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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 4 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GD GENERAL DYNAMICS CORP Industrials 999.0 $354K 0.04% -116.0 -10.4% $354.24 +10.4%
62 NVO NOVO-NORDISK A S Healthcare 7,339.0 $352K 0.04% -733.0 -9.1% $47.94 -6.4%
63 PLTR PALANTIR TECHNOLOGIES INC Technology 2,988.0 $349K 0.04% -84.0 -2.7% $116.67 +47.9%
64 SCHY SCHWAB STRATEGIC TR 10,034.0 $318K 0.03% -631.0 -5.9% $31.73 +4.0%
65 LCNB LCNB CORP Financial Services 17,407.0 $306K 0.03% -337.0 -1.9% $17.59 +13.1%
66 CMCSA COMCAST CORP NEW Communication Services 12,358.0 $303K 0.03% -7K -36.5% $24.55 +4.2%
67 PCG PG&E CORP Utilities 17,377.0 $292K 0.03% -358.0 -2.0% $16.82 +4.0%
68 ATO ATMOS ENERGY CORP Utilities 1,670.0 $288K 0.03% -267.0 -13.8% $172.27 -1.4%
69 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 817.0 $270K 0.03% -212.0 -20.6% $330.36 -1.3%
70 C CITIGROUP INC Financial Services 1,824.0 $255K 0.03% -68.0 -3.6% $139.93 -1.0%
71 INGERSOLL RAND INC 3,021.0 $248K 0.03% -691.0 -18.6% $81.99
72 SRE SEMPRA Utilities 2,645.0 $245K 0.03% -806.0 -23.4% $92.71 -7.3%
73 BSCR INVESCO EXCH TRD SLF IDX FD 11,527.0 $226K 0.02% -265K -95.8% $19.62 +0.2%
74 BSCQ INVESCO EXCH TRD SLF IDX FD 11,239.0 $219K 0.02% -265K -95.9% $19.52 +0.2%
Page 4 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%