Metis Global Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Metis Global Partners, LLC reported 789 stock positions worth $3.6 billion. Its top holding was Apple (AAPL) at 6.0% of the portfolio, followed by Microsoft (MSFT, 5.0%) and Nvidia (NVDA, 4.9%). Compared with Q4 2024, it opened 27 new positions, sold out of 27, added to 644 and reduced 71. The biggest buy was a new position in iShares MSCI Japan ETF (EWJ) and the biggest sale Edison International (EIX, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- San Diego, CA
- CIK
- 0001594916
- Portfolio Value
- $3.6B (Q1 2025)
- SEC Filing
- 0001941040-25-000265 ↗ filed May 7, 2025
Holdings Value
Holdings 789 stocks · $3.6B
| AAPL Apple Inc. | 5.99% | 959,258 | $213.1M | Add +9.9% |
| MSFT Microsoft Corp. | 4.98% | 471,308 | $176.9M | Add +10.6% |
| NVDA Nvidia Corp. | 4.94% | 1,619,922 | $175.6M | Add +10.6% |
| SGOL Abrdn Physical Gold Shares | 3.81% | 4,549,069 | $135.7M | Reduce -3.7% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 3.74% | 6,204,247 | $133.1M | Add +2.4% |
| AMZN Amazon.com Inc. | 3.20% | 598,113 | $113.8M | Add +11.3% |
| META Meta Platforms Inc. Class A | 2.25% | 138,911 | $80.1M | Add +11.2% |
| GOOG Alphabet Inc. Class C | 1.53% | 347,543 | $54.3M | Add +9.5% |
| TSLA Tesla Inc. | 1.50% | 206,504 | $53.5M | Add +11.1% |
| GOOGL Alphabet Inc. Class A | 1.42% | 325,883 | $50.4M | Add +11.4% |
| AVGO Broadcom Inc. | 1.36% | 289,336 | $48.4M | Add +11.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.28% | 85,516 | $45.5M | Add +9.5% |
| LLY Eli Lilly & Co. | 1.24% | 53,348 | $44.1M | Add +10.9% |
| V Visa Inc. Class A | 1.23% | 124,819 | $43.7M | Add +11.6% |
| JPM JPMorgan Chase & Co. | 1.22% | 177,049 | $43.4M | Add +9.9% |
| MA Mastercard Inc. Class A | 0.95% | 61,586 | $33.8M | Add +9.6% |
| XOM Exxon Mobil Corp. | 0.90% | 268,066 | $31.9M | Add +10.7% |
| UNH Unitedhealth Group Inc. | 0.87% | 58,738 | $30.8M | Add +10.4% |
| JNJ Johnson & Johnson | 0.73% | 156,401 | $25.9M | Add +11.2% |
| NFLX Netflix Inc. | 0.72% | 27,560 | $25.7M | Add +10.9% |
| HD Home Depot Inc. | 0.68% | 65,633 | $24.1M | Add +10.4% |
| ABBV Abbvie Inc. | 0.66% | 112,234 | $23.5M | Add +13.8% |
| COST Costco Wholesale Corp. | 0.65% | 24,422 | $23.1M | Add +11.2% |
| EQIX Equinix Inc. | 0.65% | 28,296 | $23.1M | Add +13.9% |
| PG The Procter & Gamble Co. | 0.64% | 133,190 | $22.7M | Add +15.2% |
| PLD Prologis Inc. | 0.59% | 187,179 | $20.9M | Add +11.5% |
| WMT Walmart Inc. | 0.58% | 234,195 | $20.6M | Add +10.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.49% | 70,348 | $17.5M | Add +13.5% |
| CVX Chevron Corp. | 0.49% | 104,560 | $17.5M | Add +10.9% |
