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Portfolio (Quarterly) Guide ↗

Powell Investment Advisors, LLC

· CIK 0001802195
13F Portfolio $317M AUM 167 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 33 Added 23 Reduced 20 Exited
Page 2 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FBND FIDELITY MERRIMACK STR TR 54,171.0 $2.5M 0.78% -3K -5.6% $45.66 -2.3%
22 BERKSHIRE HATHAWAY INC DEL 4,448.0 $2.2M 0.70% -99.0 -2.2% $500.39
23 IWM ISHARES TR 7,163.0 $2.2M 0.68% -198.0 -2.7% $300.44 -3.3%
24 GOOGL ALPHABET INC Communication Services 5,547.0 $2.0M 0.63% +233.0 +4.4% $357.37 -6.3%
25 PFF ISHARES TR 64,624.0 $2.0M 0.62% +7K +12.8% $30.49 -1.3%
26 SCCO SOUTHERN COPPER CORP Basic Materials 9,898.0 $1.7M 0.55% +98.0 +1.0% $174.26 +15.7%
27 MSFT MICROSOFT CORP Technology 4,169.0 $1.6M 0.49% -2K -30.9% $373.02 +34.3%
28 VCSH VANGUARD SCOTTSDALE FDS 19,085.0 $1.5M 0.48% $79.03 -1.2%
29 LRCX LAM RESEARCH CORP Technology 3,460.0 $1.5M 0.47% $433.59 -33.1%
30 XAR SPDR SERIES TRUST 5,021.0 $1.4M 0.45% $283.78 -11.2%
31 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 12,079.0 $1.4M 0.43% $112.74 +8.8%
32 IBIT ISHARES BITCOIN TRUST ETF Financial Services 39,032.0 $1.3M 0.41% -14K -26.2% $33.29 +31.5%
33 IBM INTERNATIONAL BUSINESS MACHS Technology 4,588.0 $1.3M 0.41% $281.20 -17.7%
34 PAVE GLOBAL X FDS 21,834.0 $1.3M 0.41% $59.02 -8.6%
35 CSCO CISCO SYS INC Technology 10,857.0 $1.3M 0.40% $117.46 -6.6%
36 XLE SELECT SECTOR SPDR TR 23,050.0 $1.2M 0.39% $53.11 +22.0%
37 C CITIGROUP INC Financial Services 8,628.0 $1.2M 0.38% $139.96 -5.3%
38 AVGO BROADCOM INC Technology 3,145.0 $1.2M 0.38% $377.75 -2.1%
39 SON SONOCO PRODS CO Consumer Cyclical 21,051.0 $1.2M 0.37% +175.0 +0.8% $56.35 -4.0%
40 ITA ISHARES TR 4,885.0 $1.2M 0.37% $242.40 -7.0%
Page 2 of 9  ·  167 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 41.9%
Technology 21.6%
Consumer Cyclical 18.9%
Healthcare 3.4%
Communication Services 2.9%
Utilities 2.5%
Industrials 2.2%
Energy 1.9%
Basic Materials 1.9%
Consumer Defensive 1.6%