Fund HoldingsMetis Global Partners, LLC

Total Portfolio Value
$4.41B
Total Bought
$4.41B
Total Sold
$4.07B
Net Transaction
+$335.23M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ABRDN ETFS013,673,094+13,673,0940305,4576.93%+305,457
ETFS GOLD TR(SGOL)07,792,850+7,792,8500297,9216.76%+297,921
NVIDIA CORPORATION(NVDA)01,120,469+1,120,4690224,1955.09%+224,195
INVESCO EXCH TRADED FD TR II02,895,784+2,895,7840216,7204.92%+216,720
APPLE INC(AAPL)0673,091+673,0910194,7664.42%+194,766
MICROSOFT CORP(MSFT)0351,709+351,7090131,1942.98%+131,194
AMAZON COM INC(AMZN)0411,252+411,252098,0182.22%+98,018
ALPHABET INC(GOOG)0242,092+242,092086,5161.96%+86,516
ALPHABET INC(GOOG)0240,218+240,218084,8761.93%+84,876
BROADCOM INC(AVGO)0214,564+214,564081,0521.84%+81,052
TESLA INC(TSLA)0149,105+149,105062,7141.42%+62,714
META PLATFORMS INC(META)099,696+99,696056,1581.27%+56,158
ADVANCED MICRO DEVICES INC(AMD)094,750+94,750055,0411.25%+55,041
ELI LILLY & CO(LLY)043,943+43,943052,7071.20%+52,707
MICRON TECHNOLOGY INC(MU)043,759+43,759050,5111.15%+50,511
WELLTOWER INC(WELL)0210,254+210,254047,7211.08%+47,721
PROLOGIS INC.(PLD)0340,863+340,863046,1771.05%+46,177
EQUINIX INC(EQIX)038,407+38,407040,0350.91%+40,035
EXXON MOBIL CORP0268,793+268,793036,7490.83%+36,749
JPMORGAN CHASE & CO(JPM)0110,375+110,375036,1290.82%+36,129
ISHARES INC0554,494+554,494031,9610.73%+31,961
VISA INC(V)092,814+92,814031,8440.72%+31,844
BERKSHIRE HATHAWAY INC DEL059,868+59,868029,9570.68%+29,957
SIMON PPTY GROUP INC NEW(SPG)0123,692+123,692027,6640.63%+27,664
DIGITAL RLTY TR INC(DLR)0145,406+145,406026,1120.59%+26,112
INTEL CORP(INTC)0185,299+185,299025,8730.59%+25,873
MASTERCARD INCORPORATED(MA)047,754+47,754024,5260.56%+24,526
MARVELL TECHNOLOGY INC(MRVL)081,969+81,969024,4180.55%+24,418
REALTY INCOME CORP(O)0389,325+389,325024,1230.55%+24,123
JOHNSON & JOHNSON(JNJ)093,168+93,168023,6620.54%+23,662
APPLIED MATLS INC032,509+32,509023,5040.53%+23,504
INTERNATIONAL BUSINESS MACHS(IBM)081,234+81,234022,8440.52%+22,844
LAM RESEARCH CORP(LRCX)050,719+50,719021,9780.50%+21,978
NEXTERA ENERGY INC(NEE)0245,711+245,711021,5660.49%+21,566
CISCO SYS INC(CSCO)0183,280+183,280021,5280.49%+21,528
ABBVIE INC(ABBV)082,938+82,938020,8710.47%+20,871
CATERPILLAR INC(CAT)018,213+18,213019,3950.44%+19,395
WALMART INC(WMT)0168,641+168,641019,1000.43%+19,100
KLA CORP(KLAC)062,196+62,196018,7650.43%+18,765
CHEVRON CORPORATION(CVX)0101,776+101,776016,8700.38%+16,870
COSTCO WHOLESALE CORPORATION(COST)016,759+16,759015,6780.36%+15,678
NUTRIEN LTD(NTR)0244,749+244,749015,4130.35%+15,413
GE AEROSPACE(GE)039,958+39,958014,9340.34%+14,934
PUBLIC STORAGE(PSA)045,006+45,006014,3260.32%+14,326
HOME DEPOT INC(HD)040,588+40,588014,3150.32%+14,315
UNITEDHEALTH GROUP INC(UNH)034,376+34,376014,2880.32%+14,288
ENBRIDGE INC(ENB)0262,959+262,959014,2540.32%+14,254
TEXAS INSTRS INC(TXN)046,925+46,925013,9870.32%+13,987