| CSCO Cisco Systems Inc. | 0.49% | 282,914 | $17.5M | Add +10.5% |
| CRM Salesforce Inc. | 0.49% | 64,955 | $17.4M | Add +11.3% |
| MCD McDonald's Corp. | 0.47% | 54,020 | $16.9M | Add +10.9% |
| WELL Welltower Inc. | 0.46% | 107,646 | $16.5M | Add +14.3% |
| KO The Coca-Cola Co. | 0.45% | 224,259 | $16.1M | Add +10.1% |
| DLR Digital Realty Trust Inc. | 0.45% | 110,894 | $15.9M | Add +14.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.44% | 371,522 | $15.5M | Add +9.0% |
| ORCL Oracle Corp. | 0.43% | 109,111 | $15.3M | Add +11.3% |
| MRK Merck & Co. Inc. | 0.42% | 168,036 | $15.1M | Add +10.5% |
| NEE Nextera Energy Inc. | 0.42% | 208,408 | $14.8M | Add +16.1% |
| WFC Wells Fargo & Co. | 0.38% | 189,041 | $13.6M | Add +9.7% |
| ACN Accenture PLC Class A | 0.37% | 41,830 | $13.1M | Add +11.1% |
| TXN Texas Instruments Inc. | 0.34% | 68,219 | $12.3M | Add +10.3% |
| LIN Linde PLC | 0.34% | 25,714 | $12.0M | Add +9.4% |
| NOW ServiceNow Inc. | 0.34% | 14,978 | $11.9M | Add +14.2% |
| GE General Electric filed as GE AEROSPACE | 0.33% | 58,700 | $11.7M | Add +6.6% |
| TMO Thermo Fisher Scientific Inc. | 0.33% | 23,493 | $11.7M | Add +11.9% |
| SPGI S&P Global Inc. | 0.33% | 22,797 | $11.6M | Add +13.4% |
| AMD Advanced Micro Devices | 0.33% | 112,733 | $11.6M | Add +10.9% |
| ABT Abbott Laboratories | 0.32% | 86,661 | $11.5M | Add +15.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.32% | 114,933 | $11.3M | Add +7.3% |
| ADBE Adobe Inc. | 0.32% | 29,577 | $11.3M | Add +9.7% |
| SHW The Sherwin-Williams Co. | 0.31% | 31,917 | $11.1M | Add +10.4% |
| PEP Pepsico Inc. | 0.31% | 73,453 | $11.0M | Add +7.5% |
| INTU Intuit Inc. | 0.31% | 17,851 | $11.0M | Add +14.8% |
| VZ Verizon Communications Inc. | 0.30% | 235,740 | $10.7M | Add +11.0% |
| PM Philip Morris International | 0.29% | 64,840 | $10.3M | Add +11.3% |
| EWJ iShares MSCI Japan ETF | 0.28% | 144,537 | $9.9M | New |
| ISRG Intuitive Surgical Inc. | 0.27% | 19,719 | $9.8M | Add +15.1% |
| PGR Progressive Corp. | 0.26% | 33,243 | $9.4M | Add +13.5% |
| DHR Danaher Corp. | 0.26% | 45,168 | $9.3M | Add +10.6% |
| AMGN Amgen Inc. | 0.26% | 29,507 | $9.2M | Add +14.8% |
| QCOM Qualcomm Inc. | 0.26% | 59,369 | $9.1M | Add +10.2% |
| SPG Simon Property Group Inc. | 0.26% | 54,849 | $9.1M | Add +12.6% |
| AXP American Express Co. | 0.26% | 33,807 | $9.1M | Add +13.1% |
| T AT&T Inc. | 0.26% | 320,872 | $9.1M | Add +16.2% |
| PFE Pfizer Inc. | 0.25% | 357,659 | $9.1M | Add +10.2% |
| RTX RTX Corp. | 0.25% | 66,535 | $8.8M | Add +15.7% |
| CAT Caterpillar Inc. | 0.25% | 26,605 | $8.8M | Add +12.8% |
| ENB Enbridge Inc. | 0.24% | 193,422 | $8.6M | Reduce -6.5% |
