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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 47 of 59  ·  1,162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 STAG STAG INDUSTRIAL INC Real Estate 7,132.0 $271K 0.01% +195.0 +2.8% $38.06 -3.9%
922 RWO SPDR INDEX SHS FDS 5,445.0 $271K 0.01% +577.0 +11.8% $49.71 +0.8%
923 LFUS LITTELFUSE INC Technology 593.0 $270K 0.01% NEW $455.58 -4.0%
924 BIBL NORTHERN LTS FD TR IV 4,667.0 $270K 0.01% -49.0 -1.0% $57.88 -3.1%
925 ICF ISHARES TR 3,984.0 $269K 0.01% -968.0 -19.6% $67.63 +0.9%
926 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 1,536.0 $266K 0.01% NEW $173.14 -7.9%
927 MOAT VANECK ETF TRUST 2,554.0 $265K 0.01% -84.0 -3.2% $103.95 +7.7%
928 EMD WESTERN ASSET EMERGING MKTS Financial Services 24,700.0 $265K 0.01% -475.0 -1.9% $10.74 -1.1%
929 SPXC SPX TECHNOLOGIES INC Industrials 1,074.0 $263K 0.01% NEW $245.17 -13.3%
930 EEMV ISHARES INC 3,495.0 $263K 0.01% +270.0 +8.4% $75.29 -1.3%
931 PBE INVESCO EXCHANGE TRADED FD T 2,933.0 $263K 0.01% -47.0 -1.6% $89.65 +6.3%
932 SHYG ISHARES TR 6,179.0 $262K 0.01% -262.0 -4.1% $42.41 -0.6%
933 PPG PPG INDS INC Basic Materials 2,154.0 $261K 0.01% NEW $121.27 -7.0%
934 POOL POOL CORP Industrials 1,212.0 $260K 0.01% NEW $214.93 -12.8%
935 GLOBUS MED INC 3,285.0 $260K 0.01% NEW $79.01
936 NTAP NETAPP INC Technology 1,667.0 $258K 0.01% NEW $154.76 +32.3%
937 A AGILENT TECHNOLOGIES INC Healthcare 1,942.0 $258K 0.01% +399.0 +25.9% $132.84 +11.7%
938 MUSA MURPHY USA INC Consumer Cyclical 478.0 $257K 0.01% -25.0 -5.0% $538.70 +6.6%
939 ABCB AMERIS BANCORP Financial Services 2,853.0 $257K 0.01% -388.0 -12.0% $90.25 -2.3%
940 AJG GALLAGHER ARTHUR J & CO Financial Services 1,119.0 $257K 0.01% -263.0 -19.0% $229.50 +8.2%
Page 47 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%