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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 2 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 APH AMPHENOL CORP Technology 1,392.0 $245K 0.04% NEW $176.32 -11.0%
22 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 890.0 $242K 0.04% NEW $271.95 -15.2%
23 CRS CARPENTER TECHNOLOGY CORP Industrials 386.0 $238K 0.04% NEW $616.84 -20.2%
24 COHR COHERENT CORP Technology 593.0 $234K 0.04% NEW $394.47 -26.6%
25 RL RALPH LAUREN CORP Consumer Cyclical 579.0 $232K 0.04% NEW $401.44 -7.2%
26 EWI ISHARES INC 3,845.0 $228K 0.04% NEW $59.24 +6.2%
27 AAOI APPLIED OPTOELECTRONICS INC Technology 1,503.0 $223K 0.03% NEW $148.16 -15.8%
28 FXH FIRST TR EXCHANGE-TRADED FD 1,790.0 $219K 0.03% NEW $122.40 +10.5%
29 Q QNITY ELECTRONICS INC Technology 1,339.0 $219K 0.03% NEW $163.26 -21.1%
30 OKLO OKLO INC Utilities 4,136.0 $216K 0.03% NEW $52.33 -19.6%
31 PGR PROGRESSIVE CORP Financial Services 983.0 $215K 0.03% NEW $218.45 +0.4%
32 ESGE ISHARES INC 3,865.0 $211K 0.03% NEW $54.69 -1.4%
33 IJS ISHARES TR 1,523.0 $208K 0.03% NEW $136.68 +1.3%
34 CI THE CIGNA GROUP Healthcare 753.0 $208K 0.03% NEW $275.68 +0.7%
35 MMM 3M CO Industrials 1,277.0 $207K 0.03% NEW $161.91 +10.5%
36 DDOG DATADOG INC Technology 794.0 $207K 0.03% NEW $260.36 -9.5%
37 SUSC ISHARES TR 8,921.0 $207K 0.03% NEW $23.15 -2.2%
38 RJF RAYMOND JAMES FINL INC Financial Services 1,346.0 $205K 0.03% NEW $152.03 +15.2%
39 EMR EMERSON ELEC CO Industrials 1,410.0 $202K 0.03% NEW $143.11 +9.9%
40 COF CAPITAL ONE FINL CORP Financial Services 1,005.0 $202K 0.03% NEW $200.62 +8.6%
Page 2 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%