| SO The Southern Co. | 0.24% | 92,529 | $8.5M | Add +12.8% |
| O Realty Income Corp. | 0.24% | 145,843 | $8.5M | Add +13.0% |
| CMCSA Comcast Corp. Class A | 0.24% | 227,585 | $8.4M | Add +10.4% |
| OKE Oneok Inc. | 0.23% | 83,640 | $8.3M | Add +5.3% |
| GS Goldman Sachs Group Inc. | 0.23% | 14,926 | $8.2M | Add +18.5% |
| WMB Williams Cos Inc. | 0.23% | 136,338 | $8.1M | Add +2.2% |
| PLTR Palantir Technologies Inc. Class A | 0.23% | 94,792 | $8.0M | Add +22.8% |
| MRSH Marsh & McLennan Cos | 0.22% | 32,751 | $8.0M | Add +12.0% |
| DUK Duke Energy Corp. | 0.22% | 65,420 | $8.0M | Add +13.0% |
| SCHW Schwab (charles) Corp. | 0.22% | 101,018 | $7.9M | Add +24.3% |
| PSA Public Storage | 0.22% | 26,274 | $7.9M | Add +12.5% |
| UNP Union Pacific Corp. | 0.22% | 33,166 | $7.8M | Add +18.6% |
| GILD Gilead Sciences Inc. | 0.22% | 68,255 | $7.6M | Add +11.9% |
| UBER Uber Technologies Inc. | 0.21% | 104,935 | $7.6M | Add +16.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.21% | 15,699 | $7.6M | Add +13.1% |
| BMY Bristol-Myers Squibb Co. | 0.21% | 122,725 | $7.5M | Add +15.2% |
| BSX Boston Scientific Corp. | 0.21% | 73,058 | $7.4M | Add +17.9% |
| BKNG Booking Holdings Inc. | 0.21% | 1,593 | $7.3M | Add +15.4% |
| SYK Stryker Corp. | 0.20% | 19,397 | $7.2M | Add +15.2% |
| NTR Nutrien Ltd. | 0.20% | 144,981 | $7.2M | Add +1.0% |
| ADP Automatic Data Processing | 0.20% | 23,478 | $7.2M | Add +8.5% |
| COP Conocophillips | 0.20% | 68,039 | $7.1M | Add +19.5% |
| MS Morgan Stanley | 0.20% | 60,088 | $7.0M | Add +12.6% |
| ADI Analog Devices Inc. | 0.20% | 34,738 | $7.0M | Add +15.0% |
| MCO Moody's Corp. | 0.20% | 15,041 | $7.0M | Add +11.8% |
| AMAT Applied Materials Inc. | 0.20% | 48,189 | $7.0M | Add +8.9% |
| AVB Avalonbay Communities Inc. | 0.20% | 32,507 | $7.0M | Add +12.2% |
| HON Honeywell International Inc. | 0.19% | 32,559 | $6.9M | Add +14.4% |
| RY Royal Bank of Canada | 0.19% | 61,143 | $6.9M | Reduce -4.5% |
| XYL Xylem Inc. | 0.19% | 56,482 | $6.7M | Add +11.7% |
| C Citigroup Inc. | 0.18% | 92,148 | $6.5M | Add +13.8% |
Portfolio Sells Q4 2024 → Q1 2025
| EIX Edison International | Reduce -4.7% | 0.14% | −0.08 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −0.05 |
| RY Royal Bank of Canada | Reduce -4.5% | 0.19% | −0.04 |
| SHOP Shopify Inc. Class A | Reduce -4.9% | 0.13% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -32.3% | 0.04% | −0.03 |
| ENB Enbridge Inc. | Reduce -6.5% | 0.24% | −0.02 |
| TTD Trade Desk Inc./the Class A | Reduce -6.5% | 0.02% | −0.02 |
| CM Can Imperial BK of Commerce | Reduce -4.7% | 0.08% | −0.02 |
| BN Brookfield Corp. | Reduce -6.3% | 0.07% | −0.02 |
