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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 31 of 59  ·  1,162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 CDNS CADENCE DESIGN SYSTEM INC Technology 1,540.0 $578K 0.02% -2K -53.0% $375.30 -16.1%
602 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 33,183.0 $576K 0.02% +7K +28.5% $17.35 -9.3%
603 ROST ROSS STORES INC Consumer Cyclical 2,704.0 $576K 0.02% +255.0 +10.4% $212.88 +10.2%
604 IMFL INVESCO EXCH TRD SLF IDX FD 16,632.0 $571K 0.02% +207.0 +1.3% $34.34 +1.4%
605 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 1,495.0 $569K 0.02% -473.0 -24.0% $380.48 -29.0%
606 LITE LUMENTUM HLDGS INC Technology 658.0 $565K 0.02% -477.0 -42.0% $857.98 -3.5%
607 ULTA ULTA BEAUTY INC Consumer Cyclical 1,245.0 $562K 0.02% +103.0 +9.0% $451.03 +17.0%
608 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,033.0 $560K 0.02% -26.0 -2.5% $541.79 -2.3%
609 QEFA SPDR INDEX SHS FDS 5,826.0 $559K 0.02% -532.0 -8.4% $96.01 +5.6%
610 AZO AUTOZONE INC Consumer Cyclical 174.0 $557K 0.02% $3201.63 -3.9%
611 BHK BLACKROCK CORE BD TR Financial Services 60,681.0 $556K 0.02% -1K -2.2% $9.17 -0.9%
612 CNI CANADIAN NATL RY CO Industrials 4,666.0 $556K 0.02% +46.0 +1.0% $119.24 +7.0%
613 PCEF INVESCO EXCH TRADED FD TR II 27,290.0 $554K 0.02% -1K -5.0% $20.31 +0.8%
614 SJM SMUCKER J M CO Consumer Defensive 4,926.0 $554K 0.02% NEW $112.51 +9.2%
615 IBDX ISHARES TR 21,825.0 $550K 0.02% +5K +29.9% $25.19 -1.2%
616 EMR EMERSON ELEC CO Industrials 3,836.0 $549K 0.02% -740.0 -16.2% $143.16 +10.1%
617 VONV VANGUARD SCOTTSDALE FDS 5,145.0 $547K 0.02% NEW $106.32 +6.8%
618 SHLD GLOBAL X FDS 9,110.0 $544K 0.02% +2K +22.8% $59.71 +15.9%
619 OLN OLIN CORP Basic Materials 27,433.0 $544K 0.02% +612.0 +2.3% $19.82 -5.6%
620 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 2,239.0 $540K 0.02% NEW $240.97 +4.6%
Page 31 of 59  ·  1,162 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%