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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 58 of 59  ·  1,162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 SBSW SIBANYE STILLWATER LTD Basic Materials 11,442.0 $97K 0.00% -8K -40.2% $8.49 +25.5%
1142 BLACKROCK TECH AND PRIVATE E 10,544.0 $95K 0.00% +333.0 +3.3% $9.03
1143 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 12,266.0 $94K 0.00% NEW $7.63 -17.8%
1144 LUMN LUMEN TECHNOLOGIES INC Communication Services 10,812.0 $83K 0.00% -5K -32.1% $7.68 -20.6%
1145 UGP ULTRAPAR PARTICIPACOES SA Energy 15,800.0 $79K 0.00% NEW $5.02 +27.6%
1146 LYG LLOYDS BANKING GROUP PLC Financial Services 13,278.0 $77K 0.00% +2K +17.2% $5.83 +4.2%
1147 DNN DENISON MINES CORP Energy 23,554.0 $72K 0.00% +1K +6.0% $3.06 +0.5%
1148 ENIC ENEL CHILE SA Utilities 15,288.0 $69K 0.00% +996.0 +7.0% $4.50 -0.1%
1149 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 35,300.0 $68K 0.00% NEW $1.92 -18.2%
1150 RC READY CAPITAL CORP Real Estate 36,639.0 $64K 0.00% -1K -3.6% $1.75 -2.0%
1151 IGR CBRE GBL REAL ESTATE INC FD Financial Services 12,230.0 $56K 0.00% +456.0 +3.9% $4.61 +1.4%
1152 TMC TMC THE METALS COMPANY INC Basic Materials 12,095.0 $54K 0.00% $4.43 -12.9%
1153 MNKD MANNKIND CORP Healthcare 11,413.0 $49K 0.00% +592.0 +5.5% $4.26 -5.5%
1154 DHF BNY MELLON HIGH YIELD STRATE Financial Services 16,787.0 $41K 0.00% +592.0 +3.7% $2.42 -1.9%
1155 GERN GERON CORP Healthcare 27,000.0 $35K 0.00% $1.28 +19.5%
1156 GREENIDGE GENERATION HLDGS I 19,002.0 $34K 0.00% NEW $1.79
1157 ANY SPHERE 3D CORP NEW Technology 11,000.0 $30K 0.00% NEW $2.76 -29.3%
1158 GETY GETTY IMAGES HOLDINGS INC Communication Services 20,039.0 $17K 0.00% NEW $0.86 -67.5%
1159 ACTU ACTUATE THERAPEUTICS INC Healthcare 10,973.0 $17K 0.00% NEW $1.53 -29.4%
1160 SRFM SURF AIR MOBILITY INC Industrials 10,340.0 $12K NEW $1.16 -44.0%
Page 58 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%