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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 42 of 44  ·  870 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 NXST NEXSTAR MEDIA GROUP INC Communication Services 1,386.0 $251K 0.00% +99.0 +7.7% $180.83 -4.8%
822 SKYW SKYWEST INC Industrials 2,713.0 $249K 0.00% +67.0 +2.5% $91.83 +0.2%
823 PECO PHILLIPS EDISON & CO INC Real Estate 6,636.0 $248K 0.00% +806.0 +13.8% $37.42 +11.1%
824 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 132.0 $248K 0.00% +25.0 +23.4% $1880.34 +11.4%
825 UAA UNDER ARMOUR INC Consumer Cyclical 41,679.0 $246K 0.00% +3K +8.2% $5.91 -1.2%
826 BKU BANKUNITED INC Financial Services 5,441.0 $246K 0.00% +826.0 +17.9% $45.16 +6.3%
827 UMC UNITED MICROELECTRONICS CORP Technology 27,240.0 $245K 0.00% +6K +30.4% $8.98 +140.8%
828 MSA MSA SAFETY INC Industrials 1,482.0 $243K 0.00% +18.0 +1.2% $163.97 -0.9%
829 GXO GXO LOGISTICS INCORPORATED Industrials 4,654.0 $241K 0.00% +287.0 +6.6% $51.85 -3.6%
830 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 1,603.0 $240K 0.00% +46.0 +3.0% $149.52 +20.9%
831 ENSG ENSIGN GROUP INC Healthcare 1,169.0 $236K 0.00% +7.0 +0.6% $201.46 -22.1%
832 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 16,651.0 $231K 0.00% +154.0 +0.9% $13.88 +24.1%
833 OTTR OTTER TAIL CORP Utilities 2,618.0 $230K 0.00% +68.0 +2.7% $87.77 +1.5%
834 PYLD PIMCO ETF TR 8,635.0 $226K 0.00% +1K +13.2% $26.20 +1.2%
835 BCH BANCO DE CHILE Financial Services 6,104.0 $226K 0.00% +692.0 +12.8% $37.04 +9.7%
836 CGBD CARLYLE SECURED LENDING INC Financial Services 20,661.0 $226K 0.00% +622.0 +3.1% $10.94 +1.0%
837 INCY INCYTE CORP Healthcare 2,395.0 $225K 0.00% +323.0 +15.6% $94.12 +6.0%
838 DSI ISHARES TR 1,857.0 $225K 0.00% +33.0 +1.8% $121.21 +17.3%
839 VEEV VEEVA SYS INC Healthcare 1,278.0 $224K 0.00% +290.0 +29.4% $175.66 -7.7%
840 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 11,933.0 $223K 0.00% +113.0 +1.0% $18.70 +8.7%
Page 42 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%