Metis Global Partners, LLC

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, Metis Global Partners, LLC maintained a portfolio of 786 distinct positions. They heavily accumulated shares in ABRDN ETFS, increasing their position by 9.3%. The fund also reduced its exposure to INVESCO EXCH TRADED by 49.9%.
PCA Score Concentration Risk
Risk ENB
Total Positions
786
Quarter
2026 Q1
Top Holding
BCI (7.3%)
Top 10 Concentration
38.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 786
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
BCI
ABRDN ETFS
ETF 7.33% 5.19% #1 2
Prev: #3
6.9 1,042,325 9.3%
P
S
12,295,768 $298,664,205 2023 Q2 13F Filing 2026-03-31 2026-05-07
SGOL
ETFS GOLD TR
ETF 7.22% 5.97% #2 1
Prev: #1
6.4 440,219 7.2%
P
S
6,590,713 $294,077,614 2023 Q2 13F Filing 2026-03-31 2026-05-07
NVDA
NVIDIA CORPORAT...
Technology 5.47% 5.82% #3 1
Prev: #2
3.7 -42,796 -3.2%
P
S
1,277,080 $222,722,751 2021 Q4 13F Filing 2026-03-31 2026-05-07
AAPL
APPLE INC
Technology 4.69% 5.03% #4
Prev: #4
2.9 -29,729 -3.8%
P
S
752,564 $190,993,219 2021 Q4 13F Filing 2026-03-31 2026-05-07
MSFT
MICROSOFT CORP
Technology 3.49% 4.54% #5
Prev: #5
2.4 -13,757 -3.5%
P
S
383,466 $141,947,610 2021 Q4 13F Filing 2026-03-31 2026-05-07
AMZN
AMAZON COM INC
Consumer Cyclical 2.48% 2.72% #6
Prev: #6
1.5 -15,306 -3.1%
P
S
484,106 $100,824,757 2021 Q4 13F Filing 2026-03-31 2026-05-07
GOOG
ALPHABET INC
Communication Services 1.93% 2.13% #7
Prev: #7
1.3 -14,067 -4.9%
P
S
273,720 $78,519,320 2021 Q4 13F Filing 2026-03-31 2026-05-07
GOOGL
ALPHABET INC
Communication Services 1.83% 1.95% #8 1
Prev: #9
1.2 -4,398 -1.7%
P
S
259,542 $74,633,897 2021 Q4 13F Filing 2026-03-31 2026-05-07
AVGO
BROADCOM INC
Technology 1.78% 1.98% #9 1
Prev: #8
1.2 -7,382 -3.1%
P
S
234,134 $72,466,814 2021 Q4 13F Filing 2026-03-31 2026-05-07
ACWI
ISHARES TR
ETF 1.76% 0.07% #10 232
Prev: #242
3.7 497,375 2431.1%
P
S
517,834 $71,652,691 2022 Q4 13F Filing 2026-03-31 2026-05-07
META
META PLATFORMS ...
Communication Services 1.55% 1.77% #11
Prev: #11
1.1 -3,058 -2.7%
P
S
110,394 $63,159,718 2021 Q4 13F Filing 2026-03-31 2026-05-07
TSLA
TESLA INC
Consumer Cyclical 1.49% 1.79% #12 2
Prev: #10
1.1 -5,166 -3.1%
P
S
162,930 $60,569,228 2021 Q4 13F Filing 2026-03-31 2026-05-07
XOM
EXXON MOBIL COR...
Energy 1.20% 0.84% #13 5
Prev: #18
1.0 -5,979 -2.0%
P
S
289,025 $49,035,980 2021 Q4 13F Filing 2026-03-31 2026-05-07
PLD
PROLOGIS INC.
Real Estate 1.15% 1.01% #14 1
Prev: #15
2.5 17,787 5.3%
P
S
353,677 $46,749,026 2021 Q4 13F Filing 2026-03-31 2026-05-07
LLY
ELI LILLY & CO
Healthcare 1.09% 1.27% #15 2
Prev: #13
0.9 -1,692 -3.4%
P
S
48,212 $44,343,952 2021 Q4 13F Filing 2026-03-31 2026-05-07
WELL
WELLTOWER INC
Real Estate 1.02% 0.84% #16 1
Prev: #17
2.4 18,065 9.4%
P
S
209,917 $41,502,691 2021 Q4 13F Filing 2026-03-31 2026-05-07
EQIX
EQUINIX INC
Real Estate 1.00% 0.72% #17 5
Prev: #22
0.9 1,629 4.1%
P
S
41,385 $40,567,232 2021 Q4 13F Filing 2026-03-31 2026-05-07
JPM
JPMORGAN CHASE ...
