TECTONIC ADVISORS LLC Q2 2024 Filing

Filed August 2, 2024

Portfolio Value

$1387.8T

Holdings

298

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (298 positions)

#StockSharesValue% PortfolioType
101
ULUNILEVER PLC
31,379$1.7T0.12%
102
MCHPMICROCHIP TECHNOLOGY INC.
18,338$1.7T0.12%
103
ROPROPER TECHNOLOGIES INC
2,874$1.6T0.12%
104
TLTISHARES TR
17,545$1.6T0.12%
105
AVNWAVIAT NETWORKS INC
54,906$1.6T0.11%
106
LLOEWS CORP
20,584$1.5T0.11%
107
HALOHALOZYME THERAPEUTICS INC
29,115$1.5T0.11%
108
ETDETHAN ALLEN INTERIORS INC
54,197$1.5T0.11%
109
BANCBANC OF CALIFORNIA INC
117,515$1.5T0.11%
110
BNDXVANGUARD CHARLOTTE FDS
30,772$1.5T0.11%
111
SOYSUNOPTA INC
268,562$1.5T0.10%
112
GOOGLALPHABET INC
7,950$1.4T0.10%
113
MDTMEDTRONIC PLC
18,298$1.4T0.10%
114
A4SAMERIPRISE FINL INC
3,364$1.4T0.10%
115
TCBITEXAS CAP BANCSHARES INC
22,574$1.4T0.10%
116
HOMBHOME BANCSHARES INC
55,999$1.3T0.10%
117
HTHHILLTOP HOLDINGS INC
42,498$1.3T0.10%
118
CHRDCHORD ENERGY CORPORATION
7,789$1.3T0.09%
119
TSEMTOWER SEMICONDUCTOR LTD
32,875$1.3T0.09%
120
TMHCTAYLOR MORRISON HOME CORP
22,829$1.3T0.09%
121
DDDUPONT DE NEMOURS INC
15,698$1.3T0.09%
122
INTCINTEL CORP
40,730$1.3T0.09%
123
DISDISNEY WALT CO
12,670$1.3T0.09%
124
ICHRICHOR HOLDINGS
31,616$1.2T0.09%
125
DNLWISDOMTREE TR
30,926$1.2T0.09%
126
NOVNOV INC
62,718$1.2T0.09%
127
VIGIVANGUARD WHITEHALL FDS
14,461$1.2T0.08%
128
KEKIMBALL ELECTRONICS INC
53,003$1.2T0.08%
129
LOWLOWES COS INC
5,259$1.2T0.08%
130
HSTHOST HOTELS & RESORTS INC
64,038$1.2T0.08%
131
PUMPPROPETRO HLDG CORP
132,639$1.1T0.08%
132
JPMJPMORGAN CHASE & CO.
5,642$1.1T0.08%
133
CLFCLEVELAND-CLIFFS INC NEW
73,996$1.1T0.08%
134
DHID R HORTON INC
7,916$1.1T0.08%
135
BACBANK AMERICA CORP
27,927$1.1T0.08%
136
VUGVANGUARD INDEX FDS
2,966$1.1T0.08%
137
DRIDARDEN RESTAURANTS INC
7,316$1.1T0.08%
138
AESIATLAS ENERGY SOLUTIONS INC
55,538$1.1T0.08%
139
IFFINTERNATIONAL FLAVORS&FRAGRA
11,479$1.1T0.08%
140
CVXCHEVRON CORP NEW
6,944$1.1T0.08%
141
ASOACADEMY SPORTS & OUTDOORS IN
20,304$1.1T0.08%
142
NVGSNAVIGATOR HLDGS LTD
61,748$1.1T0.08%
143
CALMCAL MAINE FOODS INC
17,632$1.1T0.08%
144
GBXGREENBRIER COS INC
21,743$1.1T0.08%
145
NFLXNETFLIX INC
1,587$1.1T0.08%
146
BCBRUNSWICK CORP
14,445$1.1T0.08%
147
VVISA INC
3,981$1.0T0.08%
148
GPORGULFPORT ENERGY CORP
