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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 23 of 44  ·  870 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 XLI SELECT SECTOR SPDR TR 5,663.0 $916K 0.00% +2K +49.3% $161.73 +11.0%
442 AA ALCOA CORP Basic Materials 13,775.0 $914K 0.00% +951.0 +7.4% $66.33 -6.9%
443 PDI PIMCO DYNAMIC INCOME FD Financial Services 52,814.0 $904K 0.00% +5K +10.6% $17.11 -4.4%
444 XLY SELECT SECTOR SPDR TR 8,250.0 $899K 0.00% +3K +62.9% $108.98 +6.0%
445 PSA PUBLIC STORAGE OPER CO Real Estate 3,309.0 $896K 0.00% +539.0 +19.5% $270.89 +15.4%
446 RIO RIO TINTO PLC Basic Materials 9,570.0 $893K 0.00% +2K +21.4% $93.29 +10.1%
447 GSK GSK PLC Healthcare 16,173.0 $893K 0.00% +4K +35.7% $55.19 -5.5%
448 PKG PACKAGING CORP AMER Consumer Cyclical 4,198.0 $891K 0.00% +657.0 +18.6% $212.22 +8.0%
449 TDG TRANSDIGM GROUP INC Industrials 768.0 $890K 0.00% +63.0 +8.9% $1158.41 +13.7%
450 AEE AMEREN CORP Utilities 8,062.0 $886K 0.00% +3K +61.1% $109.92 -0.9%
451 IYG ISHARES TR 10,690.0 $886K 0.00% +613.0 +6.1% $82.84 +10.4%
452 THC TENET HEALTHCARE CORP Healthcare 4,589.0 $866K 0.00% +743.0 +19.3% $188.71 -5.4%
453 LUV SOUTHWEST AIRLS CO Industrials 22,958.0 $863K 0.00% +868.0 +3.9% $37.57 +24.2%
454 IDXX IDEXX LABS INC Healthcare 1,534.0 $862K 0.00% +620.0 +67.8% $561.89 -2.8%
455 AFRM AFFIRM HLDGS INC Technology 18,805.0 $862K 0.00% +2K +14.1% $45.82 +54.4%
456 SEI SOLARIS ENERGY INFRAS INC Energy 15,159.0 $857K 0.00% +6K +67.4% $56.51 +43.8%
457 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 12,004.0 $854K 0.00% +144.0 +1.2% $71.18 -14.1%
458 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 4,503.0 $851K 0.00% +461.0 +11.4% $189.05 +20.0%
459 PAVE GLOBAL X FDS 16,695.0 $848K 0.00% +4K +33.9% $50.81 +14.1%
460 SYY SYSCO CORP Consumer Defensive 11,880.0 $847K 0.00% +724.0 +6.5% $71.33 +10.8%
Page 23 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%