TECTONIC ADVISORS LLC LFUS — LITTELFUSE INC

Ownership history in TECTONIC ADVISORS LLC  ·  10 quarters on record

AI Ownership Summary

TECTONIC ADVISORS LLC reported LITTELFUSE INC (LFUS) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows LFUS at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LFUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TECTONIC ADVISORS LLC's position in LITTELFUSE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LFUS was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LFUS stock page TECTONIC ADVISORS LLC fund profile TECTONIC ADVISORS LLC full holdings
How TECTONIC ADVISORS LLC held LFUS — position size vs. price
% of Fund (quarterly)    LFUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 1,836 -966 -34.5% 0.04% $836K 2026-07-15 $415.43
2026 Q1 REDUCED — — — 2,802 -20 -0.7% 0.05% $951K 2026-04-17 $388.83
2025 Q4 ADDED — — — 2,822 +169 +6.4% 0.04% $714K 2026-01-23 $289.23
2025 Q3 ADDED — — — 2,653 +189 +7.7% 0.04% $687K 2025-10-21 $267.42
2025 Q2 ADDED — — — 2,464 +440 +21.7% 0.03% $559K 2025-07-23 $230.17
2025 Q1 ADDED — — — 2,024 +183 +9.9% 0.02% $398K 2025-05-02 $190.25
2024 Q4 ADDED — — — 1,841 +203 +12.4% 0.03% $434K 2025-01-27 $225.55
2024 Q3 ADDED — — — 1,638 +107 +7.0% 0.03% $435K 2024-10-23 $248.35
2024 Q2 ADDED — — — 1,531 +250 +19.5% 0.03% $391K 2024-08-02 $241.82
2024 Q1 INITIATED — — — 1,281 — — 0.02% $310K 2024-05-07 $251.36

🏢 Other funds also holding LFUS

As of 2026 Q2 — sorted by position size

BDF-GESTION 0.33% Oliver Luxxe Assets LLC 3Y 7Y 0.33% Legacy Wealth Asset Management, LLC 3Y 0.3% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.28% McCollum Christoferson Group LLC 3Y 7Y 0.11% Red Door Wealth Management, LLC 3Y 0.1% Hoese & Co LLP 3Y 0.08% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.07% Trust Point Inc. 0.06% Everhart Financial Group, Inc. 3Y 0.04%

FAQ About TECTONIC ADVISORS LLC and LFUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has TECTONIC ADVISORS LLC reported owning LFUS?

TECTONIC ADVISORS LLC reported LFUS across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported LFUS position in TECTONIC ADVISORS LLC's portfolio?

The largest reported portfolio weight for LFUS was 0.05% in 2026 Q1.

What is the latest reported LFUS position on this page?

The most recent filing on this page is 2026 Q2, when TECTONIC ADVISORS LLC reported 1,836 shares, equal to 0.04% of portfolio, with an estimated market value of $836K.

What does the chart on this LFUS ownership page compare?

The chart compares TECTONIC ADVISORS LLC's quarterly LFUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TECTONIC ADVISORS LLC time their LFUS position?

Based on 13F filing dates vs. subsequent LFUS price moves, TECTONIC ADVISORS LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on LFUS relative to SPY over the holding period was +4.8%.

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