Metis Global Partners, LLC Q2 2025 Filing

Filed August 6, 2025

Portfolio Value

$3.9B

Holdings

768

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (768 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
1,462,935$231.1M5.96%
2
MSFTMICROSOFT CORP
425,967$211.9M5.47%
3
AAPLAPPLE INC
866,093$177.7M4.58%
4
SGOLETFS GOLD TR
5,373,804$169.5M4.37%
5
BCIABRDN ETFS
7,925,004$164.6M4.25%
6
PBUSINVESCO EXCH TRADED FD TR II
2,150,484$133.7M3.45%
7
AMZNAMAZON COM INC
542,530$119.0M3.07%
8
METAMETA PLATFORMS INC
124,837$92.1M2.38%
9
AVGOBROADCOM INC
262,726$72.4M1.87%
10
TSLATESLA INC
187,843$59.7M1.54%
11
GOOGALPHABET INC
329,948$58.5M1.51%
12
GOOGLALPHABET INC
275,325$48.5M1.25%
13
JPMJPMORGAN CHASE & CO.
159,387$46.2M1.19%
14
LLYELI LILLY & CO
54,401$42.4M1.09%
15
VVISA INC
114,522$40.7M1.05%
16
BRK/BBERKSHIRE HATHAWAY INC DEL
78,695$38.2M0.99%
17
MAMASTERCARD INCORPORATED
60,637$34.1M0.88%
18
NFLXNETFLIX INC
24,934$33.4M0.86%
19
XOMEXXON MOBIL CORP
261,109$28.1M0.73%
20
EQIXEQUINIX INC
31,412$25.0M0.64%
21
PLDPROLOGIS INC.
219,395$23.1M0.59%
22
HDHOME DEPOT INC
59,782$21.9M0.57%
23
JNJJOHNSON & JOHNSON
143,389$21.9M0.57%
24
COSTCOSTCO WHSL CORP NEW
21,969$21.7M0.56%
25
ORCLORACLE CORP
98,657$21.6M0.56%
26
IBMINTERNATIONAL BUSINESS MACHS
71,591$21.1M0.54%
27
FQIDIGITAL RLTY TR INC
120,579$21.0M0.54%
28
WELLWELLTOWER INC
133,964$20.6M0.53%
29
WMTWALMART INC
210,615$20.6M0.53%
30
PGPROCTER AND GAMBLE CO
120,049$19.1M0.49%
31
ABBVABBVIE INC
102,013$18.9M0.49%
32
CRMSALESFORCE INC
58,874$16.1M0.41%
33
BACBANK AMERICA CORP
339,252$16.1M0.41%
34
UNHUNITEDHEALTH GROUP INC
51,040$15.9M0.41%
35
CSCOCISCO SYS INC
226,988$15.7M0.41%
36
NOWSERVICENOW INC
15,148$15.6M0.40%
37
AMDADVANCED MICRO DEVICES INC
102,044$14.5M0.37%
38
INTUINTUIT
18,359$14.5M0.37%
39
MCDMCDONALDS CORP
49,279$14.4M0.37%
40
KOCOCA COLA CO
203,242$14.4M0.37%
41
NEENEXTERA ENERGY INC
206,966$14.4M0.37%
42
CVXCHEVRON CORP NEW
99,216$14.2M0.37%
43
PLTRPALANTIR TECHNOLOGIES INC
103,802$14.2M0.37%
44
GEGE AEROSPACE
52,304$13.5M0.35%
45
WFCWELLS FARGO CO NEW
166,738$13.4M0.34%
46
TXNTEXAS INSTRS INC
60,622$12.6M0.32%
47
MRKMERCK & CO INC
151,621$12.0M0.31%
48
ACNACCENTURE PLC IRELAND
37,782$11.3M0.29%
49
