Cravens & Co Advisors, LLC holds a focused book of 67 stocks worth $149.0M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Atmos Energy Corp and trimmed Dimensional US Core Equity 2. Their largest long position is Dimensional US Core Equity 2 at 10% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
40% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Cravens & Co Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 78 / 67 | $392.2B |
| JPMORGAN CHASE & CO | 78 / 67 | $390.3B |
| UBS Group AG | 78 / 67 | $100.7B |
| CWM, LLC | 78 / 67 | $4.8B |
| Integrated Wealth Concepts LLC | 78 / 67 | $2.5B |
| BANK OF AMERICA CORP /DE/ | 77 / 67 | $246.4B |
| ROYAL BANK OF CANADA | 77 / 67 | $133.9B |
| WELLS FARGO & COMPANY/MN | 77 / 67 | $114.0B |
Ranked by how many of Cravens & Co Advisors, LLC's top 67 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $15.6M | 351.8K | 10.5% | ▼−16% Reduced · −66K sh | |
| 2 | Dimensional ETF Trust EMERGING MKTS CO | $12.9M | 316.9K | 8.6% | ▼−18% Reduced · −71K sh | |
| 3 | Smartfinancial Inc COM NEW | $10.3M | 220.4K | 6.9% | ▼~0% Reduced · −30 sh | |
| 4 | Dimensional ETF Trust INTL CORE EQUITY | $9.7M | 261.6K | 6.5% | ▼−21% Reduced · −68K sh | |
| 5 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $8.7M | 186.3K | 5.9% | ▼−13% Reduced · −28K sh | |
| 6 | Doubleline ETF Trust OPPO CORE BD ETF | $8.6M | 188.4K | 5.8% | ▼−13% Reduced · −28K sh | |
| 7 | Vanguard Scottsdale FDS INTER TERM TREAS | $8.5M | 144.9K | 5.7% | ▼−13% Reduced · −22K sh | |
| 8 | Vanguard Scottsdale FDS SHORT TERM TREAS | $8.3M | 141.8K | 5.5% | ▼−13% Reduced · −22K sh | |
| 9 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $4.6M | 90.8K | 3.1% | ▼−12% Reduced · −13K sh | |
| 10 | Dimensional ETF Trust US SMALL CAP ETF | $4.4M | 113.2K | 2.9% | ▼−17% Reduced · −23K sh | |
| 11 | Commercial Bancgroup Inc COM | $4.0M | 124.5K | 2.7% | —Held | |
| 12 | Pgim ETF TR PGIM ULTRA SH BD | $2.7M | 54.6K | 1.8% | ▼−21% Reduced · −15K sh | |
| 13 | Broadcom Inc COM | $2.6M | 7.0K | 1.8% | ▼−15% Reduced · −1K sh | |
| 14 | Meta Platforms Inc CL A | $2.4M | 4.3K | 1.6% | ▲+14% Added · +519 sh | |
| 15 | Microsoft Corp COM | $2.2M | 5.9K | 1.5% | ▲+19% Added · +918 sh | |
| 16 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.1M | 4.4K | 1.4% | ▼−14% Reduced · −688 sh | |
| 17 | Alphabet Inc CAP STK CL C | $2.0M | 5.7K | 1.4% | ▼−11% Reduced · −690 sh | |
| 18 | Atmos Energy Corp COM | $1.7M | 9.7K | 1.1% | ▲New New position | |
| 19 | JPMorgan Chase & Co COM | $1.6M | 4.8K | 1.1% | ▼−14% Reduced · −753 sh | |
| 20 | US Bancorp COM NEW | $1.5M | 25.2K | 1.0% | —Held | |
| 21 | Berkshire Hathaway Inc Del CL B NEW | $1.5M | 3.0K | 1.0% | ▲New New position | |
| 22 | Eli Lilly & Co COM | $1.5M | 1.2K | 1.0% | ▼−18% Reduced · −271 sh | |
| 23 | Philip Morris Intl Inc COM | $1.5M | 8.1K | 1.0% | ▼−19% Reduced · −2K sh | |