Financial Services 0.99% 1.09% #18 4
Prev: #14
0.9 -5,896 -4.1%
P
S
136,838 $40,252,266 2021 Q4 13F Filing 2026-03-31 2026-05-07
BRK/B
BERKSHIRE HATHA...
Financial Services 0.81% 0.84% #19
Prev: #19
0.8 -1,590 -2.3%
P
S
68,853 $32,994,357 2021 Q4 13F Filing 2026-03-31 2026-05-07
V
VISA INC
Financial Services 0.75% 0.87% #20 4
Prev: #16
0.8 -4,082 -3.9%
P
S
101,122 $30,563,111 2021 Q4 13F Filing 2026-03-31 2026-05-07
PBUS
INVESCO EXCH TR...
ETF 0.75% 1.50% #21 9
Prev: #12
0.3 -462,981 -49.9%
P
S
465,646 $30,346,150 2022 Q4 13F Filing 2026-03-31 2026-05-07
DLR
DIGITAL RLTY TR...
Real Estate 0.66% 0.53% #22 3
Prev: #25
0.8 4,736 3.3%
P
S
148,553 $26,770,735 2021 Q4 13F Filing 2026-03-31 2026-05-07
MA
MASTERCARD INCO...
Financial Services 0.65% 0.75% #23 2
Prev: #21
0.8 -2,253 -4.1%
P
S
53,347 $26,655,362 2021 Q4 13F Filing 2026-03-31 2026-05-07
JNJ
JOHNSON & JOHNS...
Healthcare 0.62% 0.51% #24 2
Prev: #26
0.7 -1,309 -1.3%
P
S
102,812 $25,131,366 2021 Q4 13F Filing 2026-03-31 2026-05-07
CVX
CHEVRON CORPORA...
Energy 0.58% 0.42% #25 10
Prev: #35
0.7 -2,973 -2.5%
P
S
114,328 $23,654,464 2021 Q4 13F Filing 2026-03-31 2026-05-07
WMT
WALMART INC
Consumer Defensive 0.56% 0.50% #26 2
Prev: #28
0.7 -4,876 -2.6%
P
S
183,958 $22,862,301 2021 Q4 13F Filing 2026-03-31 2026-05-07
AMD
ADVANCED MICRO ...
Technology 0.54% 0.57% #27 3
Prev: #24
0.7 -3,406 -3.0%
P
S
108,779 $22,128,912 2021 Q4 13F Filing 2026-03-31 2026-05-07
NEE
NEXTERA ENERGY ...
Utilities 0.54% 0.46% #28 4
Prev: #32
0.7 -6,843 -2.8%
P
S
234,742 $21,802,837 2021 Q4 13F Filing 2026-03-31 2026-05-07
NFLX
NETFLIX INC.
ETF 0.51% 0.50% #29
Prev: #29
0.7 -9,335 -4.2%
P
S
214,343 $20,609,081 2021 Q4 13F Filing 2026-03-31 2026-05-07
ABBV
ABBVIE INC
Healthcare 0.49% 0.51% #30 3
Prev: #27
0.7 -2,937 -3.1%
P
S
91,045 $19,801,375 2021 Q4 13F Filing 2026-03-31 2026-05-07
COST
COSTCO WHOLESAL...
Consumer Defensive 0.46% 0.39% #31 9
Prev: #40
0.7 -303 -1.6%
P
S
18,704 $18,637,227 2021 Q4 13F Filing 2026-03-31 2026-05-07
SPG
SIMON PPTY GROU...
Real Estate 0.45% 0.40% #32 5
Prev: #37
2.2 6,795 7.5%
P
S
97,440 $18,175,484 2021 Q4 13F Filing 2026-03-31 2026-05-07
NTR
NUTRIEN LTD
Basic Materials 0.42% 0.34% #33 12
Prev: #45
0.7 -5,737 -2.5%
P
S
226,949 $17,072,795 2022 Q1 13F Filing 2026-03-31 2026-05-07
O
REALTY INCOME C...
