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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
Page 2 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOE VANGUARD INDEX FDS 20,690.0 $3.8M 1.49% $184.28 +8.4%
22 MA MASTERCARD INCORPORATED Financial Services 7,425.0 $3.7M 1.45% $499.71 -2.2%
23 USMV ISHARES TR 38,935.0 $3.6M 1.41% +200.0 +0.5% $92.74 +2.3%
24 AAPL APPLE INC Technology 13,806.0 $3.5M 1.36% $253.79 +8.4%
25 IBDW ISHARES TR 166,946.0 $3.5M 1.36% +15K +9.7% $20.93 -0.4%
26 VGT VANGUARD WORLD FD 4,968.0 $3.5M 1.35% $697.77 -83.5%
27 V VISA INC Financial Services 11,135.0 $3.4M 1.31% $302.23 +9.4%
28 PFF ISHARES TR 109,468.0 $3.3M 1.29% -4K -3.9% $30.32 +0.4%