Metis Global Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 6, 2024), Metis Global Partners, LLC reported 762 stock positions worth $2.9 billion. Its top holding was Microsoft (MSFT) at 6.3% of the portfolio, followed by Nvidia (NVDA, 5.9%) and Apple (AAPL, 5.8%). Compared with Q1 2024, it opened 24 new positions, sold out of 27, added to 439 and reduced 246. The biggest buy was a new position in Invesco MSCI USA ETF (PBUS) and the biggest sale iShares Core MSCI Europe ETF (IEUR, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- San Diego, CA
- CIK
- 0001594916
- Portfolio Value
- $2.9B (Q2 2024)
- SEC Filing
- 0001941040-24-000323 ↗ filed Aug 6, 2024
Holdings Value
Holdings 762 stocks · $2.9B
| MSFT Microsoft Corp. | 6.26% | 407,847 | $182.3M | Add +0.2% |
| NVDA Nvidia Corp. | 5.89% | 1,387,702 | $171.4M | Reduce -0.1% |
| AAPL Apple Inc. | 5.81% | 803,801 | $169.3M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 3.37% | 507,873 | $98.1M | Add +1.1% |
| SGOL Abrdn Physical Gold Shares | 2.64% | 3,460,713 | $76.9M | Add +9.3% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 2.62% | 3,747,119 | $76.2M | Add +12.4% |
| PBUS Invesco MSCI USA ETF | 2.39% | 1,279,284 | $69.6M | New |
| META Meta Platforms Inc. Class A | 2.09% | 120,651 | $60.8M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 1.87% | 297,688 | $54.6M | Reduce -1.6% |
| GOOGL Alphabet Inc. Class A | 1.84% | 294,226 | $53.6M | Add +1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.51% | 80,721 | $43.9M | Add +1.3% |
| LLY Eli Lilly & Co. | 1.43% | 46,102 | $41.7M | Reduce -0.5% |
| AVGO Broadcom Inc. | 1.34% | 24,356 | $39.1M | Add +0.0% |
| TSLA Tesla Inc. | 1.13% | 166,524 | $33.0M | Add +4.0% |
| JPM JPMorgan Chase & Co. | 1.09% | 156,544 | $31.7M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 1.03% | 261,059 | $30.1M | Add +13.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.03% | 73,466 | $29.9M | Reduce -1.7% |
| UNH Unitedhealth Group Inc. | 0.91% | 52,264 | $26.6M | Add +0.5% |
| V Visa Inc. Class A | 0.87% | 96,757 | $25.4M | Add +1.1% |
| MA Mastercard Inc. Class A | 0.74% | 48,811 | $21.5M | Add +0.9% |
| HD Home Depot Inc. | 0.68% | 57,476 | $19.8M | Add +0.8% |
| JNJ Johnson & Johnson | 0.67% | 134,475 | $19.7M | Add +0.2% |
| PG The Procter & Gamble Co. | 0.64% | 112,452 | $18.5M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 0.62% | 21,387 | $18.2M | Reduce -0.7% |
| MRK Merck & Co. Inc. | 0.62% | 144,992 | $18.0M | Add +1.0% |
| ABBV Abbvie Inc. | 0.56% | 95,326 | $16.4M | Add +1.3% |
| NFLX Netflix Inc. | 0.55% | 23,749 | $16.0M | Reduce -0.5% |
| AMD Advanced Micro Devices | 0.52% | 92,481 | $15.0M | Add +4.1% |
| ADBE Adobe Inc. | 0.50% | 26,447 | $14.7M | Add +0.6% |
| CRM Salesforce Inc. | 0.50% | 56,877 | $14.6M | Add +3.5% |
| PLD Prologis Inc. | 0.50% | 128,415 | $14.4M | Add +8.5% |
| CVX Chevron Corp. | 0.47% | 87,460 | $13.7M | Add +1.1% |
| WMT Walmart Inc. | 0.46% | 198,744 | $13.5M | Reduce -1.7% |
| KO The Coca-Cola Co. | 0.46% | 210,604 | $13.4M | Add +0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.46% | 336,495 | $13.4M | Reduce -0.4% |
| ORCL Oracle Corp. | 0.45% | 93,142 | $13.2M | Add +3.2% |
| QCOM Qualcomm Inc. | 0.42% | 61,735 | $12.3M | Reduce -6.2% |
| TXN Texas Instruments Inc. | 0.40% | 60,063 | $11.7M | Reduce -0.8% |
