Savant Capital, LLC

CIK

1482880

Location

ROCKFORD, IL

Portfolio Value

Mid $2,698,579,485

Diversification

Diversified

Filing Date

Global Rank

#1,001 / 8,622 ▲ 73 · as of Mar 2026

Top Industry

Consumer Electronics 8.0%

3Y Alpha vs SPY

-1.8%

Period ended 4 months ago

Filed May 4, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+60.5%

SPY

+67.9%

Annualised alpha

-1.8%

Max drawdown

−17.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 99% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

1,068 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.5%

−0.2 pts

Top 5

20.8%

−3.0 pts

Top 10

30.2%

−3.4 pts

HHI

150

Diversified−26

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.7%	$694,768,170	152
Financial Services	13.3%	$358,564,377	200
Industrials	11.2%	$303,556,759	146
Healthcare	10.6%	$287,381,551	98
Consumer Cyclical	8.9%	$240,273,011	117
Unclassified	6.8%	$184,566,740	19
Consumer Defensive	6.5%	$175,323,721	56
Energy	5.8%	$157,526,885	91
Communication Services	4.6%	$124,622,507	43
Utilities	3.0%	$80,616,663	48
Basic Materials	2.6%	$70,420,981	65
Real Estate	0.8%	$20,958,120	33

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	+173,803	706,429	$50,813,437
AAPL	Apple Inc.	+90,284	795,367	$201,856,190
NVDA	Nvidia Corp	+70,517	513,063	$89,478,187
HBAN	Huntington Bancshares Inc /Md/	+69,214	108,956	$1,705,161
T	At&T Inc.	+59,756	332,710	$9,645,262
MPT	Medical Properties Trust Inc	+55,608	88,105	$407,926
CMCSA	Comcast Corp	+42,861	105,655	$3,033,355
KVUE	Kenvue Inc.	+33,825	82,136	$1,416,024
PFE	Pfizer Inc	+32,573	194,065	$5,449,345
BITB	Bitwise Bitcoin ETF	+28,693	58,746	$2,162,440
VZ	Verizon Communications Inc	+27,685	108,442	$5,443,788
AMZN	Amazon Com Inc	+27,136	299,250	$62,324,797
KO	Coca Cola Co	+26,852	597,051	$45,405,728
BAC	Bank Of America Corp /De/	+25,350	269,331	$13,129,886
FINV	FinVolution Group	+25,166	40,671	$194,814
VTRS	Viatris Inc	+24,515	53,146	$718,002
CSCO	Cisco Systems, Inc.	+22,561	209,486	$16,254,018
HPE	Hewlett Packard Enterprise Co	+20,744	69,896	$1,664,223
AVGO	Broadcom Inc.	+20,139	83,783	$25,931,676
GOOGL	Alphabet Inc.	+20,096	152,445	$43,837,084
BTC	Grayscale Bitcoin Mini Trust ETF	+19,041	44,929	$1,347,420
MRK	Merck & Co., Inc.	+18,663	106,935	$12,863,211
JNJ	Johnson & Johnson	+18,538	223,783	$54,701,516
FITB	Fifth Third Bancorp	+17,561	44,517	$2,068,259
MSFT	Microsoft Corp	+17,517	271,057	$100,337,169
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VCTR	Victory Capital Holdings, Inc.	−42,487	41,230	$2,699,740
BRK-B	Berkshire Hathaway Inc	−31,908	114,021	$54,638,863
O	Realty Income Corp	−27,657	51,382	$3,143,550
SPY	Spdr S&P 500 ETF Trust	−10,710	163,816	$106,536,097
SLV	iShares Silver Trust	−10,355	15,618	$1,064,210
PLGO	Pelagos Insurance Capital Ltd	−8,508	26,246	$501,561
PSKY	Paramount Skydance Corp	−7,728	56,068	$505,733
GNW	Genworth Financial Inc	−7,222	38,946	$316,241
SBR	Sabine Royalty Trust	−5,982	5,982	$450,683
KGC	Kinross Gold Corp	−5,440	45,750	$1,396,290
DBC	Invesco DB Commodity Index Tracking Fund	−4,739	21,594	$625,146
