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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 10 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VIKING HOLDINGS LTD 3,295.0 $345K 0.04% +253.0 +8.3% $104.67
182 ANET ARISTA NETWORKS INC Technology 1,998.0 $339K 0.03% +167.0 +9.1% $169.88 +12.8%
183 IP INTERNATIONAL PAPER CO Consumer Cyclical 8,785.0 $335K 0.03% +361.0 +4.3% $38.10 +5.9%
184 CRWD CROWDSTRIKE HLDGS INC Technology 421.0 $321K 0.03% NEW $190.79 +10.0%
185 SCHY SCHWAB STRATEGIC TR 10,034.0 $318K 0.03% -631.0 -5.9% $31.73 +4.3%
186 CVNA CARVANA CO Consumer Cyclical 4,747.0 $312K 0.03% +4K +625.8% $65.82 +1.2%
187 BAPR INNOVATOR ETFS TRUST 5,857.0 $312K 0.03% $53.26 +1.8%
188 LCNB LCNB CORP Financial Services 17,407.0 $306K 0.03% -337.0 -1.9% $17.59 +12.9%
189 INNOVATOR ETFS TRUST 10,800.0 $305K 0.03% $28.21
190 IJR ISHARES TR 2,050.0 $304K 0.03% $148.30 +0.1%
191 LRCX LAM RESEARCH CORP Technology 701.0 $304K 0.03% NEW $433.35 -25.7%
192 CMCSA COMCAST CORP NEW Communication Services 12,358.0 $303K 0.03% -7K -36.5% $24.55 +5.7%
193 INNOVATOR ETFS TRUST 11,584.0 $301K 0.03% $25.98
194 PCG PG&E CORP Utilities 17,377.0 $292K 0.03% -358.0 -2.0% $16.82 +6.2%
195 KKR KKR & CO INC Financial Services 3,176.0 $291K 0.03% +106.0 +3.5% $91.77 +17.3%
196 TFC TRUIST FINL CORP Financial Services 5,776.0 $288K 0.03% +56.0 +1.0% $49.82 +4.9%
197 ATO ATMOS ENERGY CORP Utilities 1,670.0 $288K 0.03% -267.0 -13.8% $172.27 -0.3%
198 FICO FAIR ISAAC CORP Technology 235.0 $281K 0.03% NEW $1194.78 -8.7%
199 AJG GALLAGHER ARTHUR J & CO Financial Services 1,212.0 $278K 0.03% +71.0 +6.2% $229.64 +9.9%
200 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 817.0 $270K 0.03% -212.0 -20.6% $330.36 +0.3%
Page 10 of 12  ·  224 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%