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Portfolio (Quarterly) Guide ↗

Savant Capital, LLC

· CIK 0001482880
13F Portfolio $17.6B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1362 New
Page 13 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VCTR VICTORY CAP HLDGS INC Financial Services 83,717.0 $5.3M 0.03% NEW $63.09 +36.3%
242 XLK SELECT SECTOR SPDR TR 36,387.0 $5.2M 0.03% NEW $143.97 +29.5%
243 ANET ARISTA NETWORKS INC Technology 39,287.0 $5.1M 0.03% NEW $131.03 +28.2%
244 AGG ISHARES TR 51,464.0 $5.1M 0.03% NEW $99.88 -0.9%
245 PM PHILIP MORRIS INTL INC Consumer Defensive 32,003.0 $5.1M 0.03% NEW $160.40 +14.8%
246 FDX FEDEX CORP Industrials 17,708.0 $5.1M 0.03% NEW $288.86 +16.2%
247 COF CAPITAL ONE FINL CORP Financial Services 20,958.0 $5.1M 0.03% NEW $242.36 -17.2%
248 MANAGED PORTFOLIO SERIES 133,050.0 $5.1M 0.03% NEW $38.09
249 AMAT APPLIED MATLS INC Technology 19,663.0 $5.1M 0.03% NEW $256.98 +121.1%
250 NGVT INGEVITY CORP Basic Materials 85,208.0 $5.0M 0.03% NEW $59.18 +21.3%
251 CME CME GROUP INC Financial Services 18,392.0 $5.0M 0.03% NEW $273.08 -4.2%
252 ESGD ISHARES TR 52,182.0 $5.0M 0.03% NEW $95.09 +8.2%
253 ADP AUTOMATIC DATA PROCESSING IN Industrials 18,935.0 $4.9M 0.03% NEW $257.22 -13.7%
254 HON HONEYWELL INTL INC Industrials 24,301.0 $4.7M 0.03% NEW $195.09 +17.6%
255 VGSR MANAGER DIRECTED PORTFOLIOS 453,084.0 $4.7M 0.03% NEW $10.40 +10.5%
256 ESML ISHARES TR 101,443.0 $4.7M 0.03% NEW $45.98 +17.9%
257 TMO THERMO FISHER SCIENTIFIC INC Healthcare 7,956.0 $4.6M 0.03% NEW $579.45 -18.4%
258 LMT LOCKHEED MARTIN CORP Industrials 9,491.0 $4.6M 0.03% NEW $483.69 +10.8%
259 MPC MARATHON PETE CORP Energy 28,227.0 $4.6M 0.03% NEW $162.63 +54.0%
260 VGT VANGUARD WORLD FD 6,043.0 $4.6M 0.03% NEW $753.84 -84.4%
Page 13 of 69  ·  1,362 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 27.5%
Financial Services 20.0%
Healthcare 11.0%
Industrials 10.3%
Consumer Cyclical 8.5%
Communication Services 6.5%
Consumer Defensive 6.1%
Energy 4.3%
Utilities 2.9%
Basic Materials 2.1%