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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 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPGP INVESCO EXCHANGE TRADED FD T 327,925.0 $40.1M 4.00% -13K -3.8% $122.29 +4.2%
2 RSP INVESCO EXCHANGE TRADED FD T 187,403.0 $39.9M 3.98% -5K -2.5% $212.77 +3.8%
3 TOTL SSGA ACTIVE ETF TR 492,358.0 $19.4M 1.94% -44K -8.2% $39.47 -1.7%
4 SJNK SPDR SERIES TRUST 670,023.0 $16.8M 1.68% -74K -10.0% $25.03 -0.6%
5 NVDA NVIDIA CORPORATION Technology 82,044.0 $16.4M 1.64% -1K -1.6% $200.09 +12.5%
6 QQQ INVESCO QQQ TR Financial Services 16,641.0 $12.3M 1.22% -830.0 -4.8% $736.40 -0.9%
7 MOAT VANECK ETF TRUST 97,692.0 $10.2M 1.01% -9K -8.8% $103.96 +7.6%
8 MSFT MICROSOFT CORP Technology 25,262.0 $9.4M 0.94% -463.0 -1.8% $373.03 +28.8%
9 CALF PACER FDS TR 173,595.0 $8.8M 0.88% -7K -3.7% $50.61 +11.2%
10 J P MORGAN EXCHANGE TRADED F 150,222.0 $7.6M 0.76% -70K -31.9% $50.57
11 FPE FIRST TR EXCH TRADED FD III 341,178.0 $6.1M 0.61% -13K -3.5% $17.88 -0.8%
12 SCHE SCHWAB STRATEGIC TR 81,218.0 $2.9M 0.29% -534.0 -0.7% $36.26 +1.8%
13 SCHF SCHWAB STRATEGIC TR 91,676.0 $2.5M 0.25% -9K -9.3% $27.70 +3.0%
14 FIXD FIRST TR EXCHNG TRADED FD VI 56,809.0 $2.5M 0.25% -3K -4.4% $43.61 -1.6%
15 GOOG ALPHABET INC Communication Services 5,942.0 $2.1M 0.21% -200.0 -3.3% $353.32 -3.4%
16 PEP PEPSICO INC Consumer Defensive 15,202.0 $2.1M 0.21% -374.0 -2.4% $135.40 +2.1%
17 TPL TEXAS PACIFIC LAND CORPORATI Energy 4,056.0 $1.8M 0.18% -22.0 -0.5% $437.64 -17.6%
18 BSV VANGUARD BD INDEX FDS 17,044.0 $1.3M 0.13% -4K -19.0% $77.91 -0.4%
19 OKE ONEOK INC NEW Energy 13,624.0 $1.2M 0.12% -480.0 -3.4% $86.94 +9.6%
20 LUV SOUTHWEST AIRLS CO Industrials 21,615.0 $1.1M 0.11% -1K -5.6% $51.42 -15.7%
Page 1 of 3  ·  48 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%