Metis Global Partners, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 6, 2024), Metis Global Partners, LLC reported 785 stock positions worth $3.2 billion. Its top holding was Apple (AAPL) at 6.1% of the portfolio, followed by Microsoft (MSFT, 5.6%) and Nvidia (NVDA, 5.3%). Compared with Q2 2024, it opened 39 new positions, sold out of 17, added to 560 and reduced 161. The biggest buy was Abrdn Bloomberg All Commodit (BCI, shares +54%) and the biggest sale Invesco MSCI USA ETF (PBUS, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- San Diego, CA
- CIK
- 0001594916
- Portfolio Value
- $3.2B (Q3 2024)
- SEC Filing
- 0001941040-24-000471 ↗ filed Nov 6, 2024
Holdings Value
Holdings 785 stocks · $3.2B
| AAPL Apple Inc. | 6.14% | 846,551 | $197.2M | Add +5.3% |
| MSFT Microsoft Corp. | 5.61% | 418,563 | $180.1M | Add +2.6% |
| NVDA Nvidia Corp. | 5.35% | 1,413,848 | $171.7M | Add +1.9% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 3.67% | 5,763,079 | $117.8M | Add +53.8% |
| SGOL Abrdn Physical Gold Shares | 3.65% | 4,657,799 | $117.1M | Add +34.6% |
| AMZN Amazon.com Inc. | 3.05% | 525,020 | $97.8M | Add +3.4% |
| META Meta Platforms Inc. Class A | 2.19% | 122,996 | $70.4M | Add +1.9% |
| GOOG Alphabet Inc. Class C | 1.57% | 301,980 | $50.5M | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 1.54% | 298,382 | $49.5M | Add +1.4% |
| TSLA Tesla Inc. | 1.40% | 171,796 | $44.9M | Add +3.2% |
| AVGO Broadcom Inc. | 1.40% | 259,820 | $44.8M | Add +6.7% |
| LLY Eli Lilly & Co. | 1.30% | 47,210 | $41.8M | Add +2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.08% | 75,239 | $34.6M | Add +2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.05% | 58,818 | $33.7M | Reduce -27.1% |
| JPM JPMorgan Chase & Co. | 1.05% | 159,728 | $33.7M | Add +2.0% |
| XOM Exxon Mobil Corp. | 0.99% | 271,427 | $31.8M | Add +4.0% |
| UNH Unitedhealth Group Inc. | 0.95% | 52,176 | $30.5M | Reduce -0.2% |
| V Visa Inc. Class A | 0.88% | 102,960 | $28.3M | Add +6.4% |
| MA Mastercard Inc. Class A | 0.77% | 50,259 | $24.8M | Add +3.0% |
| HD Home Depot Inc. | 0.74% | 58,941 | $23.9M | Add +2.5% |
| JNJ Johnson & Johnson | 0.70% | 138,758 | $22.5M | Add +3.2% |
| PG The Procter & Gamble Co. | 0.61% | 113,527 | $19.7M | Add +1.0% |
| PLD Prologis Inc. | 0.61% | 155,217 | $19.6M | Add +20.9% |
| ABBV Abbvie Inc. | 0.60% | 97,498 | $19.3M | Add +2.3% |
| COST Costco Wholesale Corp. | 0.60% | 21,557 | $19.1M | Add +0.8% |
| NFLX Netflix Inc. | 0.54% | 24,357 | $17.3M | Add +2.6% |
| MRK Merck & Co. Inc. | 0.53% | 149,290 | $17.0M | Add +3.0% |
| WMT Walmart Inc. | 0.52% | 205,093 | $16.6M | Add +3.2% |
