Portfolio (Quarterly) Guide ↗

Cravens & Co Advisors, LLC

· CIK 0001966116

13F Portfolio $149M AUM 67 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 9 New 4 Added 46 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	EOG	EOG RES INC	Energy	7,879	$1.1M	0.74%	SOLD
2	ABT	ABBOTT LABORATORIES	Healthcare	9,117	$936K	0.61%	SOLD
3	BMY	BRISTOL-MYERS SQUIBB CO	Healthcare	5,611	$340K	0.22%	SOLD
4	INSM	INSMED INC	Healthcare	2,020	$330K	0.21%	SOLD
5	ACN	ACCENTURE PLC IRELAND	Technology	1,016	$201K	0.13%	SOLD
6	MSOS	ADVISORSHARES TR	—	17,818	$63K	0.04%	SOLD

Sector Allocation

Financial Services 33.3%

Technology 23.6%

Healthcare 11.5%

Communication Services 7.7%

Consumer Cyclical 7.1%

Industrials 6.7%

Utilities 3.6%

Energy 3.5%

Consumer Defensive 2.6%

Basic Materials 0.5%