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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 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 RS RELIANCE INC Basic Materials 1,769.0 $538K 0.00% -642.0 -26.6% $303.92 +36.0%
202 GGG GRACO INC Industrials 6,317.0 $535K 0.00% -682.0 -9.7% $84.65 -9.9%
203 CMS CMS ENERGY CORP Utilities 6,694.0 $519K 0.00% -995.0 -12.9% $77.58 -4.6%
204 SPTS SPDR SERIES TRUST 17,713.0 $517K 0.00% -2K -10.1% $29.18 -0.6%
205 ILCB ISHARES TR 5,657.0 $508K 0.00% -829.0 -12.8% $89.86 +15.5%
206 WCN WASTE CONNECTIONS INC Industrials 3,120.0 $507K 0.00% -131.0 -4.0% $162.46 -3.3%
207 PSKY PARAMOUNT SKYDANCE CORP Communication Services 56,068.0 $506K 0.00% -8K -12.1% $9.02 +14.2%
208 FIDELIS INSURANCE HOLDINGS L 26,246.0 $502K 0.00% -9K -24.5% $19.11
209 LQD ISHARES TR 4,548.0 $496K 0.00% -1K -18.5% $108.99 +0.1%
210 RPM RPM INTL INC Basic Materials 4,958.0 $493K 0.00% -707.0 -12.5% $99.40 +10.2%
211 SWK STANLEY BLACK & DECKER INC Industrials 6,918.0 $492K 0.00% -5K -40.4% $71.06 +19.1%
212 NPK INTERNATIONAL INC 33,629.0 $487K 0.00% -258.0 -0.8% $14.49
213 EHC ENCOMPASS HEALTH CORP Healthcare 5,015.0 $485K 0.00% -147.0 -2.9% $96.74 +3.2%
214 FIRST TR EXCH TRADED FD III 6,859.0 $483K 0.00% -845.0 -11.0% $70.36
215 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 8,413.0 $468K 0.00% -456.0 -5.1% $55.65 -9.5%
216 VGK VANGUARD INTL EQUITY INDEX F 5,603.0 $462K 0.00% -326.0 -5.5% $82.43 +9.2%
217 AGX ARGAN INC Industrials 846.0 $461K 0.00% -7.0 -0.8% $544.66 +26.8%
218 VUSB VANGUARD BD INDEX FDS 9,238.0 $460K 0.00% -186.0 -2.0% $49.79 -0.1%
219 SPSB SPDR SERIES TRUST 15,280.0 $459K 0.00% -111.0 -0.7% $30.07 -0.3%
220 IEI ISHARES TR 3,811.0 $452K 0.00% -2K -33.5% $118.59 -0.9%
Page 11 of 15  ·  294 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%