SOVRAN ADVISORS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | USAR | 490K | $8.22M |
 | NEOV | 458K | $1.57M |
 | GALT | 226K | $711.50K |
 | PLUG | 168K | $379.68K |
 | LENZ | 160K | $2.90M |
 | NVDA | 108K | $20.20M |
 | AAPL | 103K | $26.70M |
 | CRWV | 70K | $6.69M |
 | FSK | 69K | $1.01M |
 | GSAT | 67K | $4.18M |
 | AMZN | 58K | $13.74M |
 | SYF | 55K | $4.26M |
 | MSFT | 48K | $21.92M |
 | QCOM | 46K | $7.36M |
 | CAVA | 42K | $3.05M |
 | OCSL | 38K | $498.52K |
 | YELP | 37K | $1.09M |
 | T | 37K | $883.11K |
 | PFLT | 36K | $354.06K |
 | WMT | 36K | $4.27M |
USA Rare Earth Inc
USAR
Shares Held
490K
Value
$8.22M
NeoVolta Inc.
NEOV
Shares Held
458K
Value
$1.57M
Galectin Therapeutics Inc.
GALT
Shares Held
226K
Value
$711.50K
Plug Power Inc.
PLUG
Shares Held
168K
Value
$379.68K
LENZ Therapeutics, Inc.
LENZ
Shares Held
160K
Value
$2.90M
NVIDIA Corporation
NVDA
Shares Held
108K
Value
$20.20M
Apple Inc.
AAPL
Shares Held
103K
Value
$26.70M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
70K
Value
$6.69M
FS KKR Capital Corp.
FSK
Shares Held
69K
Value
$1.01M
Globalstar, Inc.
GSAT
Shares Held
67K
Value
$4.18M
Amazon.com, Inc.
AMZN
Shares Held
58K
Value
$13.74M
Synchrony Financial
SYF
Shares Held
55K
Value
$4.26M
Microsoft Corporation
MSFT
Shares Held
48K
Value
$21.92M
QUALCOMM Incorporated
QCOM
Shares Held
46K
Value
$7.36M
CAVA Group, Inc.
CAVA
Shares Held
42K
Value
$3.05M
Oaktree Specialty Lending Corporation
OCSL
Shares Held
38K
Value
$498.52K
Yelp Inc.
YELP
Shares Held
37K
Value
$1.09M
AT&T Inc.
T
Shares Held
37K
Value
$883.11K
PennantPark Floating Rate Capital Ltd.
PFLT
Shares Held
36K
Value
$354.06K
Walmart Inc.
WMT
Shares Held
36K
Value
$4.27M