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TECTONIC ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Tenet Healthcare CorporationTHC10.68K$2M
CVS Health Corp.CVS10.76K$1.11M
Adobe Inc.ADBE10.77K$2.21M
D.R. Horton, Inc.DHI11.12K$1.81M
Marten Transport, Ltd.MRTN11.23K$194.8K
Cognizant Technology Solutions CorporationCTSH11.26K$435.94K
Eagle Materials Inc.EXP11.9K$2.68M
ConocoPhillipsCOP12.56K$1.31M
Apple Inc.AAPL13.02K$3.77M
Ciena CorporationCIEN13.14K$6.45M
Xcel Energy Inc.XEL13.26K$1.06M
Medtronic plcMDT13.46K$1.05M
Loews CorporationL14.54K$1.65M
KLA CorporationKLAC14.79K$4.46M
Devon Energy CorporationDVN14.97K$618.47K
AGCO CorporationAGCO15.26K$1.83M
Avnet, Inc.AVT15.36K$1.36M
Ryman Hospitality Properties, Inc.RHP15.36K$1.97M
CenterPoint Energy, Inc.CNP15.46K$680.65K
OGE Energy Corp.OGE15.86K$771.77K