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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 48 of 59  ·  1,162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 ARCC ARES CAPITAL CORP Financial Services 13,848.0 $257K 0.01% -5K -25.2% $18.53 +6.8%
942 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 4,870.0 $256K 0.01% -16K -76.5% $52.64 +27.1%
943 RY ROYAL BK CDA Financial Services 1,236.0 $256K 0.01% -148.0 -10.7% $207.02 +1.0%
944 SHE SPDR SERIES TRUST 1,656.0 $256K 0.01% -61.0 -3.5% $154.42 +3.2%
945 TRGP TARGA RES CORP Energy 954.0 $256K 0.01% NEW $268.05 +9.4%
946 DINO HF SINCLAIR CORP Energy 3,666.0 $255K 0.01% NEW $69.65 +37.1%
947 MFC MANULIFE FINL CORP Financial Services 6,289.0 $255K 0.01% $40.51 +7.1%
948 FNCL FIDELITY COVINGTON TRUST 3,324.0 $255K 0.01% +317.0 +10.5% $76.57 +7.8%
949 SUB ISHARES TR 2,389.0 $254K 0.01% $106.46 -0.2%
950 CTVA CORTEVA INC Basic Materials 3,002.0 $254K 0.01% -2K -40.9% $84.68 -7.1%
951 DY DYCOM INDS INC Industrials 502.0 $254K 0.01% NEW $505.59 -20.1%
952 AM ANTERO MIDSTREAM CORP Energy 11,140.0 $253K 0.01% NEW $22.75 -1.6%
953 TEL TE CONNECTIVITY PLC Technology 1,257.0 $253K 0.01% -246.0 -16.4% $201.56 +2.5%
954 BXSL BLACKSTONE SECD LENDING FD Financial Services 10,681.0 $253K 0.01% NEW $23.71 +3.5%
955 AMCOR PLC 5,826.0 $253K 0.01% NEW $43.35
956 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 838.0 $252K 0.01% +193.0 +29.9% $301.20 -21.6%
957 ILCG ISHARES TR 2,152.0 $252K 0.01% $117.02 -1.0%
958 SMTC SEMTECH CORP Technology 1,554.0 $252K 0.01% NEW $161.85 -21.0%
959 MDLZ MONDELEZ INTL INC Consumer Defensive 4,348.0 $251K 0.01% NEW $57.84 +9.9%
960 ETSY INC 3,317.0 $250K 0.01% NEW $75.33
Page 48 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%