Souders Financial Advisors

CIK

1811240

Location

CINCINNATI, OH

Portfolio Value

Small $218,730,928

Diversification

Diversified

Filing Date

Global Rank

#3,677 / 8,232 ▲ 214

Top Industry

Semiconductors 10.7%

3Y Alpha vs SPY

-5.5%

Period ended 2 months ago

Filed May 4, 2026 · 41d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+53.4%

SPY

+76.3%

Annualised alpha

-5.5%

Max drawdown

−15.8%

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

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

Top Position

8.0%

+0.4 pts

Top 5

28.3%

−1.0 pts

Top 10

40.7%

−1.8 pts

HHI

248

Diversified−16

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.2%	$59,570,917	25
Financial Services	15.3%	$33,550,596	27
Consumer Defensive	13.1%	$28,616,906	11
Consumer Cyclical	9.7%	$21,316,508	14
Industrials	9.5%	$20,742,438	24
Healthcare	8.7%	$19,031,630	21
Communication Services	5.6%	$12,312,646	6
Energy	3.4%	$7,539,295	11
Utilities	2.8%	$6,119,023	8
Basic Materials	2.1%	$4,661,882	5
Unclassified	1.8%	$3,926,150	5
Real Estate	0.6%	$1,342,937	2

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
CMCSA	Comcast Corp	+8,934	19,455	$558,553
MDLZ	Mondelez International, Inc.	+7,227	13,686	$788,861
MDT	Medtronic plc	+6,673	8,806	$763,039
CSCO	Cisco Systems, Inc.	+5,908	14,412	$1,118,227
NVDA	Nvidia Corp	+5,683	50,037	$8,726,452
PG	PROCTER & GAMBLE Co	+5,260	121,624	$17,567,370
INTC	Intel Corp	+3,550	10,107	$446,021
AMZN	Amazon Com Inc	+3,370	35,270	$7,345,682
NFLX	Netflix Inc	+2,676	17,882	$1,719,354
UBER	Uber Technologies, Inc	+2,560	16,530	$1,189,002
SBUX	Starbucks Corp	+2,416	10,963	$982,175
PM	Philip Morris International Inc.	+2,400	12,879	$2,129,413
MSFT	Microsoft Corp	+2,353	27,887	$10,322,930
BTI	British American Tobacco p.l.c.	+2,320	34,653	$2,026,160
CVX	Chevron Corp	+1,663	9,576	$1,981,274
AVGO	Broadcom Inc.	+1,617	30,737	$9,513,408
WFC	Wells Fargo & Company/Mn	+1,490	5,784	$460,464
CNQ	Canadian Natural Resources Ltd	+1,398	14,108	$687,482
XOM	Exxon Mobil Corp	+1,382	8,675	$1,471,800
AAPL	Apple Inc.	+1,180	61,769	$15,676,354
APH	Amphenol Corp /De/	+1,114	4,044	$510,959
IR	Ingersoll Rand Inc.	+1,046	3,712	$297,405
MO	Altria Group, Inc.	+1,010	6,967	$459,752
UNH	Unitedhealth Group Inc	+978	4,055	$1,097,242
GOOGL	Alphabet Inc.	+950	15,244	$4,383,564
