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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 5 of 31  ·  615 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWY ISHARES TR 15,591.0 $4.2M 0.32% NEW $271.73 +7.3%
82 VIGI VANGUARD WHITEHALL FDS 43,707.0 $4.2M 0.32% NEW $96.86 +2.0%
83 AMD ADVANCED MICRO DEVICES INC Technology 9,268.0 $4.2M 0.31% NEW $454.62 +11.3%
84 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 10,736.0 $4.2M 0.31% NEW $392.30 +9.9%
85 MUB ISHARES TR 39,430.0 $4.2M 0.31% NEW $106.00 -0.4%
86 CGGO CAPITAL GROUP GBL GROWTH EQT 107,389.0 $4.2M 0.31% NEW $38.81 +6.8%
87 ASML ASML HLDG NV Technology 2,618.0 $4.1M 0.31% NEW $1582.80 +19.0%
88 IMCV ISHARES TR 41,718.0 $4.0M 0.30% NEW $96.67 +0.9%
89 PKW INVESCO EXCHANGE TRADED FD T 27,284.0 $4.0M 0.30% NEW $146.98 +2.3%
90 GSG ISHARES S&P GSCI COMMODITY- Financial Services 127,729.0 $4.0M 0.30% NEW $31.09 +6.4%
91 CELH CELSIUS HLDGS INC Consumer Defensive 134,513.0 $4.0M 0.29% NEW $29.45 +1.7%
92 LMBS FIRST TR EXCHANGE-TRADED FD 79,857.0 $4.0M 0.29% NEW $49.49 +0.4%
93 SCHD SCHWAB STRATEGIC TR 116,485.0 $3.9M 0.29% NEW $33.83 +1.4%
94 IYW ISHARES TR 16,689.0 $3.9M 0.29% NEW $232.20 +9.7%
95 SYF SYNCHRONY FINANCIAL Financial Services 49,803.0 $3.8M 0.29% NEW $77.12 +4.7%
96 CGSD CAPITAL GRP FIXED INCM ETF T 147,186.0 $3.8M 0.28% NEW $25.73 -0.0%
97 ACYN FIRST TR EXCHANGE-TRADED FD 183,659.0 $3.8M 0.28% NEW $20.57 +0.9%
98 TLH ISHARES TR 38,383.0 $3.8M 0.28% NEW $98.28 -2.2%
99 VO VANGUARD INDEX FDS 46,190.0 $3.8M 0.28% NEW $81.35 +3.3%
100 CGGE CAPITAL GROUP GLOBAL EQUITY 108,655.0 $3.7M 0.28% NEW $34.25 +4.6%
Page 5 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%