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Portfolio (Quarterly) Guide ↗

Souders Financial Advisors

· CIK 0001811240
13F Portfolio $873M AUM 208 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 208 New
Page 5 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MRSH MARSH & MCLENNAN COS INC Financial Services 6,553.0 $1.2M 0.14% NEW $185.52 -12.4%
82 CVX CHEVRON CORP NEW Energy 7,913.0 $1.2M 0.14% NEW $152.41 +29.5%
83 UBER UBER TECHNOLOGIES INC Technology 13,970.0 $1.1M 0.13% NEW $81.71 -11.0%
84 VTEB VANGUARD MUN BD FDS 22,513.0 $1.1M 0.13% NEW $50.29 -1.2%
85 SHOP SHOPIFY INC Technology 6,974.0 $1.1M 0.13% NEW $160.97 -38.2%
86 CRM SALESFORCE INC Technology 4,124.0 $1.1M 0.12% NEW $264.88 -34.5%
87 MS MORGAN STANLEY Financial Services 5,941.0 $1.1M 0.12% NEW $177.54 +7.2%
88 TRP TC ENERGY CORP Energy 18,468.0 $1.0M 0.12% NEW $55.01 +27.3%
89 UNH UNITEDHEALTH GROUP INC Healthcare 3,077.0 $1.0M 0.12% NEW $330.07 +17.9%
90 MU MICRON TECHNOLOGY INC Technology 3,381.0 $965K 0.11% NEW $285.39 +153.6%
91 BERKSHIRE HATHAWAY INC DEL 1,886.0 $948K 0.11% NEW $502.65
92 TDG TRANSDIGM GROUP INC Industrials 693.0 $922K 0.11% NEW $1329.85 -12.0%
93 PNC PNC FINL SVCS GROUP INC Financial Services 4,396.0 $918K 0.10% NEW $208.73 +1.5%
94 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,006.0 $909K 0.10% NEW $453.36 -3.7%
95 KO COCA COLA CO Consumer Defensive 12,974.0 $907K 0.10% NEW $69.91 +17.3%
96 PGR PROGRESSIVE CORP Financial Services 3,954.0 $900K 0.10% NEW $227.72 -11.5%
97 SCHA SCHWAB STRATEGIC TR 31,105.0 $886K 0.10% NEW $28.48 +13.1%
98 XOM EXXON MOBIL CORP Energy 7,293.0 $878K 0.10% NEW $120.33 +35.7%
99 KR KROGER CO Consumer Defensive 13,470.0 $842K 0.10% NEW $62.48 +11.6%
100 QQQ INVESCO QQQ TR Financial Services 1,358.0 $834K 0.10% NEW $614.35 +15.0%
Page 5 of 11  ·  208 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 27.5%
Financial Services 18.1%
Consumer Defensive 11.6%
Consumer Cyclical 9.3%
Communication Services 9.1%
Industrials 8.7%
Healthcare 8.6%
Utilities 2.7%
Energy 2.2%
Basic Materials 1.7%