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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 2 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ILDR FIRST TR EXCHNG TRADED FD VI 39,915.0 $1.3M 0.01% NEW $32.39 +14.2%
22 PAGS PAGSEGURO DIGITAL LTD Technology 128,904.0 $1.3M 0.01% NEW $10.00 -11.4%
23 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 51,139.0 $1.2M 0.01% NEW $23.30 -9.7%
24 GOAU ETF SER SOLUTIONS 29,045.0 $1.2M 0.01% NEW $40.22 +7.5%
25 INVESTMENT MANAGERS SER TR I 6,806.0 $1.2M 0.01% NEW $170.22
26 AMRIZE LTD 20,238.0 $982K 0.01% NEW $48.53
27 TIGO MILLICOM INTL CELLULAR S A Communication Services 19,807.0 $961K 0.01% NEW $48.54 +64.7%
28 PSF COHEN & STEERS SELECT PFD & Financial Services 45,059.0 $936K 0.01% NEW $20.78 -7.3%
29 LSGR NATIXIS ETF TRUST II 20,955.0 $931K 0.01% NEW $44.41 +2.2%
30 IBHF ISHARES TR 39,654.0 $927K 0.01% NEW $23.39 -2.9%
31 OAKM HARRIS OAKMARK ETF TRUST 34,536.0 $925K 0.01% NEW $26.78 +3.9%
32 COPY RBB FUND TRUST 70,674.0 $870K 0.01% NEW $12.31 +19.0%
33 VISN COMMSCOPE HLDG CO INC Technology 54,650.0 $846K 0.01% NEW $15.48 -27.2%
34 EZA ISHARES INC 13,061.0 $837K 0.01% NEW $64.10 +6.7%
35 IFS INTERCORP FINL SVCS INC Financial Services 20,207.0 $815K 0.01% NEW $40.34 +12.3%
36 LIBERTY MEDIA CORP DEL 8,497.0 $809K 0.01% NEW $95.22
37 ILTB ISHARES TR 15,974.0 $807K 0.01% NEW $50.49 -4.6%
38 JEMA J P MORGAN EXCHANGE TRADED F 16,419.0 $781K 0.00% NEW $47.55 +25.9%
39 NBSD NEUBERGER BERMAN ETF TRUST 13,911.0 $712K 0.00% NEW $51.16 -0.8%
40 MFS ACTIVE EXCHANGE TRADED F 24,073.0 $711K 0.00% NEW $29.54
Page 2 of 12  ·  226 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%