TECTONIC ADVISORS LLC Q2 2023 Filing

Filed July 14, 2023

Portfolio Value

$812.1T

Holdings

239

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (239 positions)

#StockSharesValue% PortfolioType
101
DDDUPONT DE NEMOURS INC
15,843$1.1M0.00%
102
MDTMEDTRONIC PLC
12,494$1.1M0.00%
103
DNLWISDOMTREE TR
30,384$1.1M0.00%
104
CHRDCHORD ENERGY CORPORATION
7,059$1.1M0.00%
105
SOYSUNOPTA INC
161,276$1.1M0.00%
106
AVNWAVIAT NETWORKS INC
32,094$1.1M0.00%
107
MCHPMICROCHIP TECHNOLOGY INC.
11,913$1.1M0.00%
108
VIGIVANGUARD WHITEHALL FDS
14,186$1.1M0.00%
109
INTCINTEL CORP
31,089$1.0M0.00%
110
BCBRUNSWICK CORP
11,814$1.0M0.00%
111
MCDMCDONALDS CORP
3,423$1.0M0.00%
112
SHYISHARES TR
12,530$1.0M0.00%
113
7HPHP INC
32,737$1.0M0.00%
114
HTHHILLTOP HOLDINGS INC
31,828$1.0M0.00%
115
NOVNOV INC
62,415$1.0M0.00%
116
ROPROPER TECHNOLOGIES INC
2,068$994K0.00%
117
NOWSERVICENOW INC
1,758$987K0.00%
118
METAMETA PLATFORMS INC
3,440$986K0.00%
119
TMOTHERMO FISHER SCIENTIFIC INC
1,892$985K0.00%
120
VSTOEURVISTA OUTDOOR INC
35,303$976K0.00%
121
XNEAXNUVEEN AMT FREE QLTY MUN INC
88,843$971K0.00%
122
VVISA INC
4,057$963K0.00%
123
HOMBHOME BANCSHARES INC
41,821$953K0.00%
124
EXECHESAPEAKE ENERGY CORP
11,075$926K0.00%
125
CVXCHEVRON CORP NEW
5,784$909K0.00%
126
SCVLSHOE CARNIVAL INC
37,918$890K0.00%
127
CLFCLEVELAND-CLIFFS INC NEW
53,149$890K0.00%
128
THSTREEHOUSE FOODS INC
17,621$887K0.00%
129
NVGNUVEEN AMT FREE MUN CR INC F
75,820$887K0.00%
130
DIODDIODES INC
9,589$886K0.00%
131
ETDETHAN ALLEN INTERIORS INC
31,191$882K0.00%
132
HSTHOST HOTELS & RESORTS INC
52,291$880K0.00%
133
STRSSTRATUS PPTYS INC
33,343$875K0.00%
134
TCBITEXAS CAP BANCSHARES INC
16,974$874K0.00%
135
DHID R HORTON INC
7,015$853K0.00%
136
GOOGLALPHABET INC
7,103$850K0.00%
137
KEKIMBALL ELECTRONICS INC
30,046$830K0.00%
138
BLCOBAUSCH PLUS LOMB CORP
40,416$811K0.00%
139
CMCSACOMCAST CORP NEW
19,527$811K0.00%
140
WIREEURENCORE WIRE CORP
4,337$806K0.00%
141
HP5AEQUITY COMWLTH
39,422$798K0.00%
142
AZZAZZ INC
18,010$782K0.00%
143
VUGVANGUARD INDEX FDS
2,760$780K0.00%
144
PUMPPROPETRO HLDG CORP
93,790$772K0.00%
145
LOWLOWES COS INC
3,419$771K0.00%
146
ACNACCENTURE PLC IRELAND
2,502$771K0.00%
147
INGRINGREDION INC
7,247$767K0.00%
148
DRIDARDEN RESTAURANTS INC
4,592$767K0.00%
149
DISDISNEY WALT CO
8,562$763K0.00%
150
PPGPPG INDS INC
5,064$750K0.00%
151
BANFBANCFIRST CORP
8,096$744K0.00%
152
CRMSALESFORCE INC
3,484$735K0.00%
153
BXBLACKSTONE INC
7,891$733K0.00%
154
STZCONSTELLATION BRANDS INC
2,978$732K0.00%
155
JPMJPMORGAN CHASE & CO
4,957$720K0.00%
156
NKENIKE INC
6,510$718K0.00%
157
APTVAPTIV PLC
7,038$718K0.00%
158
FISVFISERV INC
5,606$707K0.00%
159
CNKCINEMARK HLDGS INC
42,410$699K0.00%
160
ICLRICON PLC
2,784$696K0.00%
161
PYPLPAYPAL HLDGS INC
10,150$676K0.00%
162
CMCCOMMERCIAL METALS CO
12,750$671K0.00%
163
CTVACORTEVA INC
11,683$669K0.00%
164
VYXNCR CORP NEW
26,401$665K0.00%
165
MCKMCKESSON CORP
1,551$662K0.00%
166
A4SAMERIPRISE FINL INC
1,972$655K0.00%
167
ICHRICHOR HOLDINGS
17,408$652K0.00%
168
BACBANK AMERICA CORP
22,686$650K0.00%
169
PWRQUANTA SVCS INC
3,302$648K0.00%
170
METMETLIFE INC
11,437$646K0.00%
171
WMTWALMART INC
4,102$644K0.00%
172
ABNBAIRBNB INC
4,958$635K0.00%
173
URIUNITED RENTALS INC
1,408$627K0.00%
174
SYKSTRYKER CORPORATION
2,051$625K0.00%
175
TSNTYSON FOODS INC
11,875$606K0.00%
176
JNJJOHNSON & JOHNSON
3,660$605K0.00%
177
WABWABTEC
5,476$600K0.00%
178
UNPUNION PAC CORP
2,918$597K0.00%
179
DYHTARGET CORP
4,531$597K0.00%
180
VFMOVANGUARD WELLINGTON FD
4,801$582K0.00%
181
CMICUMMINS INC
2,341$573K0.00%
182
WBAWALGREENS BOOTS ALLIANCE INC
20,117$573K0.00%
183
BLDRBUILDERS FIRSTSOURCE INC
4,203$571K0.00%
184
XOMEXXON MOBIL CORP
5,306$569K0.00%
185
EOGEOG RES INC
4,944$565K0.00%
186
CVGWCALAVO GROWERS INC
19,446$564K0.00%
187
UNHUNITEDHEALTH GROUP INC
1,152$553K0.00%
188
DHRDANAHER CORPORATION
2,256$541K0.00%
189
COPCONOCOPHILLIPS
5,098$528K0.00%
190
REGNREGENERON PHARMACEUTICALS
734$526K0.00%
191
TIPTTIPTREE INC
35,055$526K0.00%
192
CVSCVS HEALTH CORP
7,498$518K0.00%
193
EAFEURGRAFTECH INTL LTD
102,187$515K0.00%
194
AONAON PLC
1,494$515K0.00%
195
PEGPUBLIC SVC ENTERPRISE GRP IN
7,816$489K0.00%
196
VLOVALERO ENERGY CORP
4,133$484K0.00%
197
SL2SLEEP NUMBER CORP
17,591$479K0.00%
198
DFACDIMENSIONAL ETF TRUST
17,578$477K0.00%
199
ADSKAUTODESK INC
2,271$464K0.00%
200
DTEDTE ENERGY CO
4,202$462K0.00%
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