Fund HoldingsMetis Global Partners, LLC

Total Portfolio Value
$2.75B
Total Bought
$296.70M
Total Sold
$180.82M
Net Transaction
+$115.88M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)138,564138,945+38168,620125,5454.56%+56,925
ISHARES TR
CORE MSCI EURO
109,7091,042,717+933,0086,03660,3212.19%+54,285
MICROSOFT CORP(MSFT)405,893406,960+1,067152,632171,2166.22%+18,584
META PLATFORMS INC(META)120,776120,778+242,75058,6472.13%+15,898
AMAZON COM INC(AMZN)500,981502,493+1,51276,11990,6403.29%+14,521
ELI LILLY & CO(LLY)46,21746,324+10726,94136,0381.31%+9,097
ISHARES INC0133,381+133,38105,1060.19%+5,106
BROADCOM INC(AVGO)24,38724,349-3827,22232,2721.17%+5,050
JPMORGAN CHASE & CO(JPM)157,012156,765-24726,70831,4001.14%+4,692
BERKSHIRE HATHAWAY INC DEL75,60274,720-88226,96431,4211.14%+4,457
ISHARES TR037,205+37,20504,0970.15%+4,097
EXXON MOBIL CORP0229,239+229,239026,6470.97%+26,647
ALPHABET INC(GOOG)302,874302,480-39442,68446,0561.67%+3,372
DISNEY WALT CO(DIS)103,480102,957-5239,34312,5980.46%+3,255
MERCK & CO INC(MRK)145,574143,552-2,02215,87018,9420.69%+3,071
ADVANCED MICRO DEVICES INC(AMD)88,39288,803+41113,03016,0280.58%+2,998
ALPHABET INC(GOOG)291,418288,590-2,82840,70843,5571.58%+2,849
SPDR S&P 500 ETF TR(SPY)81,78779,712-2,07538,87441,6951.52%+2,821
NETFLIX INC(NFLX)24,10523,869-23611,73614,4960.53%+2,760
MASTERCARD INCORPORATED(MA)48,32348,397+7420,61023,3070.85%+2,696
ABBVIE INC(ABBV)94,90594,080-82514,70717,1320.62%+2,425
GENERAL ELECTRIC CO(GE)043,034+43,03407,5540.27%+7,554
HOME DEPOT INC(HD)56,89356,989+9619,71621,8610.79%+2,145
ABRDN ETFS3,293,3333,332,956+39,62363,75965,8932.39%+2,134
SALESFORCE INC(CRM)54,93754,966+2914,45616,5550.60%+2,099
ORACLE CORP(ORCL)89,41290,264+8529,42711,3380.41%+1,911
ABRDN GOLD ETF TRUST(SGOL)3,311,4353,164,772-146,66365,36867,2202.44%+1,852
VISA INC(V)95,81895,730-8824,94626,7160.97%+1,770
QUALCOMM INC(QCOM)65,16865,797+6299,42511,1390.40%+1,714
WALMART INC(WMT)66,886202,169+135,28310,54512,1650.44%+1,620
SUPER MICRO COMPUTER INC(SMCI)01,574+1,57401,5900.06%+1,590
COSTCO WHSL CORP NEW(COST)21,51421,542+2814,20115,7820.57%+1,581
INTERNATIONAL BUSINESS MACHS(IBM)51,26452,015+7518,3849,9330.36%+1,549
COOPER COS INC(COO)014,993+14,99301,5210.06%+1,521
APPLIED MATLS INC34,93034,775-1555,6617,1720.26%+1,511
PROCTER AND GAMBLE CO(PG)115,039113,177-1,86216,85818,3630.67%+1,505
PROGRESSIVE CORP(PGR)028,736+28,73605,9430.22%+5,943
BANK AMERICA CORP338,292337,696-59611,39012,8050.47%+1,415
CATERPILLAR INC(CAT)019,279+19,27907,0640.26%+7,064
FLUTTER ENTMT PLC(FLUT)06,843+6,84301,3560.05%+1,356
MICRON TECHNOLOGY INC(MU)041,358+41,35804,8760.18%+4,876
UBER TECHNOLOGIES INC(UBER)83,81682,853-9635,1616,3790.23%+1,218
WELLS FARGO CO NEW(WFC)161,243157,668-3,5757,9369,1380.33%+1,202
DIGITAL RLTY TR INC(DLR)62,18266,017+3,8358,3689,5090.35%+1,141
NEXTERA ENERGY INC(NEE)147,401157,481+10,0808,95310,0650.37%+1,111
LINDE PLC(LIN)23,33322,949-3849,58310,6560.39%+1,073
LAM RESEARCH CORP(LRCX)05,936+5,93605,7670.21%+5,767
