Tls Advisors Llc Portfolio Stock Holdings

Tls Advisors Llc disclosed 17 stock positions valued at approximately $34.0 million in its latest SEC 13F filing. The largest holdings include EQT CORP, META PLATFORMS INC, and RIO TINTO PLC. The filing reflects positions held as of June 30, 2026 and was filed on August 14, 2026.

Report Period
June 30, 2026
No. of Stocks
17
Portfolio Value
$34.0M
Holdings by Sector
Tls Advisors Llc Portfolio Holdings in Q2 2026

17 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
EQT CORPEQTEnergy21.23%135,800--$7,220,486
META PLATFORMS INCMETACommunication Services17.54%10,589--$5,964,678
RIO TINTO PLCRIOBasic Materials13.96%49,998-23,594-32.06%$4,746,310
ISHARES INCPICKOther11.73%68,615-32,379-32.06%$3,989,962
FISERV INCFITechnology7.21%50,000+2,000+4.17%$2,452,500
XENON PHARMACEUTICALS INCXENEHealthcare5.49%30,956--$1,868,504
XOMA ROYALTY CORPORATIONXOMAHealthcare5.27%42,165-72,702-63.29%$1,792,013
RANGE RES CORPRRCEnergy5.24%47,923--$1,782,256
VALE S AVALEBasic Materials2.99%67,528-31,865-32.06%$1,015,621
ALIGHT INCALITTechnology2.90%1,760,462--$985,859
HOVNANIAN ENTERPRISES INCHOVConsumer Cyclical1.62%3,872--$551,412
OMNIAB INCOABIHealthcare1.60%220,685-29,500-11.79%$542,885
ISHARES INCEWSOther1.18%13,600--$402,696
ISHARES BITCOIN TRUST ETFIBITOther1.11%11,327--$377,076
BHP BILLITON LIMITEDBHPBasic Materials0.74%3,030-1,430-32.06%$252,429
OVID THERAPEUTICS INCOVIDHealthcare0.15%18,858--$50,728
BRILLIANT EARTH GROUP INCBRLTConsumer Cyclical0.04%11,222+11,222+100.00%$12,681