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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 IJR ISHARES TR 101,288.0 $12.6M 4.91% -584.0 -0.6% $124.31 +17.7%
2 SDY SPDR SERIES TRUST 39,092.0 $5.7M 2.22% -281.0 -0.7% $145.94 +4.3%
3 IBDR ISHARES TR 224,656.0 $5.4M 2.12% -5K -2.3% $24.24 -0.1%
4 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 6,533.0 $4.0M 1.57% -114.0 -1.7% $616.80 +13.1%
5 PFF ISHARES TR 109,468.0 $3.3M 1.29% -4K -3.9% $30.32 +0.4%
6 AKRE PROFESIONALLY MANAGED PORTFO 48,090.0 $2.5M 0.99% -1K -2.4% $52.85 -0.8%
7 CRM SALESFORCE INC Technology 11,208.0 $2.1M 0.81% -90.0 -0.8% $186.67 -19.5%
8 GOOG ALPHABET INC Communication Services 3,559.0 $1.0M 0.40% -42.0 -1.2% $286.86 +19.3%
9 XOM EXXON MOBIL CORP Energy 5,599.0 $950K 0.37% -60.0 -1.1% $169.68 -18.9%
10 VFH VANGUARD WORLD FD 7,676.0 $927K 0.36% -250.0 -3.1% $120.81 +8.4%
11 CVX CHEVRON CORPORATION Energy 4,175.0 $864K 0.34% -72.0 -1.7% $206.92 -16.8%
12 VBK VANGUARD INDEX FDS 2,257.0 $682K 0.27% -20.0 -0.9% $302.16 +18.4%
13 UPS UNITED PARCEL SVCS INC Industrials 5,013.0 $493K 0.19% -250.0 -4.8% $98.38 +11.1%
14 TSLA TESLA INC Consumer Cyclical 1,015.0 $377K 0.15% -25.0 -2.4% $371.75 +0.9%
15 CSCO CISCO SYS INC Technology 4,472.0 $347K 0.14% -200.0 -4.3% $77.59 +53.3%

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%