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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 60 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 NOV NOV INC Energy 20,048.0 $372K 0.00% +5K +29.3% $18.55 +16.4%
1182 AXS AXIS CAP HLDGS LTD Financial Services 3,451.0 $371K 0.00% +1K +50.5% $107.43 -7.0%
1183 FCF FIRST COMWLTH FINL CORP PA Financial Services 18,106.0 $368K 0.00% +2K +12.3% $20.33 +5.8%
1184 PPH VANECK ETF TRUST 3,335.0 $365K 0.00% +480.0 +16.8% $109.35 +1.6%
1185 WLK WESTLAKE CORPORATION Basic Materials 4,985.0 $364K 0.00% +1K +40.5% $73.00 +7.1%
1186 QVMT INVESCO EXCH TRADED FD TR II 5,200.0 $363K 0.00% +1K +24.5% $69.89 -2.3%
1187 POR PORTLAND GEN ELEC CO Utilities 7,011.0 $363K 0.00% +413.0 +6.3% $51.83 -1.9%
1188 SKYWARD SPECIALTY INS GROUP 6,185.0 $361K 0.00% +1K +26.1% $58.35
1189 MGA MAGNA INTL INC Consumer Cyclical 5,492.0 $361K 0.00% +1K +28.2% $65.66 +8.6%
1190 PCN PIMCO CORPORATE & INCM STRG Financial Services 30,136.0 $360K 0.00% +5K +18.5% $11.95 -1.7%
1191 SM SM ENERGY COMPANY Energy 13,792.0 $360K 0.00% +3K +32.6% $26.10 +35.9%
1192 JGH NUVEEN GLOBAL HIGH INCOME FD Financial Services 28,226.0 $359K 0.00% +4K +17.5% $12.73 -1.7%
1193 PPC PILGRIMS PRIDE CORP Consumer Defensive 12,736.0 $358K 0.00% +5K +63.7% $28.11 +2.3%
1194 CWST CASELLA WASTE SYS INC Industrials 3,690.0 $358K 0.00% +141.0 +4.0% $96.97 -7.9%
1195 MTDR MATADOR RES CO Energy 7,131.0 $355K 0.00% +222.0 +3.2% $49.78 +12.4%
1196 DJAN FIRST TR EXCHNG TRADED FD VI 7,736.0 $352K 0.00% +2K +43.9% $45.52 +1.9%
1197 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 30,265.0 $351K 0.00% +4K +14.4% $11.60 -3.1%
1198 MINO PIMCO ETF TR 7,671.0 $351K 0.00% +2K +35.4% $45.76 -2.1%
1199 FENY FIDELITY COVINGTON TRUST 11,870.0 $351K 0.00% +2K +18.2% $29.56 +17.5%
1200 GGUS GOLDMAN SACHS ETF TR 5,139.0 $351K 0.00% +1K +30.8% $68.25 +0.1%
Page 60 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%