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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 6 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AIRR FIRST TR EXCHANGE TRADED FD 257,146.0 $34.3M 0.16% +112K +77.2% $133.25 -6.3%
102 XLE SELECT SECTOR SPDR TR 644,258.0 $34.2M 0.16% +346K +115.9% $53.11 +17.8%
103 CMI CUMMINS INC Industrials 47,717.0 $34.0M 0.16% +11K +30.1% $713.21 -10.1%
104 VXUS VANGUARD STAR FDS 389,370.0 $33.3M 0.15% +140K +56.4% $85.49 +2.8%
105 C CITIGROUP INC Financial Services 237,262.0 $33.2M 0.15% +37K +18.3% $139.96 -1.0%
106 AGG ISHARES TR 319,381.0 $31.6M 0.15% +29K +10.0% $98.98 -1.7%
107 SCHD SCHWAB STRATEGIC TR 986,443.0 $31.3M 0.14% +510K +106.8% $31.71 +8.1%
108 XLF SELECT SECTOR SPDR TR 579,143.0 $31.0M 0.14% +105K +22.2% $53.61 +7.4%
109 FCX FREEPORT MCMORAN INC Basic Materials 492,074.0 $30.9M 0.14% +188K +62.1% $62.89 +8.8%
110 IUSG ISHARES TR 163,131.0 $30.7M 0.14% +9K +5.5% $188.09 +2.9%
111 JSI JANUS DETROIT STR TR 597,283.0 $30.6M 0.14% +132K +28.2% $51.21 -0.1%
112 T AT&T INC Communication Services 1,466,424.0 $30.4M 0.14% +397K +37.1% $20.70 +19.3%
113 JMTG J P MORGAN EXCHANGE TRADED F 596,769.0 $30.2M 0.14% +266K +80.3% $50.68 -1.2%
114 PNC PNC FINL SVCS GROUP INC Financial Services 122,019.0 $30.0M 0.14% +30K +32.7% $246.22 +3.4%
115 UNP UNION PAC CORP Industrials 109,273.0 $29.7M 0.14% +6K +5.9% $272.00 +10.3%
116 KMI KINDER MORGAN INC DEL Energy 923,174.0 $29.5M 0.14% +43K +4.9% $31.97 +1.1%
117 LMT LOCKHEED MARTIN CORP Industrials 57,477.0 $29.3M 0.14% +9K +17.5% $509.46 +16.5%
118 XLC SELECT SECTOR SPDR TR 265,702.0 $28.5M 0.13% +30K +12.8% $107.13 +3.4%
119 SMH VANECK ETF TRUST 42,850.0 $28.1M 0.13% +7K +19.3% $655.89 -9.4%
120 RDVY FIRST TR EXCHANGE TRADED FD 346,590.0 $28.1M 0.13% +17K +5.1% $81.06 +2.9%
Page 6 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%