Savant Capital, LLC
Top Portfolio Positions
1,064 positions ·
$2,642,814,521 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
795,367 | $201,856,190 | 7.64% | |
| SPY |
Spdr S&P 500 ETF Trust
|
163,816 | $106,536,097 | 4.03% | |
| MSFT |
Microsoft Corp
Technology
|
271,057 | $100,337,169 | 3.80% | |
| NVDA |
Nvidia Corp
Technology
|
513,063 | $89,478,187 | 3.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
299,250 | $62,324,797 | 2.36% | |
| JNJ |
Johnson & Johnson
Healthcare
|
223,783 | $54,701,516 | 2.07% | |
| UBER |
Uber Technologies, Inc
Technology
|
706,429 | $50,813,437 | 1.92% | |
| LLY |
ELI LILLY & Co
Healthcare
|
52,081 | $47,902,541 | 1.81% | |
| XOM |
Exxon Mobil Corp
Energy
|
274,395 | $46,553,855 | 1.76% | |
| KO |
Coca Cola Co
Consumer Defensive
|
597,051 | $45,405,728 | 1.72% |
Portfolio Trend
Holdings in UPLD
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,991 | 13,500 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $19,305 | 13,500 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $31,995 | 13,500 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $26,325 | 13,500 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $38,610 | 13,500 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $58,590 | 13,500 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $33,615 | 13,500 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $33,615 | 13,500 | Shares | Sole | 2024-08-05 | |
| No 13F history on record for this holder in this stock. | ||||||