BANK OF AMER CORP0243,779+243,779013,8910.32%+13,891
WILLIAMS COS INC(WMB)0185,124+185,124013,7620.31%+13,762
ORACLE CORP(ORCL)092,782+92,782013,5970.31%+13,597
NETFLIX INC.(NFLX)0189,579+189,579013,5360.31%+13,536
PROCTER & GAMBLE CO(PG)090,412+90,412013,2580.30%+13,258
MERCK & CO INC(MRK)0102,719+102,719013,1990.30%+13,199
SERVICENOW INC(NOW)0128,108+128,108012,7190.29%+12,719
TOTALENERGIES SE(TTE)0162,839+162,839012,6620.29%+12,662
SPDR SERIES TRUST
ST STR P500ETF
0142,447+142,447012,5180.28%+12,518
GE VERNOVA INC(GEV)010,585+10,585012,4360.28%+12,436
COCA COLA CO(KO)0152,581+152,581012,4000.28%+12,400
VENTAS INC(VTR)0138,412+138,412012,2910.28%+12,291
GRUPO AEROPORTUNARIO DEL PAC(PAC)048,538+48,538012,2880.28%+12,288
GOLDMAN SACHS GROUP INC(GS)012,076+12,076012,2130.28%+12,213
ANALOG DEVICES INC(ADI)030,605+30,605012,1550.28%+12,155
SOUTHERN CO(SO)0120,111+120,111011,4960.26%+11,496
AVALONBAY CMNTYS INC060,854+60,854011,4830.26%+11,483
AMERICAN TOWER CORP(AMT)069,324+69,324011,3390.26%+11,339
NEWMONT CORP(NEM)0120,471+120,471011,2520.26%+11,252
CORTEVA INC(CTVA)0131,469+131,469011,1340.25%+11,134
SALESFORCE INC(CRM)069,622+69,622010,9070.25%+10,907
DUKE ENERGY CORP NEW(DUK)084,401+84,401010,6830.24%+10,683
MORGAN STANLEY(MS)048,640+48,640010,1680.23%+10,168
PALO ALTO NETWORKS INC(PANW)029,278+29,27809,9840.23%+9,984
PALANTIR TECHNOLOGIES INC(PLTR)084,390+84,39009,8460.22%+9,846
FREEPORT MCMORAN INC(FCX)0155,546+155,54609,7820.22%+9,782
LINDE PLC(LIN)018,609+18,60909,6570.22%+9,657
EQUITY RESIDENTIAL(EQR)0141,878+141,87809,6380.22%+9,638
ISHARES INC
MSCI JAPAN ETF
098,388+98,38809,1770.21%+9,177
WELLS FARGO & CO(WFC)0108,608+108,60808,9750.20%+8,975
CONSTELLATION ENERGY CORP(CEG)035,878+35,87808,9110.20%+8,911
EXTRA SPACE STORAGE INC(EXR)060,185+60,18508,7450.20%+8,745
ASTRAZENECA PLC(AZN)046,633+46,63308,7250.20%+8,725
TARGA RES CORP(TRGP)031,956+31,95608,5690.19%+8,569
SANDISK CORP(SNDK)03,761+3,76108,5510.19%+8,551
RTX CORPORATION(RTX)044,057+44,05708,3590.19%+8,359
MCDONALDS CORP(MCD)030,456+30,45608,2330.19%+8,233
AGNICO EAGLE MINES LTD(AEM)052,404+52,40408,1390.18%+8,139
KINDER MORGAN INC DEL(KMI)0253,669+253,66908,1100.18%+8,110
ONEOK INC NEW(OKE)092,833+92,83308,0710.18%+8,071
AMERICAN ELEC PWR CO INC058,757+58,75708,0390.18%+8,039
ARCHER DANIELS MIDLAND CO0103,948+103,94807,9420.18%+7,942
TC ENERGY CORP(TRP)0119,710+119,71007,9240.18%+7,924
VERIZON COMMUNICATIONS INC(VZ)0186,563+186,56307,8990.18%+7,899
ESSEX PPTY TR INC(ESS)026,868+26,86807,8340.18%+7,834
CITIGROUP INC(C)055,686+55,68607,7940.18%+7,794
WESTERN DIGITAL CORP(WDC)011,899+11,89907,6000.17%+7,600
QUALCOMM INC(QCOM)040,756+40,75607,5310.17%+7,531
AUTODESK INC037,495+37,49507,2900.17%+7,290
ISHARES INC0255,364+255,36407,1910.16%+7,191
KIMCO REALTY CORP(KIM)0281,655+281,65507,1400.16%+7,140
SEMPRA(SRE)076,351+76,35107,0790.16%+7,079
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