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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 6 of 20  ·  386 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KMB KIMBERLY-CLARK CORP Consumer Defensive 10,439.0 $1.1M 0.17% -348.0 -3.2% $109.77 -0.4%
102 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,167.0 $1.1M 0.17% -105.0 -8.2% $965.00 -11.9%
103 CSCO CISCO SYS INC Technology 9,539.0 $1.1M 0.17% -270.0 -2.8% $117.46 -5.5%
104 XLK SELECT SECTOR SPDR TR 5,873.0 $1.1M 0.17% -118.0 -2.0% $190.52 -3.8%
105 RTX RTX CORPORATION Industrials 5,890.0 $1.1M 0.17% -104.0 -1.7% $189.73 +10.6%
106 JNJ JOHNSON & JOHNSON Healthcare 4,393.0 $1.1M 0.17% $253.98 +6.4%
107 AEP AMERICAN ELEC PWR CO INC Utilities 8,142.0 $1.1M 0.17% +72.0 +0.9% $136.81 -11.6%
108 DELL DELL TECHNOLOGIES INC Technology 2,581.0 $1.1M 0.17% NEW $431.48 +2.4%
109 GLDM WORLD GOLD TR Financial Services 13,808.0 $1.1M 0.17% +2K +15.1% $79.42 +15.0%
110 SPYG SPDR SERIES TRUST 9,162.0 $1.1M 0.17% -910.0 -9.0% $118.99 +1.0%
111 PG PROCTER & GAMBLE CO Consumer Defensive 7,424.0 $1.1M 0.17% -153.0 -2.0% $146.64 -1.3%
112 KO COCA COLA CO Consumer Defensive 13,192.0 $1.1M 0.16% -93.0 -0.7% $81.27 +12.1%
113 AMAT APPLIED MATLS INC Technology 1,476.0 $1.1M 0.16% $723.00 -31.9%
114 VHT VANGUARD WORLD FD 3,488.0 $1.0M 0.16% +543.0 +18.4% $299.00 +9.6%
115 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,462.0 $1.0M 0.16% -145.0 -9.0% $703.42 -0.5%
116 VONG VANGUARD SCOTTSDALE FDS 7,971.0 $1.0M 0.16% +378.0 +5.0% $127.81 -1.4%
117 WMT WALMART INC Consumer Defensive 8,995.0 $1.0M 0.16% -1K -11.1% $113.26 -8.4%
118 XLU SELECT SECTOR SPDR TR 22,414.0 $1.0M 0.15% -3K -10.2% $45.34 -5.7%
119 IWF ISHARES TR 8,168.0 $1.0M 0.15% +6K +300.0% $124.17 -1.4%
120 MS MORGAN STANLEY Financial Services 4,843.0 $1.0M 0.15% -57.0 -1.2% $209.04 +2.5%
Page 6 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%