Real Estate 0.40% 0.33% #34 14
Prev: #48
2.2 20,437 8.3%
P
S
267,263 $16,351,151 2021 Q4 13F Filing 2026-03-31 2026-05-07
MRK
MERCK & CO INC
Healthcare 0.39% 0.34% #35 9
Prev: #44
0.7 -4,207 -3.1%
P
S
133,464 $16,054,385 2021 Q4 13F Filing 2026-03-31 2026-05-07
IBM
INTERNATIONAL B...
Technology 0.38% 0.46% #36 5
Prev: #31
0.7 -1,842 -2.8%
P
S
64,243 $15,571,860 2021 Q4 13F Filing 2026-03-31 2026-05-07
CSCO
CISCO SYS INC
Technology 0.38% 0.37% #37 5
Prev: #42
0.7 -5,433 -2.6%
P
S
199,848 $15,506,206 2021 Q4 13F Filing 2026-03-31 2026-05-07
TTFNF
TOTALENERGIES S...
Unknown 0.37% 0.25% #38 24
Prev: #62
0.6 1,000 0.6%
P
S
161,858 $15,082,583 2025 Q4 13F Filing 2026-03-31 2026-05-07
ENB
ENBRIDGE INC
Energy 0.36% 0.32% #39 10
Prev: #49
0.6 -10,627 -3.8%
P
S
271,714 $14,678,668 2022 Q1 13F Filing 2026-03-31 2026-05-07
HD
HOME DEPOT INC
Consumer Cyclical 0.36% 0.37% #40 1
Prev: #41
0.6 -1,783 -3.9%
P
S
44,235 $14,548,450 2021 Q4 13F Filing 2026-03-31 2026-05-07
CAT
CATERPILLAR INC
Industrials 0.36% 0.29% #41 14
Prev: #55
0.6 -891 -4.2%
P
S
20,478 $14,507,843 2021 Q4 13F Filing 2026-03-31 2026-05-07
PG
PROCTER & GAMBL...
Consumer Defensive 0.36% 0.35% #42 1
Prev: #43
0.6 -3,592 -3.5%
P
S
100,426 $14,505,532 2021 Q4 13F Filing 2026-03-31 2026-05-07
PLTR
PALANTIR TECHNO...
Technology 0.35% 0.42% #43 7
Prev: #36
0.6 -3,426 -3.4%
P
S
96,853 $14,167,657 2023 Q1 13F Filing 2026-03-31 2026-05-07
BAC
BANK AMERICA CO...
Financial Services 0.34% 0.39% #44 5
Prev: #39
0.6 -15,152 -5.1%
P
S
284,677 $13,878,006 2021 Q4 13F Filing 2026-03-31 2026-05-07
ORCL
ORACLE CORP
Technology 0.33% 0.43% #45 11
Prev: #34
0.6 -2,472 -2.7%
P
S
90,633 $13,333,020 2021 Q4 13F Filing 2026-03-31 2026-05-07
MU
MICRON TECHNOLO...
Technology 0.33% 0.29% #46 8
Prev: #54
0.6 -3,790 -8.8%
P
S
39,369 $13,300,424 2021 Q4 13F Filing 2026-03-31 2026-05-07
MCD
MCDONALDS CORP
Consumer Cyclical 0.32% 0.32% #47 3
Prev: #50
0.6 -1,412 -3.2%
P
S
42,310 $13,149,525 2021 Q4 13F Filing 2026-03-31 2026-05-07
KO
COCA COLA CO
Consumer Defensive 0.32% 0.29% #48 8
Prev: #56
0.6 -4,362 -2.5%
P
S
170,307 $12,951,848 2021 Q4 13F Filing 2026-03-31 2026-05-07
GE
GE AEROSPACE
Industrials 0.31% 0.33% #49 2
Prev: #47
0.6 -1,268 -2.8%
P
S
44,661 $12,673,452 2021 Q4 13F Filing 2026-03-31 2026-05-07
WMB
WILLIAMS COS IN...
Energy 0.31% 0.25% #50 11
Prev: #61
0.6 -6,877 -3.9%
P
S
171,502 $12,481,916 2021 Q4 13F Filing 2026-03-31 2026-05-07
Showing 1-50 of 786 holdings

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