Metis Global Partners, LLC

data from 30/09/2025

Capitalization

$ 4.246 B 9.54 %

Average holding period

12 ans

Performance

$ 1.296 B 37.13 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Metis Global Partners, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 6.13% 260.308 M $ 1395155 2021/12/31 41.825 M $ 18.10 %
2025/09/30 SGOL ETFS GOLD TR 5.90% 250.624 M $ 6808591 2023/06/30 28.320 M $ 16.71 %
2025/09/30 BCI ABRDN ETFS 5.65% 239.916 M $ 11138140 2023/06/30 6.102 M $ 3.71 %
2025/09/30 MSFT MICROSOFT CORP 4.96% 210.653 M $ 406705 2021/12/31 8.749 M $ 4.13 %
2025/09/30 AAPL APPLE INC 4.92% 208.928 M $ 820515 2021/12/31 42.837 M $ 24.11 %
2025/09/30 AMZN AMAZON COM INC 2.71% 115.158 M $ 524470 2021/12/31 97.655 K $ 0.08 %
2025/09/30 META META PLATFORMS INC 2.05% 87.111 M $ 118618 2021/12/31 -463.145 K $ -0.50 %
2025/09/30 AVGO BROADCOM INC 1.95% 82.801 M $ 250980 2021/12/31 14.256 M $ 19.68 %
2025/09/30 TSLA TESLA INC 1.87% 79.445 M $ 178641 2021/12/31 23.867 M $ 40.00 %
2025/09/30 GOOG ALPHABET INC 1.81% 76.714 M $ 314983 2021/12/31 21.829 M $ 37.30 %
2025/09/30 PBUS INVESCO EXCH TRADED FD TR II 1.76% 74.583 M $ 1112348 2022/12/31 10.473 M $ 7.83 %
2025/09/30 GOOGL ALPHABET INC 1.50% 63.705 M $ 262053 2021/12/31 18.411 M $ 37.94 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.12% 47.679 M $ 151157 2021/12/31 4.068 M $ 8.80 %
2025/09/30 LLY ELI LILLY & CO 0.94% 39.742 M $ 52086 2021/12/31 -899.248 K $ -2.12 %
2025/09/30 V VISA INC 0.88% 37.278 M $ 109197 2021/12/31 -1.566 M $ -3.85 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.87% 36.959 M $ 73516 2021/12/31 1.335 M $ 3.49 %
2025/09/30 XOM EXXON MOBIL CORP 0.80% 34.078 M $ 302244 2021/12/31 1.292 M $ 4.59 %
2025/09/30 MA MASTERCARD INCORPORATED 0.79% 33.540 M $ 58966 2021/12/31 416.576 K $ 1.22 %
2025/09/30 WELL WELLTOWER INC 0.75% 31.901 M $ 179077 2021/12/31 3.270 M $ 15.88 %
2025/09/30 PLD PROLOGIS INC. 0.73% 31.096 M $ 271534 2021/12/31 2.062 M $ 8.94 %
2025/09/30 EQIX EQUINIX INC 0.67% 28.656 M $ 36587 2021/12/31 -384.168 K $ -1.54 %
2025/09/30 NFLX NETFLIX INC 0.66% 28.218 M $ 23536 2021/12/31 -3.496 M $ -10.47 %
2025/09/30 ORCL ORACLE CORP 0.63% 26.854 M $ 95485 2021/12/31 6.177 M $ 28.64 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.59% 25.149 M $ 135633 2021/12/31 4.685 M $ 21.39 %
2025/09/30 DLR DIGITAL RLTY TR INC 0.56% 23.858 M $ 138006 2021/12/31 -174.839 K $ -0.83 %
2025/09/30 HD HOME DEPOT INC 0.55% 23.152 M $ 57139 2021/12/31 2.305 M $ 10.51 %
2025/09/30 ABBV ABBVIE INC 0.53% 22.526 M $ 97286 2021/12/31 4.684 M $ 24.74 %
2025/09/30 WMT WALMART INC 0.49% 20.694 M $ 200792 2021/12/31 1.112 M $ 5.40 %
2025/09/30 IEUR ISHARES TR 0.46% 19.655 M $ 288538 2025/06/30 7.182 K $ 2.90 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.46% 19.346 M $ 68564 2021/12/31 -903.478 K $ -4.28 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.45% 19.272 M $ 105647 2023/03/31 4.785 M $ 33.82 %
