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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 8 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 APH AMPHENOL CORP Technology 4,044.0 $511K 0.06% +1K +38.0% $126.35 -5.7%
142 CGBL CAPITAL GROUP CORE BALANCED 14,634.0 $504K 0.06% NEW $34.41 +6.4%
143 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,092.0 $491K 0.06% -374.0 -4.4% $60.65 -3.9%
144 IESC IES HOLDINGS INC Industrials 1,006.0 $479K 0.06% +22.0 +2.2% $476.47 +37.3%
145 NSC NORFOLK SOUTHN CORP Industrials 1,653.0 $474K 0.05% NEW $287.04 +11.5%
146 QDVO AMPLIFY ETF TR 17,299.0 $461K 0.05% +3K +18.0% $26.65 +14.2%
147 WFC WELLS FARGO & CO Financial Services 5,784.0 $460K 0.05% +1K +34.7% $79.61 -6.6%
148 MO ALTRIA GROUP INC Consumer Defensive 6,967.0 $460K 0.05% +1K +16.9% $65.99 +11.7%
149 NET CLOUDFLARE INC Technology 2,191.0 $452K 0.05% -62.0 -2.8% $206.34 -2.2%
150 FCX FREEPORT MCMORAN INC Basic Materials 7,685.0 $452K 0.05% -747.0 -8.9% $58.78 +2.9%
151 PLTR PALANTIR TECHNOLOGIES INC Technology 3,072.0 $449K 0.05% +347.0 +12.7% $146.28 -7.6%
152 UJUL INNOVATOR ETFS TRUST 11,680.0 $447K 0.05% -515.0 -4.2% $38.30 +5.3%
153 CB CHUBB LTD SWITZ Financial Services 1,372.0 $447K 0.05% +126.0 +10.1% $325.93 +1.3%
154 INTC INTEL CORP Technology 10,107.0 $446K 0.05% +4K +54.1% $44.13 +145.1%
155 AMD ADVANCED MICRO DEVICES INC Technology 2,158.0 $439K 0.05% +307.0 +16.6% $203.43 +103.5%
156 CNP CENTERPOINT ENERGY INC Utilities 10,104.0 $436K 0.05% -914.0 -8.3% $43.16 -3.3%
157 SCHW SCHWAB CHARLES CORP Financial Services 4,630.0 $435K 0.05% +289.0 +6.7% $93.97 -1.7%
158 CTAS CINTAS CORP Industrials 2,555.0 $432K 0.05% $169.12 +3.2%
159 DHR DANAHER CORP DEL Healthcare 2,256.0 $428K 0.05% -163.0 -6.7% $189.58 -13.6%
160 ASML ASML HLDG NV Technology 315.0 $416K 0.05% -20.0 -6.0% $1320.83 +10.5%
Page 8 of 11  ·  216 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%