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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 19 of 20  ·  386 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MMM 3M CO Industrials 1,277.0 $207K 0.03% NEW $161.91 +10.5%
362 DDOG DATADOG INC Technology 794.0 $207K 0.03% NEW $260.36 -9.5%
363 SUSC ISHARES TR 8,921.0 $207K 0.03% NEW $23.15 -2.2%
364 TLT ISHARES TR 2,370.0 $205K 0.03% +48.0 +2.1% $86.41 -5.0%
365 RJF RAYMOND JAMES FINL INC Financial Services 1,346.0 $205K 0.03% NEW $152.03 +15.2%
366 SRE SEMPRA Utilities 2,202.0 $204K 0.03% $92.71 -10.6%
367 IJK ISHARES TR 1,733.0 $204K 0.03% -364.0 -17.4% $117.50 -1.7%
368 EMR EMERSON ELEC CO Industrials 1,410.0 $202K 0.03% NEW $143.11 +9.9%
369 COF CAPITAL ONE FINL CORP Financial Services 1,005.0 $202K 0.03% NEW $200.62 +8.6%
370 XLC SELECT SECTOR SPDR TR 1,880.0 $201K 0.03% -287.0 -13.2% $107.13 +4.0%
371 FTCA PUTNAM ETF TRUST 25,420.0 $189K 0.03% $7.42 -2.4%
372 MMU WESTERN ASSET MANAGED MUNS F Financial Services 17,682.0 $184K 0.03% +2K +14.7% $10.42 -2.3%
373 HTGC HERCULES CAPITAL INC Financial Services 10,928.0 $172K 0.03% +173.0 +1.6% $15.77 +8.6%
374 NXDT NEXPOINT DIVERSIFIED REL ET Financial Services 33,183.0 $172K 0.03% +3K +8.9% $5.19 +6.9%
375 KBDC KAYNE ANDERSON BDC INC Financial Services 11,555.0 $156K 0.02% +235.0 +2.1% $13.53 -1.3%
376 PUT ALPHABET INC 48,000.0 $148K 0.02% +28K +137.6% $3.09
377 TE T1 ENERGY INC Industrials 13,413.0 $127K 0.02% +2K +22.7% $9.48 -53.4%
378 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 11,736.0 $124K 0.02% NEW $10.57 -4.9%
379 MIDCAP FINANCIAL INVSTMNT CO 10,422.0 $105K 0.02% -690.0 -6.2% $10.08
380 OVID OVID THERAPEUTICS INC Healthcare 30,000.0 $81K 0.01% $2.69 +4.1%
Page 19 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%