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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 38 of 44  ·  870 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 TALO TALOS ENERGY INC Energy 22,202.0 $350K 0.00% +2K +8.6% $15.76 -12.4%
742 KKR KKR & CO INC Financial Services 3,767.0 $348K 0.00% +1K +48.7% $92.51 +7.0%
743 BBY BEST BUY INC Consumer Cyclical 5,390.0 $346K 0.00% +867.0 +19.2% $64.20 +17.7%
744 PINS PINTEREST INC Communication Services 18,817.0 $345K 0.00% +5K +33.2% $18.34 +15.4%
745 IESC IES HOLDINGS INC Industrials 718.0 $342K 0.00% +24.0 +3.5% $476.47 +46.0%
746 APOS APOLLO GLOBAL MGMT INC Financial Services 3,063.0 $341K 0.00% +1K +81.5% $111.42 -77.1%
747 SOFI SOFI TECHNOLOGIES INC Financial Services 21,468.0 $341K 0.00% +4K +22.7% $15.88 +11.5%
748 SANM SANMINA CORP Technology 2,617.0 $339K 0.00% +702.0 +36.7% $129.64 +92.1%
749 MANU MANCHESTER UTD PLC NEW Communication Services 20,139.0 $339K 0.00% +3K +15.4% $16.82 +34.2%
750 TTMI TTM TECHNOLOGIES INC Technology 3,471.0 $338K 0.00% +524.0 +17.8% $97.42 +104.9%
751 AMERICA MOVIL SAB DE CV 13,256.0 $338K 0.00% +1K +10.0% $25.48
752 OZK BANK OZK LITTLE ROCK ARK Financial Services 7,317.0 $336K 0.00% +3K +68.2% $45.89 +9.7%
753 ALLE ALLEGION PLC Industrials 2,301.0 $334K 0.00% +326.0 +16.5% $145.29 -7.2%
754 MDU MDU RES GROUP INC Industrials 16,117.0 $334K 0.00% +4K +33.3% $20.72 +1.4%
755 XPEV XPENG INC Consumer Cyclical 19,495.0 $334K 0.00% +6K +45.6% $17.11 -15.3%
756 CACI CACI INTL INC Technology 612.0 $333K 0.00% +43.0 +7.6% $543.87 -7.3%
757 TFII TRANSFORCE INC Industrials 3,042.0 $330K 0.00% +216.0 +7.6% $108.63 +40.6%
758 ATO ATMOS ENERGY CORP Utilities 1,776.0 $328K 0.00% +281.0 +18.8% $184.73 -8.2%
759 PVH PVH CORPORATION Consumer Cyclical 4,698.0 $328K 0.00% +1K +43.1% $69.76 +17.1%
760 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 5,548.0 $327K 0.00% +110.0 +2.0% $59.03 -3.2%
Page 38 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%