Sovereign's Capital Management, LLC - Portfolio overview

Sovereign's Capital Management, LLC has 87 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. FOLD - AMICUS THERAPEUTICS INC, 4.05%
2. FISV - FISERV INC, 3.59%
3. VST - VISTRA CORP, 3.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.