%+13,940+8.0%AddedHistory
OBDCBlue Owl Capital CorpCOM767,005$11.0M0.6%+96,892+14.5%AddedHistory
OKEONEOK IncCOM133,818$10.9M0.6%+21,790+19.5%AddedHistory
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS225,976$10.8M0.6%−8,000−3.4%ReducedHistory
HASHasbro, Inc.COM143,593$10.6M0.6%+14,164+10.9%AddedHistory
iShares Tr46435G672CORE INTL AGGR207,308$10.6M0.6%+44,000+26.9%Added–
SPDR Series Trust78464A516ST INTL BBG ETF442,925$10.4M0.6%+99,900+29.1%Added–
GILDGilead Sciences, Inc.Stock88,326$9.79M0.6%+6,541+8.0%AddedHistory
CLHClean Harbors IncCOM41,921$9.69M0.6%+3,226+8.3%AddedHistory
VICIVici Properties Inc.COM291,795$9.51M0.6%+31,482+12.1%AddedHistory
KOCoca Cola CoStock133,082$9.42M0.5%+10,472+8.5%AddedHistory
ABBVAbbVie Inc.Stock50,066$9.29M0.5%+5,662+12.8%AddedHistory
ORealty Income CorpREIT160,945$9.27M0.5%+19,567+13.8%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF148,566$9.21M0.5%+10,220+7.4%Added–
LKQLKQ CorpCOM242,697$8.98M0.5%−159−0.1%ReducedHistory
PGProcter & Gamble CoStock56,059$8.93M0.5%+5,706+11.3%AddedHistory
CRHCRH Public Ltd CoORD95,356$8.75M0.5%−178−0.2%ReducedHistory
DUKDuke Energy CORPStock72,923$8.60M0.5%+7,143+10.9%AddedHistory
DOCHealthpeak Properties, Inc.COM491,408$8.60M0.5%+86,220+21.3%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF77,321$8.45M0.5%+5,054+7.0%Added–
CIENCiena CorpCOM NEW103,319$8.40M0.5%+11,772+12.9%AddedHistory
PAYXPaychex IncStock57,517$8.37M0.5%+5,312+10.2%AddedHistory
AZOAutoZone IncCOM2,215$8.22M0.5%+164+8.0%AddedHistory
SGISomnigroup International Inc.COM120,485$8.20M0.5%−318−0.3%ReducedHistory
MRKMerck & Co., Inc.Stock101,656$8.05M0.5%+21,124+26.2%AddedHistory
EDConsolidated Edison IncStock79,883$8.02M0.5%+6,754+9.2%AddedHistory
HRBH&R Block IncCOM144,047$7.91M0.5%+11,523+8.7%AddedHistory
PEPPepsiCo IncStock59,770$7.89M0.5%+9,450+18.8%AddedHistory
MSMMSC Industrial Direct Co IncCL A92,344$7.85M0.5%+11,164+13.8%AddedHistory
PNFPPinnacle Financial Partners, Inc.COM66,691$7.36M0.4%+390+0.6%AddedHistory
PFEPfizer IncStock298,687$7.24M0.4%+54,068+22.1%AddedHistory
MSFTMicrosoft CorpStock12,002$5.97M0.3%−998−7.7%ReducedHistory
MASMasco CorpCOM87,130$5.61M0.3%+2,169+2.6%AddedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT142,430$5.51M0.3%+3,223+2.3%AddedHistory
RBARB Global Inc.COM50,297$5.34M0.3%−20,536−29.0%ReducedHistory
AAPLApple Inc.Stock25,610$5.25M0.3%−5,417−17.5%ReducedHistory
AMCRAmcor plcORD558,157$5.13M0.3%+558,157NewHistory
PGRProgressive CorpStock18,031$4.81M0.3%−7,809−30.2%ReducedHistory
ORCLOracle CorpStock20,729$4.53M0.3%−579−2.7%ReducedHistory
GPKGraphic Packaging Holding CoCOM213,422$4.50M0.3%+7,243+3.5%AddedHistory
FANGDiamondback Energy, Inc.Stock31,606$4.34M0.3%+1,381+4.6%AddedHistory
Vanguard World FD921910709EXTENDED DUR60,026$4.04M0.2%+4,820+8.7%Added–
