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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 8 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BPOP POPULAR INC Financial Services 1,294.0 $212K 0.01% NEW $164.18 +7.8%
142 EQIX EQUINIX INC Real Estate 203.0 $212K 0.01% NEW $1042.75 +5.3%
143 IDA IDACORP INC Utilities 1,398.0 $211K 0.01% NEW $151.27 -6.5%
144 TPL TEXAS PACIFIC LAND CORPORATI Energy 483.0 $211K 0.01% NEW $437.27 -17.5%
145 CAM AB ACTIVE ETFS INC 8,371.0 $211K 0.01% NEW $25.16 -1.1%
146 SWK STANLEY BLACK & DECKER INC Industrials 2,228.0 $210K 0.01% NEW $94.10 +5.8%
147 MOD MODINE MFG CO Consumer Cyclical 785.0 $210K 0.01% NEW $267.02 -18.8%
148 VCYT VERACYTE INC Healthcare 3,566.0 $209K 0.01% NEW $58.73 -28.4%
149 FRDM EA SERIES TRUST 2,855.0 $208K 0.01% NEW $72.90 -5.3%
150 FSS FEDERAL SIGNAL CORP Industrials 1,618.0 $208K 0.01% NEW $128.46 -1.8%
151 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,084.0 $207K 0.01% NEW $99.28 -9.2%
152 GBCI GLACIER BANCORP INC NEW Financial Services 4,009.0 $207K 0.01% NEW $51.59 -3.8%
153 VMI VALMONT INDS INC Industrials 357.0 $206K 0.01% NEW $577.60 -12.3%
154 TKO TKO GROUP HOLDINGS INC Communication Services 1,023.0 $206K 0.01% NEW $201.31 -3.1%
155 BCPC BALCHEM CORP Basic Materials 1,216.0 $206K 0.01% NEW $169.00 +5.5%
156 ISHG ISHARES TR 2,759.0 $205K 0.01% NEW $74.25 +2.0%
157 CARR CARRIER GLOBAL CORPORATION Industrials 2,776.0 $204K 0.01% NEW $73.36 -14.7%
158 BUCK SIMPLIFY EXCHANGE TRADED FUN 8,640.0 $202K 0.01% NEW $23.42 +0.0%
159 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 18,344.0 $202K 0.01% NEW $10.99 -2.7%
160 HFWA HERITAGE FINL CORP WASH Financial Services 6,805.0 $202K 0.01% NEW $29.62 -0.1%
Page 8 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%