Metis Global Partners, LLC Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$4.2B

Holdings

766

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (766 positions)

#StockSharesValue% PortfolioType
1
SGOLETFS GOLD TR
6,150,494$252.0M5.96%
2
NVDANVIDIA CORPORATION
1,319,876$246.0M5.81%
3
BCIABRDN ETFS
11,253,443$219.0M5.18%
4
AAPLAPPLE INC
782,293$212.0M5.01%
5
MSFTMICROSOFT CORP
397,223$192.0M4.54%
6
AMZNAMAZON COM INC
499,412$115.0M2.72%
7
GOOGALPHABET INC
287,787$90.0M2.13%
8
AVGOBROADCOM INC
241,516$83.0M1.96%
9
GOOGLALPHABET INC
263,940$82.0M1.94%
10
TSLATESLA INC
168,096$75.0M1.77%
11
METAMETA PLATFORMS INC
113,452$74.0M1.75%
12
PBUSINVESCO EXCH TRADED FD TR II
928,627$63.0M1.49%
13
LLYELI LILLY & CO
49,904$53.0M1.25%
14
JPMJPMORGAN CHASE & CO.
142,734$45.0M1.06%
15
PLDPROLOGIS INC.
335,890$42.0M0.99%
16
VVISA INC
105,204$36.0M0.85%
17
WELLWELLTOWER INC
191,852$35.0M0.83%
18
BRK/BBERKSHIRE HATHAWAY INC DEL
70,443$35.0M0.83%
19
XOMEXXON MOBIL CORP
295,004$35.0M0.83%
20
IEURISHARES TR
490,675$34.0M0.80%
21
MAMASTERCARD INCORPORATED
55,600$31.0M0.73%
22
EQIXEQUINIX INC
39,756$30.0M0.71%
23
EWCISHARES INC
465,883$25.0M0.59%
24
AMDADVANCED MICRO DEVICES INC
112,185$24.0M0.57%
25
FQIDIGITAL RLTY TR INC
143,817$22.0M0.52%
26
WMTWALMART INC
188,834$21.0M0.50%
27
ABBVABBVIE INC
93,982$21.0M0.50%
28
JNJJOHNSON & JOHNSON
104,121$21.0M0.50%
29
NFLXNETFLIX INC
223,678$20.0M0.47%
30
EWJISHARES INC
254,067$20.0M0.47%
31
IBMINTERNATIONAL BUSINESS MACHS
66,085$19.0M0.45%
32
NEENEXTERA ENERGY INC
241,585$19.0M0.45%
33
ORCLORACLE CORP
93,105$18.0M0.43%
34
CRMSALESFORCE INC
68,820$18.0M0.43%
35
PLTRPALANTIR TECHNOLOGIES INC
100,279$17.0M0.40%
36
CVXCHEVRON CORP NEW
117,301$17.0M0.40%
37
BACBANK AMERICA CORP
299,829$16.0M0.38%
38
COSTCOSTCO WHSL CORP NEW
19,007$16.0M0.38%
39
NOWSERVICENOW INC
109,313$16.0M0.38%
40
SPGSIMON PPTY GROUP INC NEW
90,645$16.0M0.38%
41
CSCOCISCO SYS INC
205,281$15.0M0.35%
42
HDHOME DEPOT INC
46,018$15.0M0.35%
43
MRKMERCK & CO INC
137,671$14.0M0.33%
44
WFCWELLS FARGO CO NEW
152,628$14.0M0.33%
45
NTRNUTRIEN LTD
232,686$14.0M0.33%
46
GEGE AEROSPACE
45,929$14.0M0.33%
47
PGPROCTER AND GAMBLE CO
104,018$14.0M0.33%
48
UNHUNITEDHEALTH GROUP INC
