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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 6 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MMM 3M CO Industrials 1,624.0 $254K 0.10% NEW $156.35 +7.4%
102 NFLX NETFLIX INC Communication Services 2,950.0 $249K 0.10% NEW $84.40 -16.0%
103 NVS NOVARTIS AG Healthcare 1,700.0 $248K 0.09% NEW $145.82 +6.4%
104 TFC TRUIST FINL CORP Financial Services 4,871.0 $242K 0.09% NEW $49.61 +2.1%
105 DVY ISHARES TR 1,524.0 $228K 0.09% NEW $149.70 +4.9%
106 FDX FEDEX CORP Industrials 725.0 $214K 0.08% NEW $294.62 +11.8%
107 SCHB SCHWAB STRATEGIC TR 7,551.0 $201K 0.08% NEW $26.65 +6.6%
Page 6 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%