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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  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,110.0 $1.0M 0.10% -16.0 -1.4% $935.66 +1.9%
22 BIL SPDR SERIES TRUST 10,702.0 $981K 0.10% -161.0 -1.5% $91.64 -0.1%
23 NBHC NATIONAL BK HLDGS CORP Financial Services 21,191.0 $942K 0.09% -7K -24.8% $44.43 -2.7%
24 NFLX NETFLIX INC. Communication Services 11,367.0 $812K 0.08% -113.0 -1.0% $71.40 +6.5%
25 GLD SPDR GOLD TR Financial Services 2,113.0 $778K 0.08% -174.0 -7.6% $368.38 +10.1%
26 JEPQ J P MORGAN EXCHANGE TRADED F 12,105.0 $744K 0.07% -373.0 -3.0% $61.46 -1.5%
27 DELL DELL TECHNOLOGIES INC Technology 1,650.0 $712K 0.07% -665.0 -28.7% $431.45 +11.2%
28 MO ALTRIA GROUP INC Consumer Defensive 8,895.0 $640K 0.06% -550.0 -5.8% $71.95 -11.1%
29 QQQM INVESCO EXCH TRADED FD TR II 2,032.0 $616K 0.06% -146.0 -6.7% $302.98 -0.8%
30 NEE NEXTERA ENERGY INC Utilities 6,964.0 $611K 0.06% -46.0 -0.7% $87.77 -1.8%
31 AMAT APPLIED MATLS INC Technology 804.0 $582K 0.06% -22.0 -2.7% $723.37 -26.0%
32 LEAD SIREN ETF TR 6,202.0 $568K 0.06% -550.0 -8.2% $91.66 -6.3%
33 NOC NORTHROP GRUMMAN CORP Industrials 1,069.0 $545K 0.05% -101.0 -8.6% $509.41 +11.9%
34 YUM YUM BRANDS INC Consumer Cyclical 3,316.0 $530K 0.05% -44.0 -1.3% $159.86 -9.2%
35 TPYP TORTOISE CAPITAL SERIES TRUS 9,383.0 $393K 0.04% -115.0 -1.2% $41.93 +2.6%
36 SLYV SPDR SERIES TRUST 3,408.0 $372K 0.04% -1K -24.0% $109.12 +2.2%
37 UAMY UNITED STATES ANTIMONY CORP Basic Materials 50,711.0 $368K 0.04% -197K -79.5% $7.26 -22.6%
38 ISRG INTUITIVE SURGICAL INC Healthcare 904.0 $360K 0.04% -218.0 -19.4% $397.68 -1.8%
39 TMFC RBB FD INC 3,879.0 $295K 0.03% -868.0 -18.3% $76.16 +4.5%
40 TMO THERMO FISHER SCIENTIFIC INC Healthcare 581.0 $291K 0.03% -144.0 -19.9% $501.01 +16.9%
Page 2 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%