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Portfolio (Quarterly) Guide ↗

HOWARD FINANCIAL SERVICES, LTD.

· CIK 0001768130
13F Portfolio $888M AUM 223 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 115 Added 33 Reduced 12 Exited
Page 3 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 OKE ONEOK INC NEW Energy 14,104.0 $1.3M 0.14% +2K +12.3% $90.39 -2.4%
42 IBM INTERNATIONAL BUSINESS MACHS Technology 4,794.0 $1.2M 0.13% +204.0 +4.4% $242.40 +5.3%
43 COST COSTCO WHSL CORP NEW Consumer Defensive 1,126.0 $1.1M 0.13% +196.0 +21.1% $996.24 +0.7%
44 NFLX NETFLIX INC Communication Services 11,480.0 $1.1M 0.12% +900.0 +8.5% $96.15 -9.2%
45 GPIX GOLDMAN SACHS ETF TR 21,817.0 $1.1M 0.12% +3K +17.6% $50.04 +11.4%
46 LLY ELI LILLY & CO Healthcare 1,184.0 $1.1M 0.12% +269.0 +29.4% $920.11 +17.8%
47 CVX CHEVRON CORP NEW Energy 5,165.0 $1.1M 0.12% +785.0 +17.9% $206.89 -11.8%
48 MRK MERCK & CO INC Healthcare 8,473.0 $1.0M 0.12% +666.0 +8.5% $120.29 -0.0%
49 KO COCA COLA CO Consumer Defensive 12,054.0 $917K 0.10% +4K +44.7% $76.05 +7.3%
50 ABBV ABBVIE INC Healthcare 4,177.0 $909K 0.10% +932.0 +28.7% $217.51 -1.0%
51 ANNALY CAPITAL MANAGEMENT IN 42,899.0 $907K 0.10% +942.0 +2.2% $21.15
52 PM PHILIP MORRIS INTL INC Consumer Defensive 5,456.0 $902K 0.10% +458.0 +9.2% $165.33 +10.1%
53 CSCO CISCO SYS INC Technology 11,411.0 $885K 0.10% +750.0 +7.0% $77.59 +54.2%
54 LUV SOUTHWEST AIRLS CO Industrials 22,907.0 $861K 0.10% +181.0 +0.8% $37.57 +16.3%
55 IJH ISHARES TR 12,697.0 $857K 0.10% +4K +41.5% $67.53 +10.1%
56 CRWD CROWDSTRIKE HLDGS INC Technology 2,176.0 $850K 0.10% +292.0 +15.5% $390.41 +65.3%
57 V VISA INC Financial Services 2,767.0 $836K 0.09% +916.0 +49.5% $302.26 +8.4%
58 NOC NORTHROP GRUMMAN CORP Industrials 1,170.0 $798K 0.09% +27.0 +2.4% $682.00 -19.2%
59 BAC BANK AMERICA CORP Financial Services 16,050.0 $782K 0.09% +7K +71.0% $48.75 +4.8%
60 MU MICRON TECHNOLOGY INC Technology 2,253.0 $761K 0.09% +134.0 +6.3% $337.84 +174.8%
Page 3 of 6  ·  115 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 37.5%
Financial Services 20.4%
Energy 15.2%
Consumer Cyclical 7.5%
Communication Services 4.8%
Consumer Defensive 4.5%
Healthcare 3.6%
Industrials 3.1%
Basic Materials 1.7%
Utilities 1.1%