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EOSE	Eos Energy Enterprises, Inc.	−44,420	18,087	$89,711
PCG	PG&E Corp	−3,953	17,735	$311,603
CME	Cme Group Inc.	−3,591	4,445	$1,312,830
ARMK	Aramark	−3,188	14,973	$607,005
TFC	Truist Financial Corp	−2,986	5,720	$262,948
TRP	Tc Energy Corp	−2,885	15,583	$975,495
VZ	Verizon Communications Inc	−1,851	13,309	$668,111
MRK	Merck & Co., Inc.	−1,814	10,863	$1,306,710
RTX	RTX Corp	−1,801	23,171	$4,469,685
ABT	Abbott Laboratories	−1,326	15,270	$1,567,770
BAC	Bank Of America Corp /De/	−1,017	23,139	$1,128,026
CLX	Clorox Co /De/	−1,013	2,080	$215,550
ISRG	Intuitive Surgical Inc	−952	492	$226,807
COF	Capital One Financial Corp	−920	1,898	$346,252
CNP	Centerpoint Energy Inc	−914	10,104	$436,088
MPC	Marathon Petroleum Corp	−895	2,289	$558,928
CARR	CARRIER GLOBAL Corp	−890	23,944	$1,348,286
V	Visa Inc.	−868	11,466	$3,465,483
MRSH	Marsh & Mclennan Companies, Inc.	−790	5,763	$999,592
FCX	Freeport-Mcmoran Inc	−747	7,685	$451,724
BA	Boeing Co	−625	1,679	$334,171
SPY	Spdr S&P 500 ETF Trust	−585	1,839	$1,195,975
CAT	Caterpillar Inc	−551	2,439	$1,727,933
ATI	Ati Inc	−528	1,885	$274,192
IBM	International Business Machines Corp	−513	5,223	$1,266,002
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
FDX	Fedex Corp	2,468	$879,052
BITW	Bitwise 10 Crypto Index ETF	19,042	$849,406
NSC	Norfolk Southern Corp	1,653	$474,411
AZN	Astrazeneca PLC	2,005	$395,426
D	Dominion Energy, Inc	5,288	$326,904
IP	International Paper Co /New/	8,424	$300,736
TTE	TotalEnergies SE	2,736	$248,921
GLW	Corning Inc /Ny	1,737	$236,179
ANET	Arista Networks, Inc.	1,831	$224,810
VIK	Viking Holdings Ltd	3,042	$223,526
DE	Deere & Co	396	$223,066
APO	Apollo Global Management, Inc.	1,974	$219,943
ENB	Enbridge Inc	4,055	$219,537
HAL	Halliburton Co	5,576	$217,408
XPO	XPO, Inc.	1,093	$212,643
CVNA	Carvana Co.	654	$205,604
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
GLD	Spdr Gold Trust	924	$366,190
ACN	Accenture plc	1,235	$331,350
CMG	Chipotle Mexican Grill Inc	8,185	$302,845
AIG	American International Group, Inc.	3,238	$277,010
MSTR	Strategy Inc	1,751	$266,064
NOW	ServiceNow, Inc.	1,648	$252,457
STZ	Constellation Brands, Inc.	1,577	$217,562
AFG	American Financial Group Inc	1,480	$202,286
SYK	Stryker Corp	570	$200,337
CVE	Cenovus Energy Inc.	10,724	$181,450
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

