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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 51 of 75  ·  1,500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 SPOT SPOTIFY TECHNOLOGY S A Communication Services 863.0 $419K 0.00% +322.0 +59.5% $485.01 -3.1%
1002 PNR PENTAIR PLC Industrials 4,805.0 $419K 0.00% -2K -28.4% $87.10 -13.7%
1003 ULST SSGA ACTIVE ETF TR 10,299.0 $417K 0.00% $40.50 -0.3%
1004 SUZ SUZANO S A Basic Materials 41,650.0 $417K 0.00% +8K +25.6% $10.01 -15.9%
1005 DXPE DXP ENTERPRISES INC Industrials 2,979.0 $416K 0.00% +58.0 +2.0% $139.73 +24.2%
1006 NICE NICE LTD Technology 3,769.0 $416K 0.00% NEW $110.26 -23.1%
1007 CPRT COPART INC Industrials 12,497.0 $415K 0.00% -2K -16.2% $33.20 -10.3%
1008 AMG AFFILIATED MANAGERS GROUP Financial Services 1,495.0 $414K 0.00% NEW $276.72 +27.7%
1009 CSL CARLISLE COS INC Industrials 1,233.0 $412K 0.00% +68.0 +5.8% $333.74 +9.8%
1010 M MACYS INC Consumer Cyclical 22,690.0 $410K 0.00% +5K +25.6% $18.09 +34.3%
1011 FEX FIRST TR EXCHANGE-TRADED ALP 3,364.0 $410K 0.00% +214.0 +6.8% $121.93 +13.3%
1012 TIGO MILLICOM INTL CELLULAR S A Communication Services 5,473.0 $410K 0.00% +532.0 +10.8% $74.94 +13.9%
1013 RGLD ROYAL GOLD INC Basic Materials 1,608.0 $409K 0.00% +186.0 +13.1% $254.50 -16.0%
1014 BAR GRANITESHARES GOLD TR Financial Services 8,866.0 $409K 0.00% NEW $46.13 -9.7%
1015 LBRT LIBERTY ENERGY INC Energy 14,168.0 $408K 0.00% +201.0 +1.4% $28.80 -7.4%
1016 MPT MEDICAL PROPERTIES TRUST INC Financial Services 88,105.0 $408K 0.00% +56K +171.1% $4.63 -0.1%
1017 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 5,858.0 $406K 0.00% +1K +21.7% $69.37 +16.5%
1018 NVO NOVO-NORDISK A S Healthcare 11,048.0 $406K 0.00% -1K -9.6% $36.75 +17.3%
1019 REPX RILEY EXPLORATION PERMIAN IN Energy 11,137.0 $406K 0.00% NEW $36.45 -10.6%
1020 TXNM ENERGY INC 6,922.0 $405K 0.00% +528.0 +8.3% $58.46
Page 51 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%