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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 25 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 SUB ISHARES TR 2,386.0 $255K 0.01% +39.0 +1.7% $106.70 -0.5%
482 SKY CHAMPION HOMES INC Consumer Cyclical 2,956.0 $250K 0.01% +100.0 +3.5% $84.50 -22.0%
483 PNR PENTAIR PLC Industrials 2,394.0 $249K 0.01% +305.0 +14.6% $104.15 -30.0%
484 NI NISOURCE INC Utilities 5,940.0 $248K 0.01% +120.0 +2.1% $41.76 +11.0%
485 L LOEWS CORP Financial Services 2,331.0 $246K 0.01% +17.0 +0.7% $105.32 +2.3%
486 SMG SCOTTS MIRACLE-GRO CO Basic Materials 4,188.0 $244K 0.01% +97.0 +2.4% $58.35 -0.7%
487 RNR RENAISSANCERE HLDGS LTD Financial Services 865.0 $243K 0.01% +6.0 +0.7% $281.10 +6.3%
488 LEIDOS HOLDINGS INC 1,344.0 $242K 0.01% +170.0 +14.5% $180.37
489 ABCB AMERIS BANCORP Financial Services 3,241.0 $241K 0.01% +20.0 +0.6% $74.27 +12.3%
490 SHYM BLACKROCK ETF TRUST II 10,815.0 $240K 0.01% +206.0 +1.9% $22.22 -0.5%
491 CHKP CHECK POINT SOFTWARE TECH LT Technology 1,288.0 $239K 0.01% +86.0 +7.2% $185.56 -31.4%
492 WRB BERKLEY W R CORP Financial Services 3,400.0 $238K 0.01% +83.0 +2.5% $70.12 -2.8%
493 GASS STEALTHGAS INC Industrials 33,125.0 $233K 0.01% +13K +66.5% $7.02 +44.4%
494 INBK FIRST INTERNET BANCORP Financial Services 11,122.0 $232K 0.01% +1K +13.2% $20.87 +14.9%
495 AEM AGNICO EAGLE MINES LTD Basic Materials 1,369.0 $232K 0.01% +86.0 +6.7% $169.50 +5.4%
496 HTD HANCOCK JOHN TAX-ADVANTAGED Financial Services 9,627.0 $228K 0.01% +55.0 +0.6% $23.66 +5.8%
497 PDEC INNOVATOR ETFS TRUST 5,240.0 $227K 0.01% +300.0 +6.1% $43.38 +4.6%
498 AFG AMERICAN FINL GROUP INC OHIO Financial Services 1,662.0 $227K 0.01% +127.0 +8.3% $136.70 +0.0%
499 TDG TRANSDIGM GROUP INC Industrials 170.0 $226K 0.01% +3.0 +1.8% $1328.29 -11.1%
500 FAST FASTENAL CO Industrials 5,579.0 $224K 0.01% +271.0 +5.1% $40.13 +9.9%
Page 25 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%