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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 7 of 143  ·  2,843 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLV SELECT SECTOR SPDR TR 235,348.0 $37.3M 0.17% +29K +14.3% $158.66 +5.3%
122 CGDV CAPITAL GROUP DIVIDEND VALUE 755,572.0 $37.2M 0.17% +111K +17.2% $49.28 +3.0%
123 EMR EMERSON ELEC CO Industrials 260,093.0 $37.2M 0.17% +30K +12.9% $143.15 +13.2%
124 ASML ASML HLDG NV Technology 18,678.0 $37.2M 0.17% +3K +17.7% $1989.47 -5.3%
125 IJH ISHARES TR 474,232.0 $36.6M 0.17% +77K +19.5% $77.11 +1.8%
126 VCIT VANGUARD SCOTTSDALE FDS 440,674.0 $36.4M 0.17% +45K +11.4% $82.65 -2.0%
127 WDC WESTERN DIGITAL CORP Technology 56,599.0 $36.2M 0.17% +11K +23.0% $638.72 -16.1%
128 DCRE DOUBLELINE ETF TRUST 696,975.0 $36.1M 0.17% +35K +5.3% $51.80 -0.4%
129 ET ENERGY TRANSFER L P Energy 1,874,897.0 $35.8M 0.17% +249K +15.3% $19.12 +9.5%
130 VLO VALERO ENERGY CORP Energy 136,939.0 $35.7M 0.17% +9K +7.3% $260.44 +33.3%
131 VYM VANGUARD WHITEHALL FDS 225,560.0 $35.6M 0.17% -5K -2.1% $158.03 +4.8%
132 WFC WELLS FARGO & CO Financial Services 430,811.0 $35.6M 0.17% +16K +3.9% $82.64 +5.9%
133 MBB ISHARES TR 365,786.0 $34.6M 0.16% +51K +16.4% $94.52 -1.6%
134 WMB WILLIAMS COS INC Energy 461,473.0 $34.3M 0.16% -26K -5.3% $74.34 -1.2%
135 AIRR FIRST TR EXCHANGE TRADED FD 257,146.0 $34.3M 0.16% +112K +77.2% $133.25 -6.3%
136 XLE SELECT SECTOR SPDR TR 644,258.0 $34.2M 0.16% +346K +115.9% $53.11 +17.8%
137 QCOM QUALCOMM INC Technology 184,694.0 $34.1M 0.16% -37K -16.7% $184.79 -12.2%
138 CMI CUMMINS INC Industrials 47,717.0 $34.0M 0.16% +11K +30.1% $713.21 -10.1%
139 IWD ISHARES TR 138,965.0 $33.7M 0.16% -4K -3.0% $242.43 +5.9%
140 MS MORGAN STANLEY Financial Services 159,334.0 $33.3M 0.15% -4K -2.6% $209.04 +4.4%
Page 7 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%