Metis Global Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Metis Global Partners, LLC reported 789 stock positions worth $3.3 billion. Its top holding was Apple (AAPL) at 6.6% of the portfolio, followed by Nvidia (NVDA, 5.9%) and Microsoft (MSFT, 5.4%). Compared with Q3 2024, it opened 24 new positions, sold out of 22, added to 565 and reduced 164. The biggest buy was Tesla (TSLA, shares +8%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- San Diego, CA
- CIK
- 0001594916
- Portfolio Value
- $3.3B (Q4 2024)
- SEC Filing
- 0001941040-25-000068 ↗ filed Feb 5, 2025
Holdings Value
Holdings 789 stocks · $3.3B
| AAPL Apple Inc. | 6.58% | 872,416 | $218.5M | Add +3.1% |
| NVDA Nvidia Corp. | 5.93% | 1,464,826 | $196.7M | Add +3.6% |
| MSFT Microsoft Corp. | 5.41% | 426,231 | $179.7M | Add +1.8% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 3.61% | 6,058,764 | $119.7M | Add +5.1% |
| SGOL Abrdn Physical Gold Shares | 3.57% | 4,723,094 | $118.3M | Add +1.4% |
| AMZN Amazon.com Inc. | 3.55% | 537,409 | $117.9M | Add +2.4% |
| TSLA Tesla Inc. | 2.26% | 185,886 | $75.1M | Add +8.2% |
| META Meta Platforms Inc. Class A | 2.20% | 124,949 | $73.2M | Add +1.6% |
| GOOG Alphabet Inc. Class C | 1.82% | 317,400 | $60.4M | Add +5.1% |
| AVGO Broadcom Inc. | 1.82% | 260,238 | $60.3M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 1.67% | 292,608 | $55.4M | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 1.16% | 161,123 | $38.6M | Add +0.9% |
| LLY Eli Lilly & Co. | 1.12% | 48,123 | $37.2M | Add +1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.07% | 78,069 | $35.4M | Add +3.8% |
| V Visa Inc. Class A | 1.07% | 111,877 | $35.4M | Add +8.7% |
| MA Mastercard Inc. Class A | 0.89% | 56,174 | $29.6M | Add +11.8% |
| UNH Unitedhealth Group Inc. | 0.81% | 53,203 | $26.9M | Add +2.0% |
| XOM Exxon Mobil Corp. | 0.79% | 242,196 | $26.1M | Reduce -10.8% |
| EQIX Equinix Inc. | 0.71% | 24,838 | $23.4M | Add +38.2% |
| HD Home Depot Inc. | 0.70% | 59,473 | $23.1M | Add +0.9% |
| NFLX Netflix Inc. | 0.67% | 24,840 | $22.1M | Add +2.0% |
| JNJ Johnson & Johnson | 0.61% | 140,714 | $20.4M | Add +1.4% |
| COST Costco Wholesale Corp. | 0.61% | 21,955 | $20.1M | Add +1.9% |
| CRM Salesforce Inc. | 0.59% | 58,348 | $19.5M | Add +0.1% |
| PG The Procter & Gamble Co. | 0.58% | 115,609 | $19.4M | Add +1.8% |
| WMT Walmart Inc. | 0.58% | 212,210 | $19.2M | Add +3.5% |
| PLD Prologis Inc. | 0.53% | 167,848 | $17.7M | Add +8.1% |
| ABBV Abbvie Inc. | 0.53% | 98,664 | $17.5M | Add +1.2% |
| DLR Digital Realty Trust Inc. | 0.52% | 96,863 | $17.2M | Add +17.3% |
| ORCL Oracle Corp. | 0.49% | 97,987 | $16.3M | Add +2.4% |
