Cravens & Co Advisors, LLC reported 47 positions worth $62.14M for the quarter ended Sep 30, 2026, up 4.3% on the prior quarter. It opened 4 new positions, added to 31, trimmed 8 and exited 6. Its largest holding is Smartfinancial Inc. at 17.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| UBER Uber Technologies, Inc | +13.2K | – | $903.72K | 1.45% |
| RCL Royal Caribbean Cruises Ltd | +3,020 | – | $802.90K | 1.29% |
| ADP Automatic Data Processing Inc | +839 | – | $216.51K | 0.348% |
| EOG Eog Resources Inc | +1,495 | – | $205.95K | 0.331% |
| META Meta Platforms, Inc. | +257 | +6.0% | $186.36K | 5.31% |
| BRK-B Berkshire Hathaway Inc | +230 | +7.6% | $114.51K | 2.62% |
| SAP Sap Se | +519 | +6.3% | $108.20K | 2.95% |
| CRM Salesforce, Inc. | +451 | +6.1% | $103.54K | 2.91% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +205 | +4.7% | $93.52K | 3.35% |
| GOOG Alphabet Inc. | +270 | +4.7% | $92.00K | 3.3% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVO Novo Nordisk A S | -23.7K | -100.0% | $1.14M | Exited |
| ILMN Illumina, Inc. | -4,538 | -100.0% | $797.92K | Exited |
| LOW Lowes Companies Inc | -3,428 | -100.0% | $755.84K | Exited |
| AAPL Apple Inc. | -658 | -19.4% | $219.10K | 1.46% |
| IP International Paper Co | -5,705 | -100.0% | $217.36K | Exited |
| ASTS AST SpaceMobile, Inc. | -2,409 | -100.0% | $214.06K | Exited |
| BAC Bank Of America Corp | -3,519 | -100.0% | $200.51K | Exited |
| NET Cloudflare, Inc. | -254 | -10.5% | $88.21K | 1.21% |
| MELI Mercadolibre Inc | -30 | -13.6% | $51.86K | 0.531% |
| AFRM Affirm Holdings, Inc. | -674 | -10.0% | $46.66K | 0.677% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| NVO Novo Nordisk A S | -23.7K | $1.14M | 1.9% |
| ILMN Illumina, Inc. | -4,538 | $797.92K | 1.34% |
| LOW Lowes Companies Inc | -3,428 | $755.84K | 1.27% |
| IP International Paper Co | -5,705 | $217.36K | 0.365% |
| ASTS AST SpaceMobile, Inc. | -2,409 | $214.06K | 0.359% |
| BAC Bank Of America Corp | -3,519 | $200.51K | 0.336% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SMBK Smartfinancial Inc. | Financial Services | 220.4K | $10.93M | 17.58% | 0 | 0.0% | Unchanged | 1.29% |
| 2 | CBK Commercial Bancgroup, Inc. | Financial Services | 124.5K | $3.90M | 6.28% | 0 | 0.0% | Unchanged | 0.91% |
| 3 | META Meta Platforms, Inc. | Technology | 4,553 | $3.30M | 5.31% | +257 | +6.0% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 6,042 | $3.10M | 4.99% | +177 | +3.0% | Added | 0% |
| 5 | AVGO Broadcom Inc. | Technology | 7,222 | $2.54M | 4.08% | +232 | +3.3% | Added | 0% |
| 6 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 4,566 | $2.08M | 3.35% | +205 | +4.7% | Added | 0% |
| 7 | GOOG Alphabet Inc. | Technology | 6,017 | $2.05M | 3.3% | +270 | +4.7% | Added | 0% |
| 8 | SAP Sap Se | Technology | 8,781 | $1.83M | 2.95% | +519 | +6.3% | Added | 0% |
| 9 | CRM Salesforce, Inc. | Technology | 7,867 | $1.81M | 2.91% | +451 | +6.1% | Added | 0% |
| 10 | JPM Jpmorgan Chase & Co | Financial Services | 4,981 | $1.65M | 2.65% | +198 | +4.1% | Added | 0% |
| 11 | BRK-B Berkshire Hathaway Inc | Financial Services | 3,264 | $1.63M | 2.62% | +230 | +7.6% | Added | 0% |
| 12 | PM Philip Morris International Inc. | Consumer Staples | 8,397 | $1.60M | 2.58% | +343 | +4.3% | Added | 0% |
| 13 | AMZN Amazon Com Inc | Consumer Discretionary | 6,256 | $1.56M | 2.51% | +364 | +6.2% | Added | 0% |
| 14 | ATO Atmos Energy Corp | Utilities | 9,703 | $1.52M | 2.44% | 0 | 0.0% | Unchanged | 0.01% |
| 15 | CVX Chevron Corp | Energy | 7,259 | $1.48M | 2.39% | +253 | +3.6% | Added | 0% |
Tip. Select a row to see that position’s full history at Cravens & Co Advisors.
As of its Q3 2026 13F filing, Cravens & Co Advisors, LLC’s five largest positions were Smartfinancial Inc. (SMBK) at 17.6%, Commercial Bancgroup, Inc. (CBK) at 6.3%, Meta Platforms, Inc. (META) at 5.3%, Microsoft Corp (MSFT) at 5.0%, Broadcom Inc. (AVGO) at 4.1% of the reported portfolio.
Cravens & Co Advisors, LLC reported a 13F portfolio worth $62.14M across 47 positions for Q3 2026. That is up 4.3% from the previous quarter.
Its largest purchases by value were Uber Technologies, Inc ($903.72K), Royal Caribbean Cruises Ltd ($802.90K), Automatic Data Processing Inc ($216.51K). It opened 4 new positions.
Its largest sales by value were Novo Nordisk A S ($1.14M), Illumina, Inc. ($797.92K), Lowes Companies Inc ($755.84K). It exited 6 positions entirely.
From the Form 13F-HR reports Cravens & Co Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.