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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 2 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FOR FORESTAR GROUP INC Real Estate 20,612.0 $504K 0.00% NEW $24.44 +19.5%
22 MATX MATSON INC Industrials 2,944.0 $483K 0.00% NEW $163.94 +23.2%
23 RACE FERRARI N V Consumer Cyclical 1,425.0 $482K 0.00% NEW $338.43 +4.9%
24 SFM SPROUTS FMRS MKT INC Consumer Defensive 6,192.0 $478K 0.00% NEW $77.13 +11.9%
25 SM SM ENERGY COMPANY Energy 14,078.0 $439K 0.00% NEW $31.18 -0.1%
26 SIVR ABRDN SILVER ETF TRUST Financial Services 6,114.0 $438K 0.00% NEW $71.61 -10.0%
27 MSTR STRATEGY INC Technology 3,407.0 $425K 0.00% NEW $124.81 -0.7%
28 RELX RELX PLC Communication Services 12,815.0 $425K 0.00% NEW $33.15 +1.8%
29 NICE NICE LTD Technology 3,769.0 $416K 0.00% NEW $110.26 -19.5%
30 AMG AFFILIATED MANAGERS GROUP Financial Services 1,495.0 $414K 0.00% NEW $276.72 +28.2%
31 BAR GRANITESHARES GOLD TR Financial Services 8,866.0 $409K 0.00% NEW $46.13 -10.1%
32 REPX RILEY EXPLORATION PERMIAN IN Energy 11,137.0 $406K 0.00% NEW $36.45 -3.3%
33 FSV FIRSTSERVICE CORP NEW Real Estate 2,845.0 $395K 0.00% NEW $138.94 +3.2%
34 PCG PG&E CORP Utilities 22,113.0 $389K 0.00% NEW $17.57 -3.5%
35 CMTV COMMUNITY BANCORP INC VT Financial Services 12,298.0 $382K 0.00% NEW $31.10 +30.7%
36 ARW ARROW ELECTRS INC Technology 2,652.0 $380K 0.00% NEW $143.41 +58.1%
37 POLESTAR AUTOMOTIVE HLDG UK 20,191.0 $372K 0.00% NEW $18.42
38 PAYC PAYCOM SOFTWARE INC Technology 2,950.0 $359K 0.00% NEW $121.54 +10.7%
39 LI LI AUTO INC Consumer Cyclical 20,107.0 $359K 0.00% NEW $17.83 -19.8%
40 RBRK RUBRIK INC. Technology 6,940.0 $340K 0.00% NEW $48.97 +39.2%
Page 2 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%