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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 31 of 31  ·  615 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 E ENI SPA Energy 4,053.0 $204K 0.01% NEW $50.23 +11.6%
602 NBXG NEUBERGER NEXT GENERATION Financial Services 13,975.0 $203K 0.01% NEW $14.54 +8.9%
603 OUNZ VANECK MERK GOLD ETF Financial Services 5,247.0 $203K 0.01% NEW $38.69 +9.8%
604 SLYG SPDR SERIES TRUST 1,761.0 $200K 0.01% NEW $113.60 +4.7%
605 ETHA ISHARES ETHEREUM TR Financial Services 13,078.0 $190K 0.01% NEW $14.49 -0.6%
606 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 14,370.0 $185K 0.01% NEW $12.90 -1.4%
607 WDI WESTERN ASSET DIVERSIFIED IN Financial Services 11,865.0 $155K 0.01% NEW $13.05 +1.3%
608 GSBD GOLDMAN SACHS BDC INC Financial Services 17,110.0 $152K 0.01% NEW $8.88 +10.1%
609 JOBY JOBY AVIATION INC Industrials 18,004.0 $131K 0.01% NEW $7.27 +8.8%
610 NUVEEN CR STRATEGIES INCOME 25,666.0 $122K 0.01% NEW $4.75
611 XRPC CANARY XRP ETF 10,200.0 $115K 0.01% NEW $11.24 -5.5%
612 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 24,462.0 $96K 0.01% NEW $3.94 -10.2%
613 ACHR ARCHER AVIATION INC Industrials 18,989.0 $92K 0.01% NEW $4.82 +32.6%
614 NEOV NEOVOLTA INC Industrials 24,509.0 $49K 0.00% NEW $2.01 +81.1%
615 BLDP BALLARD PWR SYS INC NEW Industrials 16,016.0 $43K 0.00% NEW $2.68 -3.0%
Page 31 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%