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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 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AGG ISHARES TR 20,878.0 $2.1M 0.21% -86K -80.5% $98.98 -1.7%
62 NEE NEXTERA ENERGY INC Utilities 23,388.0 $2.1M 0.21% $87.77 -1.8%
63 CSCO CISCO SYS INC Technology 16,066.0 $1.9M 0.19% +2K +11.5% $117.46 -3.9%
64 AMGN AMGEN INC Healthcare 5,104.0 $1.8M 0.19% -339.0 -6.2% $362.11 +15.8%
65 WMT WALMART INC Consumer Defensive 16,190.0 $1.8M 0.18% +207.0 +1.3% $113.26 +0.9%
66 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 5,388.0 $1.7M 0.17% +415.0 +8.3% $317.51 -5.0%
67 CARR CARRIER GLOBAL CORPORATION Industrials 23,026.0 $1.7M 0.17% -918.0 -3.8% $73.35 -14.7%
68 UNH UNITEDHEALTH GROUP INC Healthcare 4,057.0 $1.7M 0.17% $415.59 -4.8%
69 CVX CHEVRON CORPORATION Energy 10,151.0 $1.7M 0.17% +575.0 +6.0% $165.76 +22.3%
70 INTC INTEL CORP Technology 11,943.0 $1.7M 0.17% +2K +18.2% $139.63 -25.9%
71 AXP AMERICAN EXPRESS CO Financial Services 4,803.0 $1.6M 0.16% -889.0 -15.6% $338.24 -0.6%
72 CGMU CAPITAL GRP FIXED INCM ETF T 58,578.0 $1.6M 0.16% -980.0 -1.6% $27.47 -1.4%
73 MRK MERCK & CO INC Healthcare 12,395.0 $1.6M 0.16% +2K +14.1% $128.50 +5.8%
74 MCD MCDONALDS CORP Consumer Cyclical 5,757.0 $1.6M 0.16% -540.0 -8.6% $270.31 -1.8%
75 DUK DUKE ENERGY CORP NEW Utilities 12,253.0 $1.6M 0.16% -226.0 -1.8% $126.58 -2.4%
76 KLAC KLA CORP Technology 4,905.0 $1.5M 0.15% +4K +997.3% $301.73 -31.8%
77 MA MASTERCARD INCORPORATED Financial Services 2,854.0 $1.5M 0.15% +164.0 +6.1% $513.66 +9.5%
78 TJX TJX COS INC NEW Consumer Cyclical 9,520.0 $1.4M 0.14% -353.0 -3.6% $151.50 -0.4%
79 GEV GE VERNOVA INC Utilities 1,214.0 $1.4M 0.14% +72.0 +6.3% $1174.91 -8.2%
80 IBM INTERNATIONAL BUSINESS MACHS Technology 4,947.0 $1.4M 0.14% -276.0 -5.3% $281.24 -18.6%
Page 4 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%