Cravens & Co Advisors, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 81.4%; sector active share 50.1% against the combined 13F book's sector weights.
Over time 15 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
61 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 57.9% | $85,352,906 |
| Financial Services | 14.2% | $20,972,338 |
| Technology | 10.7% | $15,746,051 |
| Communication Services | 5.0% | $7,368,566 |
| Healthcare | 3.1% | $4,526,597 |
| Consumer Cyclical | 2.6% | $3,808,433 |
| Industrials | 2.4% | $3,539,390 |
| Energy | 1.7% | $2,489,843 |
| Utilities | 1.2% | $1,826,676 |
| Consumer Defensive | 1.1% | $1,602,315 |
| Basic Materials | 0.2% | $262,111 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DFAC | Dimensional U.S. Core Equity 2 ETF | +8,010 | 359,792 | $15,992,754 | |
| APH | Amphenol Corp | +5,046 | 9,479 | $799,079 | |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | +3,936 | 190,224 | $8,447,847 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | +3,016 | 147,911 | $8,380,637 | |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | +1,939 | 143,728 | $8,272,983 | |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | +1,445 | 318,388 | $12,646,371 | |
| NFLX | Netflix Inc | +1,089 | 9,205 | $640,483 | |
| DFIC | Dimensional International Core Equity 2 ETF | +914 | 262,550 | $9,874,505 | |
| DIS | Walt Disney Co | +655 | 6,733 | $706,291 | |
| DFSV | Dimensional US Small Cap Value ETF | +620 | 113,816 | $4,264,685 | |
| SAP | Sap SE | +519 | 8,781 | $1,830,662 | |
| CRM | Salesforce, Inc. | +451 | 7,867 | $1,806,027 | |
| AMZN | Amazon Com Inc | +364 | 6,256 | $1,558,682 | |
| PM | Philip Morris International Inc. | +343 | 8,397 | $1,602,315 | |
| GOOG | Alphabet Inc. | +270 | 6,017 | $2,050,232 | |
| BX | Blackstone Inc. | +268 | 8,478 | $950,299 | |
| META | Meta Platforms, Inc. | +257 | 4,553 | $3,301,744 | |
| CVX | Chevron Corp | +253 | 7,259 | $1,482,360 | |
| AVGO | Broadcom Inc. | +232 | 7,222 | $2,536,294 | |
| BRK-B | Berkshire Hathaway Inc | +230 | 3,264 | $1,625,308 | |
| VALE | Vale S.A. | +223 | 19,546 | $262,111 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +205 | 4,566 | $2,082,963 | |
| UNP | Union Pacific Corp | +199 | 3,736 | $1,016,677 | |
| JPM | Jpmorgan Chase & Co | +198 | 4,981 | $1,647,864 | |
| CMCSA | Comcast Corp | +186 | 30,782 | $669,816 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JPST | JPMorgan Ultra-Short Income ETF | −9,121 | 81,648 | $4,112,609 | |
| PULS | PGIM Ultra Short Bond ETF | −3,808 | 50,788 | $2,511,974 | |
| TOST | Toast, Inc. | −1,299 | 11,560 | $335,124 | |
| CGUS | Capital Group Core Equity ETF | −1,205 | 9,828 | $437,346 | |
| AFRM | Affirm Holdings, Inc. | −674 | 6,077 | $420,710 | |
| AAPL | Apple Inc. | −658 | 2,732 | $909,810 | |
| USFR | WisdomTree Floating Rate Treasury Fund | −475 | 22,803 | $1,149,043 | |
| SE | Sea Ltd | −388 | 2,844 | $276,891 | |
| NET | Cloudflare, Inc. | −254 | 2,172 | $754,292 | |
| SHOP | Shopify Inc. | −250 | 3,187 | $472,632 | |
| MDT | Medtronic plc | −125 | 4,332 | $373,808 | |
| MELI | Mercadolibre Inc | −30 | 191 | $330,149 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EVTR | Eaton Vance Total Return Bond ETF | 171,568 | $8,267,861 | |
| UBER | Uber Technologies, Inc | 13,191 | $903,715 | |
| RCL | Royal Caribbean Cruises Ltd | 3,020 | $802,897 | |
| ADP | Automatic Data Processing Inc | 839 | $216,512 | |
| EOG | Eog Resources Inc | 1,495 | $205,951 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DBND | DoubleLine Opportunistic Core Bond ETF | 188,416 | $8,590,073 | |
| TFLO | iShares Treasury Floating Rate Bond ETF | 28,401 | $1,437,942 | |
| NVO | Novo Nordisk A S | 23,681 | $1,135,267 | |
| ILMN | Illumina, Inc. | 4,538 | $797,916 | |
| LOW | Lowes Companies Inc | 3,428 | $755,839 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 1,601 | $592,434 | |
| VXUS | Vanguard Total International Stock ETF | 5,170 | $441,983 | |
| CGGO | Capital Group Global Growth Equity ETF | 5,201 | $220,158 | |
| IP | International Paper Co | 5,705 | $217,360 | |
| ASTS | AST SpaceMobile, Inc. | 2,409 | $214,063 | |
| BAC | Bank Of America Corp | 3,519 | $200,512 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DFAC |
Dimensional U.S. Core Equity 2 ETF
|
Added | 359,792 | $15,992,754 | 10.84% | |
| DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
|
Added | 318,388 | $12,646,371 | 8.57% | |
| SMBK |
Smartfinancial Inc.