39,390$13.0M0.31%
49
OREALTY INCOME CORP
246,826$13.0M0.31%
50
MCDMCDONALDS CORP
43,722$13.0M0.31%
51
ENBENBRIDGE INC
282,341$13.0M0.31%
52
CATCATERPILLAR INC
21,369$12.0M0.28%
53
NEMNEWMONT CORP
127,637$12.0M0.28%
54
GSGOLDMAN SACHS GROUP INC
14,470$12.0M0.28%
55
KOCOCA COLA CO
174,669$12.0M0.28%
56
MUMICRON TECHNOLOGY INC
43,159$12.0M0.28%
57
INTUINTUIT
16,819$11.0M0.26%
58
CEGCONSTELLATION ENERGY CORP
33,677$11.0M0.26%
59
AVBAVALONBAY CMNTYS INC
59,269$10.0M0.24%
60
PSAPUBLIC STORAGE OPER CO
42,381$10.0M0.24%
61
WMBWILLIAMS COS INC
178,379$10.0M0.24%
62
AEMAGNICO EAGLE MINES LTD
60,407$10.0M0.24%
63
G9NGRUPO AEROPUERTO DEL PACIFIC
39,210$10.0M0.24%
64
SOSOUTHERN CO
118,756$10.0M0.24%
65
SPGIS&P GLOBAL INC
19,363$10.0M0.24%
66
ISRGINTUITIVE SURGICAL INC
17,948$10.0M0.24%
67
MRVLMARVELL TECHNOLOGY INC
122,478$10.0M0.24%
68
TTETOTALENERGIES SE
160,858$10.0M0.24%
69
AXPAMERICAN EXPRESS CO
27,119$10.0M0.24%
70
TXNTEXAS INSTRS INC
53,389$9.0M0.21%
71
RTXRTX CORPORATION
50,543$9.0M0.21%
72
VENVENTAS INC
125,935$9.0M0.21%
73
DUKDUKE ENERGY CORP NEW
84,276$9.0M0.21%
74
ABTABBOTT LABS
72,887$9.0M0.21%
75
RYROYAL BK CDA
55,393$9.0M0.21%
76
LRCXLAM RESEARCH CORP
50,623$8.0M0.19%
77
DWDMORGAN STANLEY
49,179$8.0M0.19%
78
ACNACCENTURE PLC IRELAND
30,449$8.0M0.19%
79
LINLINDE PLC
20,079$8.0M0.19%
80
AMATAPPLIED MATLS INC
33,545$8.0M0.19%
81
ADIANALOG DEVICES INC
31,732$8.0M0.19%
82
BACVERIZON COMMUNICATIONS INC
198,833$8.0M0.19%
83
DISDISNEY WALT CO
77,314$8.0M0.19%
84
ADBEADOBE INC
24,138$8.0M0.19%
85
OKEONEOK INC NEW
102,914$7.0M0.17%
86
GEVGE VERNOVA INC
10,772$7.0M0.17%
87
AMGNAMGEN INC
23,673$7.0M0.17%
88
PEPPEPSICO INC
54,701$7.0M0.17%
89
KMIKINDER MORGAN INC DEL
259,528$7.0M0.17%
90
CTVACORTEVA INC
116,389$7.0M0.17%
91
TAT&T INC
300,313$7.0M0.17%
92
PGRPROGRESSIVE CORP
33,142$7.0M0.17%
93
EXREXTRA SPACE STORAGE INC
56,950$7.0M0.17%
94
WPMWHEATON PRECIOUS METALS CORP
62,552$7.0M0.17%
95
4I1PHILIP MORRIS INTL INC
48,670$7.0M0.17%
96
BBARRICK MNG CORP
169,991$7.0M0.17%
97
SHOPSHOPIFY INC
44,856$7.0M0.17%
98
FCXFREEPORT-MCMORAN INC
155,525$7.0M0.17%
99
TRVCCITIGROUP INC
68,284$7.0M0.17%
100
ESSESSEX PPTY TR INC
26,904$7.0M0.17%
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