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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 7 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IYH ISHARES TR 3,870.0 $239K 0.00% NEW $61.64 +3.8%
122 CAVA CAVA GROUP INC Consumer Cyclical 2,932.0 $237K 0.00% NEW $80.90 +7.9%
123 MHO M/I HOMES INC Consumer Cyclical 1,912.0 $234K 0.00% NEW $122.45 +18.4%
124 GDX VANECK ETF TRUST 2,551.0 $234K 0.00% NEW $91.77 -5.0%
125 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 2,760.0 $234K 0.00% NEW $84.64 +4.0%
126 R RYDER SYS INC Industrials 1,136.0 $232K 0.00% NEW $204.64 +34.2%
127 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 4,098.0 $231K 0.00% NEW $56.45 -12.6%
128 PCTY PAYLOCITY HLDG CORP Technology 2,130.0 $230K 0.00% NEW $108.04 -3.5%
129 TRU TRANSUNION Industrials 3,325.0 $230K 0.00% NEW $69.19 -0.4%
130 VIRT VIRTU FINL INC Financial Services 5,212.0 $229K 0.00% NEW $43.98 +33.5%
131 KMX CARMAX INC Consumer Cyclical 5,467.0 $227K 0.00% NEW $41.58 +25.3%
132 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,133.0 $227K 0.00% NEW $106.23 +16.1%
133 KASPI KZ JSC 3,043.0 $225K 0.00% NEW $74.07
134 COOPER COS INC 3,126.0 $224K 0.00% NEW $71.50
135 BSAC BANCO SANTANDER CHILE NEW Financial Services 6,686.0 $223K 0.00% NEW $33.40 +0.1%
136 TIC TIC SOLUTIONS INC Industrials 33,670.0 $222K 0.00% NEW $6.58 +28.0%
137 PDS PRECISION DRILLING CORP Energy 2,251.0 $221K 0.00% NEW $98.40 -11.1%
138 SIX FLAGS ENTERTAINMENT CORP 12,430.0 $221K 0.00% NEW $17.75
139 DKNG DRAFTKINGS INC NEW Consumer Cyclical 10,192.0 $220K 0.00% NEW $21.62 +31.9%
140 CBT CABOT CORP Basic Materials 2,920.0 $220K 0.00% NEW $75.31 +17.3%
Page 7 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%