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Portfolio (Quarterly) Guide ↗

Silvant Capital Management LLC

· CIK 0001738728
13F Portfolio $2.9B AUM 411 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 103 Added 48 Reduced 14 Exited
Page 6 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BSX BOSTON SCIENTIFIC CORP Healthcare 11,011.0 $691K 0.02% +1K +10.2% $62.75 -8.9%
102 LULU LULULEMON ATHLETICA INC Consumer Cyclical 4,221.0 $646K 0.02% +374.0 +9.7% $153.10 -17.2%
103 SNAP SNAP INC Communication Services 17,923.0 $82K 0.00% +1K +8.8% $4.60 +22.3%
Page 6 of 6  ·  103 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 44.4%
Communication Services 13.6%
Consumer Cyclical 13.4%
Industrials 9.0%
Healthcare 7.4%
Financial Services 5.8%
Utilities 3.4%
Basic Materials 1.3%
Consumer Defensive 1.0%
Energy 0.4%