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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 8 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PPA INVESCO EXCHANGE TRADED FD T 3,105.0 $548K 0.06% $176.64 +3.3%
142 NOC NORTHROP GRUMMAN CORP Industrials 1,069.0 $545K 0.05% -101.0 -8.6% $509.41 +16.1%
143 WFC WELLS FARGO & CO Financial Services 6,543.0 $541K 0.05% +77.0 +1.2% $82.64 +5.4%
144 SPYD SPDR SERIES TRUST 11,194.0 $534K 0.05% $47.71 +5.0%
145 FRANKLIN TEMPLETON ETF TR 4,284.0 $532K 0.05% NEW $124.19
146 PG PROCTER & GAMBLE CO Consumer Defensive 3,622.0 $531K 0.05% +2K +73.8% $146.66 -2.0%
147 NXPI NXP SEMICONDUCTORS N V Technology 1,887.0 $530K 0.05% +25.0 +1.3% $281.03 -19.8%
148 YUM YUM BRANDS INC Consumer Cyclical 3,316.0 $530K 0.05% -44.0 -1.3% $159.86 -8.7%
149 WES WESTERN MIDSTREAM PARTNERS L Energy 11,401.0 $499K 0.05% +222.0 +2.0% $43.76 +13.7%
150 SPSM SPDR SERIES TRUST 8,338.0 $481K 0.05% $57.67 +0.0%
151 CAVA CAVA GROUP INC Consumer Cyclical 6,085.0 $478K 0.05% $78.48 -10.7%
152 OS THERAPIES INCORPORATED 248,001.0 $471K 0.05% +3K +1.1% $1.90
153 RSPG INVESCO EXCHANGE TRADED FD T 4,767.0 $467K 0.05% +1K +40.7% $97.97 +15.9%
154 SHY ISHARES TR 5,657.0 $465K 0.05% $82.11 -0.1%
155 LIN LINDE PLC Basic Materials 892.0 $463K 0.05% +60.0 +7.2% $518.94 -7.7%
156 QQQE DIREXION SHARES ETF TRUST 3,772.0 $460K 0.05% $121.99 +0.9%
157 IAU ISHARES GOLD TR Financial Services 6,023.0 $455K 0.04% +1K +31.2% $75.51 +8.7%
158 EMLP FIRST TR EXCHANGE-TRADED FD 9,759.0 $425K 0.04% +69.0 +0.7% $43.50 +3.1%
159 VGT VANGUARD WORLD FD 3,446.0 $412K 0.04% +3K +701.4% $119.53 +0.3%
160 KLAC KLA CORP Technology 1,361.0 $411K 0.04% NEW $301.74 -35.4%
Page 8 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%