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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 21 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 VALE VALE S A Basic Materials 12,386.0 $186K 0.01% -3K -21.1% $15.04 -8.6%
402 PCQ PIMCO CALIF MUN INCOME FD Financial Services 19,921.0 $179K 0.01% -979.0 -4.7% $8.97 -2.8%
403 INMD INMODE LTD Healthcare 11,538.0 $169K 0.01% -2K -17.8% $14.62 +2.7%
404 BHR BRAEMAR HOTELS & RESORTS INC Real Estate 69,899.0 $151K 0.01% -1K -2.1% $2.16 -4.2%
405 MORT VANECK ETF TRUST 14,104.0 $146K 0.01% -1K -8.6% $10.36 -4.2%
406 IMMUNITYBIO INC 16,576.0 $145K 0.01% -87K -84.0% $8.75
407 FSK FS KKR CAP CORP Financial Services 13,616.0 $143K 0.01% -9K -39.2% $10.50 +14.4%
408 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 12,877.0 $133K 0.00% -137.0 -1.1% $10.30 -1.4%
409 GGB GERDAU SA Basic Materials 32,063.0 $130K 0.00% -1K -3.9% $4.04 +18.8%
410 NEOG NEOGEN CORP Healthcare 14,289.0 $128K 0.00% -1K -8.8% $8.99 +32.0%
411 GSBD GOLDMAN SACHS BDC INC Financial Services 11,775.0 $112K 0.00% -11K -48.3% $9.48 +3.2%
412 GRFS GRIFOLS S A Healthcare 15,140.0 $107K 0.00% -664.0 -4.2% $7.08 +9.7%
413 SBSW SIBANYE STILLWATER LTD Basic Materials 11,442.0 $97K 0.00% -8K -40.2% $8.49 +29.2%
414 LUMN LUMEN TECHNOLOGIES INC Communication Services 10,812.0 $83K 0.00% -5K -32.1% $7.68 -14.3%
415 RC READY CAPITAL CORP Real Estate 36,639.0 $64K 0.00% -1K -3.6% $1.75 -2.9%
Page 21 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%