| CSCO Cisco Systems Inc. | 0.40% | 244,131 | $11.6M | Add +4.6% |
| NEE Nextera Energy Inc. | 0.40% | 163,444 | $11.6M | Add +3.8% |
| TMO Thermo Fisher Scientific Inc. | 0.39% | 20,741 | $11.5M | Reduce -0.4% |
| MCD McDonald's Corp. | 0.39% | 44,952 | $11.5M | Reduce -0.1% |
| EQIX Equinix Inc. | 0.39% | 15,101 | $11.4M | Add +14.0% |
| DLR Digital Realty Trust Inc. | 0.38% | 72,793 | $11.1M | Add +10.3% |
| ACN Accenture PLC Class A | 0.38% | 36,303 | $11.0M | Add +1.2% |
| PEP Pepsico Inc. | 0.37% | 65,946 | $10.9M | Add +0.6% |
| DHR Danaher Corp. | 0.36% | 41,856 | $10.5M | Add +1.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.35% | 103,474 | $10.3M | Add +0.5% |
| AMAT Applied Materials Inc. | 0.35% | 43,334 | $10.2M | Add +24.6% |
| LIN Linde PLC | 0.34% | 22,902 | $10.0M | Reduce -0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 57,739 | $10.0M | Add +11.0% |
| WFC Wells Fargo & Co. | 0.34% | 166,958 | $9.9M | Add +5.9% |
| INTU Intuit Inc. | 0.34% | 15,075 | $9.9M | Add +5.0% |
| VZ Verizon Communications Inc. | 0.31% | 218,337 | $9.0M | Add +4.5% |
| NOW ServiceNow Inc. | 0.30% | 11,136 | $8.8M | Add +2.5% |
| PFE Pfizer Inc. | 0.30% | 311,963 | $8.7M | Add +1.1% |
| GE General Electric filed as GE AEROSPACE | 0.30% | 54,598 | $8.7M | Add +26.9% |
| SPGI S&P Global Inc. | 0.28% | 18,260 | $8.1M | Add +0.8% |
| WELL Welltower Inc. | 0.27% | 75,999 | $7.9M | Add +14.9% |
| CAT Caterpillar Inc. | 0.27% | 23,775 | $7.9M | Add +23.3% |
| CMCSA Comcast Corp. Class A | 0.27% | 200,990 | $7.9M | Reduce -1.0% |
| AMGN Amgen Inc. | 0.27% | 25,098 | $7.8M | Add +2.4% |
| ABT Abbott Laboratories | 0.26% | 72,610 | $7.5M | Reduce -4.0% |
| RY Royal Bank of Canada | 0.24% | 66,274 | $7.1M | Add +2.9% |
| ISRG Intuitive Surgical Inc. | 0.24% | 15,622 | $6.9M | Add +0.8% |
| INTC Intel Corp. | 0.23% | 211,836 | $6.6M | Reduce -14.9% |
| AXP American Express Co. | 0.22% | 27,556 | $6.4M | Reduce -0.4% |
| LRCX Lam Research Corp. | 0.22% | 5,981 | $6.4M | Add +0.8% |
| ADI Analog Devices Inc. | 0.22% | 27,687 | $6.3M | Add +11.3% |
| SHW The Sherwin-Williams Co. | 0.22% | 21,123 | $6.3M | Add +15.0% |
| IEUR iShares Core MSCI Europe ETF | 0.21% | 108,975 | $6.2M | Reduce -89.5% |
| XYL Xylem Inc. | 0.21% | 44,876 | $6.1M | Add +13.9% |
| UBER Uber Technologies Inc. | 0.21% | 83,536 | $6.1M | Add +0.8% |
| ENB Enbridge Inc. | 0.21% | 169,062 | $6.0M | Add +6.9% |
| ELV Elevance Health Inc. | 0.21% | 11,072 | $6.0M | Add +2.0% |
| PGR Progressive Corp. | 0.21% | 28,796 | $6.0M | Add +0.2% |
| SPG Simon Property Group Inc. | 0.20% | 39,007 | $5.9M | Add +10.5% |
| UNP Union Pacific Corp. | 0.20% | 26,099 | $5.9M | Add +0.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.20% | 12,448 | $5.8M | Reduce -0.5% |
| PM Philip Morris International | 0.20% | 56,048 | $5.7M | Reduce -1.0% |
| O Realty Income Corp. | 0.19% | 107,274 | $5.7M | Add +3.6% |
| EIX Edison International | 0.19% | 78,900 | $5.7M | Add +5.0% |
| PSA Public Storage | 0.19% | 19,674 | $5.7M | Add +3.9% |
| HON Honeywell International Inc. | 0.19% | 26,313 | $5.6M | Reduce -2.9% |
| GS Goldman Sachs Group Inc. | 0.19% | 12,371 | $5.6M | Reduce -0.7% |
| REGN Regeneron Pharmaceuticals | 0.19% | 5,254 | $5.5M | Add +0.4% |
| MU Micron Technology Inc. | 0.19% | 41,690 | $5.5M | Add +0.8% |
