Sanctuary Advisors, LLC
Top Portfolio Positions
1,463 positions ·
$9,267,983,446 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
2,858,530 | $498,527,632 | 5.38% | |
| MSFT |
Microsoft Corp
Technology
|
980,298 | $362,876,910 | 3.92% | |
| SPY |
Spdr S&P 500 ETF Trust
|
394,346 | $256,458,977 | 2.77% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
874,471 | $251,462,880 | 2.71% | |
| LLY |
ELI LILLY & Co
Healthcare
|
241,945 | $222,533,752 | 2.40% | |
| AVGO |
Broadcom Inc.
Technology
|
715,328 | $221,401,169 | 2.39% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
718,193 | $211,263,652 | 2.28% | |
| XOM |
Exxon Mobil Corp
Energy
|
1,025,623 | $174,007,198 | 1.88% | |
| META |
Meta Platforms, Inc.
Communication Services
|
282,725 | $161,755,454 | 1.75% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
1,130,844 | $140,541,292 | 1.52% |
Portfolio Trend
8 quarters · across all stocks
Holdings in HEI
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,030,072 | 226,222 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $80,589,118 | 249,047 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $81,000,057 | 250,914 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $82,924,960 | 252,820 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $67,774,079 | 253,655 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $60,793,921 | 255,716 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $67,617,943 | 258,597 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $46,616,423 | 208,472 | Shares | Sole | 2024-09-05 | |
| No 13F history on record for this holder in this stock. | ||||||