Sanctuary Advisors, LLC

CIK

1777271

Location

INDIANAPOLIS, IN

Portfolio Value

Mid $9,295,777,560

Diversification

Diversified

Filing Date

Global Rank

#444 / 8,621 ▲ 5 · as of Mar 2026

Top Industry

Semiconductors 10.8%

3Y Alpha vs SPY

-3.0%

Period ended 4 months ago

Filed May 5, 2026 · 3mo

8 quarters · since Jun 2024

Clone Performance

Aug 2024–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

+33.4%

SPY

+39.1%

Annualised alpha

-2.5%

Max drawdown

−17.1%

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 100% of reported value on average across 8 quarters. Past performance does not predict future results.

Portfolio Concentration

1,463 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.4%

−0.4 pts

Top 5

17.1%

−2.3 pts

Top 10

26.9%

−2.5 pts

HHI

112

Diversified−19

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	22.6%	$2,099,190,482	193
Financial Services	12.5%	$1,162,304,846	313
Industrials	11.5%	$1,069,286,713	202
Healthcare	10.9%	$1,012,363,925	162
Energy	7.9%	$737,340,920	93
Communication Services	7.7%	$711,390,083	60
Consumer Cyclical	6.7%	$621,209,846	144
Consumer Defensive	6.6%	$609,824,685	66
Unclassified	6.1%	$570,676,695	26
Utilities	3.3%	$307,664,643	48
Real Estate	2.3%	$217,453,887	82
Basic Materials	1.9%	$177,070,835	74

