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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 21 of 43  ·  841 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ISHARES TR 27,754.0 $1.2M 0.01% -8K -22.6% $42.16
402 AMERICA MOVIL SAB DE CV 55,678.0 $1.2M 0.01% -6K -9.7% $21.00
403 ITUB ITAU UNIBANCO HLDG S A Financial Services 159,273.0 $1.2M 0.01% -37K -19.1% $7.34 +7.5%
404 WTS WATTS WATER TECHNOLOGIES INC Industrials 4,162.0 $1.2M 0.01% -136.0 -3.2% $279.29 +8.1%
405 PTL NORTHERN LTS FD TR IV 4,661.0 $1.2M 0.01% -2K -25.9% $249.25 +9.9%
406 PARR PAR PAC HOLDINGS INC Energy 32,782.0 $1.2M 0.01% -4K -11.2% $35.42 +66.0%
407 HWC HANCOCK WHITNEY CORPORATION Financial Services 18,488.0 $1.2M 0.01% -140.0 -0.8% $62.61 +5.6%
408 CHTR CHARTER COMMUNICATIONS INC N Communication Services 4,160.0 $1.1M 0.01% -7K -63.9% $275.08 -48.2%
409 OMC OMNICOM GROUP INC Communication Services 14,018.0 $1.1M 0.01% -2K -14.2% $81.53 -10.3%
410 SMMU PIMCO ETF TR 22,533.0 $1.1M 0.01% -5K -16.7% $50.57 -0.6%
411 IT GARTNER INC Technology 4,327.0 $1.1M 0.01% -2K -29.9% $262.88 -40.9%
412 HMOP HARTFORD FDS EXCHANGE TRADED 28,896.0 $1.1M 0.01% -859.0 -2.9% $38.97 -0.5%
413 TMFE RBB FD INC 38,474.0 $1.1M 0.01% -15K -28.1% $29.11 +2.0%
414 CRUS CIRRUS LOGIC INC Technology 8,925.0 $1.1M 0.01% -115.0 -1.3% $125.29 +27.9%
415 SPLB SPDR SERIES TRUST 48,356.0 $1.1M 0.01% -57K -54.0% $23.12 -5.9%
416 FOXA FOX CORP Communication Services 17,531.0 $1.1M 0.01% -2K -8.8% $63.06 +4.5%
417 BOX BOX INC Technology 34,024.0 $1.1M 0.01% -3K -7.5% $32.27 -20.4%
418 FYLD CAMBRIA ETF TR 34,997.0 $1.1M 0.01% -502.0 -1.4% $31.19 +24.2%
419 VLUE ISHARES TR 8,713.0 $1.1M 0.01% -3K -22.9% $125.05 +42.6%
420 LCII LCI INDS Consumer Cyclical 11,673.0 $1.1M 0.01% -1K -10.9% $93.15 +18.1%
Page 21 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%