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Portfolio (Quarterly) Guide ↗

Sovereign Financial Group, Inc.

· CIK 0001846175
13F Portfolio $654M AUM 386 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 42 New 120 Added 163 Reduced 21 Exited
Page 1 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DELL DELL TECHNOLOGIES INC Technology 2,581.0 $1.1M 0.17% NEW $431.48 +2.4%
2 BLACKROCK ETF TRUST 25,733.0 $942K 0.14% NEW $36.60
3 IALT BLACKROCK ETF TRUST 22,463.0 $630K 0.10% NEW $28.05 +3.3%
4 SNDK SANDISK CORP Technology 227.0 $516K 0.08% NEW $2273.73 -29.8%
5 MRVL MARVELL TECHNOLOGY INC Technology 1,673.0 $498K 0.08% NEW $297.89 -20.4%
6 MXL MAXLINEAR INC Technology 3,565.0 $456K 0.07% NEW $128.03 -48.0%
7 KLAC KLA CORP Technology 1,470.0 $444K 0.07% NEW $301.80 -39.0%
8 GGOV BLACKROCK ETF TRUST II 7,720.0 $388K 0.06% NEW $50.29 -0.2%
9 FENI FIDELITY COVINGTON TRUST 9,526.0 $382K 0.06% NEW $40.13 +4.0%
10 LUV SOUTHWEST AIRLS CO Industrials 7,356.0 $378K 0.06% NEW $51.42 -21.5%
11 EHC ENCOMPASS HEALTH CORP Healthcare 3,702.0 $374K 0.06% NEW $101.08 +19.0%
12 TTMI TTM TECHNOLOGIES INC Technology 1,884.0 $352K 0.05% NEW $187.02 -40.9%
13 PANW PALO ALTO NETWORKS INC Technology 934.0 $319K 0.05% NEW $341.02 +4.9%
14 EAGG ISHARES TR 6,429.0 $305K 0.05% NEW $47.41 -1.6%
15 FIX COMFORT SYS USA INC Industrials 145.0 $287K 0.04% NEW $1981.95 -16.5%
16 XLRE SELECT SECTOR SPDR TR 6,471.0 $285K 0.04% NEW $44.03 +2.4%
17 CLOZ SERIES PORTFOLIOS TR 10,510.0 $278K 0.04% NEW $26.42 -0.6%
18 PAVE GLOBAL X FDS 4,594.0 $271K 0.04% NEW $58.92 -4.3%
19 XNTK SPDR SERIES TRUST 675.0 $264K 0.04% NEW $390.65 -8.5%
20 SWMR SWARMER INC Technology 5,750.0 $255K 0.04% NEW $44.31 -4.1%
Page 1 of 3  ·  42 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
Financial Services 35.6%
Technology 27.0%
Communication Services 7.1%
Industrials 6.7%
Consumer Cyclical 5.5%
Utilities 5.3%
Consumer Defensive 5.0%
Healthcare 3.6%
Energy 3.0%
Real Estate 0.7%