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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 57 of 59  ·  1,162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 FTF FRANKLIN LTD DURATION INCOME Financial Services 23,023.0 $133K 0.00% $5.79 +0.8%
1122 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 12,877.0 $133K 0.00% -137.0 -1.1% $10.30 -1.4%
1123 PFL PIMCO INCOME STRATEGY FD Financial Services 16,641.0 $131K 0.00% $7.88 -3.0%
1124 CNH INDL N V 11,632.0 $131K 0.00% NEW $11.23
1125 GGB GERDAU SA Basic Materials 32,063.0 $130K 0.00% -1K -3.9% $4.04 +17.2%
1126 NEOG NEOGEN CORP Healthcare 14,289.0 $128K 0.00% -1K -8.8% $8.99 +30.7%
1127 ONDS ONDAS INC Technology 14,522.0 $120K 0.00% NEW $8.24 +7.9%
1128 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 10,655.0 $119K 0.00% NEW $11.15 -9.3%
1129 JAMES RIV GROUP HOLDINGS INC 26,796.0 $118K 0.00% +300.0 +1.1% $4.40
1130 QUBT QUANTUM COMPUTING INC Technology 12,060.0 $117K 0.00% NEW $9.70 -11.3%
1131 VENTURE GLOBAL INC 10,061.0 $112K 0.00% NEW $11.13
1132 GSBD GOLDMAN SACHS BDC INC Financial Services 11,775.0 $112K 0.00% -11K -48.3% $9.48 +3.3%
1133 BLNE BEELINE HOLDINGS INC Consumer Defensive 91,447.0 $112K 0.00% NEW $1.22 -21.5%
1134 NUV NUVEEN MUN VALUE FD INC Financial Services 11,805.0 $109K 0.00% $9.22 -2.3%
1135 GRFS GRIFOLS S A Healthcare 15,140.0 $107K 0.00% -664.0 -4.2% $7.08 +10.0%
1136 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 15,880.0 $105K 0.00% NEW $6.60 -7.7%
1137 WEN WENDYS CO Consumer Cyclical 12,485.0 $103K 0.00% +2K +20.9% $8.29 +1.2%
1138 OMER OMEROS CORP Healthcare 10,650.0 $101K 0.00% $9.51 +79.7%
1139 HAFN HAFNIA LTD Industrials 14,806.0 $98K 0.00% NEW $6.64 +16.6%
1140 QS QUANTUMSCAPE CORP Consumer Cyclical 12,972.0 $98K 0.00% +622.0 +5.0% $7.56 -24.1%
Page 57 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%