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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 20 of 44  ·  870 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 EME EMCOR GROUP INC Industrials 1,593.0 $1.2M 0.01% +381.0 +31.4% $738.48 +13.8%
382 CINF CINCINNATI FINL CORP Financial Services 7,450.0 $1.2M 0.01% +212.0 +2.9% $157.35 +9.3%
383 LNT ALLIANT ENERGY CORP Utilities 16,299.0 $1.2M 0.01% +2K +10.6% $71.76 +2.1%
384 ING ING GROEP N.V. Financial Services 44,749.0 $1.2M 0.01% +4K +8.6% $26.05 +22.1%
385 UNM UNUM GROUP Financial Services 15,961.0 $1.2M 0.01% +3K +24.0% $73.03 +26.8%
386 B BARRICK MNG CORP Basic Materials 28,437.0 $1.2M 0.01% +818.0 +3.0% $40.79 +6.5%
387 FHN FIRST HORIZON CORPORATION Financial Services 50,872.0 $1.2M 0.01% +1K +2.2% $22.76 +10.1%
388 APP APPLOVIN CORP Technology 2,908.0 $1.2M 0.01% +490.0 +20.3% $398.01 +23.7%
389 HOLOGIC INC 15,209.0 $1.1M 0.01% +1K +9.7% $75.59
390 KMB KIMBERLY-CLARK CORP Consumer Defensive 11,915.0 $1.1M 0.01% +2K +14.5% $96.47 +6.7%
391 DHI D R HORTON INC Consumer Cyclical 8,355.0 $1.1M 0.01% +890.0 +11.9% $137.22 +16.5%
392 IRM IRON MTN INC DEL Real Estate 11,160.0 $1.1M 0.01% +2K +24.7% $102.14 +25.6%
393 NRG NRG ENERGY INC Utilities 7,790.0 $1.1M 0.01% +408.0 +5.5% $146.15 -7.9%
394 DTE DTE ENERGY CO Utilities 7,784.0 $1.1M 0.01% +822.0 +11.8% $146.22 +1.1%
395 E ENI SPA Energy 19,986.0 $1.1M 0.01% +2K +11.4% $56.61 -11.4%
396 BOND PIMCO ETF TR 12,124.0 $1.1M 0.01% +929.0 +8.3% $92.28 -0.0%
397 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 12,083.0 $1.1M 0.01% +1K +12.4% $92.31 -2.8%
398 PLD PROLOGIS INC. Real Estate 8,432.0 $1.1M 0.01% +1K +20.2% $132.18 +8.8%
399 BWA BORGWARNER INC Consumer Cyclical 20,479.0 $1.1M 0.01% +2K +13.0% $54.26 +33.8%
400 VALE VALE S A Basic Materials 69,328.0 $1.1M 0.01% +10K +16.2% $15.91 +0.3%
Page 20 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%