Tectonic Advisors’s Main Street Capital MAIN Stock Holding History

Tectonic Advisors’s Portfolio MAIN Stock Details MAIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.55M	Buy	+145,445	New	+$7.67M	0.36%	69
2025 Q3	–	Sell	-215,481	Closed	-$12.7M	–	345
2025 Q2	$12.7M	Buy	215,481 +21,750	+11%	+$1.2M	0.74%	26
2025 Q1	$11M	Buy	193,731 +8,065	+4%	+$479K	0.69%	26
2024 Q4	$10.9M	Buy	185,666 +18,601	+11%	+$991K	0.71%	25
2024 Q3	$8.38M	Buy	167,065 +23,464	+16%	+$1.17M	0.55%	37
2024 Q2	$7.25M	Buy	143,601 +9,951	+7%	+$486K	0.52%	35
2024 Q1	$6.32M	Buy	133,650 +8,626	+7%	+$390K	0.48%	41
2023 Q4	$5.4M	Buy	125,024 +8,681	+7%	+$355K	0.45%	42
2023 Q3	$4.73M	Buy	116,343 +12,674	+12%	+$517K	0.44%	41
2023 Q2	$4.15M	Buy	103,669 +11,500	+12%	+$456K	0.51%	44
2023 Q1	$3.64M	Buy	92,169 +18,292	+25%	+$721K	0.5%	42
2022 Q4	$2.73M	Buy	73,877 +18,539	+34%	+$678K	0.42%	51
2022 Q3	$1.86M	Buy	55,338 +10,748	+24%	+$443K	0.34%	59
2022 Q2	$1.72M	Buy	44,590 +11,111	+33%	+$434K	0.31%	57
2022 Q1	$1.43M	Buy	33,479 +5,497	+20%	+$235K	0.25%	68
2021 Q4	$1.25M	Buy	27,982 +6,033	+27%	+$265K	0.22%	66
2021 Q3	$902K	Buy	21,949 +3,072	+16%	+$128K	0.18%	73
2021 Q2	$776K	Buy	18,877 +2,563	+16%	+$107K	0.16%	82
2021 Q1	$639K	Buy	16,314 +3,150	+24%	+$111K	0.16%	89
2020 Q4	$425K	Buy	+13,164	New	+$404K	0.12%	108

Other funds holding MAIN

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return