Sowell Financial Services LLC

CIK

1633697

Location

NORTH LITTLE ROCK, AR

Portfolio Value

Mid $1,453,906,670

Diversification

Diversified

Filing Date

Global Rank

#1,418 / 8,603 ▲ 21 · as of Mar 2026

Top Industry

Semiconductors 9.1%

3Y Alpha vs SPY

-2.3%

Period ended 3 months ago

Filed Apr 20, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.5%

SPY

+76.5%

Annualised alpha

-2.3%

Max drawdown

−18.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

671 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.4%

−0.4 pts

Top 5

24.8%

−1.6 pts

Top 10

34.6%

−2.1 pts

HHI

179

Diversified−18

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.2%	$380,881,388	95
Financial Services	14.5%	$211,047,638	152
Unclassified	12.3%	$178,947,373	20
Consumer Cyclical	8.7%	$126,420,004	54
Industrials	7.3%	$106,033,062	81
Consumer Defensive	7.2%	$104,086,667	32
Healthcare	7.0%	$101,631,070	65
Communication Services	5.4%	$79,094,756	19
Energy	4.8%	$69,350,850	43
Utilities	2.4%	$34,419,616	39
Basic Materials	2.4%	$34,402,206	48
Real Estate	1.9%	$27,592,040	23

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
F	Ford Motor Co	+84,462	403,471	$4,656,055
DEI	Douglas Emmett Inc	+84,294	220,679	$2,078,796
AGNC	AGNC Investment Corp.	+57,759	207,894	$2,085,176
BTZ	Blackrock Credit Allocation Income Trust	+57,759	712,301	$7,194,240
CDE	Coeur Mining, Inc.	+49,562	105,608	$1,982,262
BN	BROOKFIELD Corp /ON/	+47,681	104,600	$4,233,162
UBER	Uber Technologies, Inc	+37,898	110,773	$7,967,901
HPQ	Hp Inc	+25,138	36,247	$696,304
SOFI	SoFi Technologies, Inc.	+21,890	37,765	$599,708
APD	Air Products & Chemicals, Inc.	+18,122	22,497	$6,535,153
HHH	Howard Hughes Holdings Inc.	+17,836	101,544	$6,423,673
LIEN	Chicago Atlantic BDC, Inc.	+15,229	493,437	$4,608,701
GM	General Motors Co	+14,269	21,134	$1,574,483
PSLV	Sprott Physical Silver Trust	+12,173	36,635	$893,527
ET	Energy Transfer LP	+11,704	374,743	$7,232,539
NLY	Annaly Capital Management Inc	+10,825	47,643	$1,007,649
MS	Morgan Stanley	+9,671	40,467	$6,659,654
CCL	Carnival Corp Ltd.	+9,533	30,681	$794,024
TAP	Molson Coors Beverage Co	+8,974	27,530	$1,185,441
AMZN	Amazon Com Inc	+8,743	221,447	$46,120,766
CSCO	Cisco Systems, Inc.	+7,057	118,978	$9,231,503
GE	General Electric Co	+6,150	12,987	$3,685,320
UVE	Universal Insurance Holdings, Inc.	+5,954	76,605	$2,616,826
SNAP	Snap Inc	+5,519	31,525	$145,015
GIS	General Mills Inc	+5,463	77,693	$2,891,733
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PHYS	Sprott Physical Gold Trust	−178,825	31,477	$1,115,544
BORR	Borr Drilling Ltd	−108,800	213,144	$1,229,840
SLV	iShares Silver Trust	−88,398	147,956	$10,081,721
IBRX	ImmunityBio, Inc.	−87,119	16,572	$127,107
IAU	Ishares Gold Trust	−50,431	154,152	$13,590,040
KHC	Kraft Heinz Co	−38,956	102,806	$2,312,106
T	At&T Inc.	−36,440	191,320	$5,546,366
HBAN	Huntington Bancshares Inc /Md/	−27,563	17,995	$281,621
OBDC	Blue Owl Capital Corp	−21,745	11,453	$126,670
LYB	LyondellBasell Industries N.V.	−16,693	3,991	$321,514
UTG	Reaves Utility Income Fund	−15,583	39,143	$1,537,537
