Metis Global Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 6, 2024), Metis Global Partners, LLC reported 763 stock positions worth $2.8 billion. Its top holding was Microsoft (MSFT) at 6.2% of the portfolio, followed by Apple (AAPL, 5.1%) and Nvidia (NVDA, 4.6%). Compared with Q4 2023, it opened 32 new positions, sold out of 17, added to 330 and reduced 362. The biggest buy was iShares Core MSCI Europe ETF (IEUR, shares +850%) and the biggest sale an exit from Invesco MSCI USA ETF (PBUS).
- Most Recent 13F
- Q2 2026
- Location
- San Diego, CA
- CIK
- 0001594916
- Portfolio Value
- $2.8B (Q1 2024)
- SEC Filing
- 0001941040-24-000234 ↗ filed May 6, 2024
Holdings Value
Holdings 763 stocks · $2.8B
| MSFT Microsoft Corp. | 6.22% | 406,960 | $171.2M | Add +0.3% |
| AAPL Apple Inc. | 5.07% | 812,938 | $139.4M | Reduce -2.3% |
| NVDA Nvidia Corp. | 4.56% | 138,945 | $125.5M | Add +0.3% |
| AMZN Amazon.com Inc. | 3.29% | 502,493 | $90.6M | Add +0.3% |
| SGOL Abrdn Physical Gold Shares | 2.44% | 3,164,772 | $67.2M | Reduce -4.4% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 2.39% | 3,332,956 | $65.9M | Add +1.2% |
| IEUR iShares Core MSCI Europe ETF | 2.19% | 1,042,717 | $60.3M | Add +850.4% |
| META Meta Platforms Inc. Class A | 2.13% | 120,778 | $58.6M | Add +0.0% |
| GOOG Alphabet Inc. Class C | 1.67% | 302,480 | $46.1M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 1.58% | 288,590 | $43.6M | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.52% | 79,712 | $41.7M | Reduce -2.5% |
| LLY Eli Lilly & Co. | 1.31% | 46,324 | $36.0M | Add +0.2% |
| AVGO Broadcom Inc. | 1.17% | 24,349 | $32.3M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.14% | 74,720 | $31.4M | Reduce -1.2% |
| JPM JPMorgan Chase & Co. | 1.14% | 156,765 | $31.4M | Reduce -0.2% |
| TSLA Tesla Inc. | 1.02% | 160,179 | $28.2M | Add +0.4% |
| V Visa Inc. Class A | 0.97% | 95,730 | $26.7M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.97% | 229,239 | $26.6M | Reduce -1.4% |
| UNH Unitedhealth Group Inc. | 0.93% | 51,998 | $25.7M | Add +0.3% |
| MA Mastercard Inc. Class A | 0.85% | 48,397 | $23.3M | Add +0.1% |
| HD Home Depot Inc. | 0.79% | 56,989 | $21.9M | Add +0.2% |
| JNJ Johnson & Johnson | 0.77% | 134,264 | $21.2M | Add +0.1% |
| MRK Merck & Co. Inc. | 0.69% | 143,552 | $18.9M | Reduce -1.4% |
| PG The Procter & Gamble Co. | 0.67% | 113,177 | $18.4M | Reduce -1.6% |
| ABBV Abbvie Inc. | 0.62% | 94,080 | $17.1M | Reduce -0.9% |
| CRM Salesforce Inc. | 0.60% | 54,966 | $16.6M | Add +0.1% |
| AMD Advanced Micro Devices | 0.58% | 88,803 | $16.0M | Add +0.5% |
| COST Costco Wholesale Corp. | 0.57% | 21,542 | $15.8M | Add +0.1% |
| PLD Prologis Inc. | 0.56% | 118,323 | $15.4M | Add +4.2% |
| NFLX Netflix Inc. | 0.53% | 23,869 | $14.5M | Reduce -1.0% |