159 positions · $218,730,928 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 159 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	121,624	+5,260	$17,567,370	+5.3%	8.03%
AAPL	Apple Inc. Technology	Added	61,769	+1,180	$15,676,354	−4.8%	7.17%
MSFT	Microsoft Corp Technology	Added	27,887	+2,353	$10,322,930	−16.4%	4.72%
AVGO	Broadcom Inc. Technology	Added	30,737	+1,617	$9,513,408	−5.6%	4.35%
NVDA	Nvidia Corp Technology	Added	50,037	+5,683	$8,726,452	+5.5%	3.99%
AMZN	Amazon Com Inc Consumer Cyclical	Added	35,270	+3,370	$7,345,682	−0.2%	3.36%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	20,825	-2	$6,125,882	−8.7%	2.80%
META	Meta Platforms, Inc. Communication Services	Reduced	8,333	-86	$4,767,559	−14.2%	2.18%
CINF	Cincinnati Financial Corp Financial Services	Added	29,264	+466	$4,604,690	−2.1%	2.11%
RTX	RTX Corp Industrials	Reduced	23,171	-1,801	$4,469,685	−2.4%	2.04%
GOOGL	Alphabet Inc. Communication Services	Added	15,244	+950	$4,383,564	−2.0%	2.00%
LLY	ELI LILLY & Co Healthcare	Added	4,197	+352	$3,860,274	−6.6%	1.76%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	11,243	-250	$3,697,710	−6.5%	1.69%
GE	General Electric Co Industrials	Reduced	12,710	-444	$3,606,716	−11.0%	1.65%
V	Visa Inc. Financial Services	Reduced	11,466	-868	$3,465,483	−19.9%	1.58%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	6,814	+448	$2,302,791	+19.0%	1.05%
TSLA	Tesla, Inc. Consumer Cyclical	Added	6,177	+222	$2,296,299	−14.3%	1.05%
NEE	Nextera Energy Inc Utilities	Added	23,318	+312	$2,165,775	+17.3%	0.99%
LIN	Linde PLC Basic Materials	Added	4,304	+360	$2,133,751	+26.9%	0.98%
GS	Goldman Sachs Group Inc Financial Services	Reduced	2,522	-86	$2,133,586	−6.9%	0.98%
PM	Philip Morris International Inc. Consumer Defensive	Added	12,879	+2,400	$2,129,413	+26.7%	0.97%
FFBC	First Financial Bancorp /Oh/ Financial Services	Reduced	75,123	-362	$2,094,429	+10.9%	0.96%
BTI	British American Tobacco p.l.c. Consumer Defensive	Added	34,653	+2,320	$2,026,160	+10.7%	0.93%
WMT	Walmart Inc. Consumer Defensive	Added	15,983	+869	$1,986,367	+18.0%	0.91%
CVX	Chevron Corp Energy	Added	9,576	+1,663	$1,981,274	+64.3%	0.91%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	6,297	-144	$1,957,044	−0.6%	0.89%
AMGN	Amgen Inc Healthcare	Added	5,443	+115	$1,915,119	+9.8%	0.88%
ABBV	AbbVie Inc. Healthcare	Added	7,978	+284	$1,735,135	−1.3%	0.79%
CAT	Caterpillar Inc Industrials	Reduced	2,439	-551	$1,727,933	+0.9%	0.79%
AXP	American Express Co Financial Services	Reduced	5,692	-158	$1,721,716	−20.4%	0.79%
NFLX	Netflix Inc Communication Services	Added	17,882	+2,676	$1,719,354	+20.6%	0.79%
DUK	Duke Energy CORP Utilities	Added	12,479	+222	$1,634,000	+13.7%	0.75%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	9,873	-298	$1,576,718	+0.9%	0.72%
ABT	Abbott Laboratories Healthcare	Reduced	15,270	-1,326	$1,567,770	−24.6%	0.72%
XOM	Exxon Mobil Corp Energy	Added	8,675	+1,382	$1,471,800	+67.7%	0.67%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Added	4,973	+556	$1,368,470	+11.1%	0.63%
CARR	CARRIER GLOBAL Corp Industrials	Reduced	23,944	-890	$1,348,286	+2.7%	0.62%
MA	Mastercard Inc Financial Services	Added	2,690	+530	$1,344,085	+9.0%	0.61%
CME	Cme Group Inc. Financial Services	Reduced	4,445	-3,591	$1,312,830	−40.2%	0.60%
MRK	Merck & Co., Inc. Healthcare	Reduced	10,863	-1,814	$1,306,710	−2.1%	0.60%
IBM	International Business Machines Corp Technology	Reduced	5,223	-513	$1,266,002	−25.5%	0.58%
SPGI	S&P Global Inc. Financial Services	Added	2,870	+42	$1,220,725	−17.4%	0.56%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,839	-585	$1,195,975	−27.6%	0.55%
UBER	Uber Technologies, Inc Technology	Added	16,530	+2,560	$1,189,002	+4.2%	0.54%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	23,139	-1,017	$1,128,026	−15.1%	0.52%
CSCO	Cisco Systems, Inc. Technology	Added	14,412	+5,908	$1,118,227	+70.7%	0.51%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	2,497	+491	$1,115,010	+22.6%	0.51%
UNH	Unitedhealth Group Inc Healthcare	Added	4,055	+978	$1,097,242	+8.0%	0.50%
AMAT	Applied Materials Inc /De Technology	Added	3,151	+706	$1,076,980	+71.4%	0.49%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	5,763	-790	$999,592	−17.8%	0.46%