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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 8 of 31  ·  615 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CGMU CAPITAL GRP FIXED INCM ETF T 97,977.0 $2.7M 0.20% NEW $27.14 -0.2%
142 XMMO INVESCO EXCHANGE TRADED FD T 17,058.0 $2.6M 0.20% NEW $155.19 +7.2%
143 IMCG ISHARES TR 27,552.0 $2.6M 0.20% NEW $95.61 +4.6%
144 IEF ISHARES TR 27,886.0 $2.6M 0.19% NEW $93.56 -0.8%
145 VHT VANGUARD WORLD FD 8,188.0 $2.6M 0.19% NEW $313.23 +0.4%
146 MEGI NYLI CBRE GBL INFR MEGTRNDS Financial Services 166,190.0 $2.5M 0.19% NEW $15.21 -0.1%
147 PPA INVESCO EXCHANGE TRADED FD T 14,630.0 $2.5M 0.19% NEW $170.92 +7.2%
148 SOXX ISHARES TR 5,074.0 $2.5M 0.19% NEW $491.46 +13.8%
149 XLE SELECT SECTOR SPDR TR 40,169.0 $2.3M 0.17% NEW $57.57 +8.7%
150 USIG ISHARES TR 44,868.0 $2.3M 0.17% NEW $50.51 -0.8%
151 VUG VANGUARD INDEX FDS 26,832.0 $2.2M 0.17% NEW $83.33 +6.6%
152 ITA ISHARES TR 8,674.0 $2.1M 0.16% NEW $244.99 +2.5%
153 CAT CATERPILLAR INC Industrials 2,509.0 $2.1M 0.16% NEW $840.87 +4.8%
154 MEAR ISHARES U S ETF TR 41,118.0 $2.1M 0.15% NEW $50.26 -0.1%
155 VRT VERTIV HOLDINGS CO Industrials 7,535.0 $2.0M 0.15% NEW $269.55 +8.5%
156 CRM SALESFORCE INC Technology 11,181.0 $2.0M 0.15% NEW $181.50 +5.2%
157 ABBV ABBVIE INC Healthcare 7,668.0 $2.0M 0.15% NEW $263.19 -4.9%
158 CIBR FIRST TR EXCHANGE-TRADED FD 22,566.0 $2.0M 0.15% NEW $88.79 +10.1%
159 BAP CREDICORP LTD Financial Services 5,130.0 $2.0M 0.15% NEW $388.95 -2.7%
160 VB VANGUARD INDEX FDS 6,671.0 $2.0M 0.15% NEW $297.97 +3.4%
Page 8 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%