UL	Unilever PLC	−4,713	17,604	$1,002,899
SWK	Stanley Black & Decker, Inc.	−4,693	6,918	$491,593
ASAN	Asana, Inc.	−4,371	88,535	$566,624
PAAS	Pan American Silver Corp	−4,346	5,240	$286,261
CHRW	C. H. Robinson Worldwide, Inc.	−4,342	116,491	$19,345,660
XOM	ExxonMobil Holdings Corp	−4,332	274,395	$46,553,855
MHK	Mohawk Industries Inc	−3,923	47,908	$4,717,021
RPD	Rapid7, Inc.	−3,893	10,167	$56,020
VLRS	Controladora Vuela Compania de Aviacion, S.A.B. de C.V.	−3,712	22,465	$162,646
GIS	General Mills Inc	−3,663	26,203	$975,275
SKWD	Skyward Specialty Insurance Group, Inc.	−3,625	5,202	$227,223
BDX	Becton Dickinson & Co	−3,442	5,061	$795,741
SLVM	Sylvamo Corp	−3,210	5,761	$243,344
J	Jacobs Solutions Inc.	−3,116	8,227	$1,047,132
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AIRJ	AirJoule Technologies Corp.	1,504,767	$3,776,965
CDE	Coeur Mining, Inc.	121,455	$2,279,710
AZN	Astrazeneca PLC	9,325	$1,839,076
SBET	Sharplink, Inc.	215,945	$1,392,845
VICI	Vici Properties Inc.	25,391	$693,682
PNFP	Pinnacle Financial Partners, Inc.	7,642	$658,281
ARM	Arm Holdings PLC /Uk	4,185	$633,106
DSGX	Descartes Systems Group Inc	7,966	$570,046
P	Everpure, Inc.	9,590	$566,193
EIX	Edison International	7,421	$543,068
FOR	Forestar Group Inc.	20,612	$503,757
MATX	Matson, Inc.	2,944	$482,639
RACE	Ferrari N.V.	1,425	$482,291
SFM	Sprouts Farmers Market, Inc.	6,192	$477,588
SM	SM Energy Co	14,078	$438,952
SIVR	abrdn Silver ETF Trust	6,114	$437,823
MSTR	Strategy Inc	3,407	$425,193
RELX	Relx PLC	12,815	$424,817
NICE	NICE Ltd.	3,769	$415,569
AMG	Affiliated Managers Group, Inc.	1,495	$413,666
BAR	GraniteShares Gold Trust	8,866	$408,988
REPX	Riley Exploration Permian, Inc.	11,137	$405,943
FSV	FirstService Corp	2,845	$395,284
PCG	PG&E Corp	22,113	$388,525
CMTV	Community Bancorp /Vt	12,298	$382,467
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HMC	Honda Motor Co Ltd	21,332	$628,867
IBN	Icici Bank Ltd	18,988	$565,842
WMS	Advanced Drainage Systems, Inc.	3,763	$544,995
GLOB	Globant S.A.	8,218	$537,210
LAD	Lithia Motors Inc	1,445	$480,216
BC	Brunswick Corp	6,398	$474,987
ACNB	Acnb Corp	9,144	$442,112
EXAS	EXACT SCIENCES CORP	4,045	$410,810
ONON	On Holding AG	8,576	$398,612
IT	Gartner Inc	1,469	$370,599
TGNA	TEGNA INC	17,664	$342,858
SMCI	Super Micro Computer, Inc.	10,510	$307,627
FOUR	Shift4 Payments, Inc.	4,584	$288,654
ABG	Asbury Automotive Group Inc	1,183	$275,082
KNSL	Kinsale Capital Group, Inc.	702	$274,566
THO	Thor Industries Inc	2,673	$274,436
CWK	Cushman & Wakefield Ltd.	16,700	$270,373
HURN	Huron Consulting Group Inc.	1,534	$265,243
CSGP	Costar Group, Inc.	3,861	$259,613
INFY	Infosys Ltd	14,441	$257,338
ELF	e.l.f. Beauty, Inc.	3,375	$256,635
PPC	Pilgrims Pride Corp	6,427	$250,588
MMS	Maximus, Inc.	2,861	$246,961
CRDO	Credo Technology Group Holding Ltd	1,714	$246,627
NU	Nu Holdings Ltd.	14,219	$238,026
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,068 tracked positions · $2,698,579,485 total · filing declares 1,500 positions · $20,694,946,471 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,068 positions by value · page 1 of 22

