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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 18 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 PBE INVESCO EXCHANGE TRADED FD T 2,933.0 $263K 0.01% -47.0 -1.6% $89.65 +6.3%
342 SHYG ISHARES TR 6,179.0 $262K 0.01% -262.0 -4.1% $42.41 -0.6%
343 MUSA MURPHY USA INC Consumer Cyclical 478.0 $257K 0.01% -25.0 -5.0% $538.70 +7.8%
344 ABCB AMERIS BANCORP Financial Services 2,853.0 $257K 0.01% -388.0 -12.0% $90.25 -2.4%
345 AJG GALLAGHER ARTHUR J & CO Financial Services 1,119.0 $257K 0.01% -263.0 -19.0% $229.50 +9.7%
346 ARCC ARES CAPITAL CORP Financial Services 13,848.0 $257K 0.01% -5K -25.2% $18.53 +6.2%
347 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 4,870.0 $256K 0.01% -16K -76.5% $52.64 +23.5%
348 RY ROYAL BK CDA Financial Services 1,236.0 $256K 0.01% -148.0 -10.7% $207.02 +2.6%
349 SHE SPDR SERIES TRUST 1,656.0 $256K 0.01% -61.0 -3.5% $154.42 +3.2%
350 CTVA CORTEVA INC Basic Materials 3,002.0 $254K 0.01% -2K -40.9% $84.68 -8.3%
351 TEL TE CONNECTIVITY PLC Technology 1,257.0 $253K 0.01% -246.0 -16.4% $201.56 +3.0%
352 STM STMICROELECTRONICS N V Technology 3,333.0 $250K 0.01% -5K -57.5% $74.89 -30.2%
353 REMX VANECK ETF TRUST 2,791.0 $247K 0.01% -24K -89.6% $88.50 -13.1%
354 RNR RENAISSANCERE HLDGS LTD Financial Services 772.0 $245K 0.01% -93.0 -10.8% $316.97 +2.0%
355 CBRE CBRE GROUP INC Real Estate 1,800.0 $242K 0.01% -113.0 -5.9% $134.72 +11.0%
356 J P MORGAN EXCHANGE TRADED F 3,316.0 $240K 0.01% -10K -74.4% $72.28
357 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,232.0 $238K 0.01% -341.0 -21.7% $193.30 +5.9%
358 SNA SNAP ON INC Industrials 591.0 $238K 0.01% -575.0 -49.3% $402.65 -0.9%
359 NGG NATIONAL GRID PLC Utilities 2,858.0 $237K 0.01% -583.0 -16.9% $82.88 -1.1%
360 CLH CLEAN HARBORS INC Industrials 785.0 $235K 0.01% -174.0 -18.1% $298.75 +7.5%
Page 18 of 21  ·  415 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%