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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
Page 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VOE VANGUARD INDEX FDS 1,560.0 $308K 0.21% $197.60 +5.2%
62 VALE VALE S A Basic Materials 19,323.0 $291K 0.20% -892.0 -4.4% $15.04 -0.1%
63 CGGO CAPITAL GROUP GBL GROWTH EQT 5,201.0 $220K 0.15% -1K -17.7% $42.33 -4.5%
64 IP INTERNATIONAL PAPER CO Consumer Cyclical 5,705.0 $217K 0.15% -552.0 -8.8% $38.10 +3.2%
65 ASTS AST SPACEMOBILE INC Technology 2,409.0 $214K 0.14% NEW $88.86 -34.7%
66 BAC BANK OF AMER CORP Financial Services 3,519.0 $201K 0.14% NEW $56.98 +9.4%
67 PSEC PROSPECT CAP CORP Financial Services 20,000.0 $46K 0.03% $2.31 -2.6%
Page 4 of 4  ·  67 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
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%