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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 40 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 FMAY FIRST TR EXCHNG TRADED FD VI 6,367.0 $340K 0.01% -1K -13.9% $53.45 +4.2%
782 CAVA CAVA GROUP INC Consumer Cyclical 5,788.0 $340K 0.01% -181.0 -3.0% $58.69 +37.2%
783 JCI JOHNSON CTLS INTL PLC Industrials 2,831.0 $339K 0.01% -40.0 -1.4% $119.75 +13.1%
784 FTAI AVIATION LTD 1,721.0 $339K 0.01% +10.0 +0.6% $196.85
785 SAN BANCO SANTANDER SA Financial Services 28,877.0 $339K 0.01% -3K -10.2% $11.73 +0.4%
786 JLS NUVEEN MORTGAGE AND INCOME F Financial Services 18,576.0 $338K 0.01% $18.19 +1.0%
787 ACGL ARCH CAP GROUP LTD Financial Services 3,520.0 $338K 0.01% +737.0 +26.5% $95.92 +1.0%
788 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 1,968.0 $337K 0.01% -109.0 -5.2% $171.28 +109.6%
789 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 17,436.0 $337K 0.01% +3K +17.9% $19.33 +15.8%
790 NUE NUCOR CORP Basic Materials 2,060.0 $336K 0.01% -45.0 -2.1% $163.08 +36.0%
791 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,165.0 $335K 0.01% -17.0 -1.4% $287.33 +9.8%
792 COIN COINBASE GLOBAL INC Financial Services 1,480.0 $335K 0.01% -578.0 -28.1% $226.13 -14.5%
793 FSK FS KKR CAP CORP Financial Services 22,413.0 $332K 0.01% +165.0 +0.7% $14.81 -28.5%
794 TER TERADYNE INC Technology 1,714.0 $332K 0.01% NEW $193.53 +66.1%
795 GTO INVESCO ACTIVELY MANAGED EXC 6,994.0 $332K 0.01% +1K +18.4% $47.42 -2.0%
796 DDOG DATADOG INC Technology 2,431.0 $331K 0.01% -21.0 -0.9% $135.99 +58.2%
797 FN FABRINET Technology 725.0 $330K 0.01% -6.0 -0.8% $455.28 +48.9%
798 WBD WARNER BROS DISCOVERY INC Communication Services 11,435.0 $330K 0.01% $28.82 -6.0%
799 EFX EQUIFAX INC Industrials 1,515.0 $329K 0.01% +9.0 +0.6% $217.03 -25.9%
800 EMN EASTMAN CHEM CO Basic Materials 5,138.0 $328K 0.01% +428.0 +9.1% $63.83 +11.1%
Page 40 of 56  ·  1,106 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%