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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 37 of 44  ·  870 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 ENLIGHT RENEWABLE ENERGY LTD 5,443.0 $372K 0.00% +142.0 +2.7% $68.26
722 ATI ATI INC Industrials 2,552.0 $371K 0.00% +103.0 +4.2% $145.46 +35.0%
723 HSIC SCHEIN HENRY INC Healthcare 5,030.0 $371K 0.00% +167.0 +3.4% $73.70 +10.2%
724 DHT DHT HOLDINGS INC Energy 20,290.0 $371K 0.00% +1K +6.3% $18.27 +0.8%
725 KEY KEYCORP Financial Services 18,473.0 $370K 0.00% +4K +23.9% $20.05 +13.5%
726 POWL POWELL INDS INC Industrials 684.0 $370K 0.00% +37.0 +5.7% $541.08 -45.9%
727 LIONSGATE STUDIOS CORP 38,547.0 $370K 0.00% +8K +27.6% $9.59
728 ALAB ASTERA LABS INC Technology 3,371.0 $369K 0.00% +104.0 +3.2% $109.59 +230.1%
729 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 9,167.0 $369K 0.00% +2K +29.4% $40.26 -28.2%
730 AGRO ADECOAGRO S A Consumer Defensive 24,483.0 $368K 0.00% +4K +22.3% $15.02 -33.9%
731 LNC LINCOLN NATL CORP IND Financial Services 10,310.0 $366K 0.00% +117.0 +1.1% $35.50 +7.0%
732 RTO RENTOKIL INITIAL PLC Industrials 11,438.0 $360K 0.00% +2K +16.4% $31.48 -3.7%
733 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 10,158.0 $360K 0.00% +3K +35.0% $35.44 -8.0%
734 CANADIAN PACIFIC KANSAS CITY 4,573.0 $360K 0.00% +353.0 +8.4% $78.66
735 RB GLOBAL INC 3,730.0 $358K 0.00% +379.0 +11.3% $95.86
736 ATS CORPORATION 12,657.0 $357K 0.00% +1K +11.3% $28.20
737 MTH MERITAGE HOMES CORP Consumer Cyclical 5,732.0 $354K 0.00% +80.0 +1.4% $61.84 +20.1%
738 LEA LEAR CORP Consumer Cyclical 2,922.0 $354K 0.00% +348.0 +13.5% $121.07 +17.0%
739 EXPD EXPEDITORS INTL WASH INC Industrials 2,463.0 $353K 0.00% +445.0 +22.1% $143.26 +14.5%
740 AGCO AGCO CORP Industrials 3,024.0 $350K 0.00% +760.0 +33.6% $115.86 -2.3%
Page 37 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%