2025/09/30 CVX CHEVRON CORP NEW 0.44% 18.837 M $ 121303 2021/12/31 1.201 M $ 8.45 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.44% 18.726 M $ 20231 2021/12/31 -1.413 M $ -6.50 %
2025/09/30 NEE NEXTERA ENERGY INC 0.42% 17.974 M $ 238101 2021/12/31 1.256 M $ 8.74 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.42% 17.634 M $ 114768 2021/12/31 -680.677 K $ -3.56 %
2025/09/30 BAC BANK AMERICA CORP 0.40% 17.092 M $ 331300 2021/12/31 1.449 M $ 9.02 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.39% 16.585 M $ 48030 2021/12/31 1.701 M $ 10.68 %
2025/09/30 SPG SIMON PPTY GROUP INC NEW 0.38% 16.261 M $ 86645 2021/12/31 1.758 M $ 16.74 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.37% 15.785 M $ 97567 2021/12/31 2.030 M $ 14.02 %
2025/09/30 GE GE AEROSPACE 0.35% 14.831 M $ 49301 2021/12/31 2.272 M $ 16.87 %
2025/09/30 CSCO CISCO SYS INC 0.35% 14.826 M $ 216689 2021/12/31 -217.908 K $ -1.38 %
2025/09/30 ENB ENBRIDGE INC 0.34% 14.638 M $ 290159 2022/03/31 1.171 M $ 11.34 %
2025/09/30 O REALTY INCOME CORP 0.34% 14.234 M $ 234151 2021/12/31 579.408 K $ 5.52 %
2025/09/30 MCD MCDONALDS CORP 0.33% 13.812 M $ 45450 2021/12/31 577.549 K $ 4.01 %
2025/09/30 NOW SERVICENOW INC 0.32% 13.679 M $ 14864 2021/12/31 -1.633 M $ -10.49 %
2025/09/30 CRM SALESFORCE INC 0.31% 13.314 M $ 56177 2021/12/31 -2.101 M $ -13.09 %
2025/09/30 NTR NUTRIEN LTD 0.31% 12.958 M $ 220648 2022/03/31 75.273 K $ 0.81 %
2025/09/30 WFC WELLS FARGO CO NEW 0.30% 12.866 M $ 153493 2021/12/31 616.930 K $ 4.62 %
2025/09/30 KO COCA COLA CO 0.30% 12.863 M $ 193957 2021/12/31 -900.362 K $ -6.26 %
2025/09/30 INTU INTUIT 0.28% 12.052 M $ 17648 2021/12/31 -1.923 M $ -13.30 %
2025/09/30 MRK MERCK & CO INC 0.28% 11.972 M $ 142638 2021/12/31 723.232 K $ 6.03 %
2025/09/30 NEM NEWMONT CORP 0.28% 11.886 M $ 140978 2021/12/31 3.402 M $ 44.71 %
2025/09/30 AEM AGNICO EAGLE MINES LTD 0.28% 11.750 M $ 69766 2022/03/31 3.131 M $ 41.66 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.28% 11.746 M $ 14750 2021/12/31 1.378 M $ 12.52 %
2025/09/30 PSA PUBLIC STORAGE OPER CO 0.28% 11.744 M $ 40657 2021/12/31 -145.586 K $ -1.56 %
2025/09/30 WMB WILLIAMS COS INC 0.27% 11.310 M $ 178538 2021/12/31 80.309 K $ 0.86 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.26% 11.101 M $ 33735 2022/03/31 192.663 K $ 1.96 %
2025/09/30 SO SOUTHERN CO 0.26% 10.975 M $ 115807 2021/12/31 291.442 K $ 3.20 %
2025/09/30 CAT CATERPILLAR INC 0.25% 10.752 M $ 22533 2021/12/31 2.114 M $ 22.91 %
2025/09/30 TXN TEXAS INSTRS INC 0.25% 10.626 M $ 57837 2021/12/31 -1.448 M $ -11.51 %
2025/09/30 LIN LINDE PLC 0.24% 10.263 M $ 21606 2023/03/31 134.604 K $ 1.24 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.24% 10.139 M $ 81929 2021/12/31 403.144 K $ 4.87 %
2025/09/30 SHW SHERWIN WILLIAMS CO 0.24% 10.098 M $ 29163 2021/12/31 88.487 K $ 0.84 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.24% 10.029 M $ 30192 2021/12/31 415.433 K $ 4.13 %
2025/09/30 ABT ABBOTT LABS 0.23% 9.951 M $ 74295 2021/12/31 -161.571 K $ -1.52 %
2025/09/30 RY ROYAL BK CDA 0.23% 9.819 M $ 66623 2021/12/31 1.048 M $ 11.97 %
