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
KMI
Kinder Morgan, Inc.

Energy
13.2K
+ 49.6%
$25.21 - $29.4 $332K - $387K
39.7K $1.17M
AZO
Autozone Inc

Consumer Cyclical
164
+ 8.0%
$3478.38 - $3880.15 $570K - $636K
2.22K $8.22M
MLPA
Global X Mlp ETF

ETFs
23K
+ 9.22%
$46.47 - $54.16 $1.07M - $1.25M
272K $13.7M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
371
+ 2.03%
$104.23 - $134.39 $38.7K - $49.9K
18.7K $2.51M
NOW
Service Now, Inc.

Technology
221
+ 35.99%
$721.65 - $1040.18 $159K - $230K
835 $858K
TRP
Tc Energy Corp

Energy
6.77K
+ 54.51%
$44.48 - $51.4 $301K - $348K
19.2K $936K
PG
Procter & Gamble CO

Consumer Defensive
5.71K
+ 11.33%
$157.66 - $172.39 $900K - $984K
56.1K $8.93M
PBA
Pembina Pipeline Corp

Energy
10.4K
+ 64.58%
$35.16 - $40.88 $365K - $425K
26.5K $993K
PEP
Pepsico Inc

Consumer Defensive
9.45K
+ 18.78%
$128.02 - $151.37 $1.21M - $1.43M
59.8K $7.89M
TSEM
Tower Semiconductor LTD

Technology
3.88K
+ 17.25%
$29.65 - $43.8 $115K - $170K
26.4K $1.14M
PNFP
Pinnacle Financial Partners Inc

Financial Services
390
+ 0.59%
$87.19 - $111.51 $34K - $43.5K
66.7K $7.36M
VZ
Verizon Communications Inc

Communication Services
19.1K
+ 7.98%
$41.67 - $45.62 $795K - $870K
258K $11.2M
BANF
Bancfirst Corp

Financial Services
985
+ 6.62%
$100.43 - $129.96 $98.9K - $128K
15.9K $1.96M
NVGS
Navigator Holdings Ltd.

Energy
18.6K
+ 25.22%
$10.92 - $14.77 $203K - $274K
92.2K $1.3M
PAYX
Paychex Inc

Industrials
5.31K
+ 10.18%
$137.01 - $159.78 $728K - $849K
57.5K $8.37M
BAC
Bank Of America Corp

Financial Services
3.03K
+ 10.06%
$34.39 - $47.46 $104K - $144K
33.2K $1.57M
AVNW
Aviat Networks, Inc.

Technology
1.44K
+ 2.71%
$16.3 - $24.05 $23.5K - $34.6K
54.6K $1.31M
AMP
Ameriprise Financial Inc

Financial Services
208
+ 6.15%
$422.19 - $533.73 $87.8K - $111K
3.59K $1.92M
TGT
Target Corp

Consumer Defensive
3.09K
+ 43.33%
$88.76 - $105.77 $274K - $327K
10.2K $1.01M
CMC
Commercial Metals CO

Basic Materials
3.67K
+ 12.81%
$39.2 - $50.67 $144K - $186K
32.3K $1.58M
JPM
Jpmorgan Chase & CO

Financial Services
88
+ 1.66%
$210.28 - $289.91 $18.5K - $25.5K
5.39K $1.56M
URI
United Rentals, Inc.

Industrials
115
+ 8.6%
$551.94 - $753.4 $63.5K - $86.6K
1.45K $1.09M
PBPB
Potbelly Corp

Consumer Cyclical
1.04K
+ 1.18%
$7.89 - $12.25 $8.2K - $12.7K
89K $1.09M
MPLX
Mplx LP

Energy
13.2K
+ 6.22%
$46.68 - $53.89 $615K - $710K
225K $11.6M
GPI
Group 1 Automotive Inc

Consumer Cyclical
218
+ 8.27%
$372.3 - $448.86 $81.2K - $97.9K
2.85K $1.25M
MCHP
Microchip Technology Inc

Technology
856
+ 10.65%
$35.34 - $71.6 $30.3K - $61.3K
8.9K $626K
TBK
Triumph Bancorp, Inc.

Financial Services
3.63K
+ 13.71%
N/A
30.1K $1.93M
ADBE
Adobe Inc.

Technology
524
+ 7.82%
$340.0 - $420.68 $178K - $220K
7.22K $2.79M
CBRE
Cbre Group, Inc.

Real Estate
713
+ 5.41%
$113.94 - $140.12 $81.2K - $99.9K
13.9K $1.95M
INCY
Incyte Corp

Healthcare
1.78K
+ 15.6%
$55.17 - $71.22 $98.3K - $127K
13.2K $899K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
278
+ 5.36%
$160.22 - $209.35 $44.5K - $58.2K
5.46K $1.14M
SLB
Schlumberger Limited

Energy
8.72K
+ 70.98%
$31.95 - $42.2 $279K - $368K
21K $710K
TCBI
Texas Capital Bancshares Inc

Financial Services
293
+ 0.91%
$61.24 - $79.4 $17.9K - $23.3K
32.7K $2.59M
GTES
Gates Industrial Corp PLC

Industrials
3.24K
+ 15.44%
$15.56 - $23.13 $50.4K - $74.8K
24.2K $557K
DG
Dollar General Corp

Consumer Defensive
113
+ 1.91%
$86.02 - $114.95 $9.72K - $13K
6.04K $690K
SBUX
Starbucks Corp

Consumer Cyclical
2.77K
+ 19.86%
$79.69 - $99.41 $221K - $275K
16.7K $1.53M
LFUS
Littelfuse Inc

Technology
440
+ 21.74%
$149.72 - $227.31 $65.9K - $100K
2.46K $558K
CMI
Cummins Inc

Industrials
369
+ 13.19%
$267.12 - $336.65 $98.6K - $124K
3.17K $1.04M
RRX
Regal Rexnord Corp

Industrials
463
+ 16.52%
$94.06 - $147.0 $43.5K - $68.1K
3.27K $473K
DHR
Danaher Corp

Healthcare
813
+ 24.82%
$174.64 - $205.16 $142K - $167K
4.09K $807K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
2K
+ 3.18%
$38.16 - $46.72 $76.2K - $93.3K
64.7K $2.86M
STRS
Stratus Properties Inc

Real Estate
3.67K
+ 6.76%
$15.44 - $21.23 $56.7K - $77.9K
58K $1.09M
VOT
Vanguard Mid Cap Growth Index

ETFs
306
+ 32.45%
$216.28 - $284.39 $66.2K - $87K
1.25K $355K
LHX
L3 Harris Technologies, Inc.

Industrials
62
+ 2.37%
$200.21 - $256.99 $12.4K - $15.9K
2.68K $672K
CPT
Camden Property Trust

Real Estate
1.27K
+ 65.6%
$106.53 - $122.8 $135K - $156K
3.2K $360K
ARW
Arrow Electronics Inc

Technology
112
+ 2.46%
$90.32 - $128.28 $10.1K - $14.4K
4.66K $593K
DNL
Wiswisdomtree Tr

ETFs
196
+ 0.82%
$32.16 - $40.27 $6.3K - $7.89K
24K $966K
EDV
Vanguard Extended Duration Tre

ETFs
4.82K
+ 8.73%
$62.83 - $72.45 $303K - $349K
60K $4.04M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
90
+ 0.61%
$75.29 - $91.16 $6.78K - $8.2K
14.7K $1.33M
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
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