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Sovran Advisors - Q1 2026 13F Filings

SO

Sovran Advisors, LLC

CIK: 0002051471
Address: California San Diego 3131 Camino Del Rio N Suite 800
$1.27 B
Portfolio Value
578
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 05/01/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. IWF Ishares Russell 1000 Growth Etf
+$6.75 M
2. IVV Ishares Core S&P 500 Etf
+$5.97 M
3. UDEC Innovator Us Equity Ultra Buffer Etf - December
+$5.24 M
4. PLTR Palantir Technologies
+$4.57 M
5. MSFT Microsoft Corporation
+$4.53 M

Top Sells

Q1 2026
1. VRT Vertiv Holdings Co
−$8.93 M
2. IBIT Ishares Bitcoin Trust Etf
−$6.92 M
3. OEF Ishares S&P 100 Etf
−$5.84 M
4. DELL Dell Technologies
−$3.5 M
5. CAVA Cava Group
−$3.05 M

Asset Allocation

Stocks/ETFs
+10.51%
$1.27 B 99.94%
Options
$0 0.00%
Debt
$0 0.00%
Other
-96.66%
$790,618 0.06%

Sector Allocation (Stocks)

Sovran Advisors Q1 2026 Filing Summary

Sovran Advisors, LLC filed its 13F report for Q1 2026 on May 01, 2026. The portfolio totaled 1.27 B reflecting a +8.28% change from the prior quarter, spanning 578 assets. The top 10 holdings comprised 18.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 84 new positions and 36 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Sovran Advisors’s Q1 2026 Filing

Sovran Advisors submitted their Form 13F-HR for the Q1 2026 period on 05/01/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Sovran Advisors reported a managed portfolio value of 1.27 B, consisting of 649 individual positions.

This page displays the raw filing documents. To see which stocks Sovran Advisors bought or sold during Q1 2026, please visit Sovran Advisors's Portfolio Analysis page.