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Portfolio (Quarterly) Guide ↗

Sovran Advisors, LLC

· CIK 0002051471
13F Portfolio $1.3B AUM 701 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 615 New
Page 30 of 31  ·  615 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SYK STRYKER CORPORATION Healthcare 615.0 $213K 0.02% NEW $346.87 -4.4%
582 SHV ISHARES TR 1,932.0 $213K 0.02% NEW $110.33 -0.1%
583 GFEB FIRST TR EXCHNG TRADED FD VI 4,829.0 $213K 0.02% NEW $44.11 +1.5%
584 TT TRANE TECHNOLOGIES PLC Industrials 452.0 $212K 0.02% NEW $469.59 +1.2%
585 HONEYWELL INTL INC 853.0 $211K 0.02% NEW $247.05
586 DDS DILLARDS INC Consumer Cyclical 357.0 $210K 0.02% NEW $589.22 -1.6%
587 RVTY REVVITY INC Healthcare 1,880.0 $210K 0.02% NEW $111.51 +4.2%
588 STT STATE STR CORP Financial Services 1,142.0 $208K 0.02% NEW $182.55 +5.7%
589 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,045.0 $208K 0.02% NEW $199.33 +2.7%
590 FALN ISHARES TR 7,710.0 $208K 0.01% NEW $26.95 +0.2%
591 KNSL KINSALE CAP GROUP INC Financial Services 560.0 $207K 0.01% NEW $369.98 -0.8%
592 IDHQ INVESCO EXCH TRADED FD TR II 4,772.0 $207K 0.01% NEW $43.39 +5.3%
593 AEP AMERICAN ELEC PWR CO INC Utilities 1,549.0 $206K 0.01% NEW $133.00 -4.9%
594 VTEB VANGUARD MUN BD FDS 4,144.0 $206K 0.01% NEW $49.71 -0.1%
595 HCC WARRIOR MET COAL INC Energy 2,600.0 $205K 0.01% NEW $78.99 +24.9%
596 MAR MARRIOTT INTL INC NEW Consumer Cyclical 535.0 $205K 0.01% NEW $383.55 -7.0%
597 PSTG EVERPURE INC 2,811.0 $205K 0.01% NEW $72.99
598 BCAT BLACKROCK CAP ALLOCATION TER Financial Services 13,285.0 $205K 0.01% NEW $15.44 +1.8%
599 AYI ACUITY INC Industrials 594.0 $204K 0.01% NEW $344.21 +4.7%
600 INNOVATOR ETFS TRUST 7,837.0 $204K 0.01% NEW $26.05
Page 30 of 31  ·  615 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 35.0%
Financial Services 27.0%
Communication Services 10.0%
Consumer Cyclical 6.5%
Healthcare 6.4%
Consumer Defensive 4.0%
Industrials 3.4%
Energy 3.4%
Utilities 2.0%
Basic Materials 1.9%