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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 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JMST J P MORGAN EXCHANGE TRADED F 12,280.0 $626K 0.06% -562.0 -4.4% $51.00 -0.2%
42 TXN TEXAS INSTRS INC Technology 1,954.0 $583K 0.06% -79.0 -3.9% $298.11 -5.1%
43 LOW LOWES COS INC Consumer Cyclical 2,545.0 $561K 0.06% -78.0 -3.0% $220.47 -2.1%
44 EQIX EQUINIX INC Real Estate 536.0 $559K 0.06% -24.0 -4.3% $1042.90 +5.2%
45 CNQ CANADIAN NAT RES LTD MED TER Energy 13,878.0 $548K 0.06% -230.0 -1.6% $39.50 +24.7%
46 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,802.0 $528K 0.05% -240.0 -11.8% $293.20 +2.6%
47 NOC NORTHROP GRUMMAN CORP Industrials 1,014.0 $517K 0.05% -110.0 -9.8% $509.38 +11.9%
48 CRM SALESFORCE INC Technology 3,179.0 $498K 0.05% -1K -24.4% $156.67 +21.9%
49 PEP PEPSICO INC Consumer Defensive 3,578.0 $484K 0.05% -259.0 -6.8% $135.40 +2.1%
50 GLDM WORLD GOLD TR Financial Services 5,860.0 $465K 0.05% -150.0 -2.5% $79.42 +10.1%
51 CTAS CINTAS CORP Industrials 2,537.0 $431K 0.04% -18.0 -0.7% $170.05 +16.3%
52 DHR DANAHER CORP DEL Healthcare 2,189.0 $417K 0.04% -67.0 -3.0% $190.47 +6.4%
53 GILD GILEAD SCIENCES INC Healthcare 3,223.0 $407K 0.04% -740.0 -18.7% $126.33 +10.0%
54 COP CONOCOPHILLIPS Energy 3,881.0 $403K 0.04% -750.0 -16.2% $103.96 +22.7%
55 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,899.0 $398K 0.04% -1K -14.7% $57.62 +12.2%
56 SCHW SCHWAB CHARLES CORP Financial Services 4,278.0 $395K 0.04% -352.0 -7.6% $92.28 +19.8%
57 CB CHUBB LIMITED Financial Services 1,136.0 $387K 0.04% -236.0 -17.2% $340.74 +0.0%
58 SLV ISHARES SILVER TR Financial Services 7,204.0 $385K 0.04% -804.0 -10.0% $53.47 +11.4%
59 UAPR INNOVATOR ETFS TRUST 10,421.0 $366K 0.04% -1K -12.0% $35.11 +1.5%
60 AZN ASTRAZENECA PLC Healthcare 1,928.0 $366K 0.04% -77.0 -3.8% $189.62 -17.3%
Page 3 of 4  ·  74 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%