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Portfolio (Quarterly) Guide ↗

Souders Financial Advisors

· CIK 0001811240
13F Portfolio $876M AUM 216 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 117 Added 65 Reduced 12 Exited
Page 2 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CME CME GROUP INC Financial Services 4,445.0 $1.3M 0.15% -4K -44.7% $295.35 +2.4%
22 MRK MERCK & CO INC Healthcare 10,863.0 $1.3M 0.15% -2K -14.3% $120.29 -6.4%
23 IBM INTERNATIONAL BUSINESS MACHS Technology 5,223.0 $1.3M 0.14% -513.0 -8.9% $242.40 -8.1%
24 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,839.0 $1.2M 0.14% -585.0 -24.1% $650.22 +12.8%
25 BAC BANK AMERICA CORP Financial Services 23,139.0 $1.1M 0.13% -1K -4.2% $48.75 +4.0%
26 MRSH MARSH & MCLENNAN COS INC Financial Services 5,763.0 $1000K 0.11% -790.0 -12.1% $173.44 -4.3%
27 TRP TC ENERGY CORP Energy 15,583.0 $975K 0.11% -3K -15.6% $62.60 +10.7%
28 MU MICRON TECHNOLOGY INC Technology 2,882.0 $974K 0.11% -499.0 -14.8% $337.82 +101.7%
29 KR KROGER CO Consumer Defensive 13,245.0 $958K 0.11% -225.0 -1.7% $72.36 -5.6%
30 MS MORGAN STANLEY Financial Services 5,732.0 $943K 0.11% -209.0 -3.5% $164.56 +17.1%
31 BIL SPDR SERIES TRUST 9,739.0 $892K 0.10% -5K -35.5% $91.64 -0.1%
32 QQQ INVESCO QQQ TR Financial Services 1,348.0 $778K 0.09% -10.0 -0.7% $577.34 +21.5%
33 SHOP SHOPIFY INC Technology 6,508.0 $772K 0.09% -466.0 -6.7% $118.62 -13.7%
34 UNP UNION PAC CORP Industrials 3,043.0 $738K 0.08% -317.0 -9.4% $242.61 +13.4%
35 SCHA SCHWAB STRATEGIC TR 23,629.0 $687K 0.08% -7K -24.0% $29.08 +10.2%
36 SHW SHERWIN WILLIAMS CO Basic Materials 2,124.0 $681K 0.08% -141.0 -6.2% $320.52 -5.5%
37 VZ VERIZON COMMUNICATIONS INC Communication Services 13,309.0 $668K 0.08% -2K -12.2% $50.20 -6.9%
38 ARMK ARAMARK Industrials 14,973.0 $607K 0.07% -3K -17.6% $40.54 +27.1%
39 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,024.0 $593K 0.07% -56.0 -2.7% $292.81 +34.6%
40 URI UNITED RENTALS INC Industrials 802.0 $584K 0.07% -102.0 -11.3% $728.21 +29.7%
Page 2 of 4  ·  65 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%