| CVX Chevron Corp. | 0.50% | 86,472 | $13.6M | Reduce -2.1% |
| ADBE Adobe Inc. | 0.48% | 26,298 | $13.3M | Add +0.7% |
| KO The Coca-Cola Co. | 0.47% | 209,642 | $12.8M | Add +2.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.47% | 337,696 | $12.8M | Reduce -0.2% |
| MCD McDonald's Corp. | 0.46% | 44,974 | $12.7M | Add +0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.46% | 102,957 | $12.6M | Reduce -0.5% |
| ACN Accenture PLC Class A | 0.45% | 35,858 | $12.4M | Add +0.1% |
| WMT Walmart Inc. | 0.44% | 202,169 | $12.2M | Add +0.8% |
| TMO Thermo Fisher Scientific Inc. | 0.44% | 20,819 | $12.1M | Reduce -0.4% |
| CSCO Cisco Systems Inc. | 0.42% | 233,357 | $11.6M | Add +0.1% |
| PEP Pepsico Inc. | 0.42% | 65,528 | $11.5M | Reduce -5.4% |
| ORCL Oracle Corp. | 0.41% | 90,264 | $11.3M | Add +0.9% |
| QCOM Qualcomm Inc. | 0.40% | 65,797 | $11.1M | Add +1.0% |
| INTC Intel Corp. | 0.40% | 248,849 | $11.0M | Add +2.2% |
| EQIX Equinix Inc. | 0.40% | 13,242 | $10.9M | Add +2.4% |
| LIN Linde PLC | 0.39% | 22,949 | $10.7M | Reduce -1.6% |
| TXN Texas Instruments Inc. | 0.38% | 60,549 | $10.5M | Add +4.0% |
| DHR Danaher Corp. | 0.37% | 41,240 | $10.3M | Add +1.0% |
| NEE Nextera Energy Inc. | 0.37% | 157,481 | $10.1M | Add +6.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.36% | 52,015 | $9.9M | Add +1.5% |
| DLR Digital Realty Trust Inc. | 0.35% | 66,017 | $9.5M | Add +6.2% |
| INTU Intuit Inc. | 0.34% | 14,356 | $9.3M | Add +1.3% |
| WFC Wells Fargo & Co. | 0.33% | 157,668 | $9.1M | Reduce -2.2% |
| CMCSA Comcast Corp. Class A | 0.32% | 203,063 | $8.8M | Reduce -3.5% |
| VZ Verizon Communications Inc. | 0.32% | 208,861 | $8.8M | Add +0.1% |
| ABT Abbott Laboratories | 0.31% | 75,641 | $8.6M | Reduce -2.8% |
| PFE Pfizer Inc. | 0.31% | 308,638 | $8.6M | Add +1.3% |
| NOW ServiceNow Inc. | 0.30% | 10,868 | $8.3M | Add +1.0% |
| SPGI S&P Global Inc. | 0.28% | 18,112 | $7.7M | Add +2.2% |
| GE General Electric | 0.27% | 43,034 | $7.6M | Add +3.5% |
| AMAT Applied Materials Inc. | 0.26% | 34,775 | $7.2M | Reduce -0.4% |
| CAT Caterpillar Inc. | 0.26% | 19,279 | $7.1M | Add +0.8% |
| AMGN Amgen Inc. | 0.25% | 24,504 | $7.0M | Add +1.1% |
| LOW Lowe's Cos Inc. | 0.25% | 27,256 | $6.9M | Add +0.8% |
| RY Royal Bank of Canada | 0.24% | 64,400 | $6.5M | Reduce -5.8% |
| UNP Union Pacific Corp. | 0.23% | 26,055 | $6.4M | Add +5.9% |
| UBER Uber Technologies Inc. | 0.23% | 82,853 | $6.4M | Reduce -1.1% |
| SHW The Sherwin-Williams Co. | 0.23% | 18,364 | $6.4M | Add +1.9% |
| BMY Bristol-Myers Squibb Co. | 0.23% | 117,000 | $6.3M | Reduce -1.9% |
| AXP American Express Co. | 0.23% | 27,677 | $6.3M | Reduce -1.9% |
| ISRG Intuitive Surgical Inc. | 0.22% | 15,501 | $6.2M | Add +0.2% |
| WELL Welltower Inc. | 0.22% | 66,166 | $6.2M | Add +2.5% |
