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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 6 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AJG GALLAGHER ARTHUR J & CO Financial Services 1,212.0 $278K 0.03% +71.0 +6.2% $229.64 +9.8%
102 APOS APOLLO GLOBAL MGMT INC Financial Services 2,121.0 $251K 0.03% +147.0 +7.5% $118.32 -78.5%
103 DIS DISNEY WALT CO Communication Services 2,499.0 $241K 0.02% +263.0 +11.8% $96.24 +8.4%
104 AUR AURORA INNOVATION INC Technology 18,679.0 $127K 0.01% +789.0 +4.4% $6.82 -6.8%
105 EOSE EOS ENERGY ENTERPRISES INC Industrials 19,087.0 $112K 0.01% +1K +5.5% $5.88 -35.4%
Page 6 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%