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
ET	Energy Transfer LP	+257,954	1,888,661	$36,451,157
SLB	Slb Limited/Nv	+226,031	478,183	$24,573,824
F	Ford Motor Co	+210,964	729,732	$8,421,107
UPWK	Upwork, Inc	+138,581	148,664	$1,629,357
INTC	Intel Corp	+137,117	403,060	$17,787,037
KIM	Kimco Realty Corp	+134,061	175,318	$3,939,395
OTF	Blue Owl Technology Finance Corp.	+133,722	283,099	$3,507,596
IGR	Cbre Global Real Estate Income Fund	+116,157	768,673	$3,374,474
VZ	Verizon Communications Inc	+106,325	992,459	$49,821,441
GPK	Graphic Packaging Holding Co	+105,351	121,133	$1,204,062
RF	Regions Financial Corp	+99,934	775,230	$20,249,007
JBI	Janus International Group, Inc.	+98,511	109,427	$563,549
FSK	FS KKR Capital Corp	+81,653	713,670	$7,265,160
CVX	Chevron Corp	+75,399	472,061	$97,669,420
ENVX	Enovix Corp	+74,217	164,744	$853,373
FBTC	Fidelity Wise Origin Bitcoin Fund	+70,982	118,559	$6,998,537
BITB	Bitwise Bitcoin ETF	+68,335	190,617	$7,016,611
FITB	Fifth Third Bancorp	+64,428	129,461	$6,014,758
KO	Coca Cola Co	+62,249	511,510	$38,900,335
NOK	Nokia Corp	+60,992	87,460	$703,178
VICI	Vici Properties Inc.	+59,881	231,829	$6,333,568
PFE	Pfizer Inc	+59,828	1,013,675	$28,463,994
CWEN	Clearway Energy, Inc.	+58,138	243,587	$9,570,533
CMCSA	Comcast Corp	+54,673	449,940	$12,917,777
UL	Unilever PLC	+54,206	170,240	$9,698,572
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAUM	iShares Gold Trust Micro	−394,230	419,754	$19,602,511
IBIT	iShares Bitcoin Trust ETF	−232,973	391,483	$15,040,776
IAU	Ishares Gold Trust	−221,638	728,291	$64,206,134
CRMD	CorMedix Inc.	−117,527	17,142	$116,394
ASX	ASE Technology Holding Co., Ltd.	−94,420	128,703	$2,790,281
CLF	Cleveland-Cliffs Inc.	−87,863	56,758	$479,605
ORCL	Oracle Corp	−87,411	272,688	$40,115,131
WMB	Williams Companies, Inc.	−77,923	420,652	$30,615,052
RGTI	Rigetti Computing, Inc.	−69,472	34,421	$483,270
BPRE	Bluerock Private Real Estate Fund	−68,107	287,537	$4,775,989
MFG	Mizuho Financial Group Inc	−61,966	77,177	$612,785
VISN	Vistance Networks, Inc.	−58,745	63,145	$1,149,239
GMAB	Genmab A/S	−57,908	10,850	$291,105
UBER	Uber Technologies, Inc	−56,335	236,022	$16,977,062
SRE	Sempra	−54,371	110,733	$10,759,925
WBD	Warner Bros. Discovery, Inc.	−51,707	159,408	$4,377,343
SOFI	SoFi Technologies, Inc.	−46,124	239,487	$3,803,053
WMT	Walmart Inc.	−44,118	1,130,844	$140,541,292
MDLZ	Mondelez International, Inc.	−43,655	204,561	$11,790,896
ENB	Enbridge Inc	−43,253	151,111	$8,181,149
PYPL	PayPal Holdings, Inc.	−37,781	81,805	$3,700,040
AVTR	Avantor, Inc.	−34,775	21,412	$167,870
ADT	ADT Inc.	−34,053	39,271	$258,010
NVDA	Nvidia Corp	−33,992	2,858,530	$498,527,632
PSLV	Sprott Physical Silver Trust	−33,910	145,020	$3,537,037
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
UUUU	Energy Fuels Inc	283,274	$5,169,750
PNFP	Pinnacle Financial Partners, Inc.	30,511	$2,628,217
CSTM	Constellium SE	92,831	$2,281,785
RYN	Rayonier Inc	107,630	$2,219,330
OI	O-I Glass, Inc. /DE/	164,460	$1,728,474
SGHC	Super Group (SGHC) Ltd	149,550	$1,615,140
KRYS	Krystal Biotech, Inc.	6,030	$1,557,669
ANIP	Ani Pharmaceuticals Inc	18,901	$1,453,486
IHS	IHS Holding Ltd	167,083	$1,375,093
GRDN	Guardian Pharmacy Services, Inc.	35,901	$1,352,031
AMCR	Amcor plc	32,324	$1,284,879
SSL	Sasol Ltd	94,999	$1,231,187
DBB	Invesco Db Base Metals Fund	51,371	$1,207,218
RVI	Robinhood Ventures Fund I	40,060	$1,063,192
DHT	DHT Holdings, Inc.	56,715	$1,036,183
HRMY	Harmony Biosciences Holdings, Inc.	36,778	$1,030,151
TS	Tenaris SA	17,631	$1,025,771
TEN	Tsakos Energy Navigation Ltd	25,356	$1,000,547
EC	Ecopetrol S.A.	61,765	$925,857
TK	Teekay Corp Ltd	71,664	$875,017
TNK	Teekay Tankers Ltd.	11,078	$812,238
VTOL	Bristow Group Inc.	16,992	$796,754
LOCO	El Pollo Loco Holdings, Inc.	56,924	$788,966
FHI	Federated Hermes, Inc.	13,711	$777,550
SUNB	Sunbelt Rentals Holdings, Inc.	11,890	$773,920
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
DBC	Invesco DB Commodity Index Tracking Fund	99,157	$2,217,150
COLL	Collegium Pharmaceutical, Inc	30,101	$1,393,676
EXAS	EXACT SCIENCES CORP	12,583	$1,277,929
KINS	Kingstone Companies, Inc.	63,550	$1,069,546
JEF	Jefferies Financial Group Inc.	13,098	$811,683
SEE	SEALED AIR CORP/DE	17,859	$739,898
BBW	Build-A-Bear Workshop Inc	10,102	$618,949
NFBK	Northfield Bancorp, Inc.	49,929	$570,688
FVRR	Fiverr International Ltd.	26,600	$525,616
U	Unity Software Inc.	11,632	$513,785
AMH	American Homes 4 Rent	15,690	$503,649
INSP	Inspire Medical Systems, Inc.	5,216	$481,071
TDC	Teradata Corp /De/	15,201	$462,718
BXMX	Nuveen S&P 500 BuyWrite Income Fund	31,019	$455,979
VVX	V2X, Inc.	7,883	$430,017
TFX	Teleflex Inc	3,509	$428,238
TU	Telus Corp	31,454	$414,249
SAM	Boston Beer Co Inc	2,049	$399,821
HNI	Hni Corp	8,689	$365,285
CMCL	Caledonia Mining Corp Plc	13,300	$348,061
KRC	Kilroy Realty Corp	9,263	$346,158
SUPN	Supernus Pharmaceuticals, Inc.	6,795	$337,711
SBSI	Southside Bancshares Inc	10,725	$325,932
NE	Noble Corp plc	10,970	$309,792
RHI	Robert Half Inc.	11,179	$303,621
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,463 positions · $9,295,777,560 total · 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 1,463 positions by value · page 1 of 30

