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Tectonic Advisors LLC

SEC CIK
0001859918
Latest filing
Jul 15, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 23, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
319
−11 vs. Q3 2025
Portfolio value
$1.90B
+$65.5M (+3.6%) vs. Q3 2025
Filed
Jan 23, 2026
SEC
Holdings of Tectonic Advisors LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF1,586,589$147.7M7.8%+12,520+0.8%Added–
Vanguard S&P 500 ETF922908363ETF217,890$136.6M7.2%+13,431+6.6%Added–
Ssga Active ETF Tr78467V848ST STR TOTAL ETF2,452,051$98.7M5.2%+37,919+1.6%Added–
iShares Core S&P 500 ETF464287200ETF133,621$91.5M4.8%+7,332+5.8%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF951,414$76.3M4.0%+4,731+0.5%Added–
Advisors Inner Circle FD III00775Y256GQG US EQUIT ETF2,827,015$69.4M3.7%+78,990+2.9%Added–
Vanguard Ftse Developed Markets ETF921943858ETF773,024$48.3M2.5%+59,256+8.3%Added–
Vanguard Total Bond Market ETF921937835ETF589,590$43.7M2.3%+1,866+0.3%Added–
Touchstone ETF Trust89157W871TOUCHSTONE INTL1,567,963$40.9M2.2%+48,271+3.2%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF357,427$35.7M1.9%+4,327+1.2%Added–
Fundvantage Tr36087T395POLEN FOCUS GROW1,368,164$33.9M1.8%00.0%Unchanged–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF338,888$31.0M1.6%−333−0.1%Reduced–
TCW ETF Trust29287L700FLEXIBLE INCOME646,449$25.6M1.3%+57,702+9.8%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF83,368$24.2M1.3%+5,433+7.0%Added–
EPDEnterprise Products Partners L.P.Stock699,510$22.4M1.2%+20,741+3.1%AddedHistory
Unified Ser Tr90470L568ABSLUTE SELCT VL625,137$22.4M1.2%−13,626−2.1%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF79,357$20.5M1.1%+4,863+6.5%Added–
Vanguard Real Estate ETF922908553ETF215,313$19.1M1.0%+31,224+17.0%Added–
IBMInternational Business Machines CorpStock53,983$16.0M0.8%+694+1.3%AddedHistory
ENBEnbridge IncStock326,189$15.6M0.8%+13,385+4.3%AddedHistory
Clearway Energy, Inc.18539C105CL A491,384$15.4M0.8%+15,685+3.3%Added–
OKEONEOK IncCOM206,282$15.2M0.8%+17,440+9.2%AddedHistory
CSCOCisco Systems, Inc.Stock195,824$15.1M0.8%+4,722+2.5%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF161,486$14.4M0.8%+9,250+6.1%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF268,449$14.4M0.8%+21,622+8.8%Added–
HTGCHercules Capital, Inc.COM759,746$14.3M0.8%+70,235+10.2%AddedHistory
IRMIron Mountain IncCOM162,777$13.5M0.7%+14,402+9.7%AddedHistory
MRKMerck & Co., Inc.Stock128,208$13.5M0.7%+3,258+2.6%AddedHistory
MPLXMPLX LPCOM UNIT REP LTD252,688$13.5M0.7%+10,963+4.5%AddedHistory
VZVerizon Communications IncStock330,959$13.5M0.7%+46,178+16.2%AddedHistory
iShares Tr46435G672CORE INTL AGGR269,308$13.5M0.7%+19,000+7.6%Added–
TSLXSixth Street Specialty Lending, Inc.COM617,476$13.4M0.7%+58,538+10.5%AddedHistory
ARCCAres Capital CorpCEF662,533$13.4M0.7%+64,491+10.8%AddedHistory
