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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 4 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KO COCA COLA CO Consumer Defensive 8,684.0 $710K 0.22% $81.80 +7.6%
62 LAMR LAMAR ADVERTISING CO Real Estate 4,438.0 $692K 0.22% $155.98 -3.1%
63 BLK BLACKROCK INC Financial Services 708.0 $681K 0.21% $961.56 +17.3%
64 XBI SPDR SERIES TRUST 4,245.0 $672K 0.21% $158.25 +3.3%
65 PM PHILIP MORRIS INTL INC Consumer Defensive 3,587.0 $654K 0.21% $182.38 +2.6%
66 VOT VANGUARD INDEX FDS 2,109.0 $646K 0.20% $306.30 -3.1%
67 EEM ISHARES TR 9,294.0 $636K 0.20% $68.41 -2.4%
68 GLW CORNING INC Technology 2,457.0 $628K 0.20% $255.43 -43.0%
69 NEE NEXTERA ENERGY INC Utilities 7,080.0 $621K 0.20% $87.77 -5.5%
70 GSLC GOLDMAN SACHS ETF TR 4,327.0 $614K 0.19% $141.89 +2.4%
71 IYW ISHARES TR 2,386.0 $602K 0.19% $252.24 -1.7%
72 JNJ JOHNSON & JOHNSON Healthcare 2,318.0 $589K 0.19% $253.93 +6.8%
73 SE SEA LTD Consumer Cyclical 6,039.0 $579K 0.18% $95.83 +17.6%
74 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 3,161.0 $573K 0.18% -2K -37.5% $181.15 +7.9%
75 DDOG DATADOG INC Technology 2,148.0 $559K 0.18% $260.36 -14.0%
76 HEI HEICO CORP NEW Industrials 1,517.0 $540K 0.17% $356.16 -8.7%
77 MRK MERCK & CO INC Healthcare 4,109.0 $531K 0.17% $129.35 +15.9%
78 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,653.0 $499K 0.16% $57.62 +16.1%
79 LEN LENNAR CORP Consumer Cyclical 5,392.0 $488K 0.15% $90.49 -8.6%
80 INTC INTEL CORP Technology 3,410.0 $476K 0.15% NEW $139.63 -36.3%
Page 4 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%