HQYHealthequity, Inc.COM34,553$3.62M0.2%+34,553NewHistory
GOOGAlphabet Inc.Stock18,323$3.25M0.2%−90.0%ReducedHistory
LLYEli Lilly & CoStock4,092$3.19M0.2%+21+0.5%AddedHistory
FLRFluor CorpStock60,990$3.13M0.2%00.0%UnchangedHistory
AMZNAmazon Com IncStock13,276$2.91M0.2%−4,101−23.6%ReducedHistory
BRK.BBerkshire Hathaway IncStock5,901$2.87M0.2%−679−10.3%ReducedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A64,712$2.86M0.2%+1,997+3.2%AddedHistory
ADBEAdobe Inc.Stock7,222$2.79M0.2%+524+7.8%AddedHistory
iShares Russell Mid-Cap Value ETF464287473ETF20,701$2.74M0.2%+2,516+13.8%Added–
TCBITexas Capital Bancshares IncCOM32,668$2.59M0.2%+293+0.9%AddedHistory
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF18,657$2.51M0.1%+371+2.0%Added–
GPORGulfport Energy CorpCOMMON SHARES12,383$2.49M0.1%+1,668+15.6%AddedHistory
KLACKLA CorpCOM NEW2,770$2.48M0.1%−224−7.5%ReducedHistory
AMATApplied Materials IncStock13,406$2.45M0.1%+751+5.9%AddedHistory
MAMastercard IncStock4,326$2.43M0.1%−356−7.6%ReducedHistory
METAMeta Platforms, Inc.Stock3,188$2.35M0.1%−248−7.2%ReducedHistory
ABTAbbott LaboratoriesStock16,957$2.31M0.1%−212−1.2%ReducedHistory
HOMBHome Bancshares IncCOM80,240$2.28M0.1%−1,447−1.8%ReducedHistory
Goldman Sachs ETF Tr381430529ACCES TREASURY22,788$2.28M0.1%−1,074−4.5%Reduced–
TRVTravelers Companies, Inc.Stock8,376$2.24M0.1%−455−5.2%ReducedHistory
ROPRoper Technologies IncStock3,693$2.09M0.1%−331−8.2%ReducedHistory
ASOAcademy Sports & Outdoors, Inc.COM45,002$2.02M0.1%+1,185+2.7%AddedHistory

Sold out since Q1 2025 (19)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Tectonic Advisors LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
BERYBerry Global Group, Inc.COM75,927$5.30M0.3%History
THCTenet Healthcare CorpCOM NEW14,738$1.98M0.1%History
CHRDChord Energy CorpCOM NEW9,081$1.02M0.1%History
ICHRIchor Holdings, Ltd.SHS37,236$841.9K0.1%History
AESIAtlas Energy Solutions Inc.COM NEW33,193$592.2K<0.1%History
PLABPhotronics IncCOM25,382$526.9K<0.1%History
CASYCaseys General Stores IncCOM1,152$500.2K<0.1%History
ETREntergy CorpCOM5,557$475.1K<0.1%History
DDDuPont de Nemours, Inc.COM5,699$425.6K<0.1%History
YUMCYum China Holdings, Inc.COM7,395$385.0K<0.1%History
UNHUnitedHealth Group IncStock735$385.0K<0.1%History
IQIInvesco Quality Municipal Income TrustCOM38,431$372.0K<0.1%History
MQTBlackRock Muniyield Quality Fund II, Inc.COM25,293$252.9K<0.1%History
Vanguard High Dividend Yield Index ETF921946406ETF1,824$235.3K<0.1%–
MTWManitowoc Co IncCOM NEW26,548$228.0K<0.1%History
DEODiageo PLCSPON ADR NEW2,170$227.4K<0.1%History
SPYSPDR S&P 500 ETF TrustETF395$220.9K<0.1%History
NVONovo Nordisk A SADR2,917$202.6K<0.1%History
EQCEQC Liquidating TrustCOM SH BEN INT14,112$22.7K<0.1%History