Fund HoldingsCravens & Co Advisors, LLC

Total Portfolio Value
$153.92M
Total Bought
$13.41M
Total Sold
$5.66M
Net Transaction
+$7.75M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
COMMERCIAL BANCGROUP INC0124,542+124,54203,2412.11%+3,241
COMCAST CORP NEW(CCZ)036,406+36,40601,0450.68%+1,045
VANGUARD INDEX FDS01,601+1,60105140.33%+514
NOVO-NORDISK A S(NVO)9,08628,674+19,5885421,0540.68%+512
CHEVRON CORPORATION(CVX)8,2228,860+6381,3471,8331.19%+486
EOG RES INC(EOG)6,4427,879+1,4376961,1390.74%+443
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
158,863166,884+8,0219,5259,9386.46%+413
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
155,769163,315+7,5469,1539,5606.21%+407
VANGUARD STAR FDS05,170+5,17003990.26%+399
UNION PAC CORP(UNP)01,129+1,12902740.18%+274
SMARTFINANCIAL INC(SMBK)220,430220,43008,3798,6145.60%+236
SALESFORCE INC(CRM)01,235+1,23502310.15%+231
INTERNATIONAL PAPER CO(IP)06,257+6,25702230.15%+223
ACCENTURE PLC IRELAND
SHS CLASS A
01,016+1,01602010.13%+201
APPLE INC(AAPL)2,6413,444+8036898740.57%+185
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
325,690329,479+3,78911,53911,7067.61%+167
CANADIAN NAT RES LTD MED TER(CNQ)9,0899,495+4063014630.30%+161
VERTEX PHARMACEUTICALS INC(VRTX)2,7973,204+4071,2721,4310.93%+159
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
384,582387,691+3,10913,24513,3958.70%+150
DOUBLELINE ETF TRUST
OPPO CORE BD ETF
210,965216,828+5,8639,8029,9336.45%+130
CLOUDFLARE INC(NET)3,0723,316+2445806840.44%+105
STARBUCKS CORP(SBUX)19,33320,473+1,1401,7511,8341.19%+83
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
136,080136,186+1064,6964,7723.10%+76
NETFLIX INC.(NFLX)9,6379,786+1498709410.61%+71
DUKE ENERGY CORP NEW(DUK)2,5932,803+2103043670.24%+63
TC ENERGY CORP(TRP)6,4506,600+1503514130.27%+62
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
211,779214,501+2,72210,00910,0716.54%+62
PHILIP MORRIS INTL INC(PM)9,5309,933+4031,5811,6421.07%+62
GSK PLC(GSK)7,5677,751+1843784280.28%+50
VALE S A20,20220,215+132853220.21%+37
BRISTOL-MYERS SQUIBB CO(BMY)5,4915,611+1203073400.22%+33
TAIWAN SEMICONDUCTOR MANUFAC(TSM)5,0775,049-281,6821,7061.11%+25
ISHARES TR
TRS FLT RT BD
36,94437,197+2531,8671,8831.22%+17
WISDOMTREE TR(WT)23,35823,417+591,1771,1790.77%+2
VANGUARD INDEX FDS1,5601,56002862870.19%+1
INSMED INC(INSM)2,0202,02003313300.21%-0
PROSPECT CAP CORP(PSEC)20,00020,000056520.03%-4
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
12,28512,820+5355044930.32%-12
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
6,1946,323+1292232110.14%-12
ADVISORSHARES TR
PURE US CANN ETF
17,81817,818086630.04%-22
ISHARES TR90090006275880.38%-39
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
104,395103,605-7905,2895,2433.41%-45
US BANCORP(USB)25,21225,21201,3631,3110.85%-51
JPMORGAN CHASE & CO(JPM)5,4195,536+1171,6851,6291.06%-56
TOAST INC(TOST)15,99118,041+2,0505564780.31%-78
RTX CORPORATION(RTX)9,1358,593-5421,7731,6581.08%-115
LOWES COS INC(LOW)4,1174,282+1651,1291,0120.66%-117
ABBOTT LABORATORIES8,5629,117+5551,0649360.61%-128
ILLUMINA INC(ILMN)6,2376,372+1359177850.51%-131
GE AEROSPACE(GE)3,6553,669+141,1961,0410.68%-155
MICROSOFT CORP(MSFT)4,2204,947+7271,9861,8311.19%-155
SEA LTD(SE)3,9654,319+3545153580.23%-157
UNITEDHEALTH GROUP INC(UNH)2,8192,864+459417750.50%-166
META PLATFORMS INC(META)3,7043,777+732,3372,1611.40%-176
SELECT SECTOR SPDR TR
ST STR ENERG ETF
4,3640-4,3642050-205
SHOPIFY INC(SHOP)4,7044,855+1517885760.37%-212
ISHARES TR1,2500-1,2502140-214
AST SPACEMOBILE INC(ASTS)2,4090-2,4092230-223
ELI LILLY & CO(LLY)1,5041,507+31,6201,3860.90%-234
AFFIRM HLDGS INC(AFRM)8,6959,270+5756614250.28%-236
AMAZON COM INC(AMZN)6,9256,928+31,6801,4430.94%-237
SPDR SERIES TRUST
ST INTER ETF
9,1120-9,1122630-263
BLACKSTONE INC(BX)9,34310,110+7671,4511,1630.76%-288
SPDR SERIES TRUST
ST SHO TREAS ETF
10,0730-10,0732950-295
BROADCOM INC(AVGO)8,0928,234+1422,8702,5491.66%-321
ALPHABET INC(GOOG)6,4606,437-232,1731,8471.20%-327
PGIM ETF TR
PGIM ULTRA SH BD
75,59869,233-6,3653,7563,4272.23%-329
AMPLIFY ETF TR15,0230-15,0233900-390
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
411,210417,849+6,63916,71616,23810.55%-478
BOEING CO(BA)8,8184,878-3,9402,1569710.63%-1,186
DOLLAR GEN CORP NEW(DG)13,5080-13,5082,0430-2,043
Page 1 of 1