6,836$1.0T0.07%
149
FISVFISERV INC
6,888$1.0T0.07%
150
XNEAXNUVEEN AMT FREE QLTY MUN INC
88,815$1.0T0.07%
151
APTVAPTIV PLC
14,339$1.0T0.07%
152
BXBLACKSTONE INC
8,130$1.0T0.07%
153
WABWABTEC
6,310$997.2B0.07%
154
METMETLIFE INC
14,087$988.7B0.07%
155
STRSSTRATUS PPTYS INC
39,121$986.6B0.07%
156
NOWSERVICENOW INC
1,241$976.3B0.07%
157
PWRQUANTA SVCS INC
3,833$973.9B0.07%
158
CMCCOMMERCIAL METALS CO
17,502$962.4B0.07%
159
CNKCINEMARK HLDGS INC
44,394$959.8B0.07%
160
CALYTOPGOLF CALLAWAY BRANDS CORP
62,067$949.6B0.07%
161
URIUNITED RENTALS INC
1,432$926.3B0.07%
162
CMCSACOMCAST CORP NEW
23,547$922.1B0.07%
163
EOGEOG RES INC
7,258$913.6B0.07%
164
CMICUMMINS INC
3,261$903.0B0.07%
165
BANFBANCFIRST CORP
10,211$895.5B0.06%
166
CRMSALESFORCE INC
3,477$893.8B0.06%
167
TSNTYSON FOODS INC
15,525$887.1B0.06%
168
DYHTARGET CORP
5,979$885.2B0.06%
169
MCDMCDONALDS CORP
3,473$885.1B0.06%
170
BLDRBUILDERS FIRSTSOURCE INC
6,352$879.2B0.06%
171
STZCONSTELLATION BRANDS INC
3,416$878.9B0.06%
172
HP5AEQUITY COMWLTH
45,032$873.6B0.06%
173
ICLRICON PLC
2,784$872.7B0.06%
174
MCKMCKESSON CORP
1,494$872.6B0.06%
175
NVGNUVEEN AMT FREE MUN CR INC F
69,371$864.4B0.06%
176
WMTWALMART INC
12,543$849.3B0.06%
177
SFIXSTITCH FIX INC
203,762$845.6B0.06%
178
SYKSTRYKER CORPORATION
2,462$837.8B0.06%
179
UNPUNION PAC CORP
3,670$830.3B0.06%
180
REGNREGENERON PHARMACEUTICALS
784$824.0B0.06%
181
CTVACORTEVA INC
14,929$805.3B0.06%
182
DHRDANAHER CORPORATION
3,137$783.8B0.06%
183
SBUXSTARBUCKS CORP
9,969$776.1B0.06%
184
PLABPHOTRONICS INC
31,376$774.0B0.06%
185
PPCPILGRIMS PRIDE CORP
19,963$768.4B0.06%
186
ABNBAIRBNB INC
4,941$749.2B0.05%
187
INCYINCYTE CORP
12,200$739.6B0.05%
188
NVONOVO-NORDISK A S
5,172$738.3B0.05%
189
PHYS/USPROTT PHYSICAL GOLD TR
40,764$736.2B0.05%
190
DIODDIODES INC
10,181$732.3B0.05%
191
VLOVALERO ENERGY CORP
4,643$727.8B0.05%
192
VYXNCR VOYIX CORPORATION
56,551$698.4B0.05%
193
ACNACCENTURE PLC IRELAND
2,235$678.1B0.05%
194
SHOPSHOPIFY INC
10,211$674.4B0.05%
195
COPCONOCOPHILLIPS
5,883$672.9B0.05%
196
PEGPUBLIC SVC ENTERPRISE GRP IN
8,794$648.1B0.05%
197
XOMEXXON MOBIL CORP
5,630$648.1B0.05%
198
SAPSAP SE
3,198$645.1B0.05%
199
CVSCVS HEALTH CORP
10,893$643.3B0.05%
200
BELFBBEL FUSE INC
9,820$640.7B0.05%
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