SOVRAN ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NET | 3K | $644.14K |
 | ES | 3K | $210.77K |
 | HON | 3K | $560.11K |
 | MA | 3K | $1.55M |
 | CAT | 3K | $1.61M |
 | PLD | 3K | $341.88K |
 | PEG | 3K | $215.93K |
 | SAP | 3K | $680.78K |
 | DUK | 3K | $320.80K |
 | UBER | 3K | $246.92K |
 | ITW | 2K | $605.16K |
 | STT | 2K | $280.15K |
 | DELL | 2K | $390.45K |
 | CCJ | 2K | $252.59K |
 | AMAT | 2K | $557.53K |
 | TXN | 2K | $382.74K |
 | EA | 2K | $468.52K |
 | MAR | 2K | $606.89K |
 | HCA | 2K | $1.06M |
 | ORLY | 2K | $202.67K |
Cloudflare, Inc.
NET
Shares Held
3K
Value
$644.14K
Eversource Energy
ES
Shares Held
3K
Value
$210.77K
Honeywell International Inc.
HON
Shares Held
3K
Value
$560.11K
Mastercard Incorporated
MA
Shares Held
3K
Value
$1.55M
Caterpillar Inc.
CAT
Shares Held
3K
Value
$1.61M
Prologis, Inc.
PLD
Shares Held
3K
Value
$341.88K
Public Service Enterprise Group Incorporated
PEG
Shares Held
3K
Value
$215.93K
SAP SE
SAP
Shares Held
3K
Value
$680.78K
Duke Energy Corporation
DUK
Shares Held
3K
Value
$320.80K
Uber Technologies, Inc.
UBER
Shares Held
3K
Value
$246.92K
Illinois Tool Works Inc.
ITW
Shares Held
2K
Value
$605.16K
State Street Corporation
STT
Shares Held
2K
Value
$280.15K
Dell Technologies Inc.
DELL
Shares Held
2K
Value
$390.45K
Cameco Corporation
CCJ
Shares Held
2K
Value
$252.59K
Applied Materials, Inc.
AMAT
Shares Held
2K
Value
$557.53K
Texas Instruments Incorporated
TXN
Shares Held
2K
Value
$382.74K
Electronic Arts Inc.
EA
Shares Held
2K
Value
$468.52K
Marriott International, Inc.
MAR
Shares Held
2K
Value
$606.89K
HCA Healthcare, Inc.
HCA
Shares Held
2K
Value
$1.06M
O'Reilly Automotive, Inc.
ORLY
Shares Held
2K
Value
$202.67K