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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 12 of 121  ·  2,413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SCHX SCHWAB STRATEGIC TR 622,817.0 $16.4M 0.09% -9K -1.5% $26.34 +10.9%
222 SHW SHERWIN WILLIAMS CO Basic Materials 46,824.0 $16.2M 0.09% +3K +6.6% $346.26 -11.1%
223 EPD ENTERPRISE PRODS PARTNERS L Energy 517,382.0 $16.2M 0.09% +84K +19.4% $31.27 +26.2%
224 TMUS T-MOBILE US INC Communication Services 67,451.0 $16.1M 0.09% -1K -2.1% $239.38 -20.6%
225 AXON AXON ENTERPRISE INC Industrials 22,390.0 $16.1M 0.09% -608.0 -2.6% $717.65 -45.7%
226 XLP SELECT SECTOR SPDR TR 202,666.0 $15.9M 0.09% +3K +1.7% $78.37 +8.0%
227 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 94,172.0 $15.9M 0.09% +5K +5.5% $168.48 -10.1%
228 MDT MEDTRONIC PLC Healthcare 166,198.0 $15.8M 0.09% +14K +9.4% $95.24 -17.9%
229 SRE SEMPRA Utilities 175,662.0 $15.8M 0.09% -3K -1.9% $89.98 +1.6%
230 GSUS GOLDMAN SACHS ETF TR 170,592.0 $15.8M 0.09% -2K -1.4% $92.40 +10.9%
231 DLN WISDOMTREE TR 179,491.0 $15.6M 0.09% +17K +10.4% $87.03 +9.9%
232 CMI CUMMINS INC Industrials 36,674.0 $15.5M 0.09% +832.0 +2.3% $422.38 +51.2%
233 SPGI S&P GLOBAL INC Financial Services 31,793.0 $15.5M 0.09% +7K +26.7% $486.71 -14.3%
234 BWXT BWX TECHNOLOGIES INC Industrials 83,606.0 $15.4M 0.09% -2K -2.8% $184.37 +9.8%
235 ASML ASML HOLDING N V Technology 15,871.0 $15.4M 0.09% +1K +9.2% $968.06 +64.5%
236 LRCX LAM RESEARCH CORP Technology 114,527.0 $15.3M 0.09% -17K -12.7% $133.90 +125.7%
237 VFH VANGUARD WORLD FD 116,247.0 $15.3M 0.09% +2K +1.3% $131.24 -3.2%
238 PYLD PIMCO ETF TR 562,120.0 $15.1M 0.09% -4K -0.6% $26.84 -2.1%
239 BMY BRISTOL-MYERS SQUIBB CO Healthcare 332,852.0 $15.0M 0.09% +20K +6.5% $45.10 +32.0%
240 LQD ISHARES TR 134,618.0 $15.0M 0.09% -6K -4.3% $111.47 -3.0%
Page 12 of 121  ·  2,413 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%