| CSCO Cisco Systems Inc. | 0.46% | 256,099 | $15.2M | Add +1.1% |
| MRK Merck & Co. Inc. | 0.46% | 152,072 | $15.1M | Add +1.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.45% | 340,740 | $15.0M | Add +0.9% |
| MCD McDonald's Corp. | 0.43% | 48,708 | $14.1M | Add +4.6% |
| NOW ServiceNow Inc. | 0.42% | 13,121 | $13.9M | Add +7.9% |
| CVX Chevron Corp. | 0.41% | 94,248 | $13.7M | Add +1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.41% | 61,964 | $13.6M | Add +2.5% |
| ACN Accenture PLC Class A | 0.40% | 37,663 | $13.2M | Add +1.3% |
| NEE Nextera Energy Inc. | 0.39% | 179,479 | $12.9M | Add +3.2% |
| KO The Coca-Cola Co. | 0.38% | 203,678 | $12.7M | Reduce -4.1% |
| AMD Advanced Micro Devices | 0.37% | 101,671 | $12.3M | Add +7.5% |
| WFC Wells Fargo & Co. | 0.36% | 172,335 | $12.1M | Add +4.0% |
| ADBE Adobe Inc. | 0.36% | 26,961 | $12.0M | Add +0.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.36% | 107,119 | $11.9M | Add +1.4% |
| WELL Welltower Inc. | 0.36% | 94,192 | $11.9M | Add +3.9% |
| TXN Texas Instruments Inc. | 0.35% | 61,819 | $11.6M | Add +0.0% |
| TMO Thermo Fisher Scientific Inc. | 0.33% | 20,990 | $10.9M | Reduce -1.5% |
| PEP Pepsico Inc. | 0.31% | 68,296 | $10.4M | Add +2.9% |
| SPGI S&P Global Inc. | 0.30% | 20,094 | $10.0M | Add +6.1% |
| LIN Linde PLC | 0.30% | 23,499 | $9.8M | Add +2.0% |
| SHW The Sherwin-Williams Co. | 0.30% | 28,902 | $9.8M | Add +25.7% |
| INTU Intuit Inc. | 0.29% | 15,554 | $9.8M | Add +1.4% |
| DHR Danaher Corp. | 0.28% | 40,837 | $9.4M | Add +1.3% |
| GE General Electric filed as GE AEROSPACE | 0.28% | 55,077 | $9.2M | Add +1.0% |
| ISRG Intuitive Surgical Inc. | 0.27% | 17,140 | $8.9M | Add +6.3% |
| AXP American Express Co. | 0.27% | 29,888 | $8.9M | Add +5.5% |
| ENB Enbridge Inc. | 0.26% | 206,921 | $8.8M | Add +4.0% |
| PFE Pfizer Inc. | 0.26% | 324,620 | $8.6M | Add +2.1% |
| CAT Caterpillar Inc. | 0.26% | 23,592 | $8.6M | Add +1.4% |
| VZ Verizon Communications Inc. | 0.26% | 212,402 | $8.5M | Reduce -2.6% |
| ABT Abbott Laboratories | 0.26% | 75,066 | $8.5M | Add +2.0% |
| SPG Simon Property Group Inc. | 0.25% | 48,702 | $8.4M | Add +8.7% |
| QCOM Qualcomm Inc. | 0.25% | 53,872 | $8.3M | Reduce -14.8% |
| OKE Oneok Inc. | 0.24% | 79,453 | $8.0M | Add +3.4% |
| CMCSA Comcast Corp. Class A | 0.23% | 206,082 | $7.7M | Add +1.8% |
| RY Royal Bank of Canada | 0.23% | 63,993 | $7.7M | Reduce -1.5% |
| EIX Edison International | 0.22% | 91,506 | $7.3M | Add +4.0% |
| WMB Williams Cos Inc. | 0.22% | 133,409 | $7.2M | Add +17.3% |
| GS Goldman Sachs Group Inc. | 0.22% | 12,599 | $7.2M | Add +1.7% |
