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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 3 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHE SCHWAB STRATEGIC TR 81,752.0 $2.7M 0.30% $32.95 +10.9%
42 MPLX MPLX LP Energy 45,575.0 $2.6M 0.29% +841.0 +1.9% $57.07 -2.4%
43 FIXD FIRST TR EXCHNG TRADED FD VI 59,413.0 $2.6M 0.29% -3K -4.3% $43.59 -0.2%
44 SCHF SCHWAB STRATEGIC TR 101,050.0 $2.5M 0.28% -662.0 -0.7% $24.75 +11.7%
45 PEP PEPSICO INC Consumer Defensive 15,576.0 $2.4M 0.27% $155.29 -4.9%
46 UAMY UNITED STATES ANTIMONY CORP Basic Materials 248,031.0 $2.2M 0.24% NEW $8.73 +5.8%
47 IGSB ISHARES TR 40,419.0 $2.1M 0.24% +4K +10.7% $52.56 -0.2%
48 JPM JPMORGAN CHASE & CO. Financial Services 7,159.0 $2.1M 0.24% +918.0 +14.7% $294.16 +1.7%
49 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 6,221.0 $2.1M 0.24% +1K +19.8% $337.95 +25.1%
50 PLTR PALANTIR TECHNOLOGIES INC Technology 13,805.0 $2.0M 0.23% +140.0 +1.0% $146.28 -9.4%
51 TPL TEXAS PACIFIC LAND CORPORATI Energy 4,078.0 $1.9M 0.22% +25.0 +0.6% $474.56 -14.4%
52 TSLA TESLA INC Consumer Cyclical 4,924.0 $1.8M 0.21% -1K -20.6% $371.75 +18.5%
53 GOOG ALPHABET INC Communication Services 6,142.0 $1.8M 0.20% +808.0 +15.2% $286.87 +34.1%
54 IEFA ISHARES TR 18,983.0 $1.7M 0.19% -396.0 -2.0% $90.53 +8.2%
55 WMT WALMART INC Consumer Defensive 13,816.0 $1.7M 0.19% +3K +24.2% $124.28 -4.6%
56 BSV VANGUARD BD INDEX FDS 21,046.0 $1.7M 0.19% -15K -41.2% $78.41 -0.5%
57 SCHW SCHWAB CHARLES CORP Financial Services 17,487.0 $1.6M 0.18% $93.98 -8.9%
58 JNJ JOHNSON & JOHNSON Healthcare 6,185.0 $1.5M 0.17% +2K +37.0% $244.42 -5.4%
59 SOUTHSTATE BK CORP 16,149.0 $1.5M 0.17% $92.52
60 VNOM VIPER ENERGY INC Energy 31,738.0 $1.5M 0.17% $46.99 -4.6%
Page 3 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%