| ORCL Oracle Corp. | 0.51% | 95,729 | $16.3M | Add +2.8% |
| CRM Salesforce Inc. | 0.50% | 58,317 | $16.0M | Add +2.5% |
| EQIX Equinix Inc. | 0.50% | 17,972 | $16.0M | Add +19.0% |
| AMD Advanced Micro Devices | 0.48% | 94,563 | $15.5M | Add +2.3% |
| KO The Coca-Cola Co. | 0.48% | 212,417 | $15.3M | Add +0.9% |
| NEE Nextera Energy Inc. | 0.46% | 173,928 | $14.7M | Add +6.4% |
| MCD McDonald's Corp. | 0.44% | 46,578 | $14.2M | Add +3.6% |
| ADBE Adobe Inc. | 0.43% | 26,727 | $13.8M | Add +1.1% |
| CVX Chevron Corp. | 0.43% | 93,321 | $13.7M | Add +6.7% |
| CSCO Cisco Systems Inc. | 0.42% | 253,287 | $13.5M | Add +3.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.42% | 337,518 | $13.4M | Add +0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.42% | 60,482 | $13.4M | Add +4.8% |
| DLR Digital Realty Trust Inc. | 0.42% | 82,558 | $13.4M | Add +13.4% |
| TMO Thermo Fisher Scientific Inc. | 0.41% | 21,306 | $13.2M | Add +2.7% |
| ACN Accenture PLC Class A | 0.41% | 37,199 | $13.1M | Add +2.5% |
| TXN Texas Instruments Inc. | 0.40% | 61,818 | $12.8M | Add +2.9% |
| WELL Welltower Inc. | 0.36% | 90,618 | $11.6M | Add +19.2% |
| PEP Pepsico Inc. | 0.35% | 66,372 | $11.3M | Add +0.7% |
| DHR Danaher Corp. | 0.35% | 40,323 | $11.2M | Reduce -3.7% |
| LIN Linde PLC | 0.34% | 23,032 | $11.0M | Add +0.6% |
| NOW ServiceNow Inc. | 0.34% | 12,159 | $10.9M | Add +9.2% |
| QCOM Qualcomm Inc. | 0.34% | 63,260 | $10.8M | Add +2.5% |
| GE General Electric filed as GE AEROSPACE | 0.32% | 54,515 | $10.3M | Reduce -0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.32% | 105,639 | $10.2M | Add +2.1% |
| VZ Verizon Communications Inc. | 0.30% | 218,032 | $9.8M | Reduce -0.1% |
| SPGI S&P Global Inc. | 0.30% | 18,941 | $9.8M | Add +3.7% |
| INTU Intuit Inc. | 0.30% | 15,346 | $9.5M | Add +1.8% |
| WFC Wells Fargo & Co. | 0.29% | 165,667 | $9.4M | Reduce -0.8% |
| PFE Pfizer Inc. | 0.29% | 317,965 | $9.2M | Add +1.9% |
| CAT Caterpillar Inc. | 0.28% | 23,269 | $9.1M | Reduce -2.1% |
| AMAT Applied Materials Inc. | 0.28% | 43,877 | $8.9M | Add +1.3% |
| SHW The Sherwin-Williams Co. | 0.27% | 22,996 | $8.8M | Add +8.9% |
| PSA Public Storage | 0.27% | 23,947 | $8.7M | Add +21.7% |
| CMCSA Comcast Corp. Class A | 0.26% | 202,375 | $8.5M | Add +0.7% |
| ABT Abbott Laboratories | 0.26% | 73,577 | $8.4M | Add +1.3% |
| AMGN Amgen Inc. | 0.26% | 25,755 | $8.3M | Add +2.6% |
| O Realty Income Corp. | 0.26% | 129,749 | $8.2M | Add +20.9% |
| RY Royal Bank of Canada | 0.25% | 64,974 | $8.1M | Reduce -2.0% |
| ENB Enbridge Inc. | 0.25% | 198,935 | $8.1M | Add +17.7% |
| ISRG Intuitive Surgical Inc. | 0.25% | 16,127 | $7.9M | Add +3.2% |
