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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 4 of 31  ·  615 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UDEC INNOVATOR ETFS TRUST 126,112.0 $5.3M 0.39% NEW $41.80 +1.8%
62 SLV ISHARES SILVER TR Financial Services 101,916.0 $5.3M 0.39% NEW $51.70 +15.2%
63 GSAT GLOBALSTAR INC Communication Services 66,300.0 $5.2M 0.39% NEW $79.04 +5.0%
64 AFMC FIRST TR EXCHNG TRADED FD VI 126,207.0 $5.2M 0.38% NEW $40.88 +2.6%
65 CGIE CAPITAL GROUP INTERNATIONAL 142,186.0 $5.1M 0.38% NEW $36.19 +5.6%
66 VCIT VANGUARD SCOTTSDALE FDS 62,875.0 $5.1M 0.38% NEW $81.51 -0.6%
67 SPGP INVESCO EXCHANGE TRADED FD T 40,711.0 $5.1M 0.38% NEW $125.34 +1.6%
68 TBUX T ROWE PRICE EXCHANGE-TRADED 102,384.0 $5.1M 0.38% NEW $49.73 +0.4%
69 AVLV AMERICAN CENTY ETF TR 54,213.0 $5.0M 0.37% NEW $92.30 +2.5%
70 AIRR FIRST TR EXCHANGE TRADED FD 41,732.0 $4.8M 0.36% NEW $116.02 +7.6%
71 MGC VANGUARD WORLD FD 17,697.0 $4.8M 0.36% NEW $269.94 +4.8%
72 USAR USA RARE EARTH INC Basic Materials 339,133.0 $4.8M 0.35% NEW $14.06 +37.2%
73 IONS IONIS PHARMACEUTICALS INC Healthcare 84,984.0 $4.7M 0.35% NEW $55.30 +6.0%
74 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 4,821.0 $4.7M 0.35% NEW $966.51 -1.3%
75 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 957,879.0 $4.6M 0.34% NEW $4.84 +11.6%
76 TSLA TESLA INC Consumer Cyclical 14,971.0 $4.6M 0.34% NEW $307.44 +10.4%
77 IAU ISHARES GOLD TR Financial Services 59,409.0 $4.5M 0.34% NEW $76.04 +9.3%
78 OEF ISHARES TR 12,233.0 $4.5M 0.33% NEW $364.21 +4.5%
79 LLY ELI LILLY & CO Healthcare 3,612.0 $4.4M 0.33% NEW $1220.79 -2.9%
80 DVN DEVON ENERGY CORP NEW Energy 102,287.0 $4.4M 0.33% NEW $42.66 +11.5%
Page 4 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%