| PGR Progressive Corp. | 0.22% | 28,736 | $5.9M | Add +1.6% |
| LRCX Lam Research Corp. | 0.21% | 5,936 | $5.8M | Reduce -1.4% |
| ENB Enbridge Inc. | 0.21% | 158,089 | $5.7M | Reduce -7.8% |
| RTX RTX Corp. | 0.21% | 58,475 | $5.7M | Reduce -3.4% |
| COP Conocophillips | 0.21% | 44,579 | $5.7M | Reduce -3.2% |
| ELV Elevance Health Inc. | 0.20% | 10,856 | $5.6M | Add +0.3% |
| BLK BlackRock Finance Inc. | 0.20% | 6,728 | $5.6M | Add +0.6% |
| O Realty Income Corp. | 0.20% | 103,540 | $5.6M | Add +14.8% |
| HON Honeywell International Inc. | 0.20% | 27,101 | $5.6M | Add +1.9% |
| SPG Simon Property Group Inc. | 0.20% | 35,309 | $5.5M | Add +1.8% |
| PSA Public Storage | 0.20% | 18,934 | $5.5M | Add +4.0% |
| NKE Nike Inc. Class B | 0.19% | 56,997 | $5.4M | Reduce -4.7% |
| EIX Edison International | 0.19% | 75,126 | $5.3M | Add +12.9% |
| ZTS Zoetis Inc. | 0.19% | 31,333 | $5.3M | Add +3.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.19% | 12,511 | $5.2M | Add +0.6% |
| SCHW Schwab (charles) Corp. | 0.19% | 72,255 | $5.2M | Add +0.5% |
| GS Goldman Sachs Group Inc. | 0.19% | 12,453 | $5.2M | Reduce -4.5% |
| SYK Stryker Corp. | 0.19% | 14,498 | $5.2M | Reduce -0.7% |
| PM Philip Morris International | 0.19% | 56,601 | $5.2M | Reduce -1.6% |
| ADP Automatic Data Processing | 0.19% | 20,549 | $5.1M | Add +0.6% |
| EWC iShares MSCI Canada ETF | 0.19% | 133,381 | $5.1M | New |
| XYL Xylem Inc. | 0.18% | 39,402 | $5.1M | Add +6.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.18% | 50,113 | $5.1M | Reduce -1.2% |
| REGN Regeneron Pharmaceuticals | 0.18% | 5,233 | $5.0M | Add +0.1% |
| C Citigroup Inc. | 0.18% | 79,636 | $5.0M | Add +1.0% |
| BKNG Booking Holdings Inc. | 0.18% | 1,383 | $5.0M | Reduce -1.5% |
| MS Morgan Stanley | 0.18% | 52,290 | $4.9M | Reduce -0.1% |
| ADI Analog Devices Inc. | 0.18% | 24,866 | $4.9M | Add +0.1% |
Portfolio Sells Q4 2023 → Q1 2024
| PBUS Invesco MSCI USA ETF | Sold out | 0.00% | −1.63 |
| AAPL Apple Inc. | Reduce -2.3% | 5.07% | −1.32 |
| SGOL Abrdn Physical Gold Shares | Reduce -4.4% | 2.44% | −0.16 |
| ESGD iShares Trust iShares ESG Aw | Reduce -83.8% | 0.03% | −0.15 |
| BA The Boeing Co. | Reduce -1.7% | 0.13% | −0.06 |
| NKE Nike Inc. Class B | Reduce -4.7% | 0.19% | −0.06 |
| PEP Pepsico Inc. | Reduce -5.4% | 0.42% | −0.05 |
| GGB Gerdau SA -Spon ADR | Sold out | 0.00% | −0.05 |
| TD Toronto-Dominion Bank | Reduce -7.6% | 0.18% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -3.5% | 0.32% | −0.05 |
| CHTR Charter Communications Inc. Class A | Reduce -26.7% | 0.04% | −0.04 |
| SPLK Splunk Inc. | Sold out | 0.00% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -1.0% | 1.58% | −0.04 |
| RY Royal Bank of Canada | Reduce -5.8% | 0.24% | −0.04 |
