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Portfolio (Quarterly) Guide ↗

Silvant Capital Management LLC

· CIK 0001738728
13F Portfolio $3.4B AUM 521 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 94 New 77 Added 41 Reduced 24 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 20,382 $692K 0.02% SOLD
22 EFX EQUIFAX INC Industrials 3,491 $629K 0.02% SOLD
23 DD DUPONT DE NEMOURS INC Basic Materials 588 $27K 0.00% SOLD
24 CCL CARNIVAL CORP Consumer Cyclical 944 $24K 0.00% SOLD
Page 2 of 2  ·  24 positions
Sector Allocation
Technology 47.1%
Communication Services 16.0%
Consumer Cyclical 9.1%
Industrials 8.5%
Healthcare 7.2%
Financial Services 5.8%
Utilities 3.7%
Basic Materials 1.1%
Consumer Defensive 0.9%
Real Estate 0.3%