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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 4 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QXO QXO INC Industrials 24,960.0 $476K 0.00% NEW $19.06 -8.6%
62 RKT ROCKET COS INC Financial Services 24,481.0 $474K 0.00% NEW $19.38 -26.3%
63 TPH TRI POINTE HOMES INC Consumer Cyclical 13,523.0 $459K 0.00% NEW $33.97 +38.2%
64 SIL GLOBAL X FDS 6,334.0 $454K 0.00% NEW $71.63 +27.9%
65 USTB VICTORY PORTFOLIOS II 8,648.0 $441K 0.00% NEW $50.99 -1.0%
66 KGC KINROSS GOLD CORP Basic Materials 17,632.0 $438K 0.00% NEW $24.85 +24.3%
67 SATS ECHOSTAR CORP Technology 5,681.0 $434K 0.00% NEW $76.36 +76.9%
68 WCMI FIRST TR EXCHANGE-TRADED FD 25,298.0 $427K 0.00% NEW $16.87 +9.1%
69 PSKY PARAMOUNT SKYDANCE CORP Communication Services 22,126.0 $419K 0.00% NEW $18.92 -46.6%
70 CPB THE CAMPBELLS COMPANY Consumer Defensive 13,188.0 $416K 0.00% NEW $31.58 -36.3%
71 NUSHARES ETF TR 16,254.0 $408K 0.00% NEW $25.11
72 HPI HANCOCK JOHN PFD INCOME FD Financial Services 23,046.0 $400K 0.00% NEW $17.35 -8.1%
73 VC VISTEON CORP Consumer Cyclical 3,307.0 $396K 0.00% NEW $119.87 -3.5%
74 GNW GENWORTH FINL INC Financial Services 44,416.0 $395K 0.00% NEW $8.90 +3.1%
75 BSMU INVESCO EXCH TRD SLF IDX FD 17,973.0 $394K 0.00% NEW $21.92 -0.5%
76 BBJP J P MORGAN EXCHANGE TRADED F 5,898.0 $391K 0.00% NEW $66.32 +11.7%
77 AUGT AIM ETF PRODUCTS TRUST 11,042.0 $385K 0.00% NEW $34.88 +7.7%
78 DXPE DXP ENTERPRISES INC Industrials 3,175.0 $378K 0.00% NEW $119.06 +28.2%
79 BHF BRIGHTHOUSE FINL INC Financial Services 7,028.0 $373K 0.00% NEW $53.08 +17.8%
80 SANDISK CORP 3,297.0 $370K 0.00% NEW $112.21
Page 4 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%