Souders Financial Advisors

Souders Financial Advisors reported 224 holdings worth US$994M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 5, 2026

Souders Financial Advisors reported 224 holdings worth US$994M as of Jun 30, 2026. Largest: Procter & Gamble Company (the), Apple Inc and Alphabet Inc (google) Class C. Filed Aug 5, 2026 (Form 13F).

Holdings
224
Value as reported
US$994M

The filing in full

CompanySharesValue as reported% of portfolio
Procter & Gamble Company (the)126KUS$18.5M1.9%
Apple Inc62,685US$18.1M1.8%
Alphabet Inc (google) Class C42,392US$15.1M1.5%
Broadcom Inc.30,788US$11.6M1.2%
Nvidia Corporation56,763US$11.4M1.1%
Microsoft Corp.28,090US$10.5M1.1%
Amazon.com, Inc.35,539US$8.47M0.85%
Jp Morgan Chase & Co.20,730US$6.79M0.68%
Cincinnati Financial Corporation28,900US$5.35M0.54%
Meta Platforms, Inc.9,397US$5.29M0.53%
Eli Lilly And Company4,235US$5.08M0.51%
Ge Aerospace12,218US$4.57M0.46%
Rtx Corporation20,023US$3.8M0.38%
Visa Inc.10,624US$3.64M0.37%
Taiwan Semiconductor Manufacturing Co., Ltd.7,400US$3.53M0.36%
Home Depot, Inc. (the)10,012US$3.53M0.36%
Micron Technology, Inc.2,733US$3.16M0.32%
Caterpillar, Inc.2,433US$2.59M0.26%
First Financial Bancorp.75,071US$2.54M0.26%
Goldman Sachs Group, Inc. (the)2,485US$2.51M0.25%
Tesla, Inc.5,861US$2.47M0.25%
Philip Morris International Inc13,400US$2.42M0.24%
British American Tobacco P.l.c.34,193US$2.11M0.21%
Applied Materials, Inc.2,872US$2.08M0.21%
Abbvie Inc.8,246US$2.08M0.21%
Nextera Energy, Inc.23,388US$2.05M0.21%
Cisco Systems, Inc.16,066US$1.89M0.19%
Amgen Inc.5,104US$1.85M0.19%
Walmart Inc.16,190US$1.83M0.18%
Carrier Global Corporation23,026US$1.69M0.17%
Unitedhealth Group Incorporated4,057US$1.69M0.17%
Chevron Corporation10,151US$1.68M0.17%
Intel Corporation11,943US$1.67M0.17%
American Express Company4,803US$1.62M0.16%
Merck & Company, Inc.12,395US$1.59M0.16%
Mcdonald's Corporation5,757US$1.56M0.16%
Duke Energy Corporation (holding Company)12,253US$1.55M0.16%
Kla Corporation4,905US$1.48M0.15%
Mastercard Incorporated2,854US$1.47M0.15%
Tjx Companies, Inc. (the)9,520US$1.44M0.15%
Ge Vernova Inc.1,214US$1.43M0.14%
International Business Machines Corporation4,947US$1.39M0.14%
Uber Technologies, Inc.18,776US$1.35M0.14%
Bank Of America Corporation23,502US$1.34M0.13%
Advanced Micro Devices Inc2,269US$1.32M0.13%
Morgan Stanley6,196US$1.3M0.13%
Netflix, Inc.18,113US$1.29M0.13%
Coca-cola Company (the)15,827US$1.29M0.13%
Cme Group Inc.5,777US$1.28M0.13%
Vertex Pharmaceuticals Incorporated2,471US$1.23M0.12%
Exxon Mobil Corporation8,921US$1.22M0.12%
Starbucks Corporation11,657US$1.19M0.12%
Abbott Laboratories12,726US$1.15M0.12%
S&p Global Inc.2,749US$1.12M0.11%
Pnc Financial Services Group, Inc. (the)4,200US$1.03M0.10%
Transdigm Group Inc.771US$1.03M0.10%
Freeport-mcmoran, Inc.15,898US$1000K0.10%
Berkshire Hathaway Inc.1,998US$1000K0.10%
Tc Energy Corporation14,701US$975K0.10%
Progressive Corporation (the)4,335US$947K0.10%
Welltower Inc.4,108US$932K0.09%
Amphenol Corporation5,270US$929K0.09%
Marsh5,561US$927K0.09%
Union Pacific Corporation3,385US$921K0.09%
United Rentals, Inc.767US$869K0.09%
Fedex Corporation2,745US$860K0.09%
Costco Wholesale Corporation909US$851K0.09%
Johnson & Johnson3,322US$844K0.08%
Automatic Data Processing, Inc.3,698US$828K0.08%
Elevance Health, Inc.2,120US$820K0.08%
Aramark14,316US$815K0.08%
Mondelez International, Inc.13,771US$797K0.08%
Shopify Inc.6,813US$778K0.08%
Oracle Corporation5,263US$771K0.08%
Kroger Company (the)13,178US$732K0.07%
Sherwin-williams Company (the)2,106US$725K0.07%
Corning Incorporated2,625US$670K0.07%
Wells Fargo & Company7,985US$660K0.07%
Norfolk Southern Corporation2,090US$658K0.07%
Ies Holdings, Inc.890US$654K0.07%
Asml Holding Nv319US$635K0.06%
Agnico Eagle Mines Limited4,037US$626K0.06%
Marathon Petroleum Corporation2,329US$595K0.06%
Texas Instruments Incorporated1,954US$583K0.06%
Cvs Health Corporation5,545US$574K0.06%
Verizon Communications Inc.13,391US$567K0.06%
Lowe's Companies, Inc.2,545US$561K0.06%
Equinix, Inc.536US$559K0.06%
Thermo Fisher Scientific Inc1,113US$558K0.06%
Cloudflare, Inc.2,261US$555K0.06%
Centerpoint Energy, Inc (holding Co)12,564US$553K0.06%
Canadian Natural Resources Limited13,878US$548K0.06%
Archer-daniels-midland Company6,993US$534K0.05%
Alnylam Pharmaceuticals, Inc.1,769US$533K0.05%
Altria Group, Inc.7,374US$531K0.05%
Air Products And Chemicals, Inc.1,802US$528K0.05%
Northrop Grumman Corporation1,014US$517K0.05%
Salesforce, Inc.3,179US$498K0.05%
Constellation Energy Corporation1,971US$489K0.05%
Pepsico, Inc.3,578US$484K0.05%

Every holding of Souders Financial Advisors

Source

View original at SEC

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