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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 13 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 XME SPDR SERIES TRUST 2,025.0 $217K 0.02% NEW $106.92 +10.5%
242 MDLZ MONDELEZ INTL INC Consumer Defensive 3,721.0 $215K 0.02% +205.0 +5.8% $57.85 +7.5%
243 OHI OMEGA HEALTHCARE INVS INC Real Estate 4,500.0 $215K 0.02% NEW $47.68 -2.3%
244 FCX FREEPORT MCMORAN INC Basic Materials 3,408.0 $214K 0.02% NEW $62.88 +8.8%
245 EAT BRINKER INTL INC Consumer Cyclical 1,264.0 $212K 0.02% NEW $168.00 +43.9%
246 VLO VALERO ENERGY CORP Energy 788.0 $205K 0.02% NEW $260.34 +33.4%
247 GILD GILEAD SCIENCES INC Healthcare 1,624.0 $205K 0.02% +65.0 +4.2% $126.31 +10.0%
248 CL COLGATE PALMOLIVE CO Consumer Defensive 2,234.0 $205K 0.02% NEW $91.70 -1.6%
249 USB US BANCORP Financial Services 3,379.0 $204K 0.02% NEW $60.40 +7.4%
250 CRBN ISHARES TR 806.0 $204K 0.02% NEW $252.97 +3.0%
251 CVS CVS HEALTH CORP Healthcare 1,967.0 $203K 0.02% NEW $103.45 -9.1%
252 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 210.0 $203K 0.02% NEW $965.00 +3.1%
253 DIS DISNEY WALT CO Communication Services 2,091.0 $201K 0.02% NEW $96.26 +7.5%
254 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,635.0 $201K 0.02% -248.0 -13.2% $123.11 +25.3%
255 PWR QUANTA SVCS INC Industrials 278.0 $200K 0.02% NEW $720.09 +0.3%
256 RQI COHEN & STEERS QUALITY INCOM Financial Services 15,077.0 $186K 0.02% NEW $12.31 +0.3%
257 QXO QXO INC Industrials 10,678.0 $185K 0.02% NEW $17.28 -19.1%
258 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 12,500.0 $182K 0.02% NEW $14.54 +0.5%
259 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 11,850.0 $151K 0.01% $12.76 +20.4%
260 ELDN ELEDON PHARMACEUTICALS INC Healthcare 30,000.0 $118K 0.01% $3.94 -9.1%
Page 13 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%