Sanctuary Advisors, LLC

CIK

1777271

Location

INDIANAPOLIS, IN

Portfolio Value

Mid $9,292,639,055

Diversification

Diversified

Filing Date

Global Rank

#317 / 8,232 ▲ 36

Top Industry

Semiconductors 10.8%

3Y Alpha vs SPY

-3.7%

Period ended 2 months ago

Filed May 5, 2026 · 39d

8 quarters · since Jun 2024

Clone Performance

Aug 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+31.7%

SPY

+39.3%

Annualised alpha

-3.6%

Max drawdown

−17.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,461 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%	$2,099,190,488	193
Financial Services	12.5%	$1,161,225,782	312
Industrials	11.5%	$1,066,988,688	200
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%	$610,063,262	67
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%	$177,070,836	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

1,461 positions · $9,292,639,055 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 1,461 positions by value · page 1 of 30

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp 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	Exxon Mobil 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%	0.61%
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%	0.59%
PM	Philip Morris International Inc. Consumer Defensive	Added	317,635	+26,165	$52,517,770	+12.3%	0.57%
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%