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Portfolio (Quarterly) Guide ↗

Sanctuary Advisors, LLC

· CIK 0001777271
13F Portfolio $21.6B AUM 2,869 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q3 2025 · All 674 New 1289 Added 818 Reduced 244 Exited
Page 123 of 143  ·  2,843 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 KRMN KARMAN HLDGS INC Industrials 5,160.0 $258K 0.00% NEW $49.92 +16.6%
2442 CNM CORE & MAIN INC Industrials 5,327.0 $257K 0.00% +261.0 +5.2% $48.25 -6.1%
2443 KIO KKR INCOME OPPORTUNITIES FD Financial Services 22,813.0 $257K 0.00% NEW $11.26 -2.0%
2444 PI IMPINJ INC Technology 1,791.0 $257K 0.00% NEW $143.23 +15.2%
2445 SMOT VANECK ETF TRUST 6,600.0 $256K 0.00% -163.0 -2.4% $38.86 +5.7%
2446 SWX SOUTHWEST GAS HLDGS INC Utilities 2,892.0 $256K 0.00% NEW $88.67 +3.5%
2447 CVLT COMMVAULT SYS INC Technology 1,809.0 $256K 0.00% +687.0 +61.2% $141.73 -3.1%
2448 IGPT INVESCO EXCHANGE TRADED FD T 2,459.0 $256K 0.00% NEW $104.11 -12.2%
2449 HVT HAVERTY FURNITURE COS INC Consumer Cyclical 10,027.0 $256K 0.00% NEW $25.53 +10.7%
2450 GJUL FIRST TR EXCHNG TRADED FD VI 5,873.0 $255K 0.00% -1K -17.9% $43.49 +2.4%
2451 APRT AIM ETF PRODUCTS TRUST 5,545.0 $254K 0.00% -1K -18.1% $45.87 +1.8%
2452 EXPI AGNT INC Real Estate 46,781.0 $253K 0.00% NEW $5.41 -12.6%
2453 CHEF CHEFS WHSE INC Consumer Defensive 2,626.0 $252K 0.00% NEW $96.10 +11.7%
2454 FSLY FASTLY INC Technology 13,731.0 $252K 0.00% NEW $18.36 +28.9%
2455 DAPP VANECK ETF TRUST 12,978.0 $252K 0.00% -2K -14.3% $19.38 -6.5%
2456 ITRI ITRON INC Technology 2,905.0 $251K 0.00% -12K -80.6% $86.53 +14.2%
2457 IYY ISHARES TR 1,377.0 $251K 0.00% -1K -42.7% $182.28 +2.8%
2458 YLDE LEGG MASON ETF INVT 4,500.0 $250K 0.00% $55.62 +3.7%
2459 JDOC J P MORGAN EXCHANGE TRADED F 4,152.0 $250K 0.00% -1K -26.4% $60.23 +7.2%
2460 FTDR FRONTDOOR INC Consumer Cyclical 3,219.0 $250K 0.00% -412.0 -11.3% $77.59 +6.0%
Page 123 of 143  ·  2,843 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 26.6%
Financial Services 18.0%
Industrials 10.7%
Healthcare 10.6%
Communication Services 8.5%
Energy 6.2%
Consumer Cyclical 5.9%
Consumer Defensive 5.6%
Utilities 3.8%
Real Estate 2.4%