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Portfolio (Quarterly) Guide ↗

Sowell Financial Services LLC

· CIK 0001633697
13F Portfolio $3.1B AUM 1,162 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 185 New 498 Added 415 Reduced 129 Exited
Page 20 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 NSC NORFOLK SOUTHN CORP Industrials 681.0 $214K 0.01% -84.0 -11.0% $314.53 +8.5%
382 B BARRICK MNG CORP Basic Materials 5,786.0 $213K 0.01% -322.0 -5.3% $36.73 +15.8%
383 FNV FRANCO NEV CORP Basic Materials 1,010.0 $210K 0.01% -29.0 -2.8% $208.42 +14.5%
384 FICO FAIR ISAAC CORP Technology 176.0 $210K 0.01% -34.0 -16.2% $1194.91 -10.9%
385 WBD WARNER BROS DISCOVERY INC Communication Services 7,866.0 $210K 0.01% -4K -31.2% $26.66 +4.8%
386 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,573.0 $209K 0.01% -2K -39.8% $81.15 -6.8%
387 NWE NORTHWESTERN ENERGY GROUP IN Utilities 2,913.0 $209K 0.01% -582.0 -16.6% $71.61 -1.1%
388 DFAX DIMENSIONAL ETF TRUST 5,628.0 $207K 0.01% -3K -37.9% $36.84 +3.7%
389 COIN COINBASE GLOBAL INC Financial Services 1,414.0 $207K 0.01% -66.0 -4.5% $146.20 +3.0%
390 ITRI ITRON INC Technology 2,387.0 $207K 0.01% -740.0 -23.7% $86.53 +16.3%
391 PYPL PAYPAL HLDGS INC Financial Services 4,761.0 $206K 0.01% -6K -54.7% $43.18 +40.1%
392 HDUS LATTICE STRATEGIES TR 2,854.0 $203K 0.01% -2K -45.5% $71.11 +4.4%
393 PTC PTC INC Technology 1,772.0 $201K 0.01% -1K -42.1% $113.61 +28.5%
394 UFPT UFP TECHNOLOGIES INC Healthcare 756.0 $200K 0.01% -221.0 -22.6% $265.13 +21.2%
395 MGC VANGUARD WORLD FD 731.0 $200K 0.01% -412.0 -36.0% $273.74 +3.3%
396 HTGC HERCULES CAPITAL INC Financial Services 12,616.0 $199K 0.01% -7K -36.0% $15.77 +4.9%
397 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 16,858.0 $198K 0.01% -23K -57.7% $11.74 -3.7%
398 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 15,882.0 $192K 0.01% -5K -23.0% $12.12 -3.1%
399 CX CEMEX SA EURO MTN BE 144A Basic Materials 16,010.0 $192K 0.01% -5K -22.7% $12.00 -7.4%
400 MMT MFS MULTIMARKET INCOME TR Financial Services 43,545.0 $192K 0.01% -2K -5.1% $4.40 +1.6%
Page 20 of 21  ·  415 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
Technology 30.9%
Financial Services 23.6%
Consumer Cyclical 8.6%
Industrials 7.8%
Communication Services 6.8%
Consumer Defensive 6.4%
Healthcare 6.3%
Energy 3.6%
Utilities 2.3%
Real Estate 2.0%