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Portfolio (Quarterly) Guide ↗

Houlihan Financial Resource Group, Ltd.

· CIK 0001802879
13F Portfolio $281M AUM 113 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 18 Added 28 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 INTC INTEL CORP Technology 3,441.0 $480K 0.17% NEW $139.63 -31.4%
2 MU MICRON TECHNOLOGY INC Technology 310.0 $358K 0.13% NEW $1154.29 -11.9%
3 DUPONT DE NEMOURS INC 2,337.0 $317K 0.11% NEW $135.64
4 SCHB SCHWAB STRATEGIC TR 7,592.0 $220K 0.08% NEW $28.96 +2.7%
5 ICVT ISHARES TR 1,775.0 $216K 0.08% NEW $121.74 -5.7%
6 UNH UNITEDHEALTH GROUP INC Healthcare 497.0 $207K 0.07% NEW $415.63 -4.4%

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 46.0%
Technology 16.6%
Communication Services 14.2%
Consumer Cyclical 8.7%
Healthcare 4.4%
Energy 2.9%
Consumer Defensive 2.9%
Industrials 2.5%
Basic Materials 1.0%
Utilities 0.8%