Cravens & Co Advisors, LLC

CIK

1966116

Location

COOKEVILLE, TN

Portfolio Value

Micro $59,967,255

Diversification

Diversified

Filing Date

Global Rank

#6,730 / 8,517 ▲ 420

Top Industry

Banks - Regional 27.0%

3Y Alpha vs SPY

+24.5%

Period ended 47 days ago

Filed Aug 12, 2026 · 4d

15 quarters · since Dec 2022

Clone Performance

Aug 2023–Aug 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

+212.4%

SPY

+76.6%

Annualised alpha

+25.3%

Max drawdown

−21.3%

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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

52 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

17.2%

+1.6 pts

Top 5

36.0%

+2.6 pts

Top 10

50.8%

+1.4 pts

HHI

514

Diversified+44

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	34.6%	$20,732,561	9
Technology	19.8%	$11,886,177	11
Healthcare	10.7%	$6,438,691	7
Communication Services	10.6%	$6,366,100	5
Consumer Cyclical	6.6%	$3,958,753	6
Industrials	6.2%	$3,733,262	4
Utilities	3.4%	$2,011,149	2
Energy	3.2%	$1,940,008	3
Consumer Defensive	2.4%	$1,457,049	1
Unclassified	1.9%	$1,152,888	3
Basic Materials	0.5%	$290,617	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
CRM	Salesforce, Inc.	+6,181	7,416	$1,161,790
UNP	Union Pacific Corp	+2,408	3,537	$962,064
MSFT	Microsoft Corp	+918	5,865	$2,187,762
META	Meta Platforms, Inc.	+519	4,296	$2,419,893
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SBUX	Starbucks Corp	−11,701	8,772	$896,410
CMCSA	Comcast Corp	−5,810	30,596	$751,131
TOST	Toast, Inc.	−5,182	12,859	$357,737
NVO	Novo Nordisk A S	−4,993	23,681	$1,135,267
RTX	RTX Corp	−4,727	3,866	$733,496
AFRM	Affirm Holdings, Inc.	−2,519	6,751	$550,544
BX	Blackstone Inc.	−1,900	8,210	$966,070
PM	Philip Morris International Inc.	−1,879	8,054	$1,457,049
CVX	Chevron Corp	−1,854	7,006	$1,161,314
ILMN	Illumina, Inc.	−1,834	4,538	$797,916
CGUS	Capital Group Core Equity ETF	−1,787	11,033	$490,747
NFLX	Netflix Inc	−1,670	8,116	$579,482
SHOP	Shopify Inc.	−1,418	3,437	$392,436
AVGO	Broadcom Inc.	−1,244	6,990	$2,640,472
CGGO	Capital Group Global Growth Equity ETF	−1,122	5,201	$220,158
SE	Sea Ltd	−1,087	3,232	$309,722
AMZN	Amazon Com Inc	−1,036	5,892	$1,404,299
VALE	Vale S.A.	−892	19,323	$290,617
NET	Cloudflare, Inc.	−890	2,426	$595,049
LOW	Lowes Companies Inc	−854	3,428	$755,839
BA	Boeing Co	−853	4,025	$871,291
JPM	Jpmorgan Chase & Co	−753	4,783	$1,565,619
GOOGL	Alphabet Inc.	−690	5,747	$2,030,587
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−688	4,361	$2,082,682
VRTX	Vertex Pharmaceuticals Inc / Ma	−564	2,640	$1,311,367
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
ATO	Atmos Energy Corp	9,703	$1,671,535
BRK-B	Berkshire Hathaway Inc	3,034	$1,518,183
SAP	Sap SE	8,262	$1,273,256
DIS	Walt Disney Co	6,078	$585,007
MELI	Mercadolibre Inc	221	$375,123
MDT	Medtronic plc	4,457	$348,671
ASTS	AST SpaceMobile, Inc.	2,409	$214,063
BAC	Bank Of America Corp /De/	3,519	$200,512
APH	Amphenol Corp /De/	4,433	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
EOG	Eog Resources Inc	7,879	$1,139,067
ABT	Abbott Laboratories	9,117	$936,042
BMY	Bristol Myers Squibb Co	5,611	$340,307
INSM	INSMED Inc	2,020	$330,310
ACN	Accenture plc	1,016	$201,462
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

52 tracked positions · $59,967,255 total · filing declares 67 positions · $148,962,211 · as of Jun 30, 2026

