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Portfolio (Quarterly) Guide ↗

Savant Capital, LLC

· CIK 0001482880
13F Portfolio $20.7B AUM 1,500 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 224 New 870 Added 294 Reduced 86 Exited
Page 15 of 44  ·  870 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PCAR PACCAR INC Industrials 16,963.0 $2.0M 0.01% +2K +10.7% $115.50 +4.7%
282 PPG PPG INDS INC Basic Materials 18,281.0 $2.0M 0.01% +2K +9.9% $106.88 +12.7%
283 ASML ASML HLDG NV Technology 1,475.0 $1.9M 0.01% +235.0 +18.9% $1320.66 +44.7%
284 MDLZ MONDELEZ INTL INC Consumer Defensive 33,768.0 $1.9M 0.01% +7K +28.0% $57.64 +6.6%
285 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 4,930.0 $1.9M 0.01% +1K +39.4% $391.76 +175.5%
286 EXC EXELON CORP Utilities 39,382.0 $1.9M 0.01% +2K +5.7% $49.02 -5.7%
287 FVD FIRST TR EXCHANGE-TRADED FD 41,041.0 $1.9M 0.01% +439.0 +1.1% $47.03 +2.6%
288 PANW PALO ALTO NETWORKS INC Technology 11,978.0 $1.9M 0.01% +502.0 +4.4% $160.32 +74.7%
289 LEIDOS HOLDINGS INC 12,303.0 $1.9M 0.01% +7K +115.6% $155.52
290 DVY ISHARES TR 12,590.0 $1.9M 0.01% +3K +32.6% $151.41 +2.9%
291 CASY CASEYS GEN STORES INC Consumer Cyclical 2,598.0 $1.9M 0.01% +184.0 +7.6% $727.88 +15.6%
292 VSGX VANGUARD WORLD FD 26,105.0 $1.9M 0.01% +5K +23.2% $71.73 +17.2%
293 CRWD CROWDSTRIKE HLDGS INC Technology 4,780.0 $1.9M 0.01% +793.0 +19.9% $390.38 +75.0%
294 WAB WABTEC Industrials 7,390.0 $1.8M 0.01% +479.0 +6.9% $249.92 +9.7%
295 CTVA CORTEVA INC Basic Materials 22,004.0 $1.8M 0.01% +3K +13.8% $83.71 -6.5%
296 BP BP PLC Energy 38,884.0 $1.8M 0.01% +5K +15.2% $47.00 -13.3%
297 HAL HALLIBURTON CO Energy 46,675.0 $1.8M 0.01% +1K +3.1% $38.99 -5.9%
298 JBL JABIL INC Technology 6,737.0 $1.8M 0.01% +1K +18.4% $265.63 +48.0%
299 SHW SHERWIN WILLIAMS CO Basic Materials 5,579.0 $1.8M 0.01% +555.0 +11.1% $320.54 +0.4%
300 ROST ROSS STORES INC Consumer Cyclical 8,160.0 $1.8M 0.01% +2K +23.8% $216.62 +8.5%
Page 15 of 44  ·  870 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.2%
Financial Services 18.3%
Industrials 11.3%
Healthcare 10.7%
Consumer Cyclical 8.3%
Consumer Defensive 6.6%
Communication Services 6.2%
Energy 5.9%
Utilities 3.2%
Basic Materials 2.5%