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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 5 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GS GOLDMAN SACHS GROUP INC Financial Services 394.0 $399K 0.04% +5.0 +1.3% $1012.20 +3.9%
82 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 8,535.0 $393K 0.04% +53.0 +0.6% $46.04 +3.7%
83 T AT&T INC Communication Services 18,403.0 $381K 0.04% +3K +21.3% $20.70 +19.3%
84 APH AMPHENOL CORP Technology 2,132.0 $376K 0.04% +266.0 +14.3% $176.32 -3.1%
85 CRM SALESFORCE INC Technology 2,390.0 $374K 0.04% +391.0 +19.6% $156.66 +21.9%
86 UNP UNION PAC CORP Industrials 1,361.0 $370K 0.04% +94.0 +7.4% $272.09 +10.2%
87 VZ VERIZON COMMUNICATIONS INC Communication Services 8,677.0 $367K 0.04% +746.0 +9.4% $42.34 +13.5%
88 ORCL ORACLE CORP Technology 2,453.0 $359K 0.04% +588.0 +31.5% $146.53 +0.1%
89 C CITIGROUP INC Financial Services 2,518.0 $352K 0.04% +260.0 +11.5% $139.97 -1.0%
90 GDX VANECK ETF TRUST 4,600.0 $347K 0.04% +755.0 +19.6% $75.44 +21.8%
91 BA BOEING CO Industrials 1,448.0 $313K 0.03% +189.0 +15.0% $216.48 +4.4%
92 TJX TJX COS INC NEW Consumer Cyclical 2,029.0 $307K 0.03% +69.0 +3.5% $151.50 -0.4%
93 PFE PFIZER INC Healthcare 12,628.0 $304K 0.03% +2K +13.9% $24.08 +11.6%
94 PLD PROLOGIS INC. Real Estate 2,216.0 $300K 0.03% +224.0 +11.2% $135.47 +3.8%
95 IWF ISHARES TR 2,412.0 $300K 0.03% +2K +300.0% $124.17 +0.7%
96 D DOMINION ENERGY INC Utilities 4,268.0 $291K 0.03% +262.0 +6.5% $68.29 +0.7%
97 TRV TRAVELERS COMPANIES INC Financial Services 879.0 $290K 0.03% +17.0 +2.0% $330.12 +10.4%
98 SCCO SOUTHERN COPPER CORP Basic Materials 1,587.0 $277K 0.03% +72.0 +4.8% $174.31 +10.2%
99 EOG EOG RES INC Energy 2,117.0 $275K 0.03% +72.0 +3.5% $129.70 +12.7%
100 PRU PRUDENTIAL FINL INC Financial Services 2,512.0 $271K 0.03% +151.0 +6.4% $107.91 +15.4%
Page 5 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%