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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 18 of 20  ·  386 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 DTM DT MIDSTREAM INC Energy 1,541.0 $226K 0.04% $146.74 -13.6%
342 AAOI APPLIED OPTOELECTRONICS INC Technology 1,503.0 $223K 0.03% NEW $148.16 -15.8%
343 MP MP MATERIALS CORP Basic Materials 3,973.0 $223K 0.03% -4K -48.3% $56.01 +7.2%
344 FXH FIRST TR EXCHANGE-TRADED FD 1,790.0 $219K 0.03% NEW $122.40 +10.5%
345 Q QNITY ELECTRONICS INC Technology 1,339.0 $219K 0.03% NEW $163.26 -21.1%
346 DNP DNP SELECT INCOME FD INC Financial Services 20,122.0 $217K 0.03% -3K -14.8% $10.79 +0.8%
347 FSK FS KKR CAP CORP Financial Services 20,671.0 $217K 0.03% -105.0 -0.5% $10.50 +13.4%
348 OKLO OKLO INC Utilities 4,136.0 $216K 0.03% NEW $52.33 -19.6%
349 HYG ISHARES TR 2,702.0 $216K 0.03% $79.96 -0.4%
350 CMS CMS ENERGY CORP Utilities 2,818.0 $216K 0.03% $76.50 -10.8%
351 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 18,358.0 $216K 0.03% +307.0 +1.7% $11.74 -4.4%
352 PGR PROGRESSIVE CORP Financial Services 983.0 $215K 0.03% NEW $218.45 +0.4%
353 IDXX IDEXX LABS INC Healthcare 407.0 $214K 0.03% -6.0 -1.4% $526.44 +5.8%
354 IDLV INVESCO EXCH TRADED FD TR II 6,180.0 $213K 0.03% $34.49 +4.9%
355 ESGE ISHARES INC 3,865.0 $211K 0.03% NEW $54.69 -1.4%
356 NOC NORTHROP GRUMMAN CORP Industrials 415.0 $211K 0.03% -122.0 -22.7% $509.31 +8.2%
357 SPLV INVESCO EXCH TRADED FD TR II 2,792.0 $209K 0.03% $74.90 +0.5%
358 WPC WP CAREY INC Real Estate 2,924.0 $209K 0.03% -69.0 -2.3% $71.50 -0.4%
359 IJS ISHARES TR 1,523.0 $208K 0.03% NEW $136.68 +1.3%
360 CI THE CIGNA GROUP Healthcare 753.0 $208K 0.03% NEW $275.68 +0.7%
Page 18 of 20  ·  386 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%