Metis Global Partners, LLC — 13F Holdings & Portfolio
CIK 1594916 · latest 13F-HR filed 2026-05-07
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$4.07B
Long-equity book
Holdings
724
Distinct positions
Period
2026-03-31
Filed 2026-05-07
Q/Q Activity
+20 / −62 / ↑198 / ↓395
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ABRDN ETFS$78.9M +35.9%
- ISHARES TR$68.8M +2375.3%
- ETFS GOLD TR$41.4M +16.4%
- EXXON MOBIL CORP$13.5M +38.1%
- EQUINIX INC$10.1M +33.2%
Top Trims
- MICROSOFT CORP-$50.2M -26.1%
- INVESCO EXCH TRADED FD TR II-$33.2M -52.3%
- NVIDIA CORPORATION-$23.4M -9.5%
- APPLE INC-$21.7M -10.2%
- TESLA INC-$15.0M -19.9%
New Positions
- ASTRAZENECA PLC$8.5M
- AMCOR PLC$3.1M
- LUMENTUM HLDGS INC$1.9M
- COHERENT CORP$1.2M
- CASEYS GEN STORES INC$1.2M
Exited Positions
- ISHARES TR$34.8M
- ISHARES INC$25.1M
- ISHARES INC$20.5M
- AMCOR PLC$3.3M
- AMERICAN FINL GROUP INC OHIO$745.6K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ABRDN ETFS | BCI | 003261104 | $298.7M | 7.33% | 12,295,768 | SH |
| 2 | ETFS GOLD TR | SGOL | 00326A104 | $294.1M | 7.22% | 6,590,713 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $222.7M | 5.47% | 1,277,080 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $191.0M | 4.69% | 752,564 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $141.9M | 3.49% | 383,466 | SH |
| 6 | AMAZON COM INC | AMZN | 023135106 | $100.8M | 2.48% | 484,106 | SH |
| 7 | ALPHABET INC | GOOG | 02079K107 | $78.5M | 1.93% | 273,720 | SH |
| 8 | ALPHABET INC | GOOGL | 02079K305 | $74.6M | 1.83% | 259,542 | SH |
| 9 | BROADCOM INC | AVGO | 11135F101 | $72.5M | 1.78% | 234,134 | SH |
| 10 | ISHARES TR | ACWI | 464288257 | $71.7M | 1.76% | 517,834 | SH |
| 11 | META PLATFORMS INC | META | 30303M102 | $63.2M | 1.55% | 110,394 | SH |
| 12 | TESLA INC | TSLA | 88160R101 | $60.6M | 1.49% | 162,930 | SH |
| 13 | EXXON MOBIL CORP | XOM | 30231G102 | $49.0M | 1.20% | 289,025 | SH |
| 14 | PROLOGIS INC. | PLD | 74340W103 | $46.7M | 1.15% | 353,677 | SH |
| 15 | ELI LILLY & CO | LLY | 532457108 | $44.3M | 1.09% | 48,212 | SH |
| 16 | WELLTOWER INC | WELL | 95040Q104 | $41.5M | 1.02% | 209,917 | SH |
| 17 | EQUINIX INC | EQIX | 29444U700 | $40.6M | 1.00% | 41,385 | SH |
| 18 | JPMORGAN CHASE & CO | JPM | 46625H100 | $40.3M | 0.99% | 136,838 | SH |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $33.0M | 0.81% | 68,853 | SH |
| 20 | VISA INC | V | 92826C839 | $30.6M | 0.75% | 101,122 | SH |
| 21 | INVESCO EXCH TRADED FD TR II | PBUS | 46138E461 | $30.3M | 0.75% | 465,646 | SH |
| 22 | DIGITAL RLTY TR INC | DLR | 253868103 | $26.8M | 0.66% | 148,553 | SH |
| 23 | MASTERCARD INCORPORATED | MA | 57636Q104 | $26.7M | 0.65% | 53,347 | SH |
| 24 | JOHNSON & JOHNSON | JNJ | 478160104 | $25.1M | 0.62% | 102,812 | SH |
| 25 | CHEVRON CORPORATION | CVX | 166764100 | $23.7M | 0.58% | 114,328 | SH |
| 26 | WALMART INC | WMT | 931142103 | $22.9M | 0.56% | 183,958 | SH |
| 27 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $22.1M | 0.54% | 108,779 | SH |
| 28 | NEXTERA ENERGY INC | NEE | 65339F101 | $21.8M | 0.54% | 234,742 | SH |
| 29 | NETFLIX INC. | NFLX | 64110L106 | $20.6M | 0.51% | 214,343 | SH |
| 30 | ABBVIE INC | ABBV | 00287Y109 | $19.8M | 0.49% | 91,045 | SH |
| 31 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $18.6M | 0.46% | 18,704 | SH |
| 32 | SIMON PPTY GROUP INC NEW | SPG | 828806109 | $18.2M | 0.45% | 97,440 | SH |
| 33 | NUTRIEN LTD | NTR | 67077M108 | $17.1M | 0.42% | 226,949 | SH |
| 34 | REALTY INCOME CORP | O | 756109104 | $16.4M | 0.40% | 267,263 | SH |
| 35 | MERCK & CO INC | MRK | 58933Y105 | $16.1M | 0.39% | 133,464 | SH |
| 36 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $15.6M | 0.38% | 64,243 | SH |
| 37 | CISCO SYS INC | CSCO | 17275R102 | $15.5M | 0.38% | 199,848 | SH |
| 38 | TOTALENERGIES SE | TTE | F92124100 | $15.1M | 0.37% | 161,858 | SH |
| 39 | ENBRIDGE INC | ENB | 29250N105 | $14.7M | 0.36% | 271,714 | SH |
| 40 | HOME DEPOT INC | HD | 437076102 | $14.5M | 0.36% | 44,235 | SH |
| 41 | CATERPILLAR INC | CAT | 149123101 | $14.5M | 0.36% | 20,478 | SH |
| 42 | PROCTER & GAMBLE CO | PG | 742718109 | $14.5M | 0.36% | 100,426 | SH |
| 43 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $14.2M | 0.35% | 96,853 | SH |
| 44 | BANK AMERICA CORP | BAC | 060505104 | $13.9M | 0.34% | 284,677 | SH |
| 45 | ORACLE CORP | ORCL | 68389X105 | $13.3M | 0.33% | 90,633 | SH |
| 46 | MICRON TECHNOLOGY INC | MU | 595112103 | $13.3M | 0.33% | 39,369 | SH |
| 47 | MCDONALDS CORP | MCD | 580135101 | $13.1M | 0.32% | 42,310 | SH |
| 48 | COCA COLA CO | KO | 191216100 | $13.0M | 0.32% | 170,307 | SH |
| 49 | GE AEROSPACE | GE | 369604301 | $12.7M | 0.31% | 44,661 | SH |
| 50 | WILLIAMS COS INC | WMB | 969457100 | $12.5M | 0.31% | 171,502 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-07 | $4.07B | 724 | 0001941040-26-000298 |
| 2025-12-31 | 2026-02-11 | $4.23B | 766 | 0001941040-26-000095 |