Cravens & Co Advisors, LLC
Cravens & Co Advisors, LLC reported 67 holdings worth US$149M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Cravens & Co Advisors, LLC reported 67 holdings worth US$149M as of Jun 30, 2026. Largest: Smartfinancial, Inc., Commercial Bancgroup, Inc. and Broadcom Inc. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 67
- Value as reported
- US$149M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Smartfinancial, Inc. | 220K | US$10.3M | 6.9% |
| Commercial Bancgroup, Inc. | 125K | US$4.02M | 2.7% |
| Broadcom Inc. | 6,990 | US$2.64M | 1.8% |
| Meta Platforms, Inc. | 4,296 | US$2.42M | 1.6% |
| Microsoft Corp. | 5,865 | US$2.19M | 1.5% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 4,361 | US$2.08M | 1.4% |
| Alphabet Inc (google) Class C | 5,682 | US$2.03M | 1.4% |
| Atmos Energy Corporation | 9,703 | US$1.67M | 1.1% |
| Jp Morgan Chase & Co. | 4,783 | US$1.57M | 1.1% |
| U.s. Bancorp | 25,212 | US$1.52M | 1.0% |
| Berkshire Hathaway Inc. | 3,034 | US$1.52M | 1.0% |
| Eli Lilly And Company | 1,236 | US$1.48M | 1.00% |
| Philip Morris International Inc | 8,054 | US$1.46M | 0.98% |
| Amazon.com, Inc. | 5,892 | US$1.4M | 0.94% |
| Vertex Pharmaceuticals Incorporated | 2,640 | US$1.31M | 0.88% |
| Sap Se | 8,262 | US$1.27M | 0.85% |
| Ge Aerospace | 3,121 | US$1.17M | 0.78% |
| Salesforce, Inc. | 7,416 | US$1.16M | 0.78% |
| Chevron Corporation | 7,006 | US$1.16M | 0.78% |
| Novo Nordisk A/s Class B | 23,681 | US$1.14M | 0.76% |
| Apple Inc | 3,390 | US$981K | 0.66% |
| Unitedhealth Group Incorporated | 2,346 | US$975K | 0.65% |
| Blackstone Inc. | 8,210 | US$966K | 0.65% |
| Union Pacific Corporation | 3,537 | US$962K | 0.65% |
| Starbucks Corporation | 8,772 | US$896K | 0.60% |
| Boeing Company (the) | 4,025 | US$871K | 0.58% |
| Illumina, Inc. | 4,538 | US$798K | 0.54% |
| Amphenol Corporation | 4,433 | US$782K | 0.52% |
| Lowe's Companies, Inc. | 3,428 | US$756K | 0.51% |
| Comcast Corporation | 30,596 | US$751K | 0.50% |
| Rtx Corporation | 3,866 | US$733K | 0.49% |
| Cloudflare, Inc. | 2,426 | US$595K | 0.40% |
| Walt Disney Company (the) | 6,078 | US$585K | 0.39% |
| Netflix, Inc. | 8,116 | US$579K | 0.39% |
| Affirm Holdings, Inc. | 6,751 | US$551K | 0.37% |
| Tc Energy Corporation | 6,325 | US$419K | 0.28% |
| Shopify Inc. | 3,437 | US$392K | 0.26% |
| Gsk Plc | 7,400 | US$388K | 0.26% |
| Mercadolibre, Inc. | 221 | US$375K | 0.25% |
| Canadian Natural Resources Limited | 9,099 | US$359K | 0.24% |
| Toast, Inc. | 12,859 | US$358K | 0.24% |
| Duke Energy Corporation (holding Company) | 2,683 | US$340K | 0.23% |
| Vale S.a. | 19,323 | US$291K | 0.20% |
| International Paper Company | 5,705 | US$217K | 0.15% |
| Ast Spacemobile, Inc. | 2,409 | US$214K | 0.14% |
| Bank Of America Corporation | 3,519 | US$201K | 0.13% |
| Prospect Capital Corporation | 20,000 | US$46,200 | 0.03% |
| Abbott Laboratories | 0 | US$0 | 0.00% |
| Bristol-myers Squibb Company | 0 | US$0 | 0.00% |
| Eog Resources, Inc. | 0 | US$0 | 0.00% |
| Insmed Incorporated | 0 | US$0 | 0.00% |
Source
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