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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 12 of 31  ·  615 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PULS PGIM ETF TR 27,091.0 $1.3M 0.10% NEW $49.68 -0.1%
222 PG PROCTER & GAMBLE CO Consumer Defensive 8,997.0 $1.3M 0.10% NEW $148.87 -3.4%
223 MINT PIMCO ETF TR 13,284.0 $1.3M 0.10% NEW $100.73 -0.1%
224 VNQ VANGUARD INDEX FDS 13,177.0 $1.3M 0.10% NEW $100.95 -2.6%
225 NOW SERVICENOW INC Technology 11,811.0 $1.3M 0.10% NEW $110.62 +8.0%
226 HD HOME DEPOT INC Consumer Cyclical 3,764.0 $1.3M 0.10% NEW $344.46 -0.8%
227 SCHX SCHWAB STRATEGIC TR 43,759.0 $1.3M 0.10% NEW $29.24 +3.7%
228 RTX RTX CORPORATION Industrials 5,809.0 $1.3M 0.10% NEW $218.59 +1.8%
229 BMNR BITMINE IMMERSION TECHS INC Financial Services 71,187.0 $1.3M 0.09% NEW $17.57 +7.0%
230 DGRO ISHARES TR 15,912.0 $1.2M 0.09% NEW $78.27 +1.9%
231 ESGU ISHARES TR 7,652.0 $1.2M 0.09% NEW $162.42 +3.7%
232 VIOG VANGUARD ADMIRAL FDS INC 8,298.0 $1.2M 0.09% NEW $148.82 +1.9%
233 BLOK AMPLIFY ETF TR 20,692.0 $1.2M 0.09% NEW $59.45 +0.8%
234 IFRA ISHARES TR 20,155.0 $1.2M 0.09% NEW $59.98 +2.9%
235 XLI SELECT SECTOR SPDR TR 6,476.0 $1.2M 0.09% NEW $182.49 +1.1%
236 FLRG FIDELITY COVINGTON TRUST 28,254.0 $1.2M 0.09% NEW $41.37 +3.2%
237 BLK BLACKROCK INC Financial Services 1,060.0 $1.2M 0.09% NEW $1097.85 +5.2%
238 XSD SPDR SERIES TRUST 2,445.0 $1.2M 0.09% NEW $471.49 +9.9%
239 FTCS FIRST TR EXCHANGE-TRADED FD 11,437.0 $1.1M 0.09% NEW $100.45 +0.9%
240 GILD GILEAD SCIENCES INC Healthcare 8,475.0 $1.1M 0.09% NEW $134.32 +6.4%
Page 12 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%