Sanchez Gaunt Capital Management, LLC — 13F Holdings & Portfolio

CIK 2113492 · latest 13F-HR filed 2026-04-14

Sanchez Gaunt Capital Management, LLC manages $160.2M in 13F-reported U.S. long-equity assets across 184 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VOO (3.87%), BIL (3.23%), IAU (2.66%).

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$160.2M

Long-equity book

Holdings

184

Distinct positions

Period

2026-03-31

Filed 2026-04-14

Q/Q Activity

no prior filing cached

Firm Profile & Key People
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Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD S&P 500 VOO 922908363 $6.2M 3.87% 10,367 SH
2 ST STR BLMBRG 1-3M ETF BIL 78468R663 $5.2M 3.23% 56,445 SH
3 ISHARES GOLD ETF IAU 464285204 $4.3M 2.66% 48,274 SH
4 TECH SEL SECT SPDR ETF XLK 81369Y803 $4.1M 2.53% 30,475 SH
5 NVIDIA CORP NVDA 67066G104 $4.0M 2.51% 23,087 SH
6 ISHARES CORE S&P 500 ETF IVV 464287200 $3.9M 2.47% 6,045 SH
7 ST STR SPDR S&P 500 ETF SPYM 78464A854 $3.7M 2.28% 47,795 SH
8 META PLATFORMS INC A META 30303M102 $3.1M 1.96% 5,493 SH
9 MICROSOFT CORPORATION MSFT 594918104 $2.9M 1.83% 7,902 SH
10 APPLE INC AAPL 037833100 $2.8M 1.77% 11,177 SH
11 ISHARES US TECHNOLOGY ETF IYW 464287721 $2.8M 1.77% 15,597 SH
12 ISHS US EQTY FACTR ROTATN ACT ETF DYNF 09290C103 $2.7M 1.71% 47,154 SH
13 ALPHABET INC A GOOGL 02079K305 $2.7M 1.66% 9,237 SH
14 PIMCO ENH SHRT MATY ETF MINT 72201R833 $2.7M 1.66% 26,380 SH
15 ISHS NATL MUNI BD ETF MUB 464288414 $2.5M 1.55% 23,453 SH
16 ISHS CORE MSCI EAFE ETF IEFA 46432F842 $2.2M 1.37% 24,291 SH
17 ISHS S&P 500 GRWTH ETF IVW 464287309 $2.0M 1.28% 18,056 SH
18 ST STR SPDR S&P 500 ETF SPYV 78464A508 $2.0M 1.23% 34,698 SH
19 ST STR H/C SEL SCTR ETF XLV 81369Y209 $1.8M 1.14% 12,466 SH
20 ISHARES 0-5 YEAR HIGH YIELD CORP ETF SHYG 46434V407 $1.8M 1.14% 43,068 SH
21 ST STR PRT DEV WRLD ETF SPDW 78463X889 $1.8M 1.11% 39,042 SH
22 UNITED THERAPEUTICS CORP UTHR 91307C102 $1.8M 1.10% 2,970 SH
23 ISHARES FLEXIBLE INCME ACTIVE ETF BINC 092528603 $1.7M 1.09% 33,644 SH
24 ISHS CORE MSCI E/MKT ETF IEMG 46434G103 $1.7M 1.08% 24,816 SH
25 ISHS COR INTL D/MKT ETF IDEV 46435G326 $1.7M 1.08% 20,668 SH
26 AMERICAN HEALTHCARE REIT AHR 398182303 $1.6M 1.02% 34,559 SH
27 ISHARES BIOTECHNOLOGY ETF IBB 464287556 $1.4M 0.90% 8,546 SH
28 CONS DSCR SEL SPDR ETF XLY 81369Y407 $1.4M 0.89% 13,150 SH
29 NEWMONT CORP NEM 651639106 $1.4M 0.85% 12,599 SH
30 ISHARES AI INVATN AND TEC ACT ETF BAI 09290C780 $1.4M 0.85% 41,353 SH
31 COMMUNICATION SVCS SELECT SECTOR SPDR XLC 81369Y852 $1.3M 0.83% 11,996 SH
32 ISHARES INTL CTRY ROT ACTIV ETF CORO 09290C764 $1.3M 0.81% 40,281 SH
33 CAMBRIA SHAREHOLDER YIELD ETF SYLD 132061201 $1.3M 0.80% 16,977 SH
34 VANGUARD S&P SMALL CAP 600 ETF VIOO 921932828 $1.2M 0.74% 10,261 SH
35 AMAZON.COM INC AMZN 023135106 $1.2M 0.73% 5,602 SH
36 BROADCOM INC AVGO 11135F101 $1.2M 0.73% 3,766 SH
37 VANGUARD TOTAL INT'L BOND ETF BNDX 92203J407 $1.1M 0.68% 22,742 SH
38 AT&T INC T 00206R102 $1.1M 0.68% 37,610 SH
39 ISHS 3-7Y TRSY BD ETF IEI 464288661 $1.1M 0.67% 9,100 SH
40 FOX CORP FOXA 35137L105 $1.1M 0.67% 18,397 SH
41 AVANTIS EMERGING MARKETS EQ ETF AVEM 025072604 $1.1M 0.66% 13,151 SH
42 SYNCHRONY FINANCIAL SYF 87165B103 $1.1M 0.66% 15,503 SH
43 INDL SEL SECTOR SPDR ETF XLI 81369Y704 $1.1M 0.66% 6,503 SH
44 ST STR SPDR S&P EMG ETF SPEM 78463X509 $1.0M 0.64% 21,978 SH
45 FIDELITY MSCI INFOR TECH INDX ETF FTEC 316092808 $1.0M 0.63% 4,859 SH
46 JPMORGAN CHASE & CO JPM 46625H100 $1.0M 0.63% 3,408 SH
47 UTILS SEL SECT SPDR ETF XLU 81369Y886 $978.6K 0.61% 21,325 SH
48 ENERGY SEL SECT SPDR ETF XLE 81369Y506 $952.2K 0.59% 15,543 SH
49 ISHARES TR MSCI USA QLT FCT QUAL 46432F339 $942.2K 0.59% 4,912 SH
50 FINL SEL SECT SPDR ETF XLF 81369Y605 $915.1K 0.57% 18,536 SH