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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 11 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CB CHUBB LIMITED Financial Services 729.0 $238K 0.03% NEW $325.93 -1.4%
202 APH AMPHENOL CORP NEW Technology 1,866.0 $236K 0.03% NEW $126.35 +11.7%
203 PRU PRUDENTIAL FINL INC Financial Services 2,361.0 $231K 0.03% -287.0 -10.8% $97.71 +3.7%
204 BX BLACKSTONE INC Financial Services 1,989.0 $229K 0.03% -580.0 -22.6% $114.99 +2.8%
205 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,770.0 $229K 0.03% NEW $60.64 -4.6%
206 NOG NORTHERN OIL & GAS INC Energy 7,770.0 $227K 0.03% NEW $29.23 -26.5%
207 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 6,369.0 $226K 0.03% $35.44 -5.0%
208 OKLO OKLO INC Utilities 4,524.0 $224K 0.03% +482.0 +11.9% $49.59 +35.3%
209 UNH UNITEDHEALTH GROUP INC Healthcare 813.0 $220K 0.03% +41.0 +5.3% $270.45 +41.6%
210 GILD GILEAD SCIENCES INC Healthcare 1,559.0 $217K 0.02% NEW $139.35 -4.0%
211 IGV ISHARES TR 2,662.0 $213K 0.02% +634.0 +31.3% $80.05 +16.3%
212 ESGD ISHARES TR 2,226.0 $213K 0.02% $95.62 +8.3%
213 RF REGIONS FINANCIAL CORP NEW Financial Services 8,120.0 $212K 0.02% NEW $26.12 +7.5%
214 HON HONEYWELL INTL INC Industrials 907.0 $205K 0.02% NEW $226.06 +3.0%
215 MDLZ MONDELEZ INTL INC Consumer Defensive 3,516.0 $203K 0.02% NEW $57.65 +8.1%
216 XLF SELECT SECTOR SPDR TR 4,099.0 $202K 0.02% $49.37 +4.2%
217 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 11,850.0 $202K 0.02% $17.07 -2.5%
218 STHO STAR HLDGS Real Estate 26,629.0 $202K 0.02% $7.57 +17.3%
219 IWM PUT ISHARES TR 68,500.0 $103K 0.01% NEW $1.51 +19108.6%
220 PRT PERMROCK ROYALTY TRUST Energy 28,741.0 $95K 0.01% $3.31 -43.5%
Page 11 of 12  ·  223 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%