NNNNNN REIT, Inc.REIT337,044$13.4M0.7%+30,002+9.8%AddedHistory
SPDR Series Trust78464A516ST INTL BBG ETF584,925$13.2M0.7%+43,000+7.9%Added–
iShares Tr464288521CRE U S REIT ETF229,606$13.1M0.7%+34,300+17.6%Added–
OBDCBlue Owl Capital CorpCOM1,043,827$13.0M0.7%+119,798+13.0%AddedHistory
TAT&T Inc.Stock518,422$12.9M0.7%+45,327+9.6%AddedHistory
HASHasbro, Inc.COM154,850$12.7M0.7%+6,780+4.6%AddedHistory
ABBVAbbVie Inc.Stock55,343$12.6M0.7%+1,955+3.7%AddedHistory
Alps ETF Tr00162Q452ALERIAN MLP268,336$12.6M0.7%−30,649−10.3%Reduced–
AVGOBroadcom Inc.Stock36,204$12.5M0.7%+743+2.1%AddedHistory
MOAltria Group, Inc.Stock215,202$12.4M0.7%+16,822+8.5%AddedHistory
Global X FDS37954Y343GLBL X MLP ETF256,164$12.4M0.7%−30,500−10.6%Reduced–
CRHCRH Public Ltd CoORD98,092$12.2M0.6%−9,701−9.0%ReducedHistory
ETEnergy Transfer LPCOM UT LTD PTN726,693$12.0M0.6%+55,624+8.3%AddedHistory
GILDGilead Sciences, Inc.Stock97,332$11.9M0.6%+3,650+3.9%AddedHistory
CIENCiena CorpCOM NEW48,749$11.4M0.6%−3,765−7.2%ReducedHistory
WPCW. P. Carey Inc.COM174,498$11.2M0.6%+11,467+7.0%AddedHistory
WisdomTree Tr97717Y527FLOATNG RAT TREA222,282$11.2M0.6%−31,094−12.3%Reduced–
ORealty Income CorpREIT195,921$11.0M0.6%+14,727+8.1%AddedHistory
SGISomnigroup International Inc.COM123,107$11.0M0.6%+548+0.4%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF164,469$10.9M0.6%+10,102+6.5%Added–
CLHClean Harbors IncCOM45,522$10.7M0.6%+531+1.2%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF85,621$10.3M0.5%+5,200+6.5%Added–
KOCoca Cola CoStock146,794$10.3M0.5%+9,852+7.2%AddedHistory
VICIVici Properties Inc.COM364,050$10.2M0.5%+40,332+12.5%AddedHistory
EDConsolidated Edison IncStock102,746$10.2M0.5%+7,401+7.8%AddedHistory
DUKDuke Energy CORPStock85,469$10.0M0.5%+6,400+8.1%AddedHistory
PEPPepsiCo IncStock69,384$9.96M0.5%+4,231+6.5%AddedHistory
LKQLKQ CorpCOM328,636$9.92M0.5%+7,949+2.5%AddedHistory
PGProcter & Gamble CoStock66,505$9.53M0.5%+6,144+10.2%AddedHistory
PFEPfizer IncStock375,178$9.34M0.5%+26,754+7.7%AddedHistory
MSMMSC Industrial Direct Co IncCL A109,675$9.22M0.5%+8,708+8.6%AddedHistory
PAYXPaychex IncStock79,708$8.94M0.5%+11,805+17.4%AddedHistory
HRBH&R Block IncCOM197,473$8.61M0.5%+27,720+16.3%AddedHistory
AZOAutoZone IncCOM2,362$8.01M0.4%+130+5.8%AddedHistory
KEXKirby CorpCOM72,328$7.97M0.4%−35,605−33.0%ReducedHistory
HQYHealthequity, Inc.COM77,525$7.10M0.4%+594+0.8%AddedHistory
PNFPPinnacle Financial Partners, Inc.COM67,664$6.46M0.3%+846+1.3%AddedHistory
RBARB Global Inc.COM59,867$6.16M0.3%+26,286+78.3%AddedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT149,413$5.90M0.3%+2,956+2.0%AddedHistory
DELLDell Technologies Inc.Stock44,643$5.62M0.3%+44,643NewHistory
MASMasco CorpCOM88,381$5.61M0.3%+2,716+3.2%AddedHistory
AAPLApple Inc.Stock20,626$5.61M0.3%−457−2.2%ReducedHistory
MSFTMicrosoft CorpStock10,124$4.90M0.3%+52+0.5%AddedHistory
Vanguard World FD921910709EXTENDED DUR73,793$4.80M0.3%+7,446+11.2%Added–
