SG

Sanchez Gaunt Capital Management, LLC

Diversified strategyLong-term holderQuality / disciplined sizing

Total reported value

$160.2M

Reporting period: 2026-03-31 · Number of holdings: 184

Sanchez Gaunt Capital Management, LLC disclosed 184 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $160.2M and a quarterly turnover rate of 0.0%.

Personality snowflake

Concentration
4.79
Portfolio Stability
0
Momentum/Contrarian
50
Sector conviction
50.93
Diversification
100
Sizing Uniformity
89

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VOOVanguard S&p 500 ETFETF-Large Cap & Growth3.87%
2BILSs Spdr Bb 1-3m T-bill ETFETF-Gov Bonds3.23%
3IAUIshares Gold TrustETF-Commodities2.66%
4XLKSs Technology Select SectorETF-Tech2.53%
5NVDANvidia CORPStock-Tech2.51%
6IVVIshares Core S&p 500 ETFETF-Large Cap & Growth2.47%
7SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth2.28%
8METAMeta Platforms Inc-class AStock-Comm Services1.96%
9MSFTMicrosoft CORPStock-Tech1.83%
10AAPLApple INCStock-Tech1.77%
11IYWIshares Ustechnology ETFETF-Tech1.77%
12DYNFIshrs US E F R A Etf-usd INCETF-Other1.71%
13GOOGLAlphabet Inc-cl AStock-Comm Services1.66%
14MINTPimco Enhanced Short MaturitETF-Other1.66%
15MUBIshares National Muni Bond EETF-Other1.55%
16IEFAIshares Core Msci Eafe ETFETF-Other1.37%
17IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth1.28%
18SPYVSs Spdr P S&p 500 Value ETFETF-Large Cap & Growth1.23%
19XLVSs Health Care Select SectorETF-Other1.14%
20SHYGIshares 0-5 Yr Hy CORP BondETF-Corp Bonds1.14%
21SPDWSte Str Spdr Pt Dw EU ETFETF-Other1.11%
22UTHRUnited Therapeutics CORPStock-Healthcare1.10%
23BINCIshares Flex I A Etf-usd INCETF-Other1.09%
24IEMGIshares Core Msci EmergingETF-Emerging Markets1.08%
25IDEVIshares Core Msci Dev MktsETF-Other1.08%
26AHRAmerican Healthcare Reit INCStock-Real Estate1.02%
27IBBIshares Biotechnology ETFETF-Tech0.90%
28XLYSs Consumer Disc Select SectETF-Other0.89%
29NEMNewmont CORPStock-Materials0.85%
30BAIIshrs Ai In And Tech Act ETFETF-Tech0.85%
31XLCSs Comm Select Sector SpdrETF-Other0.83%
32COROIsh Intl Ctry Rot Act ETFETF-Other0.81%
33SYLDCambria Shareholder Yield EtETF-Other0.80%
34VIOOVanguard S&p Small-cap 600 EETF-Other0.74%
35AMZNAmazon.com INCStock-Consumer Disc0.73%
36AVGOBroadcom INCStock-Tech0.73%
37BNDXVanguard Total Intl Bond ETFETF-Other0.68%
38TAt&t INCStock-Comm Services0.68%
39IEIIshares 3-7 Year Treasury BoETF-Gov Bonds0.67%
40FOXAFox CORP - Class AStock-Comm Services0.67%
41AVEMAvantis Emerging Markets EqETF-Emerging Markets0.66%
42SYFSynchrony FinancialStock-Financials0.66%
43XLISs Industrial Select SectorETF-Other0.66%
44SPEMState Street Sp Ptf Em ETFETF-Other0.64%
45FTECFidelity Msci Info Tech IndxETF-Tech0.63%
46JPMJpmorgan Chase & CoStock-Financials0.63%
47XLUSt Sr Utl Sl Se Spdr Etf-usdETF-Other0.61%
48XLESs Energy Select SectorETF-Other0.59%
49QUALIshares Msci USA Quality FacETF-Other0.59%
50XLFSs Financial Select SectorETF-Other0.57%
150 of 184

Holding changes this quarter

Position changes disclosed by Sanchez Gaunt Capital Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction

FAQ

What is Sanchez Gaunt Capital Management, LLC and what type of investor is it?
Sanchez Gaunt Capital Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $160.2M, spread across 184 disclosed positions.
What are Sanchez Gaunt Capital Management, LLC's largest equity positions?
Based on the latest 13F filing, Sanchez Gaunt Capital Management, LLC's top holdings by market value are: 1. Vanguard S&p 500 ETF (VOO) — $6.2M (3.9%) 2. Ss Spdr Bb 1-3m T-bill ETF (BIL) — $5.2M (3.2%) 3. Ishares Gold Trust (IAU) — $4.3M (2.7%) 4. Ss Technology Select Sector (XLK) — $4.1M (2.5%) 5. Nvidia CORP (NVDA) — $4.0M (2.5%)
What changes did Sanchez Gaunt Capital Management, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Sanchez Gaunt Capital Management, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Sanchez Gaunt Capital Management, LLC focus on?
Sanchez Gaunt Capital Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 30.8% • Communication Services: 17.3% • Financials: 15.9% • Consumer Discretionary: 7.5% • Health Care: 6.3% • Industrials: 5.9%