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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 5 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OSEA HARBOR ETF TRUST 12,486.0 $369K 0.00% NEW $29.57 +0.7%
82 TOURMALINE BIO INC 7,633.0 $365K 0.00% NEW $47.83
83 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 6,768.0 $361K 0.00% NEW $53.39 -32.3%
84 GFI GOLD FIELDS LTD Basic Materials 8,612.0 $361K 0.00% NEW $41.96 +5.1%
85 OPPE WISDOMTREE TR 7,372.0 $360K 0.00% NEW $48.88 +13.7%
86 ONTO ONTO INNOVATION INC Technology 2,784.0 $360K 0.00% NEW $129.21 +114.6%
87 RTO RENTOKIL INITIAL PLC Industrials 13,901.0 $351K 0.00% NEW $25.25 +27.4%
88 LSCC LATTICE SEMICONDUCTOR CORP Technology 4,709.0 $345K 0.00% NEW $73.32 +70.3%
89 MTRN MATERION CORP Basic Materials 2,852.0 $345K 0.00% NEW $120.81 +74.7%
90 DAPP VANECK ETF TRUST 15,148.0 $329K 0.00% NEW $21.75 -3.9%
91 KNTK KINETIK HOLDINGS INC Energy 7,624.0 $326K 0.00% NEW $42.74 +19.2%
92 CIVB CIVISTA BANCSHARES INC Financial Services 15,950.0 $324K 0.00% NEW $20.31 +19.3%
93 GLOBAL X FDS 11,651.0 $316K 0.00% NEW $27.15
94 W WAYFAIR INC Consumer Cyclical 3,482.0 $311K 0.00% NEW $89.33 -30.7%
95 XPEV XPENG INC Consumer Cyclical 13,156.0 $308K 0.00% NEW $23.42 -31.2%
96 PK PARK HOTELS & RESORTS INC Real Estate 27,512.0 $305K 0.00% NEW $11.08 -1.6%
97 KMPR KEMPER CORP Financial Services 5,867.0 $302K 0.00% NEW $51.55 -41.5%
98 AR ANTERO RESOURCES CORP Energy 8,957.0 $301K 0.00% NEW $33.56 +13.9%
99 ECG EVERUS CONSTR GROUP Industrials 3,427.0 $294K 0.00% NEW $85.75 +87.9%
100 PFM INVESCO EXCHANGE TRADED FD T 5,785.0 $294K 0.00% NEW $50.75 +6.8%
Page 5 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%