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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 32 of 44  ·  870 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CNP CENTERPOINT ENERGY INC Utilities 11,384.0 $491K 0.00% +4K +60.0% $43.16 -0.1%
622 JHG JANUS HENDERSON GROUP PLC Financial Services 9,508.0 $488K 0.00% +5K +95.7% $51.37 +0.9%
623 BBB FOODS INC 13,762.0 $487K 0.00% +1K +9.7% $35.37
624 ENTG ENTEGRIS INC Technology 4,130.0 $484K 0.00% +364.0 +9.7% $117.24 +37.4%
625 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,136.0 $480K 0.00% +2K +97.1% $153.09 -23.8%
626 HEFA ISHARES TR 11,296.0 $480K 0.00% +4K +63.3% $42.50 +10.2%
627 VFH VANGUARD WORLD FD 3,950.0 $477K 0.00% +849.0 +27.4% $120.80 +11.1%
628 STNG SCORPIO TANKERS INC Energy 6,386.0 $477K 0.00% +1K +22.6% $74.66 +4.1%
629 LITE LUMENTUM HLDGS INC Technology 676.0 $475K 0.00% +12.0 +1.8% $702.76 +25.6%
630 NTAP NETAPP INC Technology 4,637.0 $475K 0.00% +843.0 +22.2% $102.38 +55.0%
631 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 6,415.0 $474K 0.00% +2K +31.6% $73.90 +2.6%
632 AR ANTERO RESOURCES CORP Energy 11,114.0 $472K 0.00% +2K +17.9% $42.44 -20.3%
633 NOV NOV INC Energy 25,070.0 $472K 0.00% +3K +12.5% $18.81 +5.7%
634 TDS TELEPHONE & DATA SYS INC Communication Services 11,028.0 $464K 0.00% +2K +25.2% $42.10 -6.9%
635 BCE BCE INC Communication Services 18,379.0 $464K 0.00% +2K +14.3% $25.24 -6.8%
636 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 27,131.0 $460K 0.00% +11K +64.2% $16.97 +22.9%
637 MAS MASCO CORP Industrials 7,613.0 $460K 0.00% +1K +23.1% $60.37 +25.1%
638 MOS MOSAIC CO Basic Materials 18,010.0 $459K 0.00% +1K +9.1% $25.50 -11.1%
639 RNR RENAISSANCERE HLDGS LTD Financial Services 1,529.0 $454K 0.00% +766.0 +100.4% $297.24 +1.6%
640 TCBI TEXAS CAP BANCSHARES INC Financial Services 4,770.0 $453K 0.00% +418.0 +9.6% $94.88 +6.9%
Page 32 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%