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Portfolio (Quarterly) Guide ↗

Sovran Advisors, LLC

· CIK 0002051471
13F Portfolio $1.3B AUM 701 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 615 New
Page 27 of 31  ·  615 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CAH CARDINAL HEALTH INC Healthcare 1,116.0 $259K 0.02% NEW $232.41 +1.4%
522 SPSM SPDR SERIES TRUST 4,554.0 $255K 0.02% NEW $56.10 +3.8%
523 PYLD PIMCO ETF TR 9,715.0 $254K 0.02% NEW $26.15 +0.0%
524 SPDW SPDR INDEX SHS FDS 5,144.0 $254K 0.02% NEW $49.31 +5.9%
525 PSMD PACER FDS TR 7,339.0 $253K 0.02% NEW $34.41 +1.6%
526 FIRST TR EXCHNG TRADED FD VI 7,952.0 $252K 0.02% NEW $31.75
527 PSX PHILLIPS 66 Energy 1,226.0 $252K 0.02% NEW $205.86 +16.8%
528 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,580.0 $252K 0.02% NEW $97.74 -53.4%
529 SNDK SANDISK CORP Technology 229.0 $251K 0.02% NEW $1096.10 +63.0%
530 FIDELITY COVINGTON TRUST 3,102.0 $250K 0.02% NEW $80.50
531 IWO ISHARES TR 670.0 $249K 0.02% NEW $371.67 +6.2%
532 GRPM INVESCO EXCHANGE TRADED FD T 1,802.0 $247K 0.02% NEW $136.93 +4.0%
533 VOD VODAFONE GROUP PLC Communication Services 14,951.0 $245K 0.02% NEW $16.39 -1.2%
534 WEC WEC ENERGY GROUP INC Utilities 2,154.0 $245K 0.02% NEW $113.63 -2.8%
535 USXF ISHARES TR 3,804.0 $244K 0.02% NEW $64.23 +9.0%
536 RIO RIO TINTO PLC Basic Materials 2,665.0 $244K 0.02% NEW $91.63 +6.1%
537 IWN ISHARES TR 1,085.0 $243K 0.02% NEW $224.11 +1.0%
538 IYT ISHARES TR 2,781.0 $242K 0.02% NEW $86.97 +0.4%
539 CPZ CALAMOS LNG SHR EQT DYNAMIC Financial Services 18,362.0 $242K 0.02% NEW $13.16 +1.8%
540 QTEC FIRST TR EXCHANGE-TRADED FD 826.0 $241K 0.02% NEW $291.25 +12.0%
Page 27 of 31  ·  615 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 35.0%
Financial Services 27.0%
Communication Services 10.0%
Consumer Cyclical 6.5%
Healthcare 6.4%
Consumer Defensive 4.0%
Industrials 3.4%
Energy 3.4%
Utilities 2.0%
Basic Materials 1.9%