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp CALL + SHARES Technology	Reduced	2,858,530	-33,992	$498,527,632	−7.6%	5.36%
MSFT	Microsoft Corp Technology	Added	980,298	+3,211	$362,876,910	−23.2%	3.90%
SPY	Spdr S&P 500 ETF Trust	Reduced	394,346	-8,663	$256,458,977	−6.7%	2.76%
GOOGL	Alphabet Inc. Communication Services	Added	874,471	+21,912	$251,462,880	−5.8%	2.71%
LLY	ELI LILLY & Co Healthcare	Reduced	241,945	-2,189	$222,533,752	−15.2%	2.39%
AVGO	Broadcom Inc. Technology	Reduced	715,328	-22,495	$221,401,169	−13.3%	2.38%
JPM	Jpmorgan Chase & Co Financial Services	Added	718,193	+16,144	$211,263,652	−6.6%	2.27%
XOM	ExxonMobil Holdings Corp Energy	Reduced	1,025,623	-22,786	$174,007,198	+37.9%	1.87%
META	Meta Platforms, Inc. Communication Services	Added	282,725	+10,630	$161,755,454	−9.9%	1.74%
WMT	Walmart Inc. Consumer Defensive	Reduced	1,130,844	-44,118	$140,541,292	+7.4%	1.51%
TSLA	Tesla, Inc. Consumer Cyclical	Added	326,833	+721	$121,500,167	−17.2%	1.31%
ABBV	AbbVie Inc. Healthcare	Added	479,197	+128	$104,220,555	−4.8%	1.12%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	102,748	-5,176	$102,381,189	+10.0%	1.10%
JNJ	Johnson & Johnson Healthcare	Added	402,894	+469	$98,483,409	+18.3%	1.06%
CVX	Chevron Corp Energy	Added	472,061	+75,399	$97,669,420	+61.6%	1.05%
V	Visa Inc. Financial Services	Reduced	320,139	-19,849	$96,758,811	−18.9%	1.04%
GLD	Spdr Gold Trust	Reduced	216,349	-7,823	$93,092,811	+4.8%	1.00%
CAT	Caterpillar Inc Industrials	Added	127,231	+1,064	$90,138,074	+24.7%	0.97%
PLTR	Palantir Technologies Inc. Technology	Reduced	562,025	-17,894	$82,213,017	−20.2%	0.88%
NFLX	Netflix Inc Communication Services	Added	826,101	+37,656	$79,429,611	+7.4%	0.85%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	165,079	+2,268	$76,462,942	−2.3%	0.82%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	205,972	+463	$69,608,237	+11.5%	0.75%
CSCO	Cisco Systems, Inc. Technology	Added	886,031	+37,550	$68,747,145	+5.2%	0.74%
GEV	GE Vernova Inc. Industrials	Added	77,106	+2,793	$67,305,827	+38.6%	0.72%
GS	Goldman Sachs Group Inc Financial Services	Added	79,214	+1,157	$67,014,251	−2.3%	0.72%
IAU	Ishares Gold Trust	Reduced	728,291	-221,638	$64,206,134	−16.7%	0.69%
IBM	International Business Machines Corp Technology	Reduced	264,484	-4,251	$64,108,276	−19.5%	0.69%
HEI	Heico Corp Industrials	Reduced	226,222	-22,825	$62,030,072	−23.0%	0.67%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	413,573	-4,808	$59,736,484	−0.4%	0.64%
HD	Home Depot, Inc. Consumer Cyclical	Added	170,975	+3,012	$56,231,967	−2.7%	0.60%
NEE	Nextera Energy Inc Utilities	Added	587,643	+8,127	$54,580,281	+17.3%	0.59%
MCD	Mcdonalds Corp Consumer Cyclical	Added	174,967	+1,018	$54,377,993	+2.3%	0.58%
PM	Philip Morris International Inc. Consumer Defensive	Added	317,635	+26,165	$52,517,770	+12.3%	0.56%
VZ	Verizon Communications Inc Communication Services	Added	992,459	+106,325	$49,821,441	+38.0%	0.54%
UNH	Unitedhealth Group Inc Healthcare	Added	183,680	+19,712	$49,701,971	−8.2%	0.53%
MRK	Merck & Co., Inc. Healthcare	Added	406,087	+48,579	$48,848,205	+29.8%	0.53%
T	At&T Inc. Communication Services	Reduced	1,498,520	-10,290	$43,442,094	+15.9%	0.47%
GE	General Electric Co Industrials	Added	151,568	+8,441	$43,010,451	−2.4%	0.46%
VLO	Valero Energy Corp/Tx Energy	Added	166,868	+35,067	$41,229,745	+92.2%	0.44%
MA	Mastercard Inc Financial Services	Reduced	82,145	-7,622	$41,044,570	−19.9%	0.44%
GLW	Corning Inc /Ny Technology	Added	295,466	+30,789	$40,174,512	+73.4%	0.43%
ORCL	Oracle Corp Technology	Reduced	272,688	-87,411	$40,115,131	−42.8%	0.43%
PH	Parker-Hannifin Corp Industrials	Reduced	43,760	-2,301	$39,175,702	−3.2%	0.42%
KO	Coca Cola Co Consumer Defensive	Added	511,510	+62,249	$38,900,335	+23.9%	0.42%
SO	Southern Co Utilities	Added	402,801	+34,768	$38,878,352	+21.1%	0.42%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	240,515	+14,394	$38,410,245	+10.6%	0.41%
BLK	BlackRock, Inc. Financial Services	Added	39,620	+896	$38,102,950	−8.1%	0.41%
MO	Altria Group, Inc. Consumer Defensive	Added	566,366	+9,370	$37,374,492	+16.4%	0.40%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	94,572	+1,168	$36,921,854	−15.7%	0.40%
LOW	Lowes Companies Inc Consumer Cyclical	Added	155,938	+8,010	$36,845,030	+3.3%	0.40%