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Portfolio (Quarterly) Guide ↗

Souders Financial Advisors

· CIK 0001811240
13F Portfolio $876.4B AUM 216 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 117 Added 65 Reduced 12 Exited
Page 6 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PGR PROGRESSIVE CORP Financial Services 4,687.0 $929K 0.11% +733.0 +18.5% $198.24 +3.2%
102 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 902.0 $899K 0.10% +45.0 +5.2% $996.95 +9.6%
103 BIL SPDR SERIES TRUST 9,739.0 $892K 0.10% -5K -35.5% $91.64 -0.1%
104 TDG TRANSDIGM GROUP INC Industrials 766.0 $888K 0.10% +73.0 +10.5% $1158.96 +2.4%
105 FDX FEDEX CORP Industrials 2,468.0 $879K 0.10% NEW $356.22 +5.1%
106 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 19,042.0 $849K 0.10% NEW $44.61 +10.5%
107 AEM AGNICO EAGLE MINES LTD Basic Materials 3,953.0 $802K 0.09% +571.0 +16.9% $202.98 -13.6%
108 WELL WELLTOWER INC Real Estate 4,016.0 $794K 0.09% +347.0 +9.5% $197.72 +9.0%
109 MDLZ MONDELEZ INTL INC Consumer Defensive 13,686.0 $789K 0.09% +7K +111.9% $57.64 +6.9%
110 CRM SALESFORCE INC Technology 4,207.0 $785K 0.09% +83.0 +2.0% $186.66 -3.6%
111 JNJ JOHNSON & JOHNSON Healthcare 3,204.0 $783K 0.09% +544.0 +20.4% $244.44 -6.0%
112 QQQ INVESCO QQQ TR Financial Services 1,348.0 $778K 0.09% -10.0 -0.7% $577.34 +21.9%
113 SHOP SHOPIFY INC Technology 6,508.0 $772K 0.09% -466.0 -6.7% $118.62 -14.4%
114 NOC NORTHROP GRUMMAN CORP Industrials 1,124.0 $767K 0.09% +76.0 +7.2% $682.07 -18.9%
115 MDT MEDTRONIC PLC Healthcare 8,806.0 $763K 0.09% +7K +312.9% $86.65 -9.8%
116 UNP UNION PAC CORP Industrials 3,043.0 $738K 0.08% -317.0 -9.4% $242.61 +13.3%
117 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,395.0 $690K 0.08% +260.0 +8.3% $203.19 +9.5%
118 CNQ CANADIAN NAT RES LTD MED TER Energy 14,108.0 $687K 0.08% +1K +11.0% $48.73 +0.7%
119 SCHA SCHWAB STRATEGIC TR 23,629.0 $687K 0.08% -7K -24.0% $29.08 +10.6%
120 SHW SHERWIN WILLIAMS CO Basic Materials 2,124.0 $681K 0.08% -141.0 -6.2% $320.52 -6.5%
Page 6 of 11  ·  216 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 26.3%
Financial Services 16.3%
Consumer Defensive 12.8%
Consumer Cyclical 9.4%
Industrials 9.0%
Communication Services 8.9%
Healthcare 8.5%
Utilities 3.2%
Energy 3.1%
Basic Materials 2.1%