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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 4 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KMB KIMBERLY-CLARK CORP Consumer Defensive 6,169.0 $677K 0.07% +3K +129.3% $109.77 -1.7%
62 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3,746.0 $668K 0.07% +4K +2575.7% $178.24 +14.9%
63 EMR EMERSON ELEC CO Industrials 4,438.0 $635K 0.06% +2K +106.2% $143.14 +13.3%
64 UBER UBER TECHNOLOGIES INC Technology 8,698.0 $628K 0.06% +421.0 +5.1% $72.16 +3.9%
65 RTX RTX CORPORATION Industrials 3,214.0 $610K 0.06% +84.0 +2.7% $189.72 +16.8%
66 UPS UNITED PARCEL SVCS INC Industrials 5,559.0 $598K 0.06% +2K +38.9% $107.50 -5.1%
67 AXP AMERICAN EXPRESS CO Financial Services 1,737.0 $588K 0.06% +242.0 +16.2% $338.31 -0.6%
68 NSC NORFOLK SOUTHN CORP Industrials 1,864.0 $586K 0.06% +23.0 +1.2% $314.59 +8.4%
69 COP CONOCOPHILLIPS Energy 5,353.0 $556K 0.06% +83.0 +1.6% $103.95 +22.7%
70 WFC WELLS FARGO & CO Financial Services 6,543.0 $541K 0.05% +77.0 +1.2% $82.64 +5.9%
71 PG PROCTER & GAMBLE CO Consumer Defensive 3,622.0 $531K 0.05% +2K +73.8% $146.66 -2.4%
72 NXPI NXP SEMICONDUCTORS N V Technology 1,887.0 $530K 0.05% +25.0 +1.3% $281.03 -17.2%
73 WES WESTERN MIDSTREAM PARTNERS L Energy 11,401.0 $499K 0.05% +222.0 +2.0% $43.76 +11.0%
74 OS THERAPIES INCORPORATED 248,001.0 $471K 0.05% +3K +1.1% $1.90
75 RSPG INVESCO EXCHANGE TRADED FD T 4,767.0 $467K 0.05% +1K +40.7% $97.97 +14.6%
76 LIN LINDE PLC Basic Materials 892.0 $463K 0.05% +60.0 +7.2% $518.94 -8.6%
77 IAU ISHARES GOLD TR Financial Services 6,023.0 $455K 0.04% +1K +31.2% $75.51 +10.1%
78 EMLP FIRST TR EXCHANGE-TRADED FD 9,759.0 $425K 0.04% +69.0 +0.7% $43.50 +2.1%
79 VGT VANGUARD WORLD FD 3,446.0 $412K 0.04% +3K +701.4% $119.53 +2.5%
80 UNH UNITEDHEALTH GROUP INC Healthcare 983.0 $408K 0.04% +170.0 +20.9% $415.48 -4.8%
Page 4 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%