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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 22 of 44  ·  870 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 CBRE CBRE GROUP INC Real Estate 7,590.0 $1.0M 0.01% +849.0 +12.6% $135.46 -1.4%
422 EQIX EQUINIX INC Real Estate 1,046.0 $1.0M 0.01% +112.0 +12.0% $980.15 +11.0%
423 CCJ CAMECO CORP Energy 9,374.0 $1.0M 0.01% +1K +12.5% $108.61 -0.8%
424 ENTERGY CORP NEW 9,044.0 $1.0M 0.01% +635.0 +7.5% $112.36
425 FIX COMFORT SYS USA INC Industrials 732.0 $1.0M 0.01% +116.0 +18.8% $1379.02 +41.4%
426 TSN TYSON FOODS INC Consumer Defensive 15,670.0 $1.0M 0.01% +691.0 +4.6% $64.07 -12.1%
427 VHT VANGUARD WORLD FD 3,682.0 $1.0M 0.01% +353.0 +10.6% $272.36 +3.8%
428 CDNS CADENCE DESIGN SYSTEM INC Technology 3,550.0 $987K 0.01% +373.0 +11.7% $277.90 +42.8%
429 DTM DT MIDSTREAM INC Energy 7,256.0 $977K 0.01% +76.0 +1.1% $134.68 +4.5%
430 CRS CARPENTER TECHNOLOGY CORP Industrials 2,467.0 $972K 0.01% +101.0 +4.3% $394.17 +47.6%
431 HRL HORMEL FOODS CORP Consumer Defensive 42,771.0 $969K 0.01% +1K +3.3% $22.65 +7.4%
432 DXCM DEXCOM INC Healthcare 15,403.0 $967K 0.01% +1K +7.3% $62.80 +14.5%
433 ASX ASE TECHNOLOGY HLDG CO LTD Technology 44,045.0 $955K 0.01% +9K +26.5% $21.68 +75.2%
434 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 13,020.0 $943K 0.01% +3K +29.8% $72.46 +27.3%
435 SLF SUN LIFE FINANCIAL INC. Financial Services 14,996.0 $938K 0.01% +8K +116.9% $62.56 +24.8%
436 EZM WISDOMTREE TR 13,918.0 $936K 0.01% +2K +16.0% $67.22 +11.0%
437 IVLU ISHARES TR 23,531.0 $934K 0.01% +5K +27.8% $39.68 +7.2%
438 BMO BANK MONTREAL MEDIUM Financial Services 6,881.0 $931K 0.01% +1K +23.1% $135.35 +26.2%
439 BTI BRITISH AMERN TOB PLC Consumer Defensive 15,896.0 $929K 0.00% +2K +14.9% $58.47 +2.1%
440 SENEA SENECA FOODS CORP NEW Consumer Defensive 6,142.0 $928K 0.00% +287.0 +4.9% $151.12 +2.1%
Page 22 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%