| IEUR iShares Core MSCI Europe ETF | 0.25% | 129,145 | $7.9M | Add +18.5% |
| AXP American Express Co. | 0.24% | 28,336 | $7.7M | Add +2.8% |
| EIX Edison International | 0.24% | 88,008 | $7.7M | Add +11.5% |
| SPG Simon Property Group Inc. | 0.24% | 44,816 | $7.6M | Add +14.9% |
| PGR Progressive Corp. | 0.23% | 29,386 | $7.5M | Add +2.0% |
| SO The Southern Co. | 0.22% | 78,200 | $7.1M | Add +15.4% |
| OKE Oneok Inc. | 0.22% | 76,873 | $7.0M | Add +41.5% |
| PM Philip Morris International | 0.22% | 56,896 | $6.9M | Add +1.5% |
| ADI Analog Devices Inc. | 0.21% | 29,064 | $6.7M | Add +5.0% |
| RTX RTX Corp. | 0.21% | 54,740 | $6.6M | Add +2.6% |
| UNP Union Pacific Corp. | 0.21% | 26,748 | $6.6M | Add +2.5% |
| XYL Xylem Inc. | 0.20% | 48,629 | $6.6M | Add +8.4% |
| UBER Uber Technologies Inc. | 0.20% | 86,290 | $6.5M | Add +3.3% |
| LOW Lowe's Cos Inc. | 0.20% | 23,633 | $6.4M | Add +1.4% |
| DUK Duke Energy Corp. | 0.20% | 55,214 | $6.4M | Add +15.3% |
| ZTS Zoetis Inc. | 0.20% | 32,187 | $6.3M | Add +4.9% |
| ELV Elevance Health Inc. | 0.20% | 12,064 | $6.3M | Add +9.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.19% | 13,455 | $6.3M | Add +8.1% |
| CEG Constellation Energy | 0.19% | 24,027 | $6.2M | Add +13.3% |
| GS Goldman Sachs Group Inc. | 0.19% | 12,384 | $6.1M | Add +0.1% |
| FCX Freeport-McMoran Inc. | 0.19% | 122,681 | $6.1M | Add +21.8% |
| AVB Avalonbay Communities Inc. | 0.19% | 26,860 | $6.1M | Add +19.0% |
| ADP Automatic Data Processing | 0.19% | 21,631 | $6.0M | Add +1.2% |
| NEM Newmont Corp. | 0.19% | 111,873 | $6.0M | Add +22.9% |
| NTR Nutrien Ltd. | 0.19% | 124,317 | $6.0M | Add +51.3% |
| AMT American Tower Corp. | 0.18% | 24,934 | $5.8M | Add +3.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.18% | 48,834 | $5.7M | Add +4.1% |
| REGN Regeneron Pharmaceuticals | 0.17% | 5,344 | $5.6M | Add +1.7% |
| T AT&T Inc. | 0.17% | 254,212 | $5.6M | Add +2.1% |
| BKNG Booking Holdings Inc. | 0.17% | 1,316 | $5.5M | Reduce -1.4% |
| MCO Moody's Corp. | 0.17% | 11,658 | $5.5M | Add +4.7% |
| SYK Stryker Corp. | 0.17% | 15,280 | $5.5M | Add +4.7% |
Portfolio Sells Q2 2024 → Q3 2024
| PBUS Invesco MSCI USA ETF | Reduce -97.3% | 0.06% | −2.33 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -27.1% | 1.05% | −0.46 |
| WFC Wells Fargo & Co. | Reduce -0.8% | 0.29% | −0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -8.7% | 0.06% | −0.04 |
| WRK Westrock Co. | Sold out | 0.00% | −0.03 |
| STLA Stellantis NV | Reduce -33.8% | 0.02% | −0.03 |
| AWK American Water Works Co. Inc. | Reduce -23.0% | 0.10% | −0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -64.0% | 0.01% | −0.03 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.02 |
