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Portfolio (Quarterly) Guide ↗

Sowell Financial Services LLC

· CIK 0001633697
13F Portfolio $3.1B AUM 1,162 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 185 New 498 Added 415 Reduced 129 Exited
Page 7 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TRV TRAVELERS COMPANIES INC Financial Services 676.0 $223K 0.01% NEW $330.34 +10.3%
122 MOOG INC 525.0 $223K 0.01% NEW $424.06
123 FLS FLOWSERVE CORP Industrials 2,993.0 $222K 0.01% NEW $74.15 +9.2%
124 H HYATT HOTELS CORP Consumer Cyclical 1,141.0 $221K 0.01% NEW $193.80 -6.3%
125 VONE VANGUARD SCOTTSDALE FDS 652.0 $221K 0.01% NEW $338.72 +3.4%
126 EHC ENCOMPASS HEALTH CORP Healthcare 2,180.0 $220K 0.01% NEW $101.09 +20.7%
127 ILMN ILLUMINA INC Healthcare 1,251.0 $220K 0.01% NEW $175.83 +9.8%
128 DEO DIAGEO PLC Consumer Defensive 2,734.0 $220K 0.01% NEW $80.37 +14.2%
129 IEO ISHARES TR 1,995.0 $219K 0.01% NEW $109.85 +20.7%
130 CSW INDUSTRIALS INC 781.0 $217K 0.01% NEW $278.39
131 J JACOBS SOLUTIONS INC Industrials 1,722.0 $217K 0.01% NEW $125.99 +14.0%
132 ITT ITT INC Industrials 1,096.0 $217K 0.01% NEW $197.71 +11.2%
133 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 2,722.0 $217K 0.01% NEW $79.55 +37.1%
134 NTES NETEASE COM INC Technology 1,681.0 $215K 0.01% NEW $128.14 -2.9%
135 INNOVATOR ETFS TRUST 6,843.0 $215K 0.01% NEW $31.45
136 GTES GATES INDL CORP PLC Industrials 7,693.0 $215K 0.01% NEW $27.97 +0.6%
137 FIRST TR EXCHNG TRADED FD VI 8,108.0 $215K 0.01% NEW $26.49
138 DON WISDOMTREE TR 3,794.0 $214K 0.01% NEW $56.52 +3.6%
139 ES EVERSOURCE ENERGY Utilities 2,950.0 $213K 0.01% NEW $72.26 -0.5%
140 TROW PRICE T ROWE GROUP INC Financial Services 1,870.0 $213K 0.01% NEW $113.71 -2.9%
Page 7 of 10  ·  185 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 30.9%
Financial Services 23.6%
Consumer Cyclical 8.6%
Industrials 7.8%
Communication Services 6.8%
Consumer Defensive 6.4%
Healthcare 6.3%
Energy 3.6%
Utilities 2.3%
Real Estate 2.0%