| ENB Enbridge Inc. | Reduce -7.8% | 0.21% | −0.04 |
| UBS UBS Group AG-Reg | Reduce -16.8% | 0.11% | −0.04 |
| HUM Humana Inc. | Reduce -10.1% | 0.06% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.5% | 1.52% | −0.03 |
| LHX L3HARRIS Technologies Inc. | Reduce -31.2% | 0.06% | −0.03 |
| CVX Chevron Corp. | Reduce -2.1% | 0.50% | −0.03 |
| ABT Abbott Laboratories | Reduce -2.8% | 0.31% | −0.03 |
| ADM Archer-Daniels-Midland Co. | Reduce -2.8% | 0.09% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -9.4% | 0.11% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 1.67% | −0.03 |
| PM Philip Morris International | Reduce -1.6% | 0.19% | −0.03 |
| ROK Rockwell Automation Inc. | Reduce -6.4% | 0.10% | −0.03 |
| SHOP Shopify Inc. Class A | Reduce -5.7% | 0.15% | −0.03 |
| V Visa Inc. Class A | Reduce -0.1% | 0.97% | −0.02 |
| BMO Bank of Montreal | Reduce -9.8% | 0.09% | −0.02 |
| ON On Semiconductor | Reduce -21.4% | 0.04% | −0.02 |
| LCID Lucid Group Inc. | Sold out | 0.00% | −0.02 |
| CVS CVS Health Corp. | Reduce -6.0% | 0.13% | −0.02 |
| BDX Becton Dickinson and Co. | Reduce -10.1% | 0.09% | −0.02 |
| CNI Canadian Natl Railway Co. | Reduce -11.1% | 0.10% | −0.02 |
| AVB Avalonbay Communities Inc. | Reduce -3.3% | 0.13% | −0.02 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -32.9% | 0.02% | −0.02 |
| LNG Cheniere Energy Inc. | Reduce -1.6% | 0.10% | −0.02 |
| TRP TC Energy Corp. | Reduce -7.2% | 0.11% | −0.02 |
| APD Air Products & Chemicals Inc. | Reduce -2.2% | 0.06% | −0.02 |
| DE Deere & Co. | Reduce -3.1% | 0.16% | −0.02 |
| SRC Spirit Realty Capital Inc. | Sold out | 0.00% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -1.5% | 0.18% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -3.9% | 0.11% | −0.02 |
| MS Morgan Stanley | Reduce -0.1% | 0.18% | −0.02 |
| MMM 3M Co. | Reduce -1.7% | 0.10% | −0.02 |
| CSX CSX Corp. | Reduce -13.0% | 0.08% | −0.02 |
| HOV Hovnanian Enterprises-A | Sold out | 0.00% | −0.01 |
| B Barrick Gold Corp. | Reduce -2.2% | 0.06% | −0.01 |
| BZH Beazer Homes USA Inc. | Sold out | 0.00% | −0.01 |
| SNOW Snowflake Inc. | Reduce -2.0% | 0.04% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| IEUR iShares Core MSCI Europe ETF | Add +850.4% | 2.19% | +1.95 |
| NVDA Nvidia Corp. | Add +0.3% | 4.56% | +1.83 |
| META Meta Platforms Inc. Class A | Add +0.0% | 2.13% | +0.43 |
| AMZN Amazon.com Inc. | Add +0.3% | 3.29% | +0.26 |
| LLY Eli Lilly & Co. | Add +0.2% | 1.31% | +0.24 |
| EWC iShares MSCI Canada ETF | New | 0.19% | +0.19 |
| MSFT Microsoft Corp. | Add +0.3% | 6.22% | +0.14 |
| ACWI iShares MSCI Acwi ETF | Add +474.9% | 0.15% | +0.12 |
| AMD Advanced Micro Devices | Add +0.5% | 0.58% | +0.06 |
| GE General Electric | Add +3.5% | 0.27% | +0.06 |
