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Portfolio (Quarterly) Guide ↗

Powell Investment Advisors, LLC

· CIK 0001802195
13F Portfolio $290M AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 169 New
Page 3 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CQP CHENIERE ENERGY PARTNERS LP Energy 17,800.0 $952K 0.33% NEW $53.48 +8.5%
42 PFXF VANECK ETF TRUST 53,244.0 $940K 0.32% NEW $17.66 +4.8%
43 XLF SELECT SECTOR SPDR TR 17,164.0 $940K 0.32% NEW $54.77 -2.2%
44 LMT LOCKHEED MARTIN CORP Industrials 1,927.0 $932K 0.32% NEW $483.67 +5.6%
45 NNE NANO NUCLEAR ENERGY INC Industrials 38,614.0 $927K 0.32% NEW $24.01 +17.5%
46 MINT PIMCO ETF TR 9,096.0 $916K 0.32% NEW $100.70 +0.0%
47 SON SONOCO PRODS CO Consumer Cyclical 20,718.0 $904K 0.31% NEW $43.64 +16.1%
48 XLU SELECT SECTOR SPDR TR 20,430.0 $872K 0.30% NEW $42.69 +4.8%
49 GILD GILEAD SCIENCES INC Healthcare 7,040.0 $864K 0.30% NEW $122.74 +0.8%
50 GOOG ALPHABET INC Communication Services 2,698.0 $847K 0.29% NEW $313.80 +17.1%
51 IJR ISHARES TR 7,028.0 $845K 0.29% NEW $120.18 +19.2%
52 CSCO CISCO SYS INC Technology 10,857.0 $836K 0.29% NEW $77.03 +55.2%
53 MS MORGAN STANLEY Financial Services 4,578.0 $813K 0.28% NEW $177.53 +25.7%
54 IJH ISHARES TR 11,932.0 $788K 0.27% NEW $66.00 +14.8%
55 XAR SPDR SERIES TRUST 3,260.0 $786K 0.27% NEW $241.24 +17.8%
56 HD HOME DEPOT INC Consumer Cyclical 2,260.0 $778K 0.27% NEW $344.10 -2.9%
57 AEP AMERICAN ELEC PWR CO INC Utilities 6,709.0 $774K 0.27% NEW $115.31 +10.7%
58 SE SEA LTD Consumer Cyclical 6,039.0 $770K 0.27% NEW $127.57 -28.4%
59 XOM EXXON MOBIL CORP Energy 6,358.0 $765K 0.26% NEW $120.35 +14.5%
60 BLK BLACKROCK INC Financial Services 708.0 $758K 0.26% NEW $1070.34 -1.9%
Page 3 of 9  ·  169 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
Financial Services 40.8%
Technology 19.6%
Consumer Cyclical 18.8%
Communication Services 3.9%
Utilities 3.4%
Industrials 3.2%
Healthcare 2.9%
Energy 2.7%
Consumer Defensive 2.4%
Basic Materials 1.3%