| TRP TC Energy Corp. | Reduce -7.7% | 0.12% | −0.02 |
| HII Huntington Ingalls Industrie | Sold out | 0.00% | −0.02 |
| TROW T Rowe Price Group Inc. | Reduce -7.0% | 0.04% | −0.02 |
| MKTX Marketaxess Holdings Inc. | Sold out | 0.00% | −0.02 |
| BNS Bank of Nova Scotia | Reduce -0.4% | 0.07% | −0.02 |
| DELL Dell Technologies -C | Reduce -1.9% | 0.04% | −0.02 |
| PWR Quanta Services Inc. | Reduce -1.1% | 0.04% | −0.01 |
| MRNA Moderna Inc. | Reduce -28.2% | 0.01% | −0.01 |
| FBIN Fortune Brands Innovations I | Sold out | 0.00% | −0.01 |
| CP Canadian Pacific Kansas City | Reduce -5.6% | 0.07% | −0.01 |
| CNQ Canadian Natural Resources | Reduce -3.3% | 0.11% | −0.01 |
| TFX Teleflex Inc. | Sold out | 0.00% | −0.01 |
| UBS UBS Group AG-Reg | Reduce -5.7% | 0.08% | −0.01 |
| DINO HF Sinclair Corp. | Sold out | 0.00% | −0.01 |
| MTCH Match Group Inc. | Sold out | 0.00% | −0.01 |
| MOS The Mosaic Co. | Reduce -35.0% | 0.02% | −0.01 |
| TFII Tfi International Inc. | Sold out | 0.00% | −0.01 |
| BMO Bank of Montreal | Reduce -5.0% | 0.07% | −0.01 |
| CCJ Cameco Corp. | Reduce -3.3% | 0.03% | −0.01 |
| KMX Carmax Inc. | Reduce -35.3% | 0.01% | −0.01 |
| HRL Hormel Foods Corp. | Reduce -45.7% | 0.01% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Sold out | 0.00% | −0.01 |
| IR Ingersoll-Rand Inc. | Reduce -2.5% | 0.04% | −0.01 |
| LW Lamb Weston Holdings Inc. | Sold out | 0.00% | −0.01 |
| CRL Charles River Laboratories | Sold out | 0.00% | −0.01 |
| KR Kroger Co. | Reduce -18.2% | 0.05% | −0.01 |
| DHI D.R. Horton Inc. | Reduce -4.0% | 0.04% | −0.01 |
| JNPR Juniper Networks Inc. | Reduce -33.0% | 0.01% | −0.01 |
| HSIC Henry Schein Inc. | Sold out | 0.00% | −0.01 |
| CNI Canadian Natl Railway Co. | Reduce -3.5% | 0.05% | −0.01 |
| APA Apa Corp. | Sold out | 0.00% | −0.01 |
| EG Everest Group Ltd. | Reduce -27.7% | 0.02% | −0.01 |
| EVR Evercore Inc. Class A | Sold out | 0.00% | −0.01 |
| MFC Manulife Financial Corp. | Reduce -6.0% | 0.07% | −0.01 |
| CE Celanese Corp. | Sold out | 0.00% | −0.01 |
| DXPE DXP Enterprises Inc. | Sold out | 0.00% | −0.01 |
| ROIC Retail Opportunity Investmen | Sold out | 0.00% | −0.01 |
| WIX Wix.com Ltd. | Sold out | 0.00% | −0.01 |
| OPY Oppenheimer Holdings Class A | Sold out | 0.00% | −0.01 |
| LDOS Leidos Holdings Inc. | Reduce -15.5% | 0.02% | −0.01 |
| SLF Sun Life Financial Inc. | Reduce -0.8% | 0.06% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| EWJ iShares MSCI Japan ETF | New | 0.28% | +0.28 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +9.5% | 1.28% | +0.21 |
| V Visa Inc. Class A | Add +11.6% | 1.23% | +0.16 |
| BCI Abrdn Bloomberg All Commodit | Add +2.4% | 3.74% | +0.14 |
