Cravens & Co Advisors, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports that the firm holds positions in 61 separate companies.
The largest position disclosed in the portfolio is a holding in SmartFinancial Inc. The firm owns 22,040,000 shares of SmartFinancial, representing 220,400 shares outstanding. Other significant holdings include shares of Dimensional ETF Trust US Core Equity 2 ETF, with 35,979,200 shares, and Dimensional ETF Trust International Core Equity, with 26,255,000 shares.
The portfolio also includes a variety of individual equities. Notable holdings include 30,989,470 shares of Microsoft Corporation, 33,015,380 shares of Alphabet Inc., and 30,894,700 shares of Apple Inc. The filing also lists positions in Visa Inc., UnitedHealth Group Inc., and Eli Lilly & Co.
Additionally, the portfolio contains a mix of exchange-traded funds (ETFs). The firm holds 17,156,800 shares of the Morgan Stanley ETF Trust EATO Vanc Bd ETF and 50,788 shares of the PGIM ETF TR PGIM Ultra Sh Bd ETF. The filing indicates that all positions are held as sole voting power and sole dispositive power.