| AMAT Applied Materials Inc. | 0.22% | 44,252 | $7.2M | Add +0.8% |
| PGR Progressive Corp. | 0.21% | 29,300 | $7.0M | Reduce -0.3% |
| PM Philip Morris International | 0.21% | 58,242 | $7.0M | Add +2.4% |
| PSA Public Storage | 0.21% | 23,351 | $7.0M | Reduce -2.5% |
| O Realty Income Corp. | 0.21% | 129,085 | $6.9M | Reduce -0.5% |
| BKNG Booking Holdings Inc. | 0.21% | 1,380 | $6.9M | Add +4.9% |
| SO The Southern Co. | 0.20% | 81,991 | $6.7M | Add +4.8% |
| MS Morgan Stanley | 0.20% | 53,351 | $6.7M | Add +2.2% |
| AMGN Amgen Inc. | 0.20% | 25,712 | $6.7M | Reduce -0.2% |
| RTX RTX Corp. | 0.20% | 57,512 | $6.7M | Add +5.1% |
| HON Honeywell International Inc. | 0.19% | 28,460 | $6.4M | Add +6.9% |
| NTR Nutrien Ltd. | 0.19% | 143,557 | $6.4M | Add +15.5% |
| ADI Analog Devices Inc. | 0.19% | 30,196 | $6.4M | Add +3.9% |
| UNP Union Pacific Corp. | 0.19% | 27,971 | $6.4M | Add +4.6% |
| AVB Avalonbay Communities Inc. | 0.19% | 28,975 | $6.4M | Add +7.9% |
| MCO Moody's Corp. | 0.19% | 13,447 | $6.4M | Add +15.3% |
| ADP Automatic Data Processing | 0.19% | 21,635 | $6.3M | Add +0.0% |
| T AT&T Inc. | 0.19% | 276,242 | $6.3M | Add +8.7% |
| DUK Duke Energy Corp. | 0.19% | 57,899 | $6.2M | Add +4.9% |
| MRSH Marsh & McLennan Cos | 0.19% | 29,232 | $6.2M | Add +20.5% |
| SYK Stryker Corp. | 0.18% | 16,841 | $6.1M | Add +10.2% |
| BMY Bristol-Myers Squibb Co. | 0.18% | 106,503 | $6.0M | Add +5.8% |
| SCHW Schwab (charles) Corp. | 0.18% | 81,292 | $6.0M | Add +6.5% |
| BLK BlackRock Inc. | 0.18% | 5,787 | $5.9M | Add +6.6% |
| XYL Xylem Inc. | 0.18% | 50,576 | $5.9M | Add +4.0% |
| PLTR Palantir Technologies Inc. Class A | 0.18% | 77,173 | $5.8M | Add +19.6% |
| LOW Lowe's Cos Inc. | 0.17% | 23,451 | $5.8M | Reduce -0.8% |
| C Citigroup Inc. | 0.17% | 80,983 | $5.7M | Add +0.1% |
| COP Conocophillips | 0.17% | 56,936 | $5.6M | Add +14.0% |
| GILD Gilead Sciences Inc. | 0.17% | 61,011 | $5.6M | Reduce -1.8% |
| CEG Constellation Energy | 0.17% | 25,125 | $5.6M | Add +4.6% |
Portfolio Sells Q3 2024 → Q4 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -93.0% | 0.07% | −0.98 |
| IEUR iShares Core MSCI Europe ETF | Sold out | 0.00% | −0.25 |
| XOM Exxon Mobil Corp. | Reduce -10.8% | 0.79% | −0.21 |
| KO The Coca-Cola Co. | Reduce -4.1% | 0.38% | −0.09 |
| QCOM Qualcomm Inc. | Reduce -14.8% | 0.25% | −0.09 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.5% | 0.33% | −0.08 |
| ELV Elevance Health Inc. | Reduce -13.4% | 0.12% | −0.08 |
| ARE Alexandria Real Estate Equit | Reduce -37.5% | 0.07% | −0.07 |
| EWC iShares MSCI Canada ETF | Sold out | 0.00% | −0.06 |
| PNR Pentair PLC | Reduce -62.4% | 0.04% | −0.06 |
