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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 97 of 121  ·  2,413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 LSCC LATTICE SEMICONDUCTOR CORP Technology 4,709.0 $345K 0.00% NEW $73.32 +69.5%
1922 FHN FIRST HORIZON CORPORATION Financial Services 15,266.0 $345K 0.00% -2K -9.9% $22.61 +4.3%
1923 MTRN MATERION CORP Basic Materials 2,852.0 $345K 0.00% NEW $120.81 +60.6%
1924 IBMQ ISHARES TR 13,393.0 $343K 0.00% +2K +13.1% $25.64 -0.7%
1925 PB PROSPERITY BANCSHARES INC Financial Services 5,172.0 $343K 0.00% +1K +24.6% $66.35 +2.4%
1926 MPV BARINGS PARTN INVS Financial Services 16,968.0 $342K 0.00% $20.15 -17.4%
1927 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 8,955.0 $341K 0.00% -28K -76.1% $38.12 +17.6%
1928 RITM RITHM CAPITAL CORP Real Estate 29,928.0 $341K 0.00% +10K +51.5% $11.39 -21.0%
1929 PCN PIMCO CORPORATE & INCM STRG Financial Services 25,436.0 $340K 0.00% +622.0 +2.5% $13.38 -12.6%
1930 LTC LTC PPTYS INC Real Estate 9,208.0 $339K 0.00% +215.0 +2.4% $36.86 +4.7%
1931 PFL PIMCO INCOME STRATEGY FD Financial Services 39,783.0 $339K 0.00% +1K +2.9% $8.52 -9.5%
1932 JULT AIM ETF PRODUCTS TRUST 7,712.0 $338K 0.00% +600.0 +8.4% $43.87 +7.6%
1933 XRAY DENTSPLY SIRONA INC Healthcare 26,627.0 $338K 0.00% +1K +5.4% $12.69 -23.2%
1934 CWST CASELLA WASTE SYS INC Industrials 3,549.0 $337K 0.00% +1K +42.4% $94.88 -10.2%
1935 MWA MUELLER WTR PRODS INC Industrials 13,183.0 $336K 0.00% -1K -9.5% $25.52 -2.0%
1936 PFN PIMCO INCOME STRATEGY FD II Financial Services 44,278.0 $336K 0.00% +1K +2.9% $7.59 -9.6%
1937 TREX TREX CO INC Industrials 6,500.0 $336K 0.00% +2K +36.5% $51.67 -29.9%
1938 VPU VANGUARD WORLD FD 1,767.0 $335K 0.00% +552.0 +45.4% $189.37 +1.9%
1939 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 20,767.0 $334K 0.00% -195.0 -0.9% $16.08 -8.3%
1940 SCHH SCHWAB STRATEGIC TR 15,432.0 $333K 0.00% +903.0 +6.2% $21.57 +9.5%
Page 97 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%