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Tectonic Advisors LLC

SEC CIK
0001859918
Latest filing
Jul 15, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Oct 21, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
330
+12 vs. Q2 2025
Portfolio value
$1.83B
+$110.7M (+6.4%) vs. Q2 2025
Filed
Oct 21, 2025
SEC
Holdings of Tectonic Advisors LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF1,574,069$146.9M8.0%−21,557−1.4%Reduced–
Vanguard S&P 500 ETF922908363ETF204,459$125.2M6.8%+7,060+3.6%Added–
Ssga Active ETF Tr78467V848ST STR TOTAL ETF2,414,132$97.9M5.3%−10,061−0.4%Reduced–
iShares Core S&P 500 ETF464287200ETF126,289$84.5M4.6%+4,093+3.3%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF946,683$74.2M4.1%+693,668+274.2%Added–
Advisors Inner Circle FD III00775Y256GQG US EQUIT ETF2,748,025$69.4M3.8%+2,748,025New–
Vanguard Total Bond Market ETF921937835ETF587,724$43.7M2.4%+10,574+1.8%Added–
Vanguard Ftse Developed Markets ETF921943858ETF713,768$42.8M2.3%−2,134,913−74.9%Reduced–
Touchstone ETF Trust89157W871TOUCHSTONE INTL1,519,692$40.2M2.2%+1,519,692New–
iShares Core U.S. Aggregate Bond ETF464287226ETF353,100$35.4M1.9%+2,601+0.7%Added–
Fundvantage Tr36087T395POLEN FOCUS GROW1,368,164$34.2M1.9%+1,368,164New–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF339,221$31.1M1.7%−54,197−13.8%Reduced–
TCW ETF Trust29287L700FLEXIBLE INCOME588,747$23.4M1.3%+23,754+4.2%Added–
Unified Ser Tr90470L568ABSLUTE SELCT VL638,763$23.0M1.3%−14,308−2.2%Reduced–
Vanguard Morningstar Mid-Cap ETF922908629ETF77,935$22.9M1.3%+2,696+3.6%Added–
EPDEnterprise Products Partners L.P.Stock678,769$21.2M1.2%+61,669+10.0%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF74,494$18.9M1.0%+3,122+4.4%Added–
Vanguard Real Estate ETF922908553ETF184,089$16.8M0.9%+5,800+3.3%Added–
ENBEnbridge IncStock312,804$15.8M0.9%+15,973+5.4%AddedHistory
IRMIron Mountain IncCOM148,375$15.1M0.8%+19,999+15.6%AddedHistory
IBMInternational Business Machines CorpStock53,289$15.0M0.8%+3,704+7.5%AddedHistory
Alps ETF Tr00162Q452ALERIAN MLP298,985$14.0M0.8%+14,872+5.2%Added–
Global X FDS37954Y343GLBL X MLP ETF286,664$13.9M0.8%+14,300+5.3%Added–
OKEONEOK IncCOM188,842$13.8M0.8%+55,024+41.1%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF246,827$13.4M0.7%−797,478−76.4%Reduced–
TAT&T Inc.Stock473,095$13.4M0.7%+26,697+6.0%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF152,236$13.3M0.7%+5,100+3.5%Added–
MOAltria Group, Inc.Stock198,380$13.1M0.7%+9,973+5.3%AddedHistory
CSCOCisco Systems, Inc.Stock191,102$13.1M0.7%+6,204+3.4%AddedHistory
NNNNNN REIT, Inc.REIT307,042$13.1M0.7%+33,905+12.4%AddedHistory
HTGCHercules Capital, Inc.COM689,511$13.0M0.7%+67,949+10.9%AddedHistory
CRHCRH Public Ltd CoORD107,793$12.9M0.7%+12,437+13.0%AddedHistory
iShares Tr46435G672CORE INTL AGGR250,308$12.8M0.7%+43,000+20.7%Added–
Clearway Energy, Inc.18539C105CL A475,699$12.8M0.7%+475,699New–
TSLXSixth Street Specialty Lending, Inc.COM558,938$12.8M0.7%+558,938NewHistory
WisdomTree Tr97717Y527FLOATNG RAT TREA253,376$12.7M0.7%−29,608−10.5%Reduced–
