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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 9 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 UNH UNITEDHEALTH GROUP INC Healthcare 983.0 $408K 0.04% +170.0 +20.9% $415.48 -4.7%
162 MSOX ADVISORSHARES TR 120,000.0 $402K 0.04% $3.35 -26.7%
163 AZN ASTRAZENECA PLC Healthcare 2,120.0 $402K 0.04% NEW $189.62 -15.4%
164 GS GOLDMAN SACHS GROUP INC Financial Services 394.0 $399K 0.04% +5.0 +1.3% $1012.20 +1.8%
165 TPYP TORTOISE CAPITAL SERIES TRUS 9,383.0 $393K 0.04% -115.0 -1.2% $41.93 +4.4%
166 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 8,535.0 $393K 0.04% +53.0 +0.6% $46.04 +3.8%
167 T AT&T INC Communication Services 18,403.0 $381K 0.04% +3K +21.3% $20.70 +21.2%
168 APH AMPHENOL CORP Technology 2,132.0 $376K 0.04% +266.0 +14.3% $176.32 -9.5%
169 CRM SALESFORCE INC Technology 2,390.0 $374K 0.04% +391.0 +19.6% $156.66 +25.9%
170 SLYV SPDR SERIES TRUST 3,408.0 $372K 0.04% -1K -24.0% $109.12 +1.4%
171 UNP UNION PAC CORP Industrials 1,361.0 $370K 0.04% +94.0 +7.4% $272.09 +10.9%
172 UAMY UNITED STATES ANTIMONY CORP Basic Materials 50,711.0 $368K 0.04% -197K -79.5% $7.26 -29.0%
173 VZ VERIZON COMMUNICATIONS INC Communication Services 8,677.0 $367K 0.04% +746.0 +9.4% $42.34 +15.0%
174 DUK DUKE ENERGY CORP NEW Utilities 2,901.0 $367K 0.04% NEW $126.59 -1.5%
175 USMV ISHARES TR 3,789.0 $365K 0.04% NEW $96.46 +4.5%
176 XLE SELECT SECTOR SPDR TR 6,858.0 $364K 0.04% $53.11 +19.5%
177 ISRG INTUITIVE SURGICAL INC Healthcare 904.0 $360K 0.04% -218.0 -19.4% $397.68 +0.1%
178 ORCL ORACLE CORP Technology 2,453.0 $359K 0.04% +588.0 +31.5% $146.53 -1.8%
179 DGRO ISHARES TR 4,734.0 $359K 0.04% NEW $75.78 +5.2%
180 EMXC ISHARES INC 3,496.0 $358K 0.04% $102.31 -7.1%
Page 9 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%