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Sovereign's Capital Management, LLC 13F holdings, Q2 2025

Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →

Sovereign's Capital Management, LLC disclosed 77 US equity positions worth $186.9m in its Q2 2025 13F filing. The largest position was SMCI at 4.6% of the reported book, followed by LOPE and VST. Against the Q1 2025 filing, it opened 1 new position, added to 46 and reduced 2 among the top 50 holdings.

← Q1 2025 · Q3 2025 →

What did Sovereign's Capital Management, LLC own in Q2 2025? Top 50 positions

#StockSectorWeightValueSharesΔ sharesvs Q1 2025
1 SMCI SUPER MICRO COMPUTER INC Technology 4.6%$8.7m177,183 -7% reduced
2 LOPE GRAND CANYON ED INC Consumer Defensive 3.6%$6.7m35,338 10% added
3 VST VISTRA CORP Utilities 3.3%$6.2m32,115 10% added
4 ALKT ALKAMI TECHNOLOGY INC Technology 3.0%$5.6m186,799 9% added
5 EEFT EURONET WORLDWIDE INC Technology 2.9%$5.4m53,073 20% added
6 PAYC PAYCOM SOFTWARE INC Technology 2.9%$5.4m23,182 8% added
7 CBRE CBRE GROUP INC Real Estate 2.8%$5.3m37,979 9% added
8 NTAP NETAPP INC Technology 2.8%$5.3m49,370 31% added
9 PCTY PAYLOCITY HLDG CORP Technology 2.7%$5.1m28,239 26% added
10 PRI PRIMERICA INC Financial Services 2.7%$5.0m18,204 10% added
11 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 2.6%$4.8m161,741 8% added
12 AFG AMERICAN FINL GROUP INC OHIO Financial Services 2.5%$4.7m37,031 10% added
13 MOH MOLINA HEALTHCARE INC Healthcare 2.3%$4.3m14,523 9% added
14 RPAY REPAY HLDGS CORP Technology 2.3%$4.2m878,758 10% added
15 PGR PROGRESSIVE CORP Financial Services 2.3%$4.2m15,790 9% added
16 COKE COCA COLA CONS INC Consumer Defensive 2.2%$4.1m36,380 1018% added
17 CSCO CISCO SYS INC Technology 2.1%$4.0m57,206 50% added
18 NSP INSPERITY INC Industrials 2.1%$3.9m64,712 42% added
19 DAVA ENDAVA PLC Technology 2.0%$3.8m248,552 62% added
20 RJF RAYMOND JAMES FINL INC Financial Services 2.0%$3.8m24,610 8% added
21 LCII LCI INDS Consumer Cyclical 2.0%$3.7m40,963 13% added
22 AJG GALLAGHER ARTHUR J & CO Financial Services 2.0%$3.7m11,629 8% added
23 USPH U S PHYSICAL THERAPY Healthcare 1.8%$3.4m43,695 – new
24 GSHD GOOSEHEAD INS INC 1.7%$3.2m30,276 10% added
25 FISV FISERV INC 1.6%$3.1m17,820 8% added
26 BDX BECTON DICKINSON & CO Healthcare 1.6%$3.0m17,576 8% added
27 ANET ARISTA NETWORKS INC Technology 1.6%$3.0m29,544 6% added
28 NHC NATIONAL HEALTHCARE CORP Healthcare 1.6%$3.0m28,224 11% added
29 TFIN TRIUMPH FINANCIAL INC 1.6%$3.0m53,979 33% added
30 TSN TYSON FOODS INC Consumer Defensive 1.4%$2.6m45,962 10% added
31 RPC P10 INC 1.4%$2.6m250,919 11% added
32 APG API GROUP CORP Industrials 1.3%$2.4m47,553 19% added
33 RMD RESMED INC Healthcare 1.2%$2.3m8,732 11% added
34 LECO LINCOLN ELEC HLDGS INC Industrials 1.1%$2.1m10,095 11% added
35 AM6 AMICUS THERAPEUTICS INC 1.1%$2.0m355,609 15% added
36 TRIN TRINITY CAP INC 1.1%$2.0m140,268 0% held
37 UPS UNITED PARCEL SERVICE INC Industrials 1.0%$1.8m18,248 7% added
38 CSWC CAPITAL SOUTHWEST CORP 0.9%$1.7m77,048 9% added
39 OPCH OPTION CARE HEALTH INC Healthcare 0.9%$1.7m51,491 19% added
40 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 0.8%$1.6m25,507 11% added
41 EME EMCOR GROUP INC Industrials 0.8%$1.5m2,891 96% added
42 MLR MILLER INDS INC TENN 0.8%$1.5m34,478 19% added
43 HCSG HEALTHCARE SVCS GROUP INC Healthcare 0.8%$1.5m99,660 13% added
44 ADV ADVANTAGE SOLUTIONS INC 0.8%$1.5m1,110,595 8% added
45 VRRM VERRA MOBILITY CORP Technology 0.8%$1.4m56,790 19% added
46 HRB BLOCK H & R INC Consumer Cyclical 0.8%$1.4m25,863 19% added
47 AZZ AZZ INC Industrials 0.8%$1.4m15,001 19% added
48 SPSC SPS COMM INC Technology 0.7%$1.3m9,893 19% added
49 DVN DEVON ENERGY CORP NEW Energy 0.7%$1.3m40,619 18% added
50 DIOD DIODES INC Technology 0.7%$1.2m23,235 -41% reduced

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.