| LYB Lyondellbasell Indu Class A | Reduce -42.9% | 0.02% | −0.02 |
| DLTR Dollar Tree Inc. | Reduce -28.0% | 0.01% | −0.02 |
| DOW Dow Inc. | Reduce -22.2% | 0.05% | −0.02 |
| MPC Marathon Petroleum Corp. | Reduce -5.6% | 0.08% | −0.02 |
| DHT DHT Holdings Inc. | Sold out | 0.00% | −0.02 |
| HUM Humana Inc. | Reduce -0.8% | 0.05% | −0.02 |
| PABU Ishr Par-Alnd Clim Opt Mue-U | Reduce -45.4% | 0.02% | −0.02 |
| RF Regions Financial Corp. | Reduce -44.6% | 0.02% | −0.02 |
| COIN Coinbase Global Inc. Class A | Reduce -30.8% | 0.01% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -12.7% | 0.06% | −0.01 |
| ETSY Etsy Inc. | Sold out | 0.00% | −0.01 |
| KMI Kinder Morgan Inc. | Reduce -11.6% | 0.12% | −0.01 |
| CNI Canadian Natl Railway Co. | Reduce -6.0% | 0.07% | −0.01 |
| FSM Fortuna Mining Corp. | Sold out | 0.00% | −0.01 |
| HAL Halliburton Co. | Reduce -1.5% | 0.04% | −0.01 |
| HII Huntington Ingalls Industrie | Reduce -35.7% | 0.02% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.01 |
| CLF Cleveland-Cliffs Inc. | Sold out | 0.00% | −0.01 |
| DOV Dover Corp. | Reduce -26.4% | 0.03% | −0.01 |
| RGEN Repligen Corp. | Sold out | 0.00% | −0.01 |
| DECK Deckers Outdoor Corp. | Reduce -10.3% | 0.04% | −0.01 |
| UBS UBS Group AG-Reg | Reduce -4.8% | 0.10% | −0.01 |
| DHR Danaher Corp. | Reduce -3.7% | 0.35% | −0.01 |
| ES Eversource Energy | Reduce -27.9% | 0.04% | −0.01 |
| DD Dupont DE Nemours Inc. | Reduce -21.0% | 0.04% | −0.01 |
| CECO Ceco Environmental Corp. | Sold out | 0.00% | −0.01 |
| HBM Hudbay Minerals Inc. | Reduce -62.8% | 0.01% | −0.01 |
| CZR Caesars Entertainment Inc. | Sold out | 0.00% | −0.01 |
| NTAP Netapp Inc. | Reduce -3.5% | 0.05% | −0.01 |
| BKNG Booking Holdings Inc. | Reduce -1.4% | 0.17% | −0.01 |
| HPE Hewlett Packard Enterprise | Reduce -2.4% | 0.05% | −0.01 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.01 |
| LOGI Logitech International-Reg | Reduce -6.3% | 0.03% | −0.01 |
| MTDR Matador Resources Co. | Sold out | 0.00% | −0.01 |
| ETRN Equitrans Midstream Corp. | Sold out | 0.00% | −0.01 |
| SM SM Energy Co. | Sold out | 0.00% | −0.01 |
| VRT Vertiv Holdings Co. Class A | Reduce -38.2% | 0.01% | −0.01 |
| LII Lennox International Inc. | Reduce -29.8% | 0.02% | −0.01 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.01 |
| DAY Dayforce Inc. | Reduce -48.5% | 0.01% | −0.01 |
| STN Stantec Inc. | Reduce -12.2% | 0.02% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| BCI Abrdn Bloomberg All Commodit | Add +53.8% | 3.67% | +1.05 |
| SGOL Abrdn Physical Gold Shares | Add +34.6% | 3.65% | +1.01 |
| AAPL Apple Inc. | Add +5.3% | 6.14% | +0.33 |
