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Portfolio (Quarterly) Guide ↗

HOWARD FINANCIAL SERVICES, LTD.

· CIK 0001768130
13F Portfolio $1.0B AUM 269 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 56 New 114 Added 48 Reduced 10 Exited
Page 3 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABBV ABBVIE INC Healthcare 5,209.0 $1.3M 0.13% +1K +24.7% $251.63 -0.5%
42 HBAN HUNTINGTON BANCSHARES INC Financial Services 73,456.0 $1.3M 0.13% +417.0 +0.6% $17.73 +1.2%
43 PANW PALO ALTO NETWORKS INC Technology 3,801.0 $1.3M 0.13% +1K +58.5% $341.02 +10.2%
44 VOO VANGUARD INDEX FDS 1,882.0 $1.3M 0.13% +938.0 +99.4% $686.73 +3.4%
45 KO COCA COLA CO Consumer Defensive 14,291.0 $1.2M 0.12% +2K +18.6% $81.27 +7.0%
46 MRK MERCK & CO INC Healthcare 8,945.0 $1.1M 0.12% +472.0 +5.6% $128.50 +5.8%
47 ANNALY CAPITAL MANAGEMENT IN 48,566.0 $1.1M 0.11% +6K +13.2% $22.36
48 AMD ADVANCED MICRO DEVICES INC Technology 1,868.0 $1.1M 0.11% +300.0 +19.1% $580.91 -12.9%
49 PM PHILIP MORRIS INTL INC Consumer Defensive 5,800.0 $1.0M 0.10% +344.0 +6.3% $180.90 +2.0%
50 BAC BANK AMERICA CORP Financial Services 17,206.0 $980K 0.10% +1K +7.2% $56.98 +12.1%
51 V VISA INC Financial Services 2,841.0 $975K 0.10% +74.0 +2.7% $343.03 +4.6%
52 MS MORGAN STANLEY Financial Services 4,628.0 $967K 0.10% +284.0 +6.5% $209.05 +4.4%
53 CVX CHEVRON CORPORATION Energy 5,626.0 $933K 0.09% +461.0 +8.9% $165.76 +22.3%
54 VO VANGUARD INDEX FDS 11,444.0 $922K 0.09% +9K +300.0% $80.57 +4.3%
55 AGNC AGNC INVT CORP Real Estate 76,372.0 $832K 0.08% +2K +2.6% $10.90 +0.5%
56 TXN TEXAS INSTRS INC Technology 2,604.0 $776K 0.08% +170.0 +7.0% $298.06 -5.1%
57 AMGN AMGEN INC Healthcare 2,105.0 $762K 0.08% +48.0 +2.3% $362.09 +15.8%
58 CAT CATERPILLAR INC Industrials 669.0 $712K 0.07% +37.0 +5.8% $1064.18 -17.2%
59 IVW ISHARES TR 5,166.0 $710K 0.07% +430.0 +9.1% $137.52 +2.9%
60 HD HOME DEPOT INC Consumer Cyclical 1,990.0 $702K 0.07% +36.0 +1.8% $352.73 -4.2%
Page 3 of 6  ·  114 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 41.0%
Financial Services 19.5%
Energy 12.3%
Consumer Cyclical 7.4%
Communication Services 5.0%
Healthcare 4.1%
Consumer Defensive 4.1%
Industrials 3.5%
Utilities 1.8%
Real Estate 0.7%