| SMCI Super Micro Computer Inc. | New | 0.06% | +0.06 |
| FLUT Flutter Entertainment PLC-Di | New | 0.05% | +0.05 |
| ESGU iShares ESG Aware MSCI USA | New | 0.04% | +0.04 |
| PGR Progressive Corp. | Add +1.6% | 0.22% | +0.04 |
| ORCL Oracle Corp. | Add +0.9% | 0.41% | +0.04 |
| DECK Deckers Outdoor Corp. | Add +91.7% | 0.05% | +0.03 |
| CAT Caterpillar Inc. | Add +0.8% | 0.26% | +0.03 |
| QCOM Qualcomm Inc. | Add +1.0% | 0.40% | +0.03 |
| WSM Williams-Sonoma Inc. | New | 0.03% | +0.03 |
| PCG P G & E Corp. | Add +84.1% | 0.08% | +0.03 |
| IBM Intl Business Machines Corp. | Add +1.5% | 0.36% | +0.03 |
| MA Mastercard Inc. Class A | Add +0.1% | 0.85% | +0.03 |
| CRM Salesforce Inc. | Add +0.1% | 0.60% | +0.03 |
| HIG Hartford Insurance Group Inc. | Add +21.8% | 0.08% | +0.02 |
| EQH Equitable Holdings Inc. | New | 0.02% | +0.02 |
| WMT Walmart Inc. | Add +0.8% | 0.44% | +0.02 |
| C Citigroup Inc. | Add +1.0% | 0.18% | +0.02 |
| OKE Oneok Inc. | Add +11.1% | 0.15% | +0.02 |
| DELL Dell Technologies -C | Add +47.5% | 0.04% | +0.02 |
| JNPR Juniper Networks Inc. | Add +25.0% | 0.06% | +0.02 |
| CMG Chipotle Mexican Grill Inc. | Add +0.1% | 0.13% | +0.02 |
| XYL Xylem Inc. | Add +6.9% | 0.18% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +0.2% | 0.22% | +0.02 |
| CAH Cardinal Health Inc. | Add +49.3% | 0.05% | +0.02 |
| GMS GMS Inc. | New | 0.02% | +0.02 |
| TT Trane Technologies PLC | Add +2.2% | 0.12% | +0.02 |
| TGT Target Corp. | Add +0.6% | 0.12% | +0.01 |
| EXPD Expeditors Intl Wash Inc. | Add +48.6% | 0.06% | +0.01 |
| GEHC GE Healthcare Technology | Add +26.7% | 0.05% | +0.01 |
| KKR KKR & Co. Inc. | Add +23.9% | 0.05% | +0.01 |
| M Macy's Inc. | New | 0.01% | +0.01 |
| DDS Dillards Inc. Class A | New | 0.01% | +0.01 |
| LSXMK Liberty Media Corp.-Liber-New | New | 0.01% | +0.01 |
| RGEN Repligen Corp. | New | 0.01% | +0.01 |
| OVV Ovintiv Inc. | New | 0.01% | +0.01 |
| PNR Pentair PLC | Add +7.4% | 0.10% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +23.3% | 0.04% | +0.01 |
| LOW Lowe's Cos Inc. | Add +0.8% | 0.25% | +0.01 |
| DLR Digital Realty Trust Inc. | Add +6.2% | 0.35% | +0.01 |
| STZ Constellation Brands Inc. Class A | Add +18.5% | 0.07% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 714 | $4.4B | BCI, SGOL, NVDA, PBUS, AAPL |
| Q1 2026 | 724 | $4.1B | BCI, SGOL, NVDA, AAPL, MSFT |
| Q4 2025 | 766 | $4.2B | SGOL, NVDA, BCI, AAPL, MSFT |
| Q3 2025 | 759 | $4.2B | NVDA, SGOL, BCI, MSFT, AAPL |
| Q2 2025 | 768 | $3.9B | NVDA, MSFT, AAPL, SGOL, BCI |
| Q1 2025 | 789 | $3.6B | AAPL, MSFT, NVDA, SGOL, BCI |
| Q4 2024 | 789 | $3.3B | AAPL, NVDA, MSFT, BCI, SGOL |
| Q3 2024 | 785 | $3.2B | AAPL, MSFT, NVDA, BCI, SGOL |
| Q2 2024 | 762 | $2.9B | MSFT, NVDA, AAPL, AMZN, SGOL |
| Q1 2024 | 763 | $2.8B | MSFT, AAPL, NVDA, AMZN, SGOL |