| PSA Public Storage | Reduce -2.5% | 0.21% | −0.06 |
| AMGN Amgen Inc. | Reduce -0.2% | 0.20% | −0.06 |
| VZ Verizon Communications Inc. | Reduce -2.6% | 0.26% | −0.05 |
| O Realty Income Corp. | Reduce -0.5% | 0.21% | −0.05 |
| MDT Medtronic PLC | Reduce -20.6% | 0.10% | −0.05 |
| ITW Illinois Tool Works | Reduce -32.1% | 0.07% | −0.04 |
| JNPR Juniper Networks Inc. | Reduce -60.3% | 0.02% | −0.04 |
| VICI Vici Properties Inc. | Reduce -44.4% | 0.03% | −0.03 |
| TJX TJX Companies Inc. | Reduce -16.7% | 0.15% | −0.03 |
| TD Toronto-Dominion Bank | Reduce -0.6% | 0.13% | −0.03 |
| HCA HCA Healthcare Inc. | Reduce -2.0% | 0.07% | −0.03 |
| PHM Pultegroup Inc. | Reduce -33.6% | 0.03% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -0.8% | 0.17% | −0.02 |
| K Kellanova | Reduce -31.3% | 0.05% | −0.02 |
| MPWR Monolithic Power Systems Inc. | Reduce -0.3% | 0.04% | −0.02 |
| FER Ferrovial NV | Reduce -21.9% | 0.07% | −0.02 |
| HIG Hartford Insurance Group Inc. | Reduce -19.2% | 0.06% | −0.02 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.02 |
| KEYS Keysight Technologies Inc. | Reduce -32.2% | 0.04% | −0.02 |
| PGR Progressive Corp. | Reduce -0.3% | 0.21% | −0.02 |
| ALLE Allegion PLC | Reduce -39.0% | 0.02% | −0.02 |
| RY Royal Bank of Canada | Reduce -1.5% | 0.23% | −0.02 |
| LEN Lennar Corp. Class A | Reduce -4.4% | 0.04% | −0.02 |
| BIIB Biogen Inc. | Reduce -16.5% | 0.03% | −0.02 |
| ROST Ross Stores Inc. | Reduce -23.3% | 0.05% | −0.02 |
| COO The Cooper Cos Inc. | Reduce -13.0% | 0.04% | −0.02 |
| NRG NRG Energy Inc. | Reduce -43.2% | 0.02% | −0.02 |
| CTLT Catalent Inc. | Sold out | 0.00% | −0.02 |
| TFX Teleflex Inc. | Reduce -36.3% | 0.01% | −0.02 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −0.02 |
| PEG Public Service Enterprise GP | Reduce -2.2% | 0.13% | −0.02 |
| STLD Steel Dynamics Inc. | Reduce -12.5% | 0.05% | −0.01 |
| GEHC GE Healthcare Technology | Reduce -12.1% | 0.04% | −0.01 |
| BG Bunge Global SA | Reduce -0.5% | 0.05% | −0.01 |
| STX Seagate Technology Holdings | Reduce -26.6% | 0.02% | −0.01 |
| APH Amphenol Corp. Class A | Reduce -17.1% | 0.08% | −0.01 |
| WTRG Essential Utilities Inc. | Sold out | 0.00% | −0.01 |
| KBH KB Home | Sold out | 0.00% | −0.01 |
| NTAP Netapp Inc. | Reduce -20.3% | 0.04% | −0.01 |
| APTV Aptiv PLC | Reduce -32.3% | 0.02% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| TSLA Tesla Inc. | Add +8.2% | 2.26% | +0.86 |
| NVDA Nvidia Corp. | Add +3.6% | 5.93% | +0.58 |
| AMZN Amazon.com Inc. | Add +2.4% | 3.55% | +0.51 |
| AAPL Apple Inc. | Add +3.1% | 6.58% | +0.44 |
| AVGO Broadcom Inc. | Add +0.2% | 1.82% | +0.42 |
