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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 47 of 75  ·  1,500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 SWK STANLEY BLACK & DECKER INC Industrials 6,918.0 $492K 0.00% -5K -40.4% $71.06 +22.1%
922 CNP CENTERPOINT ENERGY INC Utilities 11,384.0 $491K 0.00% +4K +60.0% $43.16 -0.8%
923 JHG JANUS HENDERSON GROUP PLC Financial Services 9,508.0 $488K 0.00% +5K +95.7% $51.37 +1.0%
924 NPK INTERNATIONAL INC 33,629.0 $487K 0.00% -258.0 -0.8% $14.49
925 BBB FOODS INC 13,762.0 $487K 0.00% +1K +9.7% $35.37
926 EHC ENCOMPASS HEALTH CORP Healthcare 5,015.0 $485K 0.00% -147.0 -2.9% $96.74 +1.3%
927 ENTG ENTEGRIS INC Technology 4,130.0 $484K 0.00% +364.0 +9.7% $117.24 +52.5%
928 MATX MATSON INC Industrials 2,944.0 $483K 0.00% NEW $163.94 +16.7%
929 FIRST TR EXCH TRADED FD III 6,859.0 $483K 0.00% -845.0 -11.0% $70.36
930 RACE FERRARI N V Consumer Cyclical 1,425.0 $482K 0.00% NEW $338.43 +7.0%
931 SGOL ETFS GOLD TR Financial Services 10,766.0 $480K 0.00% $44.62 -10.0%
932 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,136.0 $480K 0.00% +2K +97.1% $153.09 -27.0%
933 HEFA ISHARES TR 11,296.0 $480K 0.00% +4K +63.3% $42.50 +10.5%
934 SFM SPROUTS FMRS MKT INC Consumer Defensive 6,192.0 $478K 0.00% NEW $77.13 +4.4%
935 VFH VANGUARD WORLD FD 3,950.0 $477K 0.00% +849.0 +27.4% $120.80 +8.8%
936 STNG SCORPIO TANKERS INC Energy 6,386.0 $477K 0.00% +1K +22.6% $74.66 +7.9%
937 LITE LUMENTUM HLDGS INC Technology 676.0 $475K 0.00% +12.0 +1.8% $702.76 +21.0%
938 NTAP NETAPP INC Technology 4,637.0 $475K 0.00% +843.0 +22.2% $102.38 +56.0%
939 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 6,415.0 $474K 0.00% +2K +31.6% $73.90 -0.6%
940 AVMV AMERICAN CENTY ETF TR 6,359.0 $472K 0.00% $74.18 +7.6%
Page 47 of 75  ·  1,500 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%