Financial Services
|
Held | 220,400 | $10,925,228 | 7.41% | |
| DFIC |
Dimensional International Core Equity 2 ETF
|
Added | 262,550 | $9,874,505 | 6.69% | |
| VMBS |
VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND
|
Added | 190,224 | $8,447,847 | 5.73% | |
| VGIT |
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
|
Added | 147,911 | $8,380,637 | 5.68% | |
| VGSH |
VANGUARD SHORT-TERM TREASURY INDEX FUND
|
Added | 143,728 | $8,272,983 | 5.61% | |
| EVTR |
Eaton Vance Total Return Bond ETF
|
NEW | 171,568 | $8,267,861 | 5.61% | |
| DFSV |
Dimensional US Small Cap Value ETF
|
Added | 113,816 | $4,264,685 | 2.89% | |
| JPST |
JPMorgan Ultra-Short Income ETF
|
Reduced | 81,648 | $4,112,609 | 2.79% | |
| CBK |
Commercial Bancgroup, Inc.
Financial Services
|
Held | 124,542 | $3,904,391 | 2.65% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 4,553 | $3,301,744 | 2.24% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,042 | $3,098,941 | 2.10% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 7,222 | $2,536,294 | 1.72% | |
| PULS |
PGIM Ultra Short Bond ETF
|
Reduced | 50,788 | $2,511,974 | 1.70% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 4,566 | $2,082,963 | 1.41% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 6,017 | $2,050,232 | 1.39% | |
| SAP |
Sap SE
Technology
|
Added | 8,781 | $1,830,662 | 1.24% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 7,867 | $1,806,027 | 1.22% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 4,981 | $1,647,864 | 1.12% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 3,264 | $1,625,308 | 1.10% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 8,397 | $1,602,315 | 1.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 6,256 | $1,558,682 | 1.06% | |
| ATO |
Atmos Energy Corp
Utilities
|
Held | 9,703 | $1,517,937 | 1.03% | |
| CVX |
Chevron Corp
Energy
|
Added | 7,259 | $1,482,360 | 1.01% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,265 | $1,463,706 | 0.99% | |
| USB |
US Bancorp \De\
Financial Services
|
Added | 25,224 | $1,456,938 | 0.99% | |
| VRTX |
Vertex Pharmaceuticals Inc
Healthcare
|
Added | 2,730 | $1,427,271 | 0.97% | |
| USFR |
WisdomTree Floating Rate Treasury Fund
|
Reduced | 22,803 | $1,149,043 | 0.78% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 3,736 | $1,016,677 | 0.69% | |
| GE |
General Electric Co
Industrials
|
Added | 3,254 | $1,016,191 | 0.69% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 8,478 | $950,299 | 0.64% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 2,732 | $909,810 | 0.62% | |
| UBER |
Uber Technologies, Inc
Technology
|
NEW | 13,191 | $903,715 | 0.61% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 2,448 | $898,611 | 0.61% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 8,938 | $839,814 | 0.57% | |
| RCL |
Royal Caribbean Cruises Ltd
Consumer Cyclical
|
NEW | 3,020 | $802,897 | 0.54% | |
| APH |
Amphenol Corp
Technology
|
Added | 9,479 | $799,079 | 0.54% | |
| BA |
Boeing Co
Industrials
|
Added | 4,110 | $764,665 | 0.52% | |
| NET |
Cloudflare, Inc.
Technology
|
Reduced | 2,172 | $754,292 | 0.51% | |
| RTX |
RTX Corp
Industrials
|
Added | 3,996 | $741,857 | 0.50% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 6,733 | $706,291 | 0.48% | |
| IVV |
iShares Core S&P 500 ETF
|
Held | 900 | $689,265 | 0.47% | |
| CMCSA |
Comcast Corp
Communication Services
|
Added | 30,782 | $669,816 | 0.45% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 9,205 | $640,483 | 0.43% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 3,187 | $472,632 | 0.32% | |
| CGUS |
Capital Group Core Equity ETF
|
Reduced | 9,828 | $437,346 | 0.30% | |
| CNQ |
CANADIAN NATURAL RESOURCES Ltd
Energy
|
Added | 9,176 | $431,914 | 0.29% | |
| AFRM |
Affirm Holdings, Inc.
Financial Services
|
Reduced | 6,077 | $420,710 | 0.29% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 4,332 | $373,808 | 0.25% |
Showing the top 50 of 61 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.