| ABBV Abbvie Inc. | Add +13.8% | 0.66% | +0.13 |
| LLY Eli Lilly & Co. | Add +10.9% | 1.24% | +0.12 |
| JNJ Johnson & Johnson | Add +11.2% | 0.73% | +0.12 |
| XOM Exxon Mobil Corp. | Add +10.7% | 0.90% | +0.11 |
| WELL Welltower Inc. | Add +14.3% | 0.46% | +0.11 |
| IBM Intl Business Machines Corp. | Add +13.5% | 0.49% | +0.08 |
| CVX Chevron Corp. | Add +10.9% | 0.49% | +0.08 |
| PM Philip Morris International | Add +11.3% | 0.29% | +0.08 |
| KO The Coca-Cola Co. | Add +10.1% | 0.45% | +0.07 |
| ABT Abbott Laboratories | Add +15.4% | 0.32% | +0.07 |
| T AT&T Inc. | Add +16.2% | 0.26% | +0.07 |
| ICE Intercontinental Exchange Inc. | Add +40.5% | 0.18% | +0.06 |
| MA Mastercard Inc. Class A | Add +9.6% | 0.95% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +9.9% | 1.22% | +0.06 |
| AMGN Amgen Inc. | Add +14.8% | 0.26% | +0.06 |
| NFLX Netflix Inc. | Add +10.9% | 0.72% | +0.06 |
| PG The Procter & Gamble Co. | Add +15.2% | 0.64% | +0.05 |
| UNH Unitedhealth Group Inc. | Add +10.4% | 0.87% | +0.05 |
| PLD Prologis Inc. | Add +11.5% | 0.59% | +0.05 |
| GE General Electric | Add +6.6% | 0.33% | +0.05 |
| PGR Progressive Corp. | Add +13.5% | 0.26% | +0.05 |
| UBER Uber Technologies Inc. | Add +16.0% | 0.21% | +0.05 |
| ETR Entergy Corp. | Add +140.4% | 0.08% | +0.05 |
| CVS CVS Health Corp. | Add +32.1% | 0.11% | +0.05 |
| DASH DoorDash Inc. Class A | Add +152.9% | 0.08% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +22.8% | 0.23% | +0.05 |
| MCD McDonald's Corp. | Add +10.9% | 0.47% | +0.05 |
| RTX RTX Corp. | Add +15.7% | 0.25% | +0.05 |
| META Meta Platforms Inc. Class A | Add +11.2% | 2.25% | +0.05 |
| VRTX Vertex Pharmaceuticals Inc. | Add +13.1% | 0.21% | +0.05 |
| GILD Gilead Sciences Inc. | Add +11.9% | 0.22% | +0.05 |
| VZ Verizon Communications Inc. | Add +11.0% | 0.30% | +0.04 |
| PAGS Pagseguro Digital Ltd. Class A | Add +84.7% | 0.08% | +0.04 |
| COST Costco Wholesale Corp. | Add +11.2% | 0.65% | +0.04 |
| NEM Newmont Corp. | Add +8.6% | 0.18% | +0.04 |
| SCHW Schwab (charles) Corp. | Add +24.3% | 0.22% | +0.04 |
| AEM Agnico Eagle Mines Ltd. | Add +1.5% | 0.17% | +0.04 |
| BSX Boston Scientific Corp. | Add +17.9% | 0.21% | +0.04 |
| LIN Linde PLC | Add +9.4% | 0.34% | +0.04 |
| TMUS T-Mobile US Inc. | Add +17.9% | 0.16% | +0.04 |
| AJG Arthur J Gallagher & Co. | Add +28.3% | 0.12% | +0.04 |
| MRSH Marsh & McLennan Cos | Add +12.0% | 0.22% | +0.04 |
| DUK Duke Energy Corp. | Add +13.0% | 0.22% | +0.04 |
| SO The Southern Co. | Add +12.8% | 0.24% | +0.04 |
| HIG Hartford Insurance Group Inc. | Add +51.1% | 0.10% | +0.04 |
| AMT American Tower Corp. | Add +12.2% | 0.18% | +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 |