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	795,367	+90,284	$201,856,190	+5.3%	7.48%
SPY	Spdr S&P 500 ETF Trust	Reduced	163,816	-10,710	$106,536,097	−10.5%	3.95%
MSFT	Microsoft Corp Technology	Added	271,057	+17,517	$100,337,169	−18.2%	3.72%
NVDA	Nvidia Corp Technology	Added	513,063	+70,517	$89,478,187	+8.4%	3.32%
AMZN	Amazon Com Inc Consumer Cyclical	Added	299,250	+27,136	$62,324,797	−0.8%	2.31%
JNJ	Johnson & Johnson Healthcare	Added	223,783	+18,538	$54,701,516	+28.8%	2.03%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	114,021	-31,908	$54,638,863	−25.5%	2.02%
UBER	Uber Technologies, Inc Technology	Added	706,429	+173,803	$50,813,437	+16.8%	1.88%
LLY	ELI LILLY & Co Healthcare	Added	52,081	+3,887	$47,902,541	−7.5%	1.78%
XOM	ExxonMobil Holdings Corp Energy	Reduced	274,395	-4,332	$46,553,855	+38.8%	1.73%
KO	Coca Cola Co Consumer Defensive	Added	597,051	+26,852	$45,405,728	+13.9%	1.68%
JPM	Jpmorgan Chase & Co Financial Services	Added	154,146	+13,232	$45,343,587	−0.1%	1.68%
GOOGL	Alphabet Inc. Communication Services	Added	152,445	+20,096	$43,837,084	+5.8%	1.62%
ABBV	AbbVie Inc. Healthcare	Added	163,461	+849	$35,551,132	−4.3%	1.32%
CAT	Caterpillar Inc Industrials	Added	48,964	+3,494	$34,689,035	+33.2%	1.29%
QQQ	Invesco Qqq Trust, Series 1	Added	58,258	+1,165	$33,625,352	−4.1%	1.25%
WMT	Walmart Inc. Consumer Defensive	Added	229,427	+8,781	$28,513,187	+16.0%	1.06%
AVGO	Broadcom Inc. Technology	Added	83,783	+20,139	$25,931,676	+17.7%	0.96%
META	Meta Platforms, Inc. Communication Services	Added	45,023	+2,800	$25,759,008	−7.6%	0.95%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	175,450	+4,507	$25,341,998	+3.4%	0.94%
WWD	Woodward, Inc. Industrials	Added	64,494	+645	$23,083,692	+19.6%	0.86%
RTX	RTX Corp Industrials	Added	114,760	+15,291	$22,137,204	+21.3%	0.82%
SO	Southern Co Utilities	Added	218,993	+401	$21,137,204	+10.9%	0.78%
TSLA	Tesla, Inc. Consumer Cyclical	Added	54,167	+9,446	$20,136,582	+0.1%	0.75%
CVX	Chevron Corp Energy	Added	94,183	+9,728	$19,486,462	+51.4%	0.72%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Reduced	116,491	-4,342	$19,345,660	−0.4%	0.72%
SW	Smurfit Westrock plc Consumer Cyclical	Added	467,983	+581	$18,649,122	+3.2%	0.69%
HD	Home Depot, Inc. Consumer Cyclical	Added	54,595	+2,831	$17,955,749	+0.8%	0.67%
MCD	Mcdonalds Corp Consumer Cyclical	Added	56,758	+7,915	$17,639,818	+18.2%	0.65%
CSCO	Cisco Systems, Inc. Technology	Added	209,486	+22,561	$16,254,018	+12.9%	0.60%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	15,393	+3,318	$15,338,046	+47.3%	0.57%
PEP	Pepsico Inc Consumer Defensive	Added	88,483	+7,422	$13,740,525	+18.1%	0.51%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	21,907	-114	$13,511,361	+1.7%	0.50%
ABT	Abbott Laboratories Healthcare	Reduced	131,378	-637	$13,488,579	−18.4%	0.50%
V	Visa Inc. Financial Services	Added	43,613	+3,070	$13,181,593	−7.3%	0.49%
BAC	Bank Of America Corp /De/ Financial Services	Added	269,331	+25,350	$13,129,886	−2.2%	0.49%
MRK	Merck & Co., Inc. Healthcare	Added	106,935	+18,663	$12,863,211	+38.4%	0.48%
ORCL	Oracle Corp Technology	Added	86,346	+4,896	$12,702,360	−20.0%	0.47%
IBM	International Business Machines Corp Technology	Added	48,055	+7,368	$11,648,051	−3.4%	0.43%
GLD	Spdr Gold Trust	Reduced	25,205	-596	$10,845,459	+6.1%	0.40%
NEE	Nextera Energy Inc Utilities	Added	110,120	+12,522	$10,227,945	+30.5%	0.38%
MA	Mastercard Inc Financial Services	Added	20,338	+1,004	$10,162,085	−7.9%	0.38%
MMM	3M Co Industrials	Added	67,115	+3,041	$9,747,111	−5.0%	0.36%
T	At&T Inc. Communication Services	Added	332,710	+59,756	$9,645,262	+42.3%	0.36%
MCK	Mckesson Corp Healthcare	Added	11,043	+533	$9,556,170	+10.8%	0.35%
NFLX	Netflix Inc Communication Services	Added	98,877	+8,759	$9,507,023	+12.5%	0.35%
AMD	Advanced Micro Devices Inc Technology	Added	46,470	+7,848	$9,453,392	+14.3%	0.35%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	28,897	+573	$9,451,341	+7.6%	0.35%
AXP	American Express Co Financial Services	Added	30,774	+5,714	$9,308,519	+0.4%	0.34%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	27,329	+2,446	$9,235,835	+22.1%	0.34%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.