VZVerizon Communications IncStock284,781$12.5M0.7%+26,805+10.4%AddedHistory
SPDR Series Trust78464A516ST INTL BBG ETF541,925$12.5M0.7%+99,000+22.4%Added–
ABBVAbbVie Inc.Stock53,388$12.4M0.7%+3,322+6.6%AddedHistory
ARCCAres Capital CorpCEF598,042$12.2M0.7%+62,887+11.8%AddedHistory
MPLXMPLX LPCOM UNIT REP LTD241,725$12.1M0.7%+16,962+7.5%AddedHistory
OBDCBlue Owl Capital CorpCOM924,029$11.8M0.6%+157,024+20.5%AddedHistory
AVGOBroadcom Inc.Stock35,461$11.7M0.6%−17,688−33.3%ReducedHistory
ETEnergy Transfer LPCOM UT LTD PTN671,069$11.5M0.6%+60,567+9.9%AddedHistory
iShares Tr464288521CRE U S REIT ETF195,306$11.5M0.6%00.0%Unchanged–
HASHasbro, Inc.COM148,070$11.2M0.6%+4,477+3.1%AddedHistory
WPCW. P. Carey Inc.COM163,031$11.0M0.6%+163,031NewHistory
ORealty Income CorpREIT181,194$11.0M0.6%+20,249+12.6%AddedHistory
VICIVici Properties Inc.COM323,718$10.6M0.6%+31,923+10.9%AddedHistory
MRKMerck & Co., Inc.Stock124,950$10.5M0.6%+23,294+22.9%AddedHistory
CLHClean Harbors IncCOM44,991$10.4M0.6%+3,070+7.3%AddedHistory
GILDGilead Sciences, Inc.Stock93,682$10.4M0.6%+5,356+6.1%AddedHistory
SGISomnigroup International Inc.COM122,559$10.3M0.6%+2,074+1.7%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF154,367$10.1M0.6%+5,801+3.9%Added–
LKQLKQ CorpCOM320,687$9.79M0.5%+77,990+32.1%AddedHistory
DUKDuke Energy CORPStock79,069$9.78M0.5%+6,146+8.4%AddedHistory
EDConsolidated Edison IncStock95,345$9.58M0.5%+15,462+19.4%AddedHistory
AZOAutoZone IncCOM2,232$9.58M0.5%+17+0.8%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF80,421$9.56M0.5%+3,100+4.0%Added–
MSMMSC Industrial Direct Co IncCL A100,967$9.30M0.5%+8,623+9.3%AddedHistory
PGProcter & Gamble CoStock60,361$9.27M0.5%+4,302+7.7%AddedHistory
PEPPepsiCo IncStock65,153$9.15M0.5%+5,383+9.0%AddedHistory
KOCoca Cola CoStock136,942$9.08M0.5%+3,860+2.9%AddedHistory
KEXKirby CorpCOM107,933$9.01M0.5%+6,434+6.3%AddedHistory
PFEPfizer IncStock348,424$8.88M0.5%+49,737+16.7%AddedHistory
PAYXPaychex IncStock67,903$8.61M0.5%+10,386+18.1%AddedHistory
HRBH&R Block IncCOM169,753$8.58M0.5%+25,706+17.8%AddedHistory
CIENCiena CorpCOM NEW52,514$7.65M0.4%−50,805−49.2%ReducedHistory
HQYHealthequity, Inc.COM76,931$7.29M0.4%+42,378+122.6%AddedHistory
PNFPPinnacle Financial Partners, Inc.COM66,818$6.27M0.3%+127+0.2%AddedHistory
MASMasco CorpCOM85,665$6.03M0.3%−1,465−1.7%ReducedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT146,457$5.75M0.3%+4,027+2.8%AddedHistory
AAPLApple Inc.Stock21,083$5.37M0.3%−4,527−17.7%ReducedHistory
MSFTMicrosoft CorpStock10,072$5.22M0.3%−1,930−16.1%ReducedHistory
Vanguard World FD921910709EXTENDED DUR66,347$4.54M0.2%+6,321+10.5%Added–
AMCRAmcor plcORD550,128$4.50M0.2%−8,029−1.4%ReducedHistory
PGRProgressive CorpStock17,912$4.42M0.2%−119−0.7%ReducedHistory
FANGDiamondback Energy, Inc.Stock30,900$4.42M0.2%−706−2.2%ReducedHistory
BCBrunswick CorpCOM61,607$3.90M0.2%+30,212+96.2%AddedHistory
RBARB Global Inc.COM33,581$3.64M0.2%−16,716−33.2%ReducedHistory
