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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 6 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UNP UNION PAC CORP Industrials 5,228.0 $1.2M 0.04% -89.0 -1.7% $231.32 +19.2%
102 TT TRANE TECHNOLOGIES PLC Industrials 3,086.0 $1.2M 0.04% -19.0 -0.6% $389.18 +17.9%
103 SYY SYSCO CORP Consumer Defensive 16,295.0 $1.2M 0.04% -5K -21.8% $73.69 -1.4%
104 INTU INTUIT Technology 1,801.0 $1.2M 0.04% -207.0 -10.3% $662.33 -39.2%
105 JJSF J & J SNACK FOODS CORP Consumer Defensive 12,633.0 $1.1M 0.04% -2K -14.8% $90.37 -19.2%
106 DE DEERE & CO Industrials 2,427.0 $1.1M 0.04% -113.0 -4.5% $465.56 +21.2%
107 XLRE SELECT SECTOR SPDR TR 27,329.0 $1.1M 0.04% -332.0 -1.2% $40.35 +8.0%
108 LMBS FIRST TR EXCHANGE-TRADED FD 21,649.0 $1.1M 0.04% -20K -47.9% $49.99 -0.6%
109 USFD US FOODS HLDG CORP Consumer Defensive 13,733.0 $1.0M 0.04% -414.0 -2.9% $75.32 +8.8%
110 PCAR PACCAR INC Industrials 9,173.0 $1.0M 0.04% -192.0 -2.0% $109.52 +1.2%
111 FANG DIAMONDBACK ENERGY INC Energy 6,566.0 $987K 0.04% -144.0 -2.1% $150.32 +36.3%
112 BLK BLACKROCK INC Financial Services 914.0 $978K 0.04% -20.0 -2.1% $1070.01 +1.5%
113 ARGT GLOBAL X FDS 10,674.0 $976K 0.04% -980.0 -8.4% $91.41 -4.3%
114 AGI ALAMOS GOLD INC NEW Basic Materials 24,811.0 $957K 0.04% -31K -55.3% $38.58 +4.4%
115 PNW PINNACLE WEST CAP CORP Utilities 10,700.0 $949K 0.04% -883.0 -7.6% $88.70 +11.8%
116 BINC BLACKROCK ETF TRUST II 17,312.0 $914K 0.03% -4K -20.4% $52.77 -1.4%
117 VST VISTRA CORP Utilities 5,656.0 $912K 0.03% -1K -15.2% $161.33 -16.5%
118 ITW ILLINOIS TOOL WKS INC Industrials 3,550.0 $874K 0.03% -302.0 -7.8% $246.32 +1.4%
119 EXC EXELON CORP Utilities 19,977.0 $871K 0.03% -522.0 -2.5% $43.59 +0.7%
120 CNP CENTERPOINT ENERGY INC Utilities 22,576.0 $866K 0.03% -5K -19.1% $38.34 +7.7%
Page 6 of 17  ·  324 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%