| 24 | Ishares TR TRS FLT RT BD | $1.4M | 28.4K | 1.0% | ▼−24% Reduced · −9K sh | |
| 25 | Amazon Com Inc COM | $1.4M | 5.9K | 0.9% | ▼−15% Reduced · −1K sh | |
| 26 | Vertex Pharmaceuticals Inc COM | $1.3M | 2.6K | 0.9% | ▼−18% Reduced · −564 sh | |
| 27 | Sap SE SPON ADR | $1.3M | 8.3K | 0.9% | ▲New New position | |
| 28 | Wisdomtree TR FLOATNG RAT TREA | $1.2M | 23.3K | 0.8% | ▼−0.6% Reduced · −139 sh | |
| 29 | Ge Aerospace COM NEW | $1.2M | 3.1K | 0.8% | ▼−15% Reduced · −548 sh | |
| 30 | Salesforce Inc COM | $1.2M | 7.4K | 0.8% | ▲+500% Added · +6K sh | |
| 31 | Chevron Corporation COM | $1.2M | 7.0K | 0.8% | ▼−21% Reduced · −2K sh | |
| 32 | Novo-Nordisk A S ADR | $1.1M | 23.7K | 0.8% | ▼−17% Reduced · −5K sh | |
| 33 | Apple Inc COM | $981K | 3.4K | 0.7% | ▼−1.6% Reduced · −54 sh | |
| 34 | Unitedhealth Group Inc COM | $975K | 2.3K | 0.7% | ▼−18% Reduced · −518 sh | |
| 35 | Blackstone Inc COM | $966K | 8.2K | 0.6% | ▼−19% Reduced · −2K sh | |
| 36 | Union Pac Corp COM | $962K | 3.5K | 0.6% | ▲+213% Added · +2K sh | |
| 37 | Starbucks Corp COM | $896K | 8.8K | 0.6% | ▼−57% Reduced · −12K sh | |
| 38 | Boeing Co COM | $871K | 4.0K | 0.6% | ▼−17% Reduced · −853 sh | |
| 39 | Illumina Inc COM | $798K | 4.5K | 0.5% | ▼−29% Reduced · −2K sh | |
| 40 | Amphenol Corp CL A | $782K | 4.4K | 0.5% | ▲New New position | |
| 41 | Lowes Cos Inc COM | $756K | 3.4K | 0.5% | ▼−20% Reduced · −854 sh | |
| 42 | Comcast Corp New CL A | $751K | 30.6K | 0.5% | ▼−16% Reduced · −6K sh | |
| 43 | RTX Corporation COM | $733K | 3.9K | 0.5% | ▼−55% Reduced · −5K sh | |
| 44 | Ishares TR CORE S&P500 ETF | $674K | 900 | 0.5% | —Held | |
| 45 | Cloudflare Inc CL A COM | $595K | 2.4K | 0.4% | ▼−27% Reduced · −890 sh | |
| 46 | Vanguard Index FDS TOTAL STK MKT | $592K | 1.6K | 0.4% | —Held | |
| 47 | Disney Walt Co COM | $585K | 6.1K | 0.4% | ▲New New position | |
| 48 | Netflix Inc. COM | $579K | 8.1K | 0.4% | ▼−17% Reduced · −2K sh | |
| 49 | Affirm Hldgs Inc COM CL A | $551K | 6.8K | 0.4% | ▼−27% Reduced · −3K sh | |
| 50 | Capital Group Core Equity Et SHS CREAT UNIT | $491K | 11.0K | 0.3% | ▼−14% Reduced · −2K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1966116/holdings"
Use Arkolith to show Cravens & Co Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 67 | $149.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 64 | $153.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 63 | $152.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 58 | $146.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 55 | $134.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 57 | $128.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 62 | $131.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 60 | $129.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.