FEIM	Frequency Electronics Inc	−13,261	50,004	$2,213,177
CNP	Centerpoint Energy Inc	−13,173	9,403	$405,833
INTC	Intel Corp	−11,207	40,069	$1,768,244
NEM	NEWMONT Corp /DE/	−10,934	21,878	$2,368,293
LNG	Cheniere Energy, Inc.	−9,973	1,641	$465,650
PFE	Pfizer Inc	−8,220	178,950	$5,024,916
FTI	TechnipFMC plc	−8,068	43,553	$3,010,818
VZ	Verizon Communications Inc	−6,999	167,005	$8,383,651
KEN	Kenon Holdings Ltd.	−6,874	24,202	$1,993,276
COLB	Columbia Banking System, Inc.	−6,583	65,944	$1,808,843
UNH	Unitedhealth Group Inc	−6,413	6,137	$1,660,610
ACHR	Archer Aviation Inc.	−6,273	83,514	$431,767
CX	Cemex Sab De CV	−5,929	14,789	$169,186
FE	Firstenergy Corp	−5,566	70,477	$3,570,364
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AAAU	Goldman Sachs Physical Gold ETF	38,272	$1,767,783
AZN	Astrazeneca PLC	8,093	$1,596,101
KGC	Kinross Gold Corp	31,632	$965,408
USO	United States Oil Fund, LP	7,324	$931,979
PNFP	Pinnacle Financial Partners, Inc.	10,780	$928,589
CVE	Cenovus Energy Inc.	31,069	$824,260
SJM	J M SMUCKER Co	4,844	$467,155
VTRS	Viatris Inc	31,906	$431,050
EIX	Edison International	5,590	$409,076
NXT	Nextpower Inc.	3,343	$402,998
MHD	Blackrock Muniholdings Fund, Inc.	35,149	$396,480
GPC	Genuine Parts Co	3,286	$347,494
WDC	Western Digital Corp	1,070	$289,424
ELF	e.l.f. Beauty, Inc.	4,762	$288,624
FITB	Fifth Third Bancorp	6,131	$284,846
BEN	Franklin Resources Inc	11,809	$278,928
TRGP	Targa Resources Corp.	1,047	$262,514
MDLZ	Mondelez International, Inc.	4,544	$261,916
GEHC	GE HealthCare Technologies Inc.	3,644	$259,379
CGNX	Cognex Corp	5,191	$254,307
J	Jacobs Solutions Inc.	1,995	$253,923
AM	Antero Midstream Corp	10,998	$250,754
CHRD	Chord Energy Corp	1,718	$244,265
GNRC	Generac Holdings Inc.	1,220	$238,302
ALC	Alcon Inc	3,139	$236,523
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
DNP	Dnp Select Income Fund Inc	222,917	$2,226,940
UNM	Unum Group	23,651	$1,832,952
JPC	Nuveen Preferred & Income Opportunities Fund	154,997	$1,257,025
FCNCA	First Citizens Bancshares Inc /De/	561	$1,204,006
NGD	New Gold Inc. /FI	100,000	$871,000
PHM	Pultegroup Inc/Mi/	7,265	$851,893
LEN	Lennar Corp /New/	7,752	$796,905
LYFT	Lyft, Inc.	38,629	$748,243
WAB	Westinghouse Air Brake Technologies Corp	2,662	$568,203
RS	Reliance, Inc.	1,799	$519,677
IT	Gartner Inc	1,883	$475,043
MSCI	MSCI Inc.	593	$340,221
INTA	Intapp, Inc.	6,797	$311,438
TTD	Trade Desk, Inc.	7,979	$302,882
EXAS	EXACT SCIENCES CORP	2,966	$301,226
KEYS	Keysight Technologies, Inc.	1,364	$277,151
JCE	Nuveen Core Equity Alpha Fund	16,957	$270,294
PTY	Pimco Corporate & Income Opportunity Fund	20,305	$261,934
BTO	John Hancock Financial Opportunities Fund	7,319	$256,750
PNR	PENTAIR plc	2,394	$249,311
HURN	Huron Consulting Group Inc.	1,436	$248,298
BRO	Brown & Brown, Inc.	3,107	$247,627
LDOS	Leidos Holdings, Inc.	1,344	$242,457
STE	STERIS plc	937	$237,548
ARES	Ares Management Corp	1,439	$232,585
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

671 positions · $1,453,906,670 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 671 positions by value · page 1 of 14