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

Showing 1–50 of 52 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SMBK	Smartfinancial Inc. Financial Services	Reduced	220,400	-30	$10,341,168	+20.0%	17.24%
CBK	Commercial Bancgroup, Inc. Financial Services	Held	124,542	0	$4,021,461	+24.1%	6.71%
AVGO	Broadcom Inc. Technology	Reduced	6,990	-1,244	$2,640,472	+3.6%	4.40%
META	Meta Platforms, Inc. Communication Services	Added	4,296	+519	$2,419,893	+12.0%	4.04%
MSFT	Microsoft Corp Technology	Added	5,865	+918	$2,187,762	+19.5%	3.65%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	4,361	-688	$2,082,682	+22.1%	3.47%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,747	-690	$2,030,587	+10.0%	3.39%
ATO	Atmos Energy Corp Utilities	NEW	9,703	NEW	$1,671,535	NEW	2.79%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,783	-753	$1,565,619	−3.9%	2.61%
USB	US Bancorp De Financial Services	Held	25,212	0	$1,522,804	+16.1%	2.54%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	3,034	NEW	$1,518,183	NEW	2.53%
LLY	ELI LILLY & Co Healthcare	Reduced	1,236	-271	$1,482,495	+7.0%	2.47%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	8,054	-1,879	$1,457,049	−11.3%	2.43%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,892	-1,036	$1,404,299	−2.7%	2.34%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	2,640	-564	$1,311,367	−8.3%	2.19%
SAP	Sap SE Technology	NEW	8,262	NEW	$1,273,256	NEW	2.12%
GE	General Electric Co Industrials	Reduced	3,121	-548	$1,166,411	+12.0%	1.95%
CRM	Salesforce, Inc. Technology	Added	7,416	+6,181	$1,161,790	+403.9%	1.94%
CVX	Chevron Corp Energy	Reduced	7,006	-1,854	$1,161,314	−36.6%	1.94%
NVO	Novo Nordisk A S Healthcare	Reduced	23,681	-4,993	$1,135,267	+7.7%	1.89%
AAPL	Apple Inc. Technology	Reduced	3,390	-54	$980,930	+12.2%	1.64%
UNH	Unitedhealth Group Inc Healthcare	Reduced	2,346	-518	$975,067	+25.8%	1.63%
BX	Blackstone Inc. Financial Services	Reduced	8,210	-1,900	$966,070	−16.9%	1.61%
UNP	Union Pacific Corp Industrials	Added	3,537	+2,408	$962,064	+251.2%	1.60%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	8,772	-11,701	$896,410	−51.1%	1.49%
BA	Boeing Co Industrials	Reduced	4,025	-853	$871,291	−10.3%	1.45%
ILMN	Illumina, Inc. Healthcare	Reduced	4,538	-1,834	$797,916	+1.6%	1.33%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	3,428	-854	$755,839	−25.3%	1.26%
CMCSA	Comcast Corp Communication Services	Reduced	30,596	-5,810	$751,131	−28.1%	1.25%
RTX	RTX Corp Industrials	Reduced	3,866	-4,727	$733,496	−55.7%	1.22%
NET	Cloudflare, Inc. Technology	Reduced	2,426	-890	$595,049	−13.0%	0.99%
DIS	Walt Disney Co Communication Services	NEW	6,078	NEW	$585,007	NEW	0.98%
NFLX	Netflix Inc Communication Services	Reduced	8,116	-1,670	$579,482	−38.4%	0.97%
AFRM	Affirm Holdings, Inc. Financial Services	Reduced	6,751	-2,519	$550,544	+29.6%	0.92%
CGUS	Capital Group Core Equity ETF	Reduced	11,033	-1,787	$490,747	−0.4%	0.82%
VXUS	Vanguard Total International Stock ETF	Held	5,170	0	$441,983	+10.9%	0.74%
TRP	Tc Energy Corp Energy	Reduced	6,325	-275	$419,284	+1.5%	0.70%
SHOP	Shopify Inc. Technology	Reduced	3,437	-1,418	$392,436	−31.9%	0.65%
GSK	GSK plc Healthcare	Reduced	7,400	-351	$387,908	−9.3%	0.65%
MELI	Mercadolibre Inc Consumer Cyclical	NEW	221	NEW	$375,123	NEW	0.63%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Reduced	9,099	-396	$359,410	−22.3%	0.60%
TOST	Toast, Inc. Technology	Reduced	12,859	-5,182	$357,737	−25.2%	0.60%
MDT	Medtronic plc Healthcare	NEW	4,457	NEW	$348,671	NEW	0.58%
DUK	Duke Energy CORP Utilities	Reduced	2,683	-120	$339,614	−7.5%	0.57%
SE	Sea Ltd Consumer Cyclical	Reduced	3,232	-1,087	$309,722	−13.4%	0.52%
VALE	Vale S.A. Basic Materials	Reduced	19,323	-892	$290,617	−9.6%	0.48%
CGGO	Capital Group Global Growth Equity ETF	Reduced	5,201	-1,122	$220,158	+4.3%	0.37%
IP	International Paper Co /New/ Consumer Cyclical	Reduced	5,705	-552	$217,360	−2.7%	0.36%
ASTS	AST SpaceMobile, Inc. Technology	NEW	2,409	NEW	$214,063	NEW	0.36%
BAC	Bank Of America Corp /De/ Financial Services	NEW	3,519	NEW	$200,512	NEW	0.33%

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.