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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 11 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CPAC CEMENTOS PACASMAYO S A A Basic Materials 13,014.0 $130K 0.00% NEW $10.00 +6.6%
202 CGNT COGNYTE SOFTWARE LTD Technology 14,308.0 $116K 0.00% NEW $8.10 +7.3%
203 WEBULL CORP 23,030.0 $111K 0.00% NEW $4.80
204 MOMO HELLO GROUP INC Communication Services 18,846.0 $109K 0.00% NEW $5.76 -0.5%
205 NOK NOKIA CORP Technology 13,217.0 $106K 0.00% NEW $8.04 +73.9%
206 AGNC AGNC INVT CORP Real Estate 10,337.0 $104K 0.00% NEW $10.03 +5.3%
207 PRTA PROTHENA CORP PLC Healthcare 10,131.0 $98K NEW $9.72 -14.7%
208 PRCH PORCH GROUP INC Technology 12,801.0 $92K NEW $7.17 +59.0%
209 LPL LG DISPLAY CO LTD Technology 23,282.0 $90K NEW $3.88 +20.1%
210 QS QUANTUMSCAPE CORP Consumer Cyclical 12,890.0 $82K NEW $6.38 +8.5%
211 RES RPC INC Energy 11,036.0 $78K NEW $7.08 -5.4%
212 YALA YALLA GROUP LTD Technology 12,168.0 $76K NEW $6.23 -13.0%
213 MDXG MIMEDX GROUP INC Healthcare 18,615.0 $74K NEW $3.95 -6.3%
214 COUR COURSERA INC Consumer Defensive 11,795.0 $69K NEW $5.82 -8.4%
215 ACVA ACV AUCTIONS INC Consumer Cyclical 15,505.0 $66K NEW $4.24 +47.9%
216 POLESTAR AUTOMOTIVE HLDG UK 12,980.0 $66K NEW $5.05
217 FIRST FNDTN INC 11,018.0 $65K NEW $5.90
218 AQST AQUESTIVE THERAPEUTICS INC Healthcare 14,706.0 $61K NEW $4.15 +2.6%
219 BUR BURFORD CAPITAL LIMITED Financial Services 11,486.0 $52K NEW $4.52 -2.0%
220 WEAV WEAVE COMMUNICATIONS INC Technology 11,064.0 $51K NEW $4.62 +17.7%
Page 11 of 12  ·  224 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%