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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 8 of 44  ·  870 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 COP CONOCOPHILLIPS Energy 51,392.0 $6.8M 0.03% +4K +9.4% $132.00 -15.7%
142 GEV GE VERNOVA INC Utilities 7,688.0 $6.7M 0.03% +1K +20.6% $872.91 +12.5%
143 PM PHILIP MORRIS INTL INC Consumer Defensive 39,510.0 $6.5M 0.03% +8K +23.5% $165.34 +11.3%
144 HON HONEYWELL INTL INC Industrials 27,387.0 $6.2M 0.03% +3K +12.7% $226.03 +1.5%
145 NGVT INGEVITY CORP Basic Materials 85,881.0 $6.1M 0.03% +673.0 +0.8% $71.23 +0.8%
146 TJX TJX COS INC NEW Consumer Cyclical 38,108.0 $6.1M 0.03% +12K +45.2% $159.70 +4.1%
147 DFEV DIMENSIONAL ETF TRUST 164,009.0 $5.9M 0.03% +91K +123.3% $35.78 +21.0%
148 DIS DISNEY WALT CO Communication Services 60,749.0 $5.9M 0.03% +4K +7.3% $96.38 +5.1%
149 CME CME GROUP INC Financial Services 19,384.0 $5.7M 0.03% +992.0 +5.4% $295.34 -11.4%
150 LIN LINDE PLC Basic Materials 11,435.0 $5.7M 0.03% +3K +35.2% $495.78 +4.5%
151 VGT VANGUARD WORLD FD 8,005.0 $5.6M 0.03% +2K +32.5% $697.70 -83.1%
152 PFE PFIZER INC Healthcare 194,065.0 $5.4M 0.03% +33K +20.2% $28.08 -7.3%
153 VZ VERIZON COMMUNICATIONS INC Communication Services 108,442.0 $5.4M 0.03% +28K +34.3% $50.20 -6.2%
154 ADI ANALOG DEVICES INC Technology 17,068.0 $5.4M 0.03% +4K +32.7% $318.13 +30.8%
155 JMOM J P MORGAN EXCHANGE TRADED F 79,886.0 $5.4M 0.03% +927.0 +1.2% $67.92 +22.6%
156 ANET ARISTA NETWORKS INC Technology 43,271.0 $5.3M 0.03% +4K +10.1% $122.78 +36.8%
157 VGSR MANAGER DIRECTED PORTFOLIOS 507,143.0 $5.2M 0.03% +54K +11.9% $10.33 +11.3%
158 LOW LOWES COS INC Consumer Cyclical 21,947.0 $5.2M 0.03% +3K +16.4% $236.28 -5.2%
159 XLK SELECT SECTOR SPDR TR 38,768.0 $5.2M 0.03% +2K +6.5% $132.90 +40.3%
160 PH PARKER-HANNIFIN CORP Industrials 5,656.0 $5.1M 0.02% +792.0 +16.3% $895.21 +4.8%
Page 8 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%