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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 9 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GS GOLDMAN SACHS GROUP INC Financial Services 389.0 $329K 0.04% +21.0 +5.7% $846.38 +17.7%
162 EQT EQT CORP Energy 5,120.0 $326K 0.04% +120.0 +2.4% $63.64 -13.3%
163 AMD ADVANCED MICRO DEVICES INC Technology 1,568.0 $319K 0.04% +114.0 +7.8% $203.43 +143.6%
164 AEM AGNICO EAGLE MINES LTD Basic Materials 1,545.0 $314K 0.04% +190.0 +14.0% $202.98 -13.8%
165 TMFC RBB FD INC 4,747.0 $313K 0.04% -26.0 -0.5% $65.97 +18.1%
166 TJX TJX COS INC NEW Consumer Cyclical 1,960.0 $313K 0.04% NEW $159.70 -1.7%
167 PFE PFIZER INC Healthcare 11,089.0 $311K 0.04% +301.0 +2.8% $28.08 -6.7%
168 UNP UNION PAC CORP Industrials 1,267.0 $307K 0.04% +161.0 +14.6% $242.69 +15.1%
169 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,446.0 $307K 0.04% $125.46 +1.8%
170 PG PROCTER AND GAMBLE CO Consumer Defensive 2,084.0 $301K 0.03% +476.0 +29.6% $144.42 +2.1%
171 VGT VANGUARD WORLD FD 430.0 $300K 0.03% -39.0 -8.3% $698.29 -83.2%
172 LMT LOCKHEED MARTIN CORP Industrials 492.0 $297K 0.03% +33.0 +7.2% $604.42 -12.1%
173 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,883.0 $296K 0.03% NEW $157.28 -4.8%
174 EOG EOG RES INC Energy 2,045.0 $296K 0.03% -742.0 -26.6% $144.57 -7.1%
175 NEM NEWMONT CORP Basic Materials 2,678.0 $290K 0.03% +150.0 +5.9% $108.26 -0.9%
176 SLV ISHARES SILVER TR Financial Services 4,213.0 $287K 0.03% -1K -23.8% $68.14 -0.9%
177 AMAT APPLIED MATLS INC Technology 826.0 $282K 0.03% NEW $341.89 +31.1%
178 EMR EMERSON ELEC CO Industrials 2,152.0 $282K 0.03% NEW $131.02 +6.6%
179 LRCX LAM RESEARCH CORP Technology 1,308.0 $279K 0.03% NEW $213.62 +49.3%
180 MCD MCDONALDS CORP Consumer Cyclical 898.0 $279K 0.03% +140.0 +18.5% $310.66 -9.6%
Page 9 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%