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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 6 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LMT LOCKHEED MARTIN CORP Industrials 492.0 $297K 0.03% +33.0 +7.2% $604.42 -11.8%
102 NEM NEWMONT CORP Basic Materials 2,678.0 $290K 0.03% +150.0 +5.9% $108.26 -0.7%
103 MCD MCDONALDS CORP Consumer Cyclical 898.0 $279K 0.03% +140.0 +18.5% $310.66 -9.5%
104 COF CAPITAL ONE FINL CORP Financial Services 1,509.0 $275K 0.03% +336.0 +28.6% $182.43 +3.7%
105 ORCL ORACLE CORP Technology 1,865.0 $274K 0.03% +160.0 +9.4% $147.10 +29.5%
106 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,690.0 $259K 0.03% +634.0 +30.8% $96.46 +3.6%
107 MSOX ADVISORSHARES TR 120,000.0 $258K 0.03% +90K +300.0% $2.15 +41.6%
108 TRV TRAVELERS COMPANIES INC Financial Services 862.0 $251K 0.03% +114.0 +15.2% $291.68 +3.0%
109 CME CME GROUP INC Financial Services 849.0 $251K 0.03% +28.0 +3.4% $295.24 -5.5%
110 BA BOEING CO Industrials 1,259.0 $251K 0.03% +80.0 +6.8% $199.04 +13.3%
111 D DOMINION ENERGY INC Utilities 4,006.0 $248K 0.03% +474.0 +13.4% $61.82 +8.5%
112 ABT ABBOTT LABS Healthcare 2,340.0 $240K 0.03% +199.0 +9.3% $102.65 -16.4%
113 OKLO OKLO INC Utilities 4,524.0 $224K 0.03% +482.0 +11.9% $49.59 +35.3%
114 UNH UNITEDHEALTH GROUP INC Healthcare 813.0 $220K 0.03% +41.0 +5.3% $270.45 +41.6%
115 IGV ISHARES TR 2,662.0 $213K 0.02% +634.0 +31.3% $80.05 +16.3%
Page 6 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%