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Portfolio (Quarterly) Guide ↗

Souders Financial Advisors

· CIK 0001811240
13F Portfolio $994M AUM 224 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 105 Added 74 Reduced 16 Exited
Page 5 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,113.0 $558K 0.06% +57.0 +5.4% $501.39 +17.2%
82 NET CLOUDFLARE INC Technology 2,261.0 $555K 0.06% +70.0 +3.2% $245.28 +22.5%
83 CNP CENTERPOINT ENERGY INC Utilities 12,564.0 $553K 0.06% +2K +24.4% $44.04 -7.0%
84 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,769.0 $533K 0.05% +125.0 +7.6% $301.03 -25.0%
85 MO ALTRIA GROUP INC Consumer Defensive 7,374.0 $531K 0.05% +407.0 +5.8% $71.95 -9.8%
86 MELI MERCADOLIBRE INC Consumer Cyclical 282.0 $479K 0.05% +76.0 +36.9% $1697.39 +6.2%
87 QCOM QUALCOMM INC Technology 2,443.0 $451K 0.04% +167.0 +7.3% $184.78 -14.5%
88 BA BOEING CO Industrials 2,025.0 $438K 0.04% +346.0 +20.6% $216.47 +3.8%
89 VTI VANGUARD INDEX FDS 1,182.0 $437K 0.04% +95.0 +8.7% $369.91 +2.7%
90 D DOMINION ENERGY INC Utilities 6,288.0 $429K 0.04% +1K +18.9% $68.29 +1.6%
91 USB US BANCORP Financial Services 6,965.0 $421K 0.04% +2K +27.7% $60.40 +7.2%
92 ATI ATI INC Industrials 1,910.0 $376K 0.04% +25.0 +1.3% $197.10 +14.5%
93 DE DEERE & CO Industrials 565.0 $359K 0.04% +169.0 +42.7% $634.60 -6.0%
94 LMT LOCKHEED MARTIN CORP Industrials 692.0 $353K 0.04% +94.0 +15.7% $509.56 +18.6%
95 VIKING HOLDINGS LTD 3,295.0 $345K 0.04% +253.0 +8.3% $104.67
96 ANET ARISTA NETWORKS INC Technology 1,998.0 $339K 0.03% +167.0 +9.1% $169.88 +13.1%
97 IP INTERNATIONAL PAPER CO Consumer Cyclical 8,785.0 $335K 0.03% +361.0 +4.3% $38.10 +6.1%
98 CVNA CARVANA CO Consumer Cyclical 4,747.0 $312K 0.03% +4K +625.8% $65.82 +0.0%
99 KKR KKR & CO INC Financial Services 3,176.0 $291K 0.03% +106.0 +3.5% $91.77 +17.6%
100 TFC TRUIST FINL CORP Financial Services 5,776.0 $288K 0.03% +56.0 +1.0% $49.82 +5.3%
Page 5 of 6  ·  105 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 30.5%
Financial Services 15.6%
Consumer Defensive 11.7%
Industrials 8.9%
Communication Services 8.9%
Consumer Cyclical 8.8%
Healthcare 7.9%
Utilities 2.9%
Energy 2.2%
Basic Materials 2.0%