TECTONIC ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GPI | 3K | $1.25M |
 | SHOP | 3K | $401.99K |
 | LFUS | 3K | $687.24K |
 | WCC | 3K | $559.86K |
 | HON | 3K | $529.41K |
 | LHX | 3K | $763.63K |
 | SNEX | 2K | $243.32K |
 | MA | 2K | $1.35M |
 | KLAC | 2K | $2.51M |
 | AZO | 2K | $9.58M |
 | RSG | 2K | $512.18K |
 | BR | 2K | $479.29K |
 | SAP | 2K | $534.20K |
 | IEX | 2K | $321.78K |
 | MCD | 2K | $599.28K |
 | SYK | 2K | $718.82K |
 | ICLR | 2K | $338.10K |
 | TMO | 2K | $898.93K |
 | SHW | 2K | $581.84K |
 | TM | 2K | $311.58K |
Group 1 Automotive, Inc.
GPI
Shares Held
3K
Value
$1.25M
Shopify Inc.
SHOP
Shares Held
3K
Value
$401.99K
Littelfuse, Inc.
LFUS
Shares Held
3K
Value
$687.24K
WESCO International, Inc.
WCC
Shares Held
3K
Value
$559.86K
Honeywell International Inc.
HON
Shares Held
3K
Value
$529.41K
L3Harris Technologies, Inc.
LHX
Shares Held
3K
Value
$763.63K
StoneX Group Inc.
SNEX
Shares Held
2K
Value
$243.32K
Mastercard Incorporated
MA
Shares Held
2K
Value
$1.35M
KLA Corporation
KLAC
Shares Held
2K
Value
$2.51M
AutoZone, Inc.
AZO
Shares Held
2K
Value
$9.58M
Republic Services, Inc.
RSG
Shares Held
2K
Value
$512.18K
Broadridge Financial Solutions, Inc.
BR
Shares Held
2K
Value
$479.29K
SAP SE
SAP
Shares Held
2K
Value
$534.20K
IDEX Corporation
IEX
Shares Held
2K
Value
$321.78K
McDonald's Corporation
MCD
Shares Held
2K
Value
$599.28K
Stryker Corporation
SYK
Shares Held
2K
Value
$718.82K
ICON Public Limited Company
ICLR
Shares Held
2K
Value
$338.10K
Thermo Fisher Scientific Inc.
TMO
Shares Held
2K
Value
$898.93K
The Sherwin-Williams Company
SHW
Shares Held
2K
Value
$581.84K
Toyota Motor Corporation
TM
Shares Held
2K
Value
$311.58K