ISHARES TR
ESG AWR MSCI USA
09,032+9,03201,0380.04%+1,038
AMERICAN EXPRESS CO(AXP)28,21427,677-5375,2866,3020.23%+1,016
THERMO FISHER SCIENTIFIC INC(TMO)20,90220,819-8311,09512,1000.44%+1,006
EATON CORP PLC(ETN)015,428+15,42804,8240.18%+4,824
CITIGROUP INC(C)079,636+79,63605,0360.18%+5,036
CONSTELLATION ENERGY CORP(CEG)20,83018,462-2,3682,4353,4130.12%+978
DECKERS OUTDOOR CORP(DECK)01,566+1,56601,4740.05%+1,474
LOWES COS INC(LOW)027,256+27,25606,9430.25%+6,943
VERIZON COMMUNICATIONS INC(VZ)208,616208,861+2457,8658,7640.32%+899
ONEOK INC NEW(OKE)051,959+51,95904,1660.15%+4,166
XYLEM INC(XYL)36,86439,402+2,5384,2165,0920.19%+877
PG&E CORP(PCG)0124,828+124,82802,0920.08%+2,092
DANAHER CORPORATION(DHR)40,84441,240+3969,44910,2980.37%+850
STRYKER CORPORATION(SYK)014,498+14,49805,1880.19%+5,188
HARTFORD FINL SVCS GROUP INC(HIG)021,327+21,32702,1980.08%+2,198
WILLIAMS SONOMA INC(WSM)02,447+2,44707770.03%+777
COCA COLA CO(KO)204,697209,642+4,94512,06312,8260.47%+763
SHERWIN WILLIAMS CO(SHW)18,01818,364+3465,6206,3780.23%+759
CHIPOTLE MEXICAN GRILL INC(CMG)01,214+1,21403,5290.13%+3,529
EDWARDS LIFESCIENCES CORP037,563+37,56303,5900.13%+3,590
INTUITIVE SURGICAL INC22,84815,501-7,3475,4816,1860.22%+705
CORPAY INC(CPAY)02,281+2,28107040.03%+704
SERVICENOW INC(NOW)10,75610,868+1127,5998,2860.30%+687
TRANE TECHNOLOGIES PLC(TT)011,135+11,13503,3430.12%+3,343
TARGET CORP(TGT)018,747+18,74703,3220.12%+3,322
THE CIGNA GROUP(CI)011,833+11,83304,2980.16%+4,298
MARATHON PETE CORP(MPC)015,773+15,77303,1780.12%+3,178
TEXAS INSTRS INC(TXN)58,23860,549+2,3119,92710,5480.38%+621
EQUITABLE HLDGS INC016,157+16,15706140.02%+614
DELL TECHNOLOGIES INC(DELL)09,799+9,79901,1180.04%+1,118
RTX CORPORATION(RTX)058,475+58,47505,7030.21%+5,703
KLA CORP(KLAC)05,391+5,39103,7660.14%+3,766
PHILLIPS 66(PSX)021,328+21,32803,4840.13%+3,484
JUNIPER NETWORKS INC043,682+43,68201,6190.06%+1,619
AIRBNB INC020,143+20,14303,3230.12%+3,323
SIMON PPTY GROUP INC NEW(SPG)34,69135,309+6184,9485,5260.20%+577
BOSTON SCIENTIFIC CORP(BSX)056,480+56,48003,8680.14%+3,868
EDISON INTL(EIX)66,53975,126+8,5874,7575,3140.19%+557
FISERV INC(FISV)023,536+23,53603,7620.14%+3,762
PENTAIR PLC(PNR)031,116+31,11602,6590.10%+2,659
VALERO ENERGY CORP(VLO)015,490+15,49002,6440.10%+2,644
CHUBB LIMITED
COM
018,418+18,41804,7730.17%+4,773
CARDINAL HEALTH INC(CAH)011,982+11,98201,3410.05%+1,341
TARGA RES CORP(TRGP)23,62923,074-5552,0532,5840.09%+531
FREEPORT-MCMORAN INC(FCX)094,522+94,52204,4440.16%+4,444
ELEVANCE HEALTH INC(ELV)010,856+10,85605,6290.20%+5,629
EXPEDITORS INTL WASH INC(EXPD)014,494+14,49401,7620.06%+1,762
TRAVELERS COMPANIES INC(TRV)011,993+11,99302,7600.10%+2,760
EQUINIX INC(EQIX)12,92913,242+31310,41310,9290.40%+516
ARISTA NETWORKS INC09,819+9,81902,8470.10%+2,847
PAGSEGURO DIGITAL LTD(PAGS)235,933241,311+5,3782,9423,4460.13%+504
GE HEALTHCARE TECHNOLOGIES I(GEHC)016,322+16,32201,4840.05%+1,484
PUBLIC SVC ENTERPRISE GRP IN(PEG)050,360+50,36003,3630.12%+3,363
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