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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 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOGL ALPHABET INC Communication Services 16,117.0 $5.8M 0.58% +873.0 +5.7% $357.38 -3.7%
42 CINF CINCINNATI FINL CORP Financial Services 28,900.0 $5.4M 0.54% -364.0 -1.2% $185.14 -7.6%
43 META META PLATFORMS INC Communication Services 9,397.0 $5.3M 0.53% +1K +12.8% $563.28 +1.0%
44 LLY ELI LILLY & CO Healthcare 4,235.0 $5.1M 0.51% +38.0 +0.9% $1199.51 -1.2%
45 GE GE AEROSPACE Industrials 12,218.0 $4.6M 0.46% -492.0 -3.9% $373.72 -1.1%
46 RTX RTX CORPORATION Industrials 20,023.0 $3.8M 0.38% -3K -13.6% $189.73 +16.8%
47 V VISA INC Financial Services 10,624.0 $3.6M 0.37% -842.0 -7.3% $343.08 +4.6%
48 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 7,400.0 $3.5M 0.35% +586.0 +8.6% $477.57 -9.8%
49 HD HOME DEPOT INC Consumer Cyclical 10,012.0 $3.5M 0.35% -1K -10.9% $352.69 -4.2%
50 MU MICRON TECHNOLOGY INC Technology 2,733.0 $3.2M 0.32% -149.0 -5.2% $1154.49 -12.4%
51 CAT CATERPILLAR INC Industrials 2,433.0 $2.6M 0.26% $1064.98 -17.2%
52 FFBC 1ST FINL BANCORP Financial Services 75,071.0 $2.5M 0.26% $33.83 +1.0%
53 GS GOLDMAN SACHS GROUP INC Financial Services 2,485.0 $2.5M 0.25% -37.0 -1.5% $1011.38 +3.9%
54 TSLA TESLA INC Consumer Cyclical 5,861.0 $2.5M 0.25% -316.0 -5.1% $420.60 -19.3%
55 PM PHILIP MORRIS INTL INC Consumer Defensive 13,400.0 $2.4M 0.24% +521.0 +4.0% $180.91 +2.0%
56 SCHB SCHWAB STRATEGIC TR 77,225.0 $2.2M 0.23% -2K -3.0% $28.96 +3.3%
57 LIN LINDE PLC Basic Materials 4,176.0 $2.2M 0.22% -128.0 -3.0% $518.89 -8.6%
58 BTI BRITISH AMERN TOB PLC Consumer Defensive 34,193.0 $2.1M 0.21% -460.0 -1.3% $61.76 -9.8%
59 AMAT APPLIED MATLS INC Technology 2,872.0 $2.1M 0.21% -279.0 -8.8% $722.94 -26.0%
60 ABBV ABBVIE INC Healthcare 8,246.0 $2.1M 0.21% +268.0 +3.4% $251.64 -0.5%
Page 3 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%