MG

Metis Global Partners, LLC

Diversified strategyMomentum follower

Total reported value

$4.1B

Reporting period: 2026-03-31 · Number of holdings: 724

Metis Global Partners, LLC disclosed 724 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $4.1B and a quarterly turnover rate of 21.9%.

Personality snowflake

Concentration
8.53
Portfolio Stability
21.86
Momentum/Contrarian
100
Sector conviction
42.15
Diversification
100
Sizing Uniformity
61.99

Recent moves

  • Add BCI

    +9.3%　$78.9M

  • Add ACWI

    +2431.1%　$68.8M

  • Add SGOL

    +7.2%　$41.4M

  • Trim MSFT

    -3.5%　-$50.2M

  • Trim PBUS

    -49.9%　-$33.2M

  • Add XOM

    -2.0%　$13.5M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1BCIAbrdn Bloomberg All CommoditETF-Other7.33%+2.14%+9.26%
2SGOLAbrdn Physical Gold SharesETF-Commodities7.22%+1.25%+7.16%
3NVDANvidia CORPStock-Tech5.47%-0.35%-3.24%
4AAPLApple INCStock-Tech4.69%-0.34%-3.80%
5MSFTMicrosoft CORPStock-Tech3.49%-1.05%-3.46%
6AMZNAmazon.com INCStock-Consumer Disc2.48%-0.24%-3.06%
7GOOGAlphabet Inc-cl CStock-Comm Services1.93%-0.20%-4.89%
8GOOGLAlphabet Inc-cl AStock-Comm Services1.83%-0.12%-1.67%
9AVGOBroadcom INCStock-Tech1.78%-0.20%-3.06%
10ACWIIshares Msci Acwi ETFETF-Other1.76%+1.69%+2431.08%
11METAMeta Platforms Inc-class AStock-Comm Services1.55%-0.22%-2.70%
12TSLATesla INCStock-Consumer Disc1.49%-0.30%-3.07%
13XOMExxon Mobil CORPStock-Energy1.20%+0.36%-2.03%
14PLDPrologis INCStock-Real Estate1.15%+0.14%+5.30%
15LLYEli Lilly & CoStock-Healthcare1.09%-0.18%-3.39%
16WELLWelltower INCStock-Real Estate1.02%+0.18%+9.42%
17EQIXEquinix INCStock-Real Estate1.00%+0.28%+4.10%
18JPMJpmorgan Chase & CoStock-Financials0.99%-0.10%-4.13%
19BRK-BBerkshire Hathaway Inc-cl BStock-Other0.81%-0.03%-2.26%
20VVisa Inc-class A SharesStock-Financials0.75%-0.12%-3.88%
21PBUSInvesco Msci USA ETFETF-Other0.75%-0.75%-49.86%
22DLRDigital Realty Trust INCStock-Real Estate0.66%+0.13%+3.29%
23MAMastercard INC - AStock-Financials0.65%-0.10%-4.05%
24JNJJohnson & JohnsonStock-Healthcare0.62%+0.11%-1.26%
25CVXChevron CORPStock-Energy0.58%+0.16%-2.53%
26WMTWalmart INCStock-Consumer Staples0.56%—-2.58%
27AMDAdvanced Micro DevicesStock-Tech0.54%—-3.04%
28NEENextera Energy INCStock-Utilities0.54%+0.08%-2.83%
29NFLXNetflix INCStock-Comm Services0.51%—-4.17%
30ABBVAbbvie INCStock-Healthcare0.49%—-3.13%
31COSTCostco Wholesale CORPStock-Consumer Staples0.46%—-1.59%
32SPGSimon Property Group INCStock-Real Estate0.45%—+7.50%
33NTRNutrien LTDStock-Materials0.42%+0.08%-2.47%
34ORealty Income CORPStock-Real Estate0.40%+0.07%+8.28%
35MRKMerck & Co. INC.Stock-Healthcare0.39%—-3.06%
36IBMIntl Business Machines CORPStock-Tech0.38%-0.08%-2.79%
37CSCOCisco Systems INCStock-Tech0.38%—-2.65%
38✓ Totalenergies SeStock-Other0.37%+0.12%+0.62%
39ENBEnbridge INCStock-Energy0.36%—-3.76%
40HDHome Depot INCStock-Consumer Disc0.36%—-3.87%
41CATCaterpillar INCStock-Industrials0.36%—-4.17%
42PGProcter & Gamble Co/theStock-Consumer Staples0.36%—-3.45%
43PLTRPalantir Technologies Inc-aStock-Tech0.35%-0.07%-3.42%
44BACBank Of America CORPStock-Financials0.34%-0.05%-5.05%
45ORCLOracle CORPStock-Tech0.33%-0.10%-2.66%
46MUMicron Technology INCStock-Tech0.33%—-8.78%
47MCDMcdonald's CORPStock-Consumer Disc0.32%—-3.23%
48KOCoca-cola Co/theStock-Consumer Staples0.32%—-2.50%
49GEGeneral ElectricStock-Industrials0.31%—-2.76%
50WMBWilliams Cos INCStock-Energy0.31%—-3.86%
1–50 of 724

Holding changes this quarter

Metis Global Partners, LLC's most significant position changes for 2026-03-31: Sold out: Ishares Core Msci Europe ETF (IEUR); Sold out: Ishares Msci Canada ETF (EWC); Sold out: Ishares Msci Japan ETF (EWJ); New buy: AstraZeneca PLC (AZN); Sold out: Amcor plc (AMCR).