| SCHW Schwab (charles) Corp. | 0.18% | 73,078 | $5.4M | Add +1.1% |
| RTX RTX Corp. | 0.18% | 53,362 | $5.4M | Reduce -8.7% |
| ZTS Zoetis Inc. | 0.18% | 30,676 | $5.3M | Reduce -2.1% |
| BKNG Booking Holdings Inc. | 0.18% | 1,334 | $5.3M | Reduce -3.5% |
| SO The Southern Co. | 0.18% | 67,742 | $5.3M | Add +5.1% |
| COP Conocophillips | 0.18% | 45,567 | $5.2M | Add +2.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.18% | 46,930 | $5.2M | Reduce -6.3% |
| LOW Lowe's Cos Inc. | 0.18% | 23,313 | $5.1M | Reduce -14.5% |
| C Citigroup Inc. | 0.18% | 80,790 | $5.1M | Add +1.4% |
| ADP Automatic Data Processing | 0.18% | 21,374 | $5.1M | Add +4.0% |
| MS Morgan Stanley | 0.17% | 51,824 | $5.0M | Reduce -0.9% |
| SYK Stryker Corp. | 0.17% | 14,588 | $5.0M | Add +0.6% |
| MRSH Marsh & McLennan Cos | 0.17% | 23,397 | $4.9M | Add +0.0% |
Portfolio Sells Q1 2024 → Q2 2024
| IEUR iShares Core MSCI Europe ETF | Reduce -89.5% | 0.21% | −1.98 |
| EWC iShares MSCI Canada ETF | Reduce -95.3% | 0.01% | −0.18 |
| INTC Intel Corp. | Reduce -14.9% | 0.23% | −0.17 |
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.7% | 1.03% | −0.12 |
| BMY Bristol-Myers Squibb Co. | Reduce -18.0% | 0.14% | −0.09 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.08 |
| NKE Nike Inc. Class B | Reduce -21.7% | 0.12% | −0.08 |
| LOW Lowe's Cos Inc. | Reduce -14.5% | 0.18% | −0.08 |
| MCD McDonald's Corp. | Reduce -0.1% | 0.39% | −0.07 |
| BLK BlackRock Finance Inc. | Reduce -21.2% | 0.14% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 1.09% | −0.05 |
| ABT Abbott Laboratories | Reduce -4.0% | 0.26% | −0.05 |
| ITW Illinois Tool Works | Reduce -19.8% | 0.11% | −0.05 |
| PAGS Pagseguro Digital Ltd. Class A | Reduce -22.2% | 0.08% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -1.0% | 0.27% | −0.05 |
| DAR Darling Ingredients Inc. | Reduce -79.7% | 0.01% | −0.05 |
| CVS CVS Health Corp. | Reduce -9.8% | 0.08% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.4% | 0.39% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -0.1% | 2.09% | −0.04 |
| LIN Linde PLC | Reduce -0.2% | 0.34% | −0.04 |
| EWA iShares MSCI Australia ETF | Sold out | 0.00% | −0.04 |
| ORLY O'reilly Automotive Inc. | Reduce -24.4% | 0.07% | −0.03 |
| DE Deere & Co. | Reduce -6.9% | 0.13% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 0.64% | −0.03 |
| CI The Cigna Group | Reduce -2.2% | 0.13% | −0.02 |
| ESGU iShares ESG Aware MSCI USA | Reduce -63.5% | 0.01% | −0.02 |
| LBRDK Liberty Broadband-C | Sold out | 0.00% | −0.02 |
| PSX Phillips 66 | Reduce -0.5% | 0.10% | −0.02 |
| RTX RTX Corp. | Reduce -8.7% | 0.18% | −0.02 |
| ABNB Airbnb Inc. Class A | Reduce -6.8% | 0.10% | −0.02 |
| HAS Hasbro Inc. | Sold out | 0.00% | −0.02 |
| MPC Marathon Petroleum Corp. | Reduce -0.6% | 0.09% | −0.02 |
| PYPL PayPal Holdings Inc. | Reduce -1.5% | 0.09% | −0.02 |
| FISV Fiserv Inc. | Reduce -4.1% | 0.12% | −0.02 |
| DG Dollar General Corp. | Reduce -23.6% | 0.03% | −0.02 |
| ILMN Illumina Inc. | Reduce -48.3% | 0.01% | −0.02 |
| FERG Ferguson Jersey Ltd. | Reduce -16.4% | 0.05% | −0.02 |
| VIPS Vipshop Holdings Ltd. - ADR | Reduce -70.5% | 0.01% | −0.02 |
| MLM Martin Marietta Materials | Reduce -21.7% | 0.04% | −0.02 |
| KVUE Kenvue Inc. | Reduce -17.0% | 0.04% | −0.02 |
| SYY Sysco Corp. | Reduce -19.5% | 0.04% | −0.02 |
| HAL Halliburton Co. | Reduce -6.7% | 0.06% | −0.02 |
