Tectonic Advisors LLC Incresed Positions in Q2 2025

Tectonic Advisors LLC

  • $1.68 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
15.9K
+ 0.56%
$45.65 - $57.01 $727K - $907K
2.85M $162M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10.7K
+ 5.74%
$456.74 - $568.03 $4.9M - $6.09M
197K $112M
IVV
Ishares Core S&P 500 ETF

ETFs
9.37K
+ 8.31%
$498.8 - $620.9 $4.68M - $5.82M
122K $75.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
18.8K
+ 1.84%
$39.89 - $49.46 $751K - $931K
1.04M $51.7M
IRM
Iron Mountain Inc

Real Estate
12.4K
+ 10.67%
$76.93 - $105.25 $952K - $1.3M
128K $13.2M
KEX
Kirby Corp

Industrials
16.3K
+ 19.15%
$87.32 - $114.99 $1.42M - $1.88M
101K $11.5M
BWX
Spdr Bloomberg International T

ETFs
99.9K
+ 29.12%
$21.87 - $23.49 $2.18M - $2.35M
443K $10.4M
CIEN
Ciena Corp

Technology
11.8K
+ 12.86%
$53.5 - $83.89 $630K - $988K
103K $8.4M
HAS
Hasbro, Inc.

Consumer Cyclical
14.2K
+ 10.94%
$50.71 - $73.82 $718K - $1.05M
144K $10.6M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
44K
+ 26.94%
$50.09 - $51.09 $2.2M - $2.25M
207K $10.6M
IBM
International Business Machines Corp

Technology
235
+ 0.48%
$221.03 - $294.78 $51.9K - $69.3K
49.6K $14.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.09K
+ 3.3%
$58.41 - $72.69 $472K - $588K
253K $18.4M
CLH
Clean Harbors Inc

Industrials
3.23K
+ 8.34%
$182.1 - $233.5 $587K - $753K
41.9K $9.69M
VB
Vanguard Small Cap ETF

ETFs
4.07K
+ 6.05%
$193.73 - $237.37 $788K - $966K
71.4K $16.9M
CSCO
Cisco Systems, Inc.

Technology
7.47K
+ 4.21%
$53.19 - $69.38 $397K - $518K
185K $12.8M
IEFA
Ishares Tr

ETFs
9.31K
+ 6.75%
$67.83 - $84.09 $631K - $783K
147K $12.3M
MAIN
Main Street Capital Corp

Financial Services
21.8K
+ 11.23%
$49.15 - $59.32 $1.07M - $1.29M
215K $12.7M
USFR
Wisdomtree Floating Rate Treas

ETFs
35.1K
+ 14.18%
$50.28 - $50.47 $1.77M - $1.77M
283K $14.2M
CSWC
Capital Southwest Corp

Financial Services
81.2K
+ 18.44%
$17.99 - $22.44 $1.46M - $1.82M
522K $11.5M
PEAK
Healthpeak Properties, Inc.

Real Estate
86.2K
+ 21.28%
N/A
491K $9.32M
MSM
Msc Industrial Direct CO Inc

Industrials
11.2K
+ 13.75%
$70.15 - $85.48 $783K - $954K
92.3K $7.85M
NNN
National Retail Properties, Inc.

Real Estate
32.1K
+ 13.31%
$37.56 - $43.42 $1.21M - $1.39M
273K $11.8M
ARCC
Ares Capital Corp

Financial Services
67.2K
+ 14.36%
$18.91 - $22.43 $1.27M - $1.51M
535K $11.8M
ORCC
Owl Rock Capital Corp

Financial Services
96.9K
+ 14.46%
N/A
767K $10.3M
HTGC
Hercules Capital, Inc.

Financial Services
89.8K
+ 16.88%
$16.24 - $19.1 $1.46M - $1.71M
622K $11.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.2K
+ 7.39%
$51.16 - $62.02 $523K - $634K
149K $9.21M
ENB
Enbridge Inc

Energy
18.6K
+ 6.68%
$41.09 - $47.16 $764K - $877K
297K $13.5M
O
Realty Income Corp

Real Estate
19.6K
+ 13.84%
$52.27 - $58.52 $1.02M - $1.15M
161K $9.27M
PFE
Pfizer Inc

Healthcare
54.1K
+ 22.1%
$21.59 - $24.84 $1.17M - $1.34M
299K $7.24M
VICI
Vici Properties Inc.

Real Estate
31.5K
+ 12.09%
$29.41 - $32.97 $926K - $1.04M
292K $9.51M
T
At&T Inc.

Communication Services
21.4K
+ 5.03%
$26.33 - $28.94 $563K - $618K
446K $12.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.05K
+ 6.99%
$90.56 - $109.49 $458K - $553K
77.3K $8.45M
ET
Energy Transfer LP

Energy
59.8K
+ 10.86%
$15.65 - $18.93 $936K - $1.13M
611K $11.1M
MRK
Merck & Co., Inc.

Healthcare
21.1K
+ 26.23%
$73.47 - $87.12 $1.55M - $1.84M
102K $8.05M
KO
Coca Cola CO

Consumer Defensive
10.5K
+ 8.54%
$68.37 - $73.9 $716K - $774K
133K $9.42M
HRB
H&R Block Inc

Consumer Cyclical
11.5K
+ 8.7%
$54.32 - $63.04 $626K - $726K
144K $7.91M
GILD
Gilead Sciences, Inc.

Healthcare
6.54K
+ 8.0%
$96.91 - $113.0 $634K - $739K
88.3K $9.79M
AMAT
Applied Materials Inc

Technology
751
+ 5.93%
$126.95 - $183.52 $95.3K - $138K
13.4K $2.45M
VUG
Vanguard Growth ETF

ETFs
834
+ 25.03%
$329.49 - $438.4 $275K - $366K
4.17K $1.83M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.89K
+ 1.41%
$96.84 - $99.46 $473K - $486K
350K $34.8M
DUK
Duke Energy Corp

Utilities
7.14K
+ 10.86%
$112.46 - $124.05 $803K - $886K
72.9K $8.6M
MO
Altria Group, Inc.

Consumer Defensive
13.9K
+ 7.99%
$55.56 - $60.91 $775K - $849K
188K $11M
PWR
Quanta Services, Inc.

Industrials
388
+ 12.09%
$239.47 - $381.26 $92.9K - $148K
3.6K $1.36M
GPOR
Gulfport Energy Corp

Energy
1.67K
+ 15.57%
$158.62 - $206.57 $265K - $345K
12.4K $2.49M
DIS
Walt Disney CO

Communication Services
923
+ 6.25%
$81.72 - $124.01 $75.4K - $114K
15.7K $1.95M
IWS
Ishares Russell Midcap Value E

ETFs
2.52K
+ 13.84%
$110.58 - $132.14 $278K - $332K
20.7K $2.74M
AZZ
Azz Inc

Industrials
3.95K
+ 61.85%
$75.58 - $95.07 $298K - $375K
10.3K $975K
GOOGL
Alphabet Inc.

Communication Services
1.45K
+ 17.47%
$144.7 - $178.6 $210K - $260K
9.77K $1.72M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.4K
+ 0.77%
$72.02 - $73.82 $317K - $325K
577K $42.5M
Activity Summary
Buys All Purchases 221 New Holdings 21 Increased Positions 200 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Tectonic Advisors LLC Portfolio

Follow Tectonic Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tectonic Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tectonic Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email