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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 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CHY CALAMOS CONV & HIGH INCOME F Financial Services 18,651.0 $254K 0.03% NEW $13.62 -2.1%
22 ONEQ FIDELITY COMWLTH TR 2,420.0 $250K 0.03% NEW $103.22 +0.3%
23 EGY VAALCO ENERGY INC Energy 49,167.0 $250K 0.03% NEW $5.08 +14.8%
24 SPMO INVESCO EXCH TRADED FD TR II 1,546.0 $250K 0.03% NEW $161.54 -6.6%
25 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 636.0 $246K 0.03% NEW $386.93 +2.9%
26 LITE LUMENTUM HLDGS INC Technology 284.0 $244K 0.02% NEW $858.06 +1.8%
27 ADI ANALOG DEVICES INC Technology 599.0 $238K 0.02% NEW $397.28 -5.2%
28 SNDK SANDISK CORP Technology 102.0 $232K 0.02% NEW $2273.73 -28.5%
29 O REALTY INCOME CORP Real Estate 3,727.0 $231K 0.02% NEW $61.96 +0.4%
30 TFIN TRIUMPH FINANCIAL INC Financial Services 3,000.0 $229K 0.02% NEW $76.31 -0.1%
31 IGM ISHARES TR 1,392.0 $228K 0.02% NEW $163.58 -2.0%
32 QCOM QUALCOMM INC Technology 1,217.0 $225K 0.02% NEW $184.72 -13.3%
33 FNCL FIDELITY COVINGTON TRUST 2,918.0 $223K 0.02% NEW $76.56 +7.6%
34 MMM 3M CO Industrials 1,361.0 $220K 0.02% NEW $161.90 +11.8%
35 XME SPDR SERIES TRUST 2,025.0 $217K 0.02% NEW $106.92 +6.3%
36 OHI OMEGA HEALTHCARE INVS INC Real Estate 4,500.0 $215K 0.02% NEW $47.68 -2.6%
37 FCX FREEPORT MCMORAN INC Basic Materials 3,408.0 $214K 0.02% NEW $62.88 +5.5%
38 EAT BRINKER INTL INC Consumer Cyclical 1,264.0 $212K 0.02% NEW $168.00 +40.3%
39 VLO VALERO ENERGY CORP Energy 788.0 $205K 0.02% NEW $260.34 +34.5%
40 CL COLGATE PALMOLIVE CO Consumer Defensive 2,234.0 $205K 0.02% NEW $91.70 -0.3%
Page 2 of 3  ·  56 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%