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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 7 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KMB KIMBERLY-CLARK CORP Consumer Defensive 6,169.0 $677K 0.07% +3K +129.3% $109.77 -0.6%
122 FTEC FIDELITY COVINGTON TRUST 2,340.0 $668K 0.07% NEW $285.58 +0.2%
123 XLK SELECT SECTOR SPDR TR 3,507.0 $668K 0.07% $190.50 -2.6%
124 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3,746.0 $668K 0.07% +4K +2575.7% $178.24 +18.7%
125 IGPT INVESCO EXCHANGE TRADED FD T 6,384.0 $665K 0.07% NEW $104.10 -11.2%
126 MO ALTRIA GROUP INC Consumer Defensive 8,895.0 $640K 0.06% -550.0 -5.8% $71.95 -9.8%
127 KRP KIMBELL RTY PARTNERS LP Energy 43,815.0 $637K 0.06% $14.53 +2.2%
128 EMR EMERSON ELEC CO Industrials 4,438.0 $635K 0.06% +2K +106.2% $143.14 +10.6%
129 UBER UBER TECHNOLOGIES INC Technology 8,698.0 $628K 0.06% +421.0 +5.1% $72.16 +6.4%
130 QQQM INVESCO EXCH TRADED FD TR II 2,032.0 $616K 0.06% -146.0 -6.7% $302.98 -2.3%
131 NEE NEXTERA ENERGY INC Utilities 6,964.0 $611K 0.06% -46.0 -0.7% $87.77 -1.2%
132 RTX RTX CORPORATION Industrials 3,214.0 $610K 0.06% +84.0 +2.7% $189.72 +17.8%
133 UPS UNITED PARCEL SVCS INC Industrials 5,559.0 $598K 0.06% +2K +38.9% $107.50 -5.3%
134 AXP AMERICAN EXPRESS CO Financial Services 1,737.0 $588K 0.06% +242.0 +16.2% $338.31 -0.2%
135 NSC NORFOLK SOUTHN CORP Industrials 1,864.0 $586K 0.06% +23.0 +1.2% $314.59 +9.0%
136 JBI JANUS INTERNATIONAL GROUP IN Industrials 104,926.0 $582K 0.06% $5.55 -8.6%
137 AMAT APPLIED MATLS INC Technology 804.0 $582K 0.06% -22.0 -2.7% $723.37 -29.6%
138 LEAD SIREN ETF TR 6,202.0 $568K 0.06% -550.0 -8.2% $91.66 -6.3%
139 LRCX LAM RESEARCH CORP Technology 1,308.0 $567K 0.06% $433.26 -25.1%
140 COP CONOCOPHILLIPS Energy 5,353.0 $556K 0.06% +83.0 +1.6% $103.95 +24.6%
Page 7 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%