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	426,381	-1,264	$108,211,233	−6.9%	7.44%
NVDA	Nvidia Corp Technology	Added	402,159	+1,464	$70,136,529	−6.1%	4.82%
QQQ	Invesco Qqq Trust, Series 1	Added	120,693	+2,219	$69,661,585	−4.3%	4.79%
SPY	Spdr S&P 500 ETF Trust	Added	88,477	+4,326	$57,540,132	+0.3%	3.96%
MSFT	Microsoft Corp Technology	Added	149,571	+4,830	$55,366,697	−20.9%	3.81%
AMZN	Amazon Com Inc Consumer Cyclical	Added	221,447	+8,743	$46,120,766	−6.1%	3.17%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	59,758	+1,264	$28,636,033	−2.6%	1.97%
GOOGL	Alphabet Inc. Communication Services	Reduced	98,133	-557	$28,219,125	−8.6%	1.94%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	67,826	-1,054	$19,951,696	−10.1%	1.37%
META	Meta Platforms, Inc. Communication Services	Added	33,519	+4,270	$19,177,225	−0.7%	1.32%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	18,872	+777	$18,804,626	+20.5%	1.29%
WMT	Walmart Inc. Consumer Defensive	Added	139,802	+1,271	$17,374,592	+12.6%	1.20%
MA	Mastercard Inc Financial Services	Reduced	33,585	-1,109	$16,781,081	−15.3%	1.15%
AVGO	Broadcom Inc. Technology	Reduced	52,985	-1,347	$16,399,387	−12.8%	1.13%
CVX	Chevron Corp Energy	Reduced	74,297	-1,670	$15,372,049	+32.8%	1.06%
JNJ	Johnson & Johnson Healthcare	Added	60,020	+24	$14,671,288	+18.2%	1.01%
IAU	Ishares Gold Trust	Reduced	154,152	-50,431	$13,590,040	−18.2%	0.93%
TSLA	Tesla, Inc. Consumer Cyclical	Added	35,906	+470	$13,348,055	−16.2%	0.92%
CAT	Caterpillar Inc Industrials	Added	18,780	+161	$13,304,878	+24.7%	0.92%
V	Visa Inc. Financial Services	Added	41,467	+2,865	$12,532,986	−7.4%	0.86%
BAC	Bank Of America Corp /De/ Financial Services	Added	238,397	+1,174	$11,621,853	−10.9%	0.80%
PLTR	Palantir Technologies Inc. Technology	Added	76,683	+4,186	$11,217,189	−13.0%	0.77%
KO	Coca Cola Co Consumer Defensive	Reduced	144,827	-1,786	$11,014,093	+7.5%	0.76%
SLV	iShares Silver Trust	Reduced	147,956	-88,398	$10,081,721	−33.8%	0.69%
ABBV	AbbVie Inc. Healthcare	Reduced	44,813	-2,651	$9,746,379	−10.1%	0.67%
OKE	Oneok Inc /New/ Energy	Added	107,147	+3,086	$9,685,017	+26.6%	0.67%
CSCO	Cisco Systems, Inc. Technology	Added	118,978	+7,057	$9,231,503	+7.1%	0.63%
IBM	International Business Machines Corp Technology	Added	37,437	+850	$9,074,354	−16.3%	0.62%
MRK	Merck & Co., Inc. Healthcare	Added	74,549	+2,186	$8,967,499	+17.7%	0.62%
VZ	Verizon Communications Inc Communication Services	Reduced	167,005	-6,999	$8,383,651	+18.3%	0.58%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	103,235	-2,880	$8,218,538	−16.9%	0.57%
UBER	Uber Technologies, Inc Technology	Added	110,773	+37,898	$7,967,901	+33.8%	0.55%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	87,853	-2,856	$7,870,750	+3.0%	0.54%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	16,857	-1,060	$7,807,993	−9.3%	0.54%
UPS	United Parcel Service Inc Industrials	Reduced	77,663	-5,003	$7,640,485	−6.8%	0.53%
MCD	Mcdonalds Corp Consumer Cyclical	Added	24,196	+508	$7,519,874	+3.9%	0.52%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	44,281	-338	$7,321,420	+2.3%	0.50%
ET	Energy Transfer LP Energy	Added	374,743	+11,704	$7,232,539	+20.8%	0.50%
BTZ	Blackrock Credit Allocation Income Trust Financial Services	Added	712,301	+57,759	$7,194,240	+1.5%	0.49%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	20,069	+383	$6,782,318	+13.4%	0.47%
MS	Morgan Stanley Financial Services	Added	40,467	+9,671	$6,659,654	+21.8%	0.46%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	19,875	-281	$6,536,688	−5.8%	0.45%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	22,497	+18,122	$6,535,153	+504.7%	0.45%
NFLX	Netflix Inc Communication Services	Added	67,666	+5,046	$6,506,085	+10.8%	0.45%
PEP	Pepsico Inc Consumer Defensive	Added	41,847	+703	$6,498,420	+10.0%	0.45%
MO	Altria Group, Inc. Consumer Defensive	Reduced	98,059	-1,946	$6,470,913	+12.2%	0.45%
HHH	Howard Hughes Holdings Inc. Real Estate	Added	101,544	+17,836	$6,423,673	−3.8%	0.44%
LLY	ELI LILLY & Co Healthcare	Added	6,896	+526	$6,342,733	−7.3%	0.44%
BA	Boeing Co Industrials	Added	31,755	+877	$6,320,197	−5.7%	0.43%
APH	Amphenol Corp /De/ Technology	Reduced	46,505	-1,546	$5,875,906	−9.5%	0.40%