2025/09/30 SPGI S&P GLOBAL INC 0.23% 9.757 M $ 20046 2021/12/31 -854.736 K $ -7.70 %
2025/09/30 DIS DISNEY WALT CO 0.22% 9.487 M $ 82855 2021/12/31 -833.532 K $ -7.67 %
2025/09/30 RTX RTX CORPORATION 0.22% 9.167 M $ 54784 2021/12/31 1.295 M $ 14.59 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.21% 9.037 M $ 92243 2022/03/31 448.572 K $ 5.01 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.21% 8.979 M $ 204298 2021/12/31 146.267 K $ 1.57 %
2025/09/30 T AT&T INC 0.21% 8.976 M $ 317838 2021/12/31 -242.324 K $ -2.42 %
2025/09/30 ADBE ADOBE INC 0.21% 8.958 M $ 25396 2021/12/31 -907.038 K $ -8.82 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.21% 8.884 M $ 36026 2021/12/31 -1.976 M $ -17.49 %
2025/09/30 PEP PEPSICO INC 0.21% 8.883 M $ 63253 2021/12/31 557.398 K $ 6.36 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.21% 8.851 M $ 19791 2021/12/31 -1.994 M $ -17.70 %
2025/09/30 PAC GRUPO AEROPUERTO DEL PACIFIC 0.20% 8.694 M $ 36656 2023/06/30 233.852 K $ 3.30 %
2025/09/30 AVB AVALONBAY CMNTYS INC 0.20% 8.646 M $ 44760 2021/12/31 -382.003 K $ -5.08 %
2025/09/30 MS MORGAN STANLEY 0.20% 8.479 M $ 53341 2021/12/31 1.013 M $ 12.85 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.20% 8.468 M $ 88700 2021/12/31 394.811 K $ 4.64 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.20% 8.397 M $ 51767 2021/12/31 -1.090 M $ -10.94 %
2025/09/30 ADI ANALOG DEVICES INC 0.20% 8.341 M $ 33947 2021/12/31 270.351 K $ 3.23 %
2025/09/30 WPM WHEATON PRECIOUS METALS CORP 0.20% 8.308 M $ 74240 2022/03/31 1.533 M $ 24.51 %
2025/09/30 MRVL MARVELL TECHNOLOGY INC 0.19% 8.265 M $ 98315 2022/03/31 678.905 K $ 8.62 %
2025/09/30 VTR VENTAS INC 0.19% 8.187 M $ 116974 2022/03/31 621.714 K $ 10.83 %
2025/09/30 SHOP SHOPIFY INC 0.19% 8.183 M $ 55080 2021/12/31 1.811 M $ 28.84 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.19% 8.060 M $ 16617 2021/12/31 1.404 M $ 19.62 %
2025/09/30 OKE ONEOK INC NEW 0.18% 7.808 M $ 107000 2021/12/31 -825.055 K $ -10.61 %
2025/09/30 C CITIGROUP INC 0.18% 7.758 M $ 76431 2021/12/31 1.363 M $ 19.24 %
2025/09/30 EXR EXTRA SPACE STORAGE INC 0.18% 7.745 M $ 54950 2021/12/31 -278.232 K $ -4.41 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.18% 7.551 M $ 45132 2021/12/31 2.091 M $ 35.76 %
2025/09/30 TRP TC ENERGY CORP 0.18% 7.519 M $ 138292 2022/03/31 600.822 K $ 11.51 %
2025/09/30 AMAT APPLIED MATLS INC 0.18% 7.483 M $ 36550 2021/12/31 833.991 K $ 11.84 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.17% 7.419 M $ 1374 2021/12/31 -570.526 K $ -6.74 %
2025/09/30 XYL XYLEM INC 0.17% 7.365 M $ 49934 2022/03/31 946.200 K $ 14.02 %
2025/09/30 CTVA CORTEVA INC 0.17% 7.275 M $ 107570 2021/12/31 -614.693 K $ -9.26 %
2025/09/30 AMGN AMGEN INC 0.17% 7.260 M $ 25725 2021/12/31 81.017 K $ 1.07 %
2025/09/30 APP APPLOVIN CORP 0.17% 7.253 M $ 10094 2024/09/30 1.560 M $ 105.25 %
2025/09/30 PGR PROGRESSIVE CORP 0.17% 7.221 M $ 29242 2021/12/31 -623.222 K $ -7.46 %
2025/09/30 LRCX LAM RESEARCH CORP 0.17% 7.193 M $ 53718 2024/12/31 2.081 M $ 37.56 %