| GOOG Alphabet Inc. Class C | Add +5.1% | 1.82% | +0.25 |
| EQIX Equinix Inc. | Add +38.2% | 0.71% | +0.21 |
| V Visa Inc. Class A | Add +8.7% | 1.07% | +0.18 |
| NFLX Netflix Inc. | Add +2.0% | 0.67% | +0.13 |
| MA Mastercard Inc. Class A | Add +11.8% | 0.89% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +0.9% | 1.16% | +0.12 |
| DLR Digital Realty Trust Inc. | Add +17.3% | 0.52% | +0.10 |
| PLTR Palantir Technologies Inc. Class A | Add +19.6% | 0.18% | +0.10 |
| CRM Salesforce Inc. | Add +0.1% | 0.59% | +0.09 |
| NOW ServiceNow Inc. | Add +7.9% | 0.42% | +0.08 |
| WFC Wells Fargo & Co. | Add +4.0% | 0.36% | +0.07 |
| WMT Walmart Inc. | Add +3.5% | 0.58% | +0.06 |
| APO Apollo Global Management Inc. | Add +93.0% | 0.10% | +0.06 |
| WMB Williams Cos Inc. | Add +17.3% | 0.22% | +0.06 |
| BA The Boeing Co. | Add +32.9% | 0.13% | +0.04 |
| ACWI iShares MSCI Acwi ETF | New | 0.04% | +0.04 |
| DIS The Walt Disney Co. | Add +1.4% | 0.36% | +0.04 |
| SHOP Shopify Inc. Class A | Add +1.4% | 0.17% | +0.04 |
| CSCO Cisco Systems Inc. | Add +1.1% | 0.46% | +0.04 |
| BAC Bank of America Corp. | Add +0.9% | 0.45% | +0.03 |
| BKNG Booking Holdings Inc. | Add +4.9% | 0.21% | +0.03 |
| MRVL Marvell Technology Inc. | Add +1.1% | 0.10% | +0.03 |
| WDAY Workday Inc. Class A | Add +68.3% | 0.08% | +0.03 |
| LNG Cheniere Energy Inc. | Add +12.5% | 0.14% | +0.03 |
| MS Morgan Stanley | Add +2.2% | 0.20% | +0.03 |
| SPOT Spotify Technology SA | New | 0.03% | +0.03 |
| KMI Kinder Morgan Inc. | Add +4.1% | 0.15% | +0.03 |
| AXP American Express Co. | Add +5.5% | 0.27% | +0.03 |
| SCHW Schwab (charles) Corp. | Add +6.5% | 0.18% | +0.03 |
| MSI Motorola Solutions Inc. | Add +21.5% | 0.16% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +1.7% | 0.22% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +19.4% | 0.09% | +0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +188.9% | 0.04% | +0.03 |
| GEV GE Vernova Inc. | Add +3.9% | 0.11% | +0.02 |
| RJF Raymond James Financial Inc. | Add +64.2% | 0.05% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +6.3% | 0.27% | +0.02 |
| SHW The Sherwin-Williams Co. | Add +25.7% | 0.30% | +0.02 |
| HON Honeywell International Inc. | Add +6.9% | 0.19% | +0.02 |
| OKE Oneok Inc. | Add +3.4% | 0.24% | +0.02 |
| MSTR Strategy Inc. | Add +78.7% | 0.03% | +0.02 |
| ANET Arista Networks Inc. | Add +3.7% | 0.15% | +0.02 |
| MCO Moody's Corp. | Add +15.3% | 0.19% | +0.02 |
| BX Blackstone Inc. | Add +5.1% | 0.15% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +5.8% | 0.18% | +0.02 |
| AMP Ameriprise Financial Inc. | Add +25.5% | 0.07% | +0.02 |
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 |