ISRGINTUITIVE SURGICAL INC
20,729$11.3M0.29%
50
SPGIS&P GLOBAL INC
21,063$11.1M0.29%
51
GSGOLDMAN SACHS GROUP INC
15,558$11.0M0.28%
52
DISDISNEY WALT CO
87,648$10.9M0.28%
53
LINLINDE PLC
23,128$10.9M0.28%
54
ABTABBOTT LABS
78,054$10.6M0.27%
55
SPGSIMON PPTY GROUP INC NEW
65,321$10.5M0.27%
56
OREALTY INCOME CORP
182,204$10.5M0.27%
57
SHWSHERWIN WILLIAMS CO
30,513$10.5M0.27%
58
ENBENBRIDGE INC
227,846$10.3M0.27%
59
ADBEADOBE INC
26,576$10.3M0.27%
60
AXPAMERICAN EXPRESS CO
31,520$10.1M0.26%
61
TAT&T INC
346,178$10.0M0.26%
62
4I1PHILIP MORRIS INTL INC
54,711$10.0M0.26%
63
CEGCONSTELLATION ENERGY CORP
30,533$9.9M0.25%
64
PSAPUBLIC STORAGE OPER CO
31,857$9.3M0.24%
65
WMBWILLIAMS COS INC
148,721$9.3M0.24%
66
NTRNUTRIEN LTD
160,157$9.3M0.24%
67
BACVERIZON COMMUNICATIONS INC
215,100$9.3M0.24%
68
CATCATERPILLAR INC
23,774$9.2M0.24%
69
SOSOUTHERN CO
99,130$9.1M0.23%
70
UBERUBER TECHNOLOGIES INC
96,054$9.0M0.23%
71
RTXRTX CORPORATION
60,774$8.9M0.23%
72
PEPPEPSICO INC
66,357$8.8M0.23%
73
RYROYAL BK CDA
66,474$8.8M0.23%
74
SCHWSCHWAB CHARLES CORP
93,336$8.5M0.22%
75
BKNGBOOKING HOLDINGS INC
1,463$8.5M0.22%
76
ADIANALOG DEVICES INC
35,202$8.4M0.22%
77
PGRPROGRESSIVE CORP
31,302$8.4M0.22%
78
DUKDUKE ENERGY CORP NEW
70,112$8.3M0.21%
79
DWDMORGAN STANLEY
55,965$7.9M0.20%
80
MRVLMARVELL TECHNOLOGY INC
101,785$7.9M0.20%
81
OKEONEOK INC NEW
95,272$7.8M0.20%
82
NEMNEWMONT CORP
130,606$7.6M0.20%
83
AMGNAMGEN INC
27,096$7.6M0.20%
84
AVBAVALONBAY CMNTYS INC
36,980$7.5M0.19%
85
AEMAGNICO EAGLE MINES LTD
63,085$7.5M0.19%
86
QCOMQUALCOMM INC
45,886$7.3M0.19%
87
DHRDANAHER CORPORATION
36,790$7.3M0.19%
88
TMOTHERMO FISHER SCIENTIFIC INC
17,652$7.2M0.18%
89
FCXFREEPORT-MCMORAN INC
163,854$7.1M0.18%
90
G9NGRUPO AEROPUERTO DEL PACIFIC
30,892$7.1M0.18%
91
TRVCCITIGROUP INC
83,203$7.1M0.18%
92
BSXBOSTON SCIENTIFIC CORP
65,916$7.1M0.18%
93
AMATAPPLIED MATLS INC
38,486$7.0M0.18%
94
MCOMOODYS CORP
13,901$7.0M0.18%
95
HONHONEYWELL INTL INC
29,850$7.0M0.18%
96
AXONAXON ENTERPRISE INC
8,288$6.9M0.18%
97
PFEPFIZER INC
281,476$6.8M0.18%
98
ADPAUTOMATIC DATA PROCESSING IN
22,028$6.8M0.18%
99
GILDGILEAD SCIENCES INC
61,267$6.8M0.18%
100
XYLXYLEM INC
52,161$6.7M0.17%
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