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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 7 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KR KROGER CO Consumer Defensive 13,178.0 $732K 0.07% -67.0 -0.5% $55.53 +3.2%
122 SHW SHERWIN WILLIAMS CO Basic Materials 2,106.0 $725K 0.07% -18.0 -0.8% $344.30 +1.5%
123 CGBL CAPITAL GROUP CORE BALANCED 17,928.0 $681K 0.07% +3K +22.5% $37.96 +0.3%
124 GLW CORNING INC Technology 2,625.0 $670K 0.07% +888.0 +51.1% $255.40 -36.0%
125 WFC WELLS FARGO & CO Financial Services 7,985.0 $660K 0.07% +2K +38.0% $82.64 +6.0%
126 NSC NORFOLK SOUTHN CORP Industrials 2,090.0 $658K 0.07% +437.0 +26.4% $314.63 +9.0%
127 IESC IES HOLDINGS INC Industrials 890.0 $654K 0.07% -116.0 -11.5% $734.66 +1.7%
128 ASML ASML HLDG NV Technology 319.0 $635K 0.06% +4.0 +1.3% $1989.44 -9.9%
129 JMST J P MORGAN EXCHANGE TRADED F 12,280.0 $626K 0.06% -562.0 -4.4% $51.00 -0.2%
130 AEM AGNICO EAGLE MINES LTD Basic Materials 4,037.0 $626K 0.06% +84.0 +2.1% $155.13 +20.8%
131 MPC MARATHON PETE CORP Energy 2,329.0 $595K 0.06% +40.0 +1.8% $255.63 +41.6%
132 TXN TEXAS INSTRS INC Technology 1,954.0 $583K 0.06% -79.0 -3.9% $298.11 -8.4%
133 CVS CVS HEALTH CORP Healthcare 5,545.0 $574K 0.06% +680.0 +14.0% $103.45 -8.4%
134 VZ VERIZON COMMUNICATIONS INC Communication Services 13,391.0 $567K 0.06% +82.0 +0.6% $42.34 +15.5%
135 LOW LOWES COS INC Consumer Cyclical 2,545.0 $561K 0.06% -78.0 -3.0% $220.47 -1.0%
136 EQIX EQUINIX INC Real Estate 536.0 $559K 0.06% -24.0 -4.3% $1042.90 +4.9%
137 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,113.0 $558K 0.06% +57.0 +5.4% $501.39 +17.3%
138 NET CLOUDFLARE INC Technology 2,261.0 $555K 0.06% +70.0 +3.2% $245.28 +23.7%
139 CNP CENTERPOINT ENERGY INC Utilities 12,564.0 $553K 0.06% +2K +24.4% $44.04 -7.1%
140 CNQ CANADIAN NAT RES LTD MED TER Energy 13,878.0 $548K 0.06% -230.0 -1.6% $39.50 +25.6%
Page 7 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%