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Portfolio (Quarterly) Guide ↗

Sanctuary Advisors, LLC

· CIK 0001777271
13F Portfolio $21.6B AUM 2,869 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q3 2025 · All 674 New 1289 Added 818 Reduced 244 Exited
Page 16 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MAR MARRIOTT INTL INC NEW Consumer Cyclical 24,436.0 $9.1M 0.04% +1K +4.8% $370.59 -3.6%
302 EME EMCOR GROUP INC Industrials 10,904.0 $9.0M 0.04% +3K +39.1% $829.91 -0.6%
303 NNN NNN REIT INC Real Estate 189,665.0 $8.8M 0.04% +169K +839.6% $46.53 -1.5%
304 CWEN CLEARWAY ENERGY INC Utilities 258,120.0 $8.8M 0.04% +108K +72.1% $34.18 -3.1%
305 LVHI LEGG MASON ETF INVT 217,087.0 $8.8M 0.04% +34K +18.8% $40.59 +5.4%
306 ROK ROCKWELL AUTOMATION INC Industrials 17,720.0 $8.8M 0.04% +821.0 +4.9% $495.09 -12.4%
307 FAST FASTENAL CO Industrials 182,184.0 $8.8M 0.04% +20K +12.1% $48.03 +6.7%
308 PAYX PAYCHEX INC Industrials 87,371.0 $8.6M 0.04% +9K +10.9% $98.33 +22.0%
309 RPG INVESCO EXCHANGE TRADED FD T 134,552.0 $8.6M 0.04% +39K +40.9% $63.85 -7.6%
310 TFI SPDR SERIES TRUST 187,562.0 $8.6M 0.04% +74K +65.7% $45.80 -2.1%
311 DFIV DIMENSIONAL ETF TRUST 157,924.0 $8.5M 0.04% +76K +92.5% $54.02 +6.8%
312 CLSE TRUST FOR PROFESSIONAL MANAG 248,343.0 $8.5M 0.04% +233K +1510.7% $34.13 -1.0%
313 USHY ISHARES TR 227,830.0 $8.4M 0.04% +65K +39.6% $37.02 -0.6%
314 RKLB ROCKET LAB CORP Industrials 82,292.0 $8.4M 0.04% +33K +65.8% $101.65 -22.1%
315 VDE VANGUARD WORLD FD 55,136.0 $8.3M 0.04% +2K +3.9% $150.13 +19.4%
316 ECL ECOLAB INC Basic Materials 29,649.0 $8.3M 0.04% +2K +8.3% $278.61 +0.5%
317 HDV ISHARES TR 299,888.0 $8.2M 0.04% +252K +520.5% $27.41 +7.8%
318 CSRE COHEN & STEERS ETF TRUST 289,556.0 $8.2M 0.04% +178K +159.4% $28.38 +1.9%
319 STLD STEEL DYNAMICS INC Basic Materials 35,750.0 $8.2M 0.04% +16K +77.1% $229.46 +8.9%
320 ACWX ISHARES TR 107,737.0 $8.2M 0.04% +50K +86.4% $76.11 +0.9%
Page 16 of 65  ·  1,289 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 26.6%
Financial Services 18.0%
Industrials 10.7%
Healthcare 10.6%
Communication Services 8.5%
Energy 6.2%
Consumer Cyclical 5.9%
Consumer Defensive 5.6%
Utilities 3.8%
Real Estate 2.4%