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Portfolio (Quarterly) Guide ↗

Sanctuary Advisors, LLC

· CIK 0001777271
13F Portfolio $17.4B AUM 2,423 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 226 New 1157 Added 841 Reduced 160 Exited
Page 8 of 58  ·  1,157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CMI CUMMINS INC Industrials 36,674.0 $15.5M 0.09% +832.0 +2.3% $422.38 +63.2%
142 SPGI S&P GLOBAL INC Financial Services 31,793.0 $15.5M 0.09% +7K +26.7% $486.71 -16.4%
143 ASML ASML HOLDING N V Technology 15,871.0 $15.4M 0.09% +1K +9.2% $968.06 +55.7%
144 VFH VANGUARD WORLD FD 116,247.0 $15.3M 0.09% +2K +1.3% $131.24 -4.4%
145 BMY BRISTOL-MYERS SQUIBB CO Healthcare 332,852.0 $15.0M 0.09% +20K +6.5% $45.10 +28.2%
146 BRO BROWN & BROWN INC Financial Services 158,426.0 $14.9M 0.09% +2K +1.0% $93.79 -39.6%
147 SCHF SCHWAB STRATEGIC TR 623,010.0 $14.5M 0.08% +10K +1.6% $23.28 +15.6%
148 IGM ISHARES TR 114,438.0 $14.4M 0.08% +30K +36.0% $125.95 +22.3%
149 SPOT SPOTIFY TECHNOLOGY S A Communication Services 20,327.0 $14.2M 0.08% +5K +36.6% $697.99 -37.9%
150 PFF ISHARES TR 448,537.0 $14.2M 0.08% +44K +10.9% $31.62 -1.4%
151 FIDU FIDELITY COVINGTON TRUST 172,068.0 $14.1M 0.08% +8K +5.0% $81.94 +12.3%
152 AIRR FIRST TR EXCHANGE TRADED FD 145,140.0 $14.0M 0.08% +8K +5.9% $96.68 +31.0%
153 FEM FIRST TR EXCH TRD ALPHDX FD 517,182.0 $14.0M 0.08% +4K +0.8% $27.10 +18.4%
154 VBK VANGUARD INDEX FDS 47,013.0 $14.0M 0.08% +2K +3.9% $297.62 +14.0%
155 CEG CONSTELLATION ENERGY CORP Utilities 42,419.0 $14.0M 0.08% +2K +6.1% $329.07 -19.6%
156 SPSM SPDR SERIES TRUST 299,478.0 $13.9M 0.08% +26K +9.6% $46.32 +12.8%
157 HOOD ROBINHOOD MKTS INC Financial Services 96,069.0 $13.8M 0.08% +19K +25.3% $143.18 -46.3%
158 IWP ISHARES TR 96,304.0 $13.7M 0.08% +4K +4.1% $142.41 -4.5%
159 FLMI FRANKLIN TEMPLETON ETF TR 551,158.0 $13.7M 0.08% +109K +24.8% $24.77 +0.1%
160 O REALTY INCOME CORP Real Estate 222,312.0 $13.5M 0.08% +5K +2.2% $60.79 +1.1%
Page 8 of 58  ·  1,157 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 26.1%
Financial Services 19.4%
Industrials 9.8%
Healthcare 9.6%
Communication Services 8.9%
Consumer Cyclical 7.3%
Consumer Defensive 6.2%
Energy 5.8%
Utilities 3.3%
Real Estate 2.2%