Portfolio (Quarterly) Guide ↗

Cravens & Co Advisors, LLC

· CIK 0001966116

13F Portfolio $154M AUM 64 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 8 New 37 Added 5 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DG	DOLLAR GEN CORP NEW	Consumer Defensive	13,508	$2.0M	1.34%	SOLD
2	THNR	AMPLIFY ETF TR	—	15,023	$390K	0.26%	SOLD
3	SPTS	SPDR SERIES TRUST	—	10,073	$295K	0.19%	SOLD
4	SPTI	SPDR SERIES TRUST	—	9,112	$263K	0.17%	SOLD
5	ASTS	AST SPACEMOBILE INC	Technology	2,409	$223K	0.15%	SOLD
6	IBB	ISHARES TR	—	1,250	$214K	0.14%	SOLD
7	XLE	SELECT SECTOR SPDR TR	—	4,364	$205K	0.13%	SOLD

Sector Allocation

Financial Services 29.6%

Technology 17.7%

Healthcare 13.8%

Communication Services 11.1%

Consumer Cyclical 9.0%

Industrials 7.3%

Energy 7.1%

Consumer Defensive 3.0%

Utilities 0.7%

Basic Materials 0.6%