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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 18 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ALGM ALLEGRO MICROSYSTEMS INC Technology 4,698.0 $327K 0.00% NEW $69.62 -43.4%
342 WDI WESTERN ASSET DIVERSIFIED IN Financial Services 24,000.0 $325K 0.00% NEW $13.56 -3.1%
343 PCVX VAXCYTE INC Healthcare 5,596.0 $325K 0.00% NEW $58.13 +2.9%
344 AMTM AMENTUM HOLDINGS INC Industrials 15,732.0 $325K 0.00% NEW $20.67 +1.4%
345 UCTT ULTRA CLEAN HLDGS INC Technology 2,270.0 $324K 0.00% NEW $142.59 -42.6%
346 CC CHEMOURS CO Basic Materials 15,719.0 $323K 0.00% NEW $20.52 -24.9%
347 NAT NORDIC AMERICAN TANKERS LIMI Industrials 58,096.0 $322K 0.00% NEW $5.54 +25.1%
348 RCI ROGERS COMMUNICATIONS INC Communication Services 9,890.0 $321K 0.00% NEW $32.50 +10.5%
349 VIRTUS ARTIFICIAL INTELLIGEN 11,450.0 $321K 0.00% NEW $28.07
350 EDGU ADVISORS INNER CIRCLE FD II 9,937.0 $318K 0.00% NEW $32.00 +0.4%
351 FRSH FRESHWORKS INC Technology 31,396.0 $318K 0.00% NEW $10.12 +25.8%
352 PBA PEMBINA PIPELINE CORP Energy 6,854.0 $317K 0.00% NEW $46.25 +6.7%
353 RVTY REVVITY INC Healthcare 2,828.0 $315K 0.00% NEW $111.27 +2.2%
354 IMCG ISHARES TR 3,197.0 $314K 0.00% NEW $98.31 +0.1%
355 OSIS OSI SYSTEMS INC Technology 1,416.0 $310K 0.00% NEW $218.70 +0.0%
356 AHRT AH RLTY TR INC Financial Services 43,715.0 $310K 0.00% NEW $7.08 -5.5%
357 MTH MERITAGE HOMES CORP Consumer Cyclical 3,675.0 $308K 0.00% NEW $83.85 -15.7%
358 IXG ISHARES TR 2,467.0 $307K 0.00% NEW $124.51 +7.6%
359 KOID KRANESHARES TRUST 7,405.0 $305K 0.00% NEW $41.22 -7.4%
360 OZK BANK OZK LITTLE ROCK ARK Financial Services 5,853.0 $305K 0.00% NEW $52.09 -2.6%
Page 18 of 34  ·  674 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%