BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Sowell Financial Services LLC

· CIK 0001633697
13F Portfolio $2.7B AUM 1,106 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 113 New 531 Added 324 Reduced 75 Exited
Page 21 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ADI ANALOG DEVICES INC Technology 1,528.0 $414K 0.01% +150.0 +10.9% $271.23 +54.3%
402 BHP BHP GROUP LTD Basic Materials 6,861.0 $414K 0.01% +302.0 +4.6% $60.37 +39.2%
403 R RYDER SYS INC Industrials 2,162.0 $414K 0.01% +169.0 +8.5% $191.38 +20.7%
404 NUVEEN REAL ASSET INCOME & G 30,367.0 $413K 0.01% +258.0 +0.9% $13.61
405 BLUE OWL CAPITAL CORPORATION 33,198.0 $413K 0.01% +4K +15.4% $12.43
406 RITM RITHM CAPITAL CORP Real Estate 37,723.0 $411K 0.01% +3K +8.4% $10.90 -16.2%
407 SNY SANOFI SA Healthcare 8,480.0 $411K 0.01% +3K +61.7% $48.46 -11.9%
408 CMF ISHARES TR 7,113.0 $409K 0.01% +3K +71.4% $57.46 -1.1%
409 HYLB DBX ETF TR 11,071.0 $408K 0.01% +136.0 +1.2% $36.83 -1.4%
410 BOOT BOOT BARN HLDGS INC Consumer Cyclical 2,229.0 $393K 0.01% +37.0 +1.7% $176.47 -20.0%
411 PAYX PAYCHEX INC Industrials 3,501.0 $393K 0.01% +269.0 +8.3% $112.17 -18.4%
412 MMSI MERIT MED SYS INC Healthcare 4,442.0 $392K 0.01% +87.0 +2.0% $88.14 -30.4%
413 WEC WEC ENERGY GROUP INC Utilities 3,661.0 $386K 0.01% +266.0 +7.8% $105.45 +3.5%
414 ISHARES TR 41,650.0 $385K 0.01% +16K +65.0% $9.25
415 OXY OCCIDENTAL PETE CORP Energy 9,287.0 $382K 0.01% +107.0 +1.2% $41.12 +45.0%
416 NAC NUVEEN CA QUALTY MUN INCOME Financial Services 32,173.0 $380K 0.01% +2K +5.0% $11.81 -0.4%
417 BDX BECTON DICKINSON & CO Healthcare 1,931.0 $375K 0.01% +198.0 +11.4% $194.10 -26.7%
418 ARCC ARES CAPITAL CORP Financial Services 18,513.0 $375K 0.01% +3K +22.2% $20.23 -7.5%
419 ATO ATMOS ENERGY CORP Utilities 2,227.0 $373K 0.01% +137.0 +6.6% $167.65 +6.5%
420 HTGC HERCULES CAPITAL INC Financial Services 19,725.0 $371K 0.01% +4K +22.4% $18.82 -17.5%
Page 21 of 27  ·  531 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.3%
Financial Services 26.3%
Consumer Cyclical 8.9%
Communication Services 7.1%
Healthcare 6.7%
Industrials 6.5%
Consumer Defensive 6.4%
Energy 4.4%
Utilities 2.2%
Real Estate 1.8%