| MTN Vail Resorts Inc. | Sold out | 0.00% | −0.02 |
| CSGP Costar Group Inc. | Reduce -2.8% | 0.04% | −0.02 |
| GL Globe Life Inc. | Sold out | 0.00% | −0.02 |
| USB US Bancorp | Reduce -0.8% | 0.09% | −0.02 |
| ROK Rockwell Automation Inc. | Reduce -7.2% | 0.09% | −0.02 |
| TRV The Travelers Cos Inc. | Reduce -1.2% | 0.08% | −0.02 |
| STZ Constellation Brands Inc. Class A | Reduce -17.4% | 0.05% | −0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| PBUS Invesco MSCI USA ETF | New | 2.39% | +2.39 |
| GOOGL Alphabet Inc. Class A | Add +1.9% | 1.84% | +0.26 |
| BCI Abrdn Bloomberg All Commodit | Add +12.4% | 2.62% | +0.22 |
| SGOL Abrdn Physical Gold Shares | Add +9.3% | 2.64% | +0.20 |
| AVGO Broadcom Inc. | Add +0.0% | 1.34% | +0.17 |
| TSLA Tesla Inc. | Add +4.0% | 1.13% | +0.11 |
| AMAT Applied Materials Inc. | Add +24.6% | 0.35% | +0.09 |
| FER Ferrovial NV | New | 0.09% | +0.09 |
| AMZN Amazon.com Inc. | Add +1.1% | 3.37% | +0.08 |
| XOM Exxon Mobil Corp. | Add +13.9% | 1.03% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +118.8% | 0.11% | +0.06 |
| KKR KKR & Co. Inc. | Add +95.7% | 0.10% | +0.05 |
| WELL Welltower Inc. | Add +14.9% | 0.27% | +0.05 |
| ORCL Oracle Corp. | Add +3.2% | 0.45% | +0.04 |
| ADI Analog Devices Inc. | Add +11.3% | 0.22% | +0.04 |
| MSFT Microsoft Corp. | Add +0.2% | 6.26% | +0.04 |
| ARE Alexandria Real Estate Equit | Add +61.9% | 0.13% | +0.04 |
| AVB Avalonbay Communities Inc. | Add +21.3% | 0.16% | +0.03 |
| DLR Digital Realty Trust Inc. | Add +10.3% | 0.38% | +0.03 |
| PABU Ishr Par-Alnd Clim Opt Mue-U | New | 0.03% | +0.03 |
| NEE Nextera Energy Inc. | Add +3.8% | 0.40% | +0.03 |
| FSLR First Solar Inc. | Add +6.6% | 0.12% | +0.03 |
| XYL Xylem Inc. | Add +13.9% | 0.21% | +0.02 |
| GE General Electric | Add +26.9% | 0.30% | +0.02 |
| ANET Arista Networks Inc. | Add +7.3% | 0.13% | +0.02 |
| IEMG iShares Core MSCI Emerging | New | 0.02% | +0.02 |
| VTR Ventas Inc. | Add +18.9% | 0.09% | +0.02 |
| ADBE Adobe Inc. | Add +0.6% | 0.50% | +0.02 |
| NOC Northrop Grumman Corp. | Add +48.7% | 0.10% | +0.02 |
| CEG Constellation Energy | Add +14.9% | 0.15% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +3.8% | 0.15% | +0.02 |
| GDDY GoDaddy Inc. Class A | New | 0.02% | +0.02 |
| VST Vistra Corp. | Add +150.4% | 0.03% | +0.02 |
| AWK American Water Works Co. Inc. | Add +18.7% | 0.12% | +0.02 |
| ACM Aecom | Add +76.0% | 0.06% | +0.02 |
| RIVN Rivian Automotive Inc. Class A | Add +42.1% | 0.05% | +0.02 |
| NOMD Nomad Foods Ltd. | New | 0.02% | +0.02 |
| NTAP Netapp Inc. | Add +24.6% | 0.06% | +0.02 |
| BR Broadridge Financial Solutio | Add +48.3% | 0.07% | +0.02 |
| NEM Newmont Corp. | Add +4.0% | 0.13% | +0.02 |
| EME Emcor Group Inc. | New | 0.02% | +0.02 |
| KLAC KLA Corp. | Add +0.4% | 0.15% | +0.02 |
| AMGN Amgen Inc. | Add +2.4% | 0.27% | +0.02 |
| ECL Ecolab Inc. | Add +17.7% | 0.13% | +0.02 |
| CAT Caterpillar Inc. | Add +23.3% | 0.27% | +0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +62.6% | 0.04% | +0.01 |
| ESS Essex Property Trust Inc. | Add +9.1% | 0.11% | +0.01 |
| RCL Royal Caribbean Cruises Ltd. | Add +26.1% | 0.05% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +0.8% | 0.24% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.01% | +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 |