AMHAmerican Homes 4 RentCL A88,306$2.94M0.2%+36,323+69.9%AddedHistory
IIIVi3 Verticals, Inc.COM CL A88,819$2.88M0.2%+88,819NewHistory
iShares Russell Mid-Cap Value ETF464287473ETF20,345$2.84M0.2%−356−1.7%Reduced–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF19,690$2.81M0.2%+1,033+5.5%Added–
BRK.BBerkshire Hathaway IncStock5,548$2.79M0.2%−353−6.0%ReducedHistory
NGGNational Grid PLCSPONSORED ADR NE36,321$2.64M0.1%+36,321NewHistory
KNXKnight-Swift Transportation Holdings Inc.CL A65,525$2.59M0.1%+813+1.3%AddedHistory
FLRFluor CorpStock60,990$2.57M0.1%00.0%UnchangedHistory
ORCLOracle CorpStock9,034$2.54M0.1%−11,695−56.4%ReducedHistory
KLACKLA CorpCOM NEW2,325$2.51M0.1%−445−16.1%ReducedHistory
LLYEli Lilly & CoStock3,188$2.43M0.1%−904−22.1%ReducedHistory
AMATApplied Materials IncStock11,663$2.39M0.1%−1,743−13.0%ReducedHistory
METAMeta Platforms, Inc.Stock3,157$2.32M0.1%−31−1.0%ReducedHistory
TRVTravelers Companies, Inc.Stock8,267$2.31M0.1%−109−1.3%ReducedHistory
GOOGLAlphabet Inc.Stock9,467$2.30M0.1%−303−3.1%ReducedHistory
ASOAcademy Sports & Outdoors, Inc.COM45,288$2.27M0.1%+286+0.6%AddedHistory
HPQHP IncStock82,933$2.26M0.1%+11,276+15.7%AddedHistory
Goldman Sachs ETF Tr381430529ACCES TREASURY22,113$2.22M0.1%−675−3.0%Reduced–
SHELShell plcADR30,057$2.15M0.1%+30,057NewHistory
EXPEagle Materials IncCOM9,220$2.15M0.1%−432−4.5%ReducedHistory

Sold out since Q2 2025 (30)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Tectonic Advisors LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
MAINMain Street Capital CORPCEF215,481$12.7M0.7%History
CSWCCapital Southwest CorpCOM521,686$11.5M0.7%History
DOCHealthpeak Properties, Inc.COM491,408$8.60M0.5%History
GPKGraphic Packaging Holding CoCOM213,422$4.50M0.3%History
HOMBHome Bancshares IncCOM80,240$2.28M0.1%History
VVisa Inc.Stock3,877$1.38M0.1%History
PBPBPotbelly CorpCOM89,004$1.09M0.1%History
BLDRBuilders FirstSource, Inc.Stock7,747$904.0K0.1%History
MRTNMarten Transport LtdCOM69,205$899.0K0.1%History
ZTSZoetis Inc.Stock5,643$880.1K0.1%History
BELFBBel Fuse IncCL B8,939$873.2K0.1%History
NEANuveen AMT-Free Quality Municipal Income FundCOM79,453$867.6K0.1%History
NOWServiceNow, Inc.Stock835$858.4K<0.1%History
MSCIMSCI Inc.Stock1,188$685.2K<0.1%History
ABNBAirbnb, Inc.Stock4,798$635.0K<0.1%History
ACNAccenture plcStock1,996$596.6K<0.1%History
CECelanese CorpStock10,624$587.9K<0.1%History
WDAYWorkday, Inc.CL A2,297$551.3K<0.1%History
CAGConagra Brands Inc.Stock24,413$499.7K<0.1%History
IDXXIDEXX Laboratories IncCOM907$486.5K<0.1%History
MOHMolina Healthcare, Inc.COM1,382$411.7K<0.1%History
PAYCPaycom Software, Inc.Stock1,772$410.0K<0.1%History
CSGPCostar Group, Inc.COM4,662$374.8K<0.1%History
PMOFranklin Municipal Opportunities TrustSH BEN INT36,290$358.9K<0.1%History
SKXSkechers USA IncCL A5,630$355.3K<0.1%History
WTWWillis Towers Watson PLCSHS1,029$315.4K<0.1%History
ZVIAZevia PBCCL A97,777$314.8K<0.1%History
GISGeneral Mills IncStock5,207$269.8K<0.1%History
ITGartner IncCOM605$244.6K<0.1%History
MNDYmonday.com Ltd.SHS684$215.1K<0.1%History