1y return+14.2%S&P 500 +20.9%
3y return+48.2%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $151 against $195 in the S&P 500.2
Cravens & Co Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Dimensional Etf TrustCUSIP 25434V708 | $15.6M | 10.5% | −15.8% |
| DFEMDimensional Etf Trust | $12.9M | 8.6% | −18.2% |
| SMBKSmartfinancial Inc | $10.3M | 6.9% | |
| DFICDimensional Etf Trust | $9.7M | 6.5% | −20.6% |
| VMBSVanguard Scottsdale Fds | $8.7M | 5.9% | −13.2% |
| DBNDDoubleline Etf Trust | $8.6M | 5.8% | −13.1% |
| VGITVanguard Scottsdale Fds | $8.5M | 5.7% | −13.2% |
| VGSHVanguard Scottsdale Fds | $8.3M | 5.5% | −13.2% |
| JPSTJ P Morgan Exchange Traded F | $4.6M | 3.1% | −12.4% |
| Dimensional Etf TrustCUSIP 25434V815 | $4.4M | 2.9% | −16.9% |
| CBKCommercial Bancgroup Inc | $4.0M | 2.7% | |
| PULSPgim Etf Tr | $2.7M | 1.8% | −21.1% |
| AVGOBroadcom Inc | $2.6M | 1.8% | −15.1% |
| METAMeta Platforms Inc | $2.4M | 1.6% | +13.7% |
| MSFTMicrosoft Corp | $2.2M | 1.5% | +18.6% |
| TSMTaiwan Semiconductor Manufac | $2.1M | 1.4% | −13.6% |
| GOOGAlphabet Inc | $2.0M | 1.4% | −10.7% |
| ATOAtmos Energy Corp | $1.7M | 1.1% | New |
| JPMJpmorgan Chase & Co | $1.6M | 1.1% | −13.6% |
| USBUs Bancorp | $1.5M | 1.0% | |
| BRK/BBerkshire Hathaway Inc Del | $1.5M | 1.0% | New |
| LLYEli Lilly & Co | $1.5M | 1.0% | −18.0% |
| PMPhilip Morris Intl Inc | $1.5M | 1.0% | −18.9% |
| TFLOIshares Tr | $1.4M | 1.0% | −23.6% |
| AMZNAmazon Com Inc | $1.4M | 0.9% | −15.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | December 31, 2022 | +575.6% | $2.6M |
| TSMTaiwan Semiconductor Manufac | December 31, 2022 | +541.1% | $2.1M |
| METAMeta Platforms Inc | December 31, 2022 | +368.1% | $2.4M |
| GEGe Aerospace | December 31, 2022 | +346.0% | $1.2M |
| GOOGAlphabet Inc | December 31, 2022 | +298.2% | $2.0M |
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $1.4M |
| JPMJpmorgan Chase & Co | December 31, 2022 | +144.1% | $1.6M |
| AAPLApple Inc | December 31, 2022 | +122.7% | $981K |
| ILMNIllumina Inc | June 30, 2025 | +84.3% | $798K |
| Dimensional Etf TrustCUSIP 25434V708 | December 31, 2022 | +82.7% | $15.6M |
Sold off last quarter
- EOGEog Res Inc was $1.1M
- ABTAbbott Laboratories was $936K
- BMYBristol-myers Squibb Co was $340K
- INSMInsmed Inc was $330K
- Accenture PLC IrelandCUSIP G1151C101 was $201K
- MSOSAdvisorshares Tr was $63K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.1% | +14.8% |
| March 31, 2026 | −0.9% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +4.5% | +7.8% |
| June 30, 2025 | +8.0% | +10.5% |
| March 31, 2025 | −0.5% | −4.6% |
| December 31, 2024 | +0.0% | +2.1% |
| September 30, 2024 | +7.3% | +5.4% |
| June 30, 2024 | +2.3% | +4.0% |
| March 31, 2024 | +2.7% | +10.0% |
| December 31, 2023 | +10.6% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +1.1% | +8.3% |
| March 31, 2023 | +0.7% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cravens & Co Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1966116&type=13F-HR&dateb=&owner=include&count=40CIK 1966116
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1966116/000196611626000003/Filed August 12, 2026 · accession 0001966116-26-000003