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Portfolio (Quarterly) Guide ↗

Houlihan Financial Resource Group, Ltd.

· CIK 0001802879
13F Portfolio $263M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 107 New
Page 2 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 6,647.0 $4.1M 1.55% NEW $614.31 +13.5%
22 V VISA INC Financial Services 11,134.0 $3.8M 1.43% NEW $338.17 -2.3%
23 VOE VANGUARD INDEX FDS 20,690.0 $3.7M 1.42% NEW $181.05 +10.4%
24 VGT VANGUARD WORLD FD 4,968.0 $3.7M 1.42% NEW $750.71 -84.6%
25 USMV ISHARES TR 38,735.0 $3.7M 1.39% NEW $94.49 +0.4%
26 AAPL APPLE INC Technology 13,793.0 $3.6M 1.37% NEW $261.56 +5.2%
27 PFF ISHARES TR 113,861.0 $3.6M 1.35% NEW $31.19 -2.4%
28 IBDW ISHARES TR 152,175.0 $3.2M 1.23% NEW $21.18 -1.6%
29 VNQ VANGUARD INDEX FDS 35,169.0 $3.1M 1.20% NEW $89.55 +8.5%
30 DYNF BLACKROCK ETF TRUST 50,925.0 $3.1M 1.18% NEW $61.08 +9.2%
31 AKRE PROFESIONALLY MANAGED PORTFO 49,249.0 $3.1M 1.18% NEW $62.74 -16.4%
32 QUAL ISHARES TR 14,597.0 $2.9M 1.11% NEW $200.10 +6.6%
33 CRM SALESFORCE INC Technology 11,298.0 $2.7M 1.04% NEW $243.09 -38.2%
34 BIV VANGUARD BD INDEX FDS 33,617.0 $2.6M 0.99% NEW $77.87 -1.3%
35 JEPI J P MORGAN EXCHANGE TRADED F 41,080.0 $2.4M 0.90% NEW $57.87 -3.1%
36 IGM ISHARES TR 17,402.0 $2.2M 0.85% NEW $129.09 +22.7%
37 NVDA NVIDIA CORPORATION Technology 11,908.0 $2.2M 0.85% NEW $187.49 +4.4%
38 VDC VANGUARD WORLD FD 8,333.0 $1.8M 0.70% NEW $221.81 +2.4%
39 VCR VANGUARD WORLD FD 4,565.0 $1.8M 0.69% NEW $397.22 -3.4%
40 VHT VANGUARD WORLD FD 6,159.0 $1.8M 0.67% NEW $287.45 +1.9%
Page 2 of 6  ·  107 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
Financial Services 45.1%
Technology 18.3%
Communication Services 14.7%
Consumer Cyclical 8.6%
Healthcare 3.8%
Consumer Defensive 3.0%
Energy 2.9%
Industrials 2.3%
Basic Materials 0.9%
Utilities 0.5%