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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 5 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,848.0 $1.4M 0.14% $746.74 +3.5%
82 UBER UBER TECHNOLOGIES INC Technology 18,776.0 $1.4M 0.14% +2K +13.6% $72.16 +3.9%
83 BAC BANK OF AMER CORP Financial Services 23,502.0 $1.3M 0.14% +363.0 +1.6% $56.98 +12.1%
84 AMD ADVANCED MICRO DEVICES INC Technology 2,269.0 $1.3M 0.13% +111.0 +5.1% $580.91 -12.9%
85 MS MORGAN STANLEY Financial Services 6,196.0 $1.3M 0.13% +464.0 +8.1% $209.03 +4.4%
86 NFLX NETFLIX INC. Communication Services 18,113.0 $1.3M 0.13% +231.0 +1.3% $71.40 +6.5%
87 KO COCA COLA CO Consumer Defensive 15,827.0 $1.3M 0.13% +3K +21.5% $81.27 +7.0%
88 CME CME GROUP INC Financial Services 5,777.0 $1.3M 0.13% +1K +30.0% $220.85 +21.3%
89 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,471.0 $1.2M 0.12% -26.0 -1.0% $496.73 +3.8%
90 XOM EXXON MOBIL CORP Energy 8,921.0 $1.2M 0.12% +246.0 +2.8% $136.73 +18.1%
91 SBUX STARBUCKS CORP Consumer Cyclical 11,657.0 $1.2M 0.12% +694.0 +6.3% $102.19 +5.6%
92 VANGUARD MUN BD FDS 15,418.0 $1.2M 0.12% NEW $76.40
93 BIL SPDR SERIES TRUST 12,762.0 $1.2M 0.12% +3K +31.0% $91.64 -0.1%
94 ABT ABBOTT LABORATORIES Healthcare 12,726.0 $1.2M 0.12% -3K -16.7% $90.74 +21.6%
95 SPGI S&P GLOBAL INC Financial Services 2,749.0 $1.1M 0.11% -121.0 -4.2% $407.30 +0.8%
96 PNC PNC FINL SVCS GROUP INC Financial Services 4,200.0 $1.0M 0.10% -330.0 -7.3% $246.25 +3.4%
97 TDG TRANSDIGM GROUP INC Industrials 771.0 $1.0M 0.10% +5.0 +0.7% $1332.04 -7.1%
98 QQQ INVESCO QQQ TR Financial Services 1,372.0 $1.0M 0.10% +24.0 +1.8% $736.56 -0.9%
99 FCX FREEPORT MCMORAN INC Basic Materials 15,898.0 $1000K 0.10% +8K +106.9% $62.89 +8.8%
100 BERKSHIRE HATHAWAY INC DEL 1,998.0 $1000K 0.10% +28.0 +1.4% $500.39
Page 5 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%