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Portfolio (Quarterly) Guide ↗

Houlihan Financial Resource Group, Ltd.

· CIK 0001802879
13F Portfolio $257M AUM 109 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 16 Added 15 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DOW DOW HLDGS INC Basic Materials 8,850.0 $369K 0.14% NEW $41.65 -29.6%
2 GEV GE VERNOVA INC Utilities 245.0 $214K 0.08% NEW $872.89 +24.4%
3 COP CONOCOPHILLIPS Energy 1,520.0 $201K 0.08% NEW $132.04 -19.4%

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
Financial Services 45.0%
Technology 16.5%
Communication Services 14.0%
Consumer Cyclical 8.3%
Healthcare 4.3%
Energy 3.9%
Consumer Defensive 3.3%
Industrials 2.4%
Basic Materials 1.5%
Utilities 0.8%