| TSLA Tesla Inc. | Add +3.2% | 1.40% | +0.27 |
| PLD Prologis Inc. | Add +20.9% | 0.61% | +0.12 |
| EQIX Equinix Inc. | Add +19.0% | 0.50% | +0.10 |
| META Meta Platforms Inc. Class A | Add +1.9% | 2.19% | +0.10 |
| WELL Welltower Inc. | Add +19.2% | 0.36% | +0.09 |
| PSA Public Storage | Add +21.7% | 0.27% | +0.08 |
| IBM Intl Business Machines Corp. | Add +4.8% | 0.42% | +0.07 |
| SW Smurfit Westrock PLC | New | 0.07% | +0.07 |
| OKE Oneok Inc. | Add +41.5% | 0.22% | +0.07 |
| HD Home Depot Inc. | Add +2.5% | 0.74% | +0.06 |
| O Realty Income Corp. | Add +20.9% | 0.26% | +0.06 |
| NEE Nextera Energy Inc. | Add +6.4% | 0.46% | +0.06 |
| VST Vistra Corp. | Add +129.4% | 0.09% | +0.06 |
| SHW The Sherwin-Williams Co. | Add +8.9% | 0.27% | +0.06 |
| ORCL Oracle Corp. | Add +2.8% | 0.51% | +0.06 |
| NEM Newmont Corp. | Add +22.9% | 0.19% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | Add +181.6% | 0.07% | +0.05 |
| EWC iShares MSCI Canada ETF | Add +677.5% | 0.06% | +0.05 |
| WMT Walmart Inc. | Add +3.2% | 0.52% | +0.05 |
| AVGO Broadcom Inc. | Add +6.7% | 1.40% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.4% | 1.08% | +0.05 |
| CEG Constellation Energy | Add +13.3% | 0.19% | +0.05 |
| MCD McDonald's Corp. | Add +3.6% | 0.44% | +0.05 |
| ENB Enbridge Inc. | Add +17.7% | 0.25% | +0.05 |
| EIX Edison International | Add +11.5% | 0.24% | +0.04 |
| NTR Nutrien Ltd. | Add +51.3% | 0.19% | +0.04 |
| PAC Grupo Aeroportuario Pac-ADR | Add +54.0% | 0.12% | +0.04 |
| SO The Southern Co. | Add +15.4% | 0.22% | +0.04 |
| ABBV Abbvie Inc. | Add +2.3% | 0.60% | +0.04 |
| NOW ServiceNow Inc. | Add +9.2% | 0.34% | +0.04 |
| EXR Extra Space Storage Inc. | Add +21.6% | 0.17% | +0.04 |
| NI Nisource Inc. | Add +231.0% | 0.05% | +0.04 |
| D Dominion Energy Inc. | Add +32.1% | 0.12% | +0.04 |
| DLR Digital Realty Trust Inc. | Add +13.4% | 0.42% | +0.04 |
| TRP TC Energy Corp. | Add +16.3% | 0.14% | +0.03 |
| AFL Aflac Inc. | Add +17.1% | 0.14% | +0.03 |
| MA Mastercard Inc. Class A | Add +3.0% | 0.77% | +0.03 |
| DUK Duke Energy Corp. | Add +15.3% | 0.20% | +0.03 |
| SPG Simon Property Group Inc. | Add +14.9% | 0.24% | +0.03 |
| IEUR iShares Core MSCI Europe ETF | Add +18.5% | 0.25% | +0.03 |
| ACN Accenture PLC Class A | Add +2.5% | 0.41% | +0.03 |
| AEM Agnico Eagle Mines Ltd. | Add +16.1% | 0.13% | +0.03 |
| BXP BXP Inc. | Add +16.9% | 0.10% | +0.03 |
| AVB Avalonbay Communities Inc. | Add +19.0% | 0.19% | +0.03 |
| VTR Ventas Inc. | Add +14.0% | 0.12% | +0.03 |
| PGR Progressive Corp. | Add +2.0% | 0.23% | +0.03 |
| JNJ Johnson & Johnson | Add +3.2% | 0.70% | +0.03 |
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 |