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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 10 of 31  ·  615 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SGOV ISHARES TR 16,759.0 $1.7M 0.13% NEW $100.67 -0.1%
182 ICVT ISHARES TR 15,063.0 $1.7M 0.13% NEW $111.86 +5.0%
183 MGK VANGUARD WORLD FD 19,621.0 $1.7M 0.12% NEW $84.46 +5.6%
184 GLDM WORLD GOLD TR Financial Services 20,611.0 $1.6M 0.12% NEW $80.02 +8.6%
185 SCHV SCHWAB STRATEGIC TR 48,055.0 $1.6M 0.12% NEW $34.30 +2.5%
186 MA MASTERCARD INCORPORATED Financial Services 2,918.0 $1.6M 0.12% NEW $562.82 +1.7%
187 FQAL FIDELITY COVINGTON TRUST 19,815.0 $1.6M 0.12% NEW $82.19 +2.9%
188 FDVV FIDELITY COVINGTON TRUST 25,526.0 $1.6M 0.12% NEW $63.27 +0.7%
189 SPHY SPDR SERIES TRUST 69,525.0 $1.6M 0.12% NEW $23.19 +0.3%
190 CRWV COREWEAVE INC Technology 23,883.0 $1.6M 0.12% NEW $67.30 +45.2%
191 MPC MARATHON PETE CORP Energy 5,210.0 $1.6M 0.12% NEW $306.04 +18.3%
192 SRLN SSGA ACTIVE ETF TR 39,142.0 $1.6M 0.12% NEW $40.35 +0.4%
193 TFLR T ROWE PRICE EXCHANGE-TRADED 31,269.0 $1.6M 0.12% NEW $50.44 +0.6%
194 DSI ISHARES TR 11,417.0 $1.6M 0.12% NEW $138.09 +6.0%
195 FLBL FRANKLIN TEMPLETON ETF TR 67,907.0 $1.6M 0.12% NEW $23.04 +0.2%
196 REMX VANECK ETF TRUST 23,204.0 $1.5M 0.11% NEW $66.09 +16.3%
197 PSEP INNOVATOR ETFS TRUST 32,857.0 $1.5M 0.11% NEW $46.27 +1.0%
198 NFLX NETFLIX INC. Communication Services 20,988.0 $1.5M 0.11% NEW $72.39 +8.1%
199 FVD FIRST TR EXCHANGE-TRADED FD 29,705.0 $1.5M 0.11% NEW $51.02 -0.2%
200 INTC INTEL CORP Technology 17,473.0 $1.5M 0.11% NEW $86.30 +11.3%
Page 10 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%