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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 13 of 43  ·  841 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FLEX FLEX LTD Technology 51,204.0 $3.0M 0.02% -10K -16.9% $57.97 +137.8%
242 CHDN CHURCHILL DOWNS INC Consumer Cyclical 30,487.0 $3.0M 0.02% -402.0 -1.3% $97.01 -9.4%
243 FITB FIFTH THIRD BANCORP Financial Services 66,134.0 $2.9M 0.02% -11K -14.5% $44.55 +6.3%
244 ROP ROPER TECHNOLOGIES INC Industrials 5,883.0 $2.9M 0.02% -93.0 -1.6% $498.65 -35.6%
245 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 116,786.0 $2.9M 0.02% -101K -46.3% $24.80 +7.5%
246 NTES NETEASE INC Technology 19,056.0 $2.9M 0.02% -7K -28.2% $151.99 -25.4%
247 IYH ISHARES TR 48,773.0 $2.9M 0.02% -28K -36.4% $58.72 +4.1%
248 USXF ISHARES TR 49,824.0 $2.9M 0.02% -3K -5.0% $57.31 +14.1%
249 STLD STEEL DYNAMICS INC Basic Materials 20,184.0 $2.8M 0.02% -3K -11.3% $139.43 +64.5%
250 PNFP PINNACLE FINL PARTNERS INC Financial Services 29,643.0 $2.8M 0.02% -4K -11.5% $93.79 +0.2%
251 CWB SPDR SERIES TRUST 30,332.0 $2.7M 0.02% -934.0 -3.0% $90.50 +13.7%
252 PCAR PACCAR INC Industrials 27,838.0 $2.7M 0.02% -615.0 -2.2% $98.32 +12.2%
253 DIVB ISHARES TR 52,353.0 $2.7M 0.02% -1K -2.5% $52.25 +12.8%
254 EMLP FIRST TR EXCHANGE-TRADED FD 70,739.0 $2.7M 0.02% -942.0 -1.3% $38.29 +14.9%
255 XLB SELECT SECTOR SPDR TR 29,859.0 $2.7M 0.01% -829.0 -2.7% $89.62 -44.0%
256 WSO WATSCO INC Industrials 6,599.0 $2.7M 0.01% -963.0 -12.7% $404.30 -0.3%
257 LMBS FIRST TR EXCHANGE-TRADED FD 52,745.0 $2.6M 0.01% -2K -3.4% $49.79 -0.2%
258 GWW GRAINGER W W INC Industrials 2,737.0 $2.6M 0.01% -3K -48.0% $953.10 +33.5%
259 AOS SMITH A O CORP Industrials 35,370.0 $2.6M 0.01% -2K -5.6% $73.41 -22.8%
260 ISHARES TR 114,493.0 $2.6M 0.01% -5K -3.9% $22.52
Page 13 of 43  ·  841 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%