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Portfolio (Quarterly) Guide ↗

Souders Financial Advisors

· CIK 0001811240
13F Portfolio $876.4B AUM 216 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 117 Added 65 Reduced 12 Exited
Page 6 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ATO ATMOS ENERGY CORP Utilities 1,937.0 $358K 0.04% +539.0 +38.6% $184.72 -3.1%
102 MELI MERCADOLIBRE INC Consumer Cyclical 206.0 $356K 0.04% +51.0 +32.9% $1729.02 -8.6%
103 CVS CVS HEALTH CORP Healthcare 4,865.0 $349K 0.04% +253.0 +5.5% $71.82 +31.7%
104 VTI VANGUARD INDEX FDS 1,087.0 $349K 0.04% +65.0 +6.4% $320.91 +12.2%
105 SRE SEMPRA Utilities 3,451.0 $335K 0.04% +129.0 +3.9% $97.16 -7.4%
106 BKR BAKER HUGHES COMPANY Energy 4,960.0 $303K 0.04% +65.0 +1.3% $61.05 +8.5%
107 INGERSOLL RAND INC 3,712.0 $297K 0.03% +1K +39.2% $80.12
108 HON HONEYWELL INTL INC Industrials 1,286.0 $291K 0.03% +145.0 +12.7% $226.04 -4.5%
109 PFE PFIZER INC Healthcare 10,269.0 $288K 0.03% +151.0 +1.5% $28.08 -9.9%
110 KKR KKR & CO INC Financial Services 3,070.0 $284K 0.03% +447.0 +17.0% $92.51 +2.3%
111 USB US BANCORP Financial Services 5,454.0 $284K 0.03% +273.0 +5.3% $52.01 +1.5%
112 EXPAND ENERGY CORPORATION 2,408.0 $264K 0.03% +80.0 +3.4% $109.78
113 AJG GALLAGHER ARTHUR J & CO Financial Services 1,141.0 $247K 0.03% +49.0 +4.5% $216.64 -4.9%
114 DIS DISNEY WALT CO Communication Services 2,236.0 $215K 0.03% +17.0 +0.8% $96.37 +6.8%
115 C CITIGROUP INC Financial Services 1,892.0 $215K 0.02% +143.0 +8.2% $113.41 +6.3%
116 FSK FS KKR CAP CORP Financial Services 15,968.0 $163K 0.02% +441.0 +2.8% $10.18 +4.8%
117 AUR AURORA INNOVATION INC Technology 17,890.0 $74K 0.01% +490.0 +2.8% $4.12 +73.9%
Page 6 of 6  ·  117 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 26.3%
Financial Services 16.3%
Consumer Defensive 12.8%
Consumer Cyclical 9.4%
Industrials 9.0%
Communication Services 8.9%
Healthcare 8.5%
Utilities 3.2%
Energy 3.1%
Basic Materials 2.1%