Position changes disclosed by Metis Global Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1BCIAbrdn Bloomberg All Commodit+2.1%+9.26%Add
2ACWIIshares Msci Acwi ETF+1.7%+2431.08%Add
3SGOLAbrdn Physical Gold Shares+1.3%+7.16%Add
4XOMExxon Mobil CORP+0.4%-2.03%Trim
5EQIXEquinix INC+0.3%+4.10%Add
6WELLWelltower INC+0.2%+9.42%Add
7CVXChevron CORP+0.2%-2.53%Trim
8PLDPrologis INC+0.1%+5.30%Add
9DLRDigital Realty Trust INC+0.1%+3.29%Add
10✓ Totalenergies Se+0.1%+0.62%Add
11JNJJohnson & Johnson+0.1%-1.26%Trim
12NTRNutrien LTD+0.1%-2.47%Trim
13NEENextera Energy INC+0.1%-2.83%Trim
14CNQCanadian Natural Resources+0.1%+4.42%Add
15ORealty Income CORP+0.1%+8.28%Add
16BRK-BBerkshire Hathaway Inc-cl B0%-2.26%Trim
17BACBank Of America CORP-0.1%-5.05%Trim
18WFCWells Fargo & Co-0.1%-4.14%Trim
19WECWec Energy Group INC-0.1%-72.60%Trim
20ADBEAdobe INC-0.1%-2.81%Trim
21EDConsolidated Edison INC-0.1%-73.84%Trim
22UNHUnitedhealth Group INC-0.1%-3.11%Trim
23AXPAmerican Express Co-0.1%-8.51%Trim
24PLTRPalantir Technologies Inc-a-0.1%-3.42%Trim
25APPApplovin Corp-class A-0.1%-10.70%Trim
26IBMIntl Business Machines CORP-0.1%-2.79%Trim
27INTUIntuit INC-0.1%-1.27%Trim
28JPMJpmorgan Chase & Co-0.1%-4.13%Trim
29MAMastercard INC - A-0.1%-4.05%Trim
30ORCLOracle CORP-0.1%-2.66%Trim
31GOOGLAlphabet Inc-cl A-0.1%-1.67%Trim
32VVisa Inc-class A Shares-0.1%-3.88%Trim
33NOWServicenow INC-0.1%-1.79%Trim
34CRMSalesforce INC-0.1%-3.41%Trim
35LLYEli Lilly & Co-0.2%-3.39%Trim
36GOOGAlphabet Inc-cl C-0.2%-4.89%Trim
37AVGOBroadcom INC-0.2%-3.06%Trim
38METAMeta Platforms Inc-class A-0.2%-2.70%Trim
39AMZNAmazon.com INC-0.2%-3.06%Trim
40TSLATesla INC-0.3%-3.07%Trim
41AAPLApple INC-0.3%-3.80%Trim
42NVDANvidia CORP-0.4%-3.24%Trim
43PBUSInvesco Msci USA ETF-0.8%-49.86%Trim
44MSFTMicrosoft CORP-1.1%-3.46%Trim
45IEURIshares Core Msci Europe ETF—EXITSold out
46EWCIshares Msci Canada ETF—EXITSold out
47EWJIshares Msci Japan ETF—EXITSold out
48AZNAstraZeneca PLC—NEWNew buy
49AMCRAmcor plc—EXITSold out
50AMCRAmcor plc—NEWNew buy

FAQ

What is Metis Global Partners, LLC and what type of investor is it?
Metis Global Partners, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $4.1B, spread across 724 disclosed positions.
What are Metis Global Partners, LLC's largest equity positions?
Based on the latest 13F filing, Metis Global Partners, LLC's top holdings by market value are: 1. Abrdn Bloomberg All Commodit (BCI) — $298.7M (7.3%) 2. Abrdn Physical Gold Shares (SGOL) — $294.1M (7.2%) 3. Nvidia CORP (NVDA) — $222.7M (5.5%) 4. Apple INC (AAPL) — $191.0M (4.7%) 5. Microsoft CORP (MSFT) — $141.9M (3.5%)
What changes did Metis Global Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, Metis Global Partners, LLC made 50 notable position adjustments: 2 new positions were initiated, 10 existing holdings were added to, 34 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Ishares Core Msci Europe ETF (IEUR); Sold out: Ishares Msci Canada ETF (EWC); Sold out: Ishares Msci Japan ETF (EWJ); New buy: AstraZeneca PLC (AZN); Sold out: Amcor plc (AMCR)
What sectors does Metis Global Partners, LLC focus on?
Metis Global Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 28.9% • Real Estate: 10.9% • Financials: 10.9% • Consumer Discretionary: 8.6% • Communication Services: 8.5% • Health Care: 7.8%