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Portfolio (Quarterly) Guide ↗

Souders Financial Advisors

· CIK 0001811240
13F Portfolio $876M AUM 216 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 117 Added 65 Reduced 12 Exited
Page 3 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MPC MARATHON PETE CORP Energy 2,289.0 $559K 0.06% -895.0 -28.1% $244.20 +6.3%
42 CEG CONSTELLATION ENERGY CORP Utilities 1,975.0 $551K 0.06% -115.0 -5.5% $279.20 -6.6%
43 EQIX EQUINIX INC Real Estate 560.0 $549K 0.06% -67.0 -10.7% $980.08 +8.4%
44 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,092.0 $491K 0.06% -374.0 -4.4% $60.65 -3.9%
45 NET CLOUDFLARE INC Technology 2,191.0 $452K 0.05% -62.0 -2.8% $206.34 -2.2%
46 FCX FREEPORT MCMORAN INC Basic Materials 7,685.0 $452K 0.05% -747.0 -8.9% $58.78 +2.9%
47 UJUL INNOVATOR ETFS TRUST 11,680.0 $447K 0.05% -515.0 -4.2% $38.30 +5.3%
48 CNP CENTERPOINT ENERGY INC Utilities 10,104.0 $436K 0.05% -914.0 -8.3% $43.16 -3.3%
49 DHR DANAHER CORP DEL Healthcare 2,256.0 $428K 0.05% -163.0 -6.7% $189.58 -13.6%
50 ASML ASML HLDG NV Technology 315.0 $416K 0.05% -20.0 -6.0% $1320.83 +10.5%
51 UAPR INNOVATOR ETFS TRUST 11,844.0 $395K 0.04% -669.0 -5.3% $33.37 +4.2%
52 TXN TEXAS INSTRS INC Technology 2,033.0 $395K 0.04% -415.0 -16.9% $194.10 +54.9%
53 COF CAPITAL ONE FINL CORP Financial Services 1,898.0 $346K 0.04% -920.0 -32.6% $182.40 +2.6%
54 SCHY SCHWAB STRATEGIC TR 10,665.0 $338K 0.04% -3K -21.8% $31.66 +2.4%
55 BA BOEING CO Industrials 1,679.0 $334K 0.04% -625.0 -27.1% $199.03 +8.0%
56 PCG PG&E CORP Utilities 17,735.0 $312K 0.04% -4K -18.2% $17.57 -9.8%
57 NVO NOVO-NORDISK A S Healthcare 8,072.0 $297K 0.03% -61.0 -0.8% $36.75 +20.5%
58 QCOM QUALCOMM INC Technology 2,276.0 $293K 0.03% -448.0 -16.4% $128.77 +58.1%
59 ATI ATI INC Industrials 1,885.0 $274K 0.03% -528.0 -21.9% $145.46 +3.4%
60 TFC TRUIST FINL CORP Financial Services 5,720.0 $263K 0.03% -3K -34.3% $45.97 +2.4%
Page 3 of 4  ·  65 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 26.3%
Financial Services 16.3%
Consumer Defensive 12.8%
Consumer Cyclical 9.4%
Industrials 9.0%
Communication Services 8.9%
Healthcare 8.5%
Utilities 3.2%
Energy 3.1%
Basic Materials 2.1%