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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 12 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 STHO STAR HLDGS Real Estate 26,629.0 $243K 0.02% $9.13 +2.6%
222 RF REGIONS FINANCIAL CORP NEW Financial Services 8,035.0 $243K 0.02% -85.0 -1.1% $30.20 +5.0%
223 OKLO OKLO INC Utilities 4,604.0 $241K 0.02% +80.0 +1.8% $52.33 -16.1%
224 ADI ANALOG DEVICES INC Technology 599.0 $238K 0.02% NEW $397.28 -1.8%
225 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,446.0 $235K 0.02% $95.98 +29.9%
226 AEM AGNICO EAGLE MINES LTD Basic Materials 1,505.0 $233K 0.02% -40.0 -2.6% $155.13 +21.7%
227 SNDK SANDISK CORP Technology 102.0 $232K 0.02% NEW $2273.73 -21.4%
228 O REALTY INCOME CORP Real Estate 3,727.0 $231K 0.02% NEW $61.96 +0.7%
229 ESGD ISHARES TR 2,244.0 $231K 0.02% +18.0 +0.8% $102.83 +4.6%
230 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 4,463.0 $230K 0.02% +153.0 +3.5% $51.60 +8.3%
231 BX BLACKSTONE INC Financial Services 1,948.0 $229K 0.02% -41.0 -2.1% $117.69 +19.4%
232 TFIN TRIUMPH FINANCIAL INC Financial Services 3,000.0 $229K 0.02% NEW $76.31 +1.9%
233 IGM ISHARES TR 1,392.0 $228K 0.02% NEW $163.58 +0.4%
234 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,908.0 $225K 0.02% +138.0 +3.7% $57.62 +12.2%
235 QCOM QUALCOMM INC Technology 1,217.0 $225K 0.02% NEW $184.72 -12.2%
236 FNCL FIDELITY COVINGTON TRUST 2,918.0 $223K 0.02% NEW $76.56 +7.4%
237 LMT LOCKHEED MARTIN CORP Industrials 438.0 $223K 0.02% -54.0 -11.0% $509.46 +16.5%
238 XLF SELECT SECTOR SPDR TR 4,150.0 $222K 0.02% +51.0 +1.2% $53.61 +7.4%
239 ABT ABBOTT LABORATORIES Healthcare 2,451.0 $222K 0.02% +111.0 +4.7% $90.72 +21.7%
240 MMM 3M CO Industrials 1,361.0 $220K 0.02% NEW $161.90 +11.3%
Page 12 of 14  ·  269 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%