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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 39 of 59  ·  1,162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,553.0 $388K 0.01% +152.0 +10.8% $249.93 -1.8%
762 HCA HCA HEALTHCARE INC Healthcare 995.0 $388K 0.01% -3K -75.0% $389.80 +10.2%
763 MSTR STRATEGY INC Technology 4,458.0 $388K 0.01% +203.0 +4.8% $86.93 +37.6%
764 SU SUNCOR ENERGY INC NEW Energy 7,210.0 $387K 0.01% +118.0 +1.7% $53.68 +27.4%
765 GPC GENUINE PARTS CO Consumer Cyclical 3,275.0 $386K 0.01% NEW $117.99 +13.5%
766 AVT AVNET INC Technology 4,346.0 $386K 0.01% -74.0 -1.7% $88.81 -2.1%
767 ECL ECOLAB INC Basic Materials 1,374.0 $383K 0.01% -2K -55.4% $278.58 +0.4%
768 FTGC FIRST TR EXCHANGE TRAD FD VI 14,132.0 $382K 0.01% NEW $27.05 +13.1%
769 FBT FIRST TR EXCHANGE-TRADED FD 1,529.0 $379K 0.01% -552.0 -26.5% $247.90 +10.0%
770 IUSG ISHARES TR 2,015.0 $379K 0.01% +365.0 +22.1% $188.04 +1.1%
771 TM TOYOTA MOTOR CORP Consumer Cyclical 2,243.0 $378K 0.01% -420.0 -15.8% $168.40 +17.2%
772 IDEV ISHARES TR 4,237.0 $377K 0.01% +43.0 +1.0% $89.02 +4.8%
773 CGNX COGNEX CORP Technology 5,205.0 $377K 0.01% NEW $72.41 -17.5%
774 GCAL GOLDMAN SACHS ETF TR 7,360.0 $377K 0.01% NEW $51.20 -1.4%
775 AME AMETEK INC Industrials 1,556.0 $376K 0.01% -131.0 -7.8% $241.96 -1.7%
776 DCH DAUCH CORP Industrials 69,386.0 $376K 0.01% NEW $5.42 +22.2%
777 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,469.0 $376K 0.01% +106.0 +7.8% $255.83 +26.2%
778 HUM HUMANA INC Healthcare 939.0 $373K 0.01% NEW $397.13 -3.4%
779 CW CURTISS WRIGHT CORP Industrials 491.0 $372K 0.01% -133.0 -21.3% $758.20 -15.7%
780 XEL XCEL ENERGY INC Utilities 4,633.0 $372K 0.01% +486.0 +11.7% $80.30 -4.1%
Page 39 of 59  ·  1,162 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 31.4%
Financial Services 24.0%
Consumer Cyclical 8.8%
Industrials 7.9%
Consumer Defensive 6.5%
Healthcare 6.4%
Communication Services 5.2%
Energy 3.5%
Utilities 2.4%
Real Estate 2.0%