BCBrunswick CorpCOM62,104$4.61M0.2%+497+0.8%AddedHistory
FHNFirst Horizon CorpCOM185,068$4.42M0.2%+185,068NewHistory
PGRProgressive CorpStock18,534$4.22M0.2%+622+3.5%AddedHistory
LLYEli Lilly & CoStock3,188$3.43M0.2%00.0%UnchangedHistory
BANCBanc of California, Inc.COM170,749$3.29M0.2%+51,656+43.4%AddedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A62,892$3.29M0.2%−2,633−4.0%ReducedHistory
ASOAcademy Sports & Outdoors, Inc.COM63,029$3.15M0.2%+17,741+39.2%AddedHistory
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF21,531$3.09M0.2%+1,841+9.3%Added–
iShares Russell Mid-Cap Value ETF464287473ETF21,720$3.06M0.2%+1,375+6.8%Added–
OZKBank OZKCOM64,882$2.99M0.2%+49,716+327.8%AddedHistory
AMHAmerican Homes 4 RentCL A89,696$2.88M0.2%+1,390+1.6%AddedHistory
AMATApplied Materials IncStock10,428$2.68M0.1%−1,235−10.6%ReducedHistory
BRK.BBerkshire Hathaway IncStock5,290$2.66M0.1%−258−4.7%ReducedHistory
GPORGulfport Energy CorpCOMMON SHARES12,324$2.56M0.1%+3,452+38.9%AddedHistory
FANGDiamondback Energy, Inc.Stock16,849$2.53M0.1%−14,051−45.5%ReducedHistory
KLACKLA CorpCOM NEW2,073$2.52M0.1%−252−10.8%ReducedHistory
IIIVi3 Verticals, Inc.COM CL A96,985$2.44M0.1%+8,166+9.2%AddedHistory
FLRFluor CorpStock60,990$2.42M0.1%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock7,717$2.42M0.1%−1,750−18.5%ReducedHistory
TRVTravelers Companies, Inc.Stock8,270$2.40M0.1%+30.0%AddedHistory
GOOGAlphabet Inc.Stock7,611$2.39M0.1%+20.0%AddedHistory
EXPEagle Materials IncCOM11,529$2.38M0.1%+2,309+25.0%AddedHistory
ADBEAdobe Inc.Stock6,642$2.32M0.1%+1,063+19.1%AddedHistory

Sold out since Q3 2025 (23)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Tectonic Advisors LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
AMCRAmcor plcORD550,128$4.50M0.2%History
NGGNational Grid PLCSPONSORED ADR NE36,321$2.64M0.1%History
SHELShell plcADR30,057$2.15M0.1%History
BANFBancfirst CorpCOM15,902$2.01M0.1%History
iShares MSCI Acwi Ex U.S. ETF464288240ETF29,190$1.90M0.1%–
ETDEthan Allen Interiors IncCOM63,106$1.86M0.1%History
STKLSunOpta Inc.COM280,749$1.65M0.1%History
RPCRidgepost Capital, Inc.CL A COM141,318$1.54M0.1%History
HTHHilltop Holdings Inc.COM42,670$1.43M0.1%History
TECKTeck Resources LtdCL B32,404$1.42M0.1%History
ULUnilever PLCSPON ADR NEW22,943$1.36M0.1%History
SNNSmith & Nephew PLCSPDN ADR NEW28,796$1.05M0.1%History
CCJCameco CorpStock11,282$946.1K0.1%History
DIODDiodes IncCOM14,848$790.1K<0.1%History
LOVELovesac CoCOM44,959$761.2K<0.1%History
RHPRyman Hospitality Properties, Inc.COM7,055$632.1K<0.1%History
CMCSAComcast CorpStock19,780$621.5K<0.1%History
MMM3M CoStock3,695$573.4K<0.1%History
WYWeyerhaeuser CoCOM NEW19,111$473.8K<0.1%History
SNPSSynopsys IncCOM937$462.3K<0.1%History
UBERUber Technologies, IncStock3,604$353.1K<0.1%History
AVTRAvantor, Inc.COM24,976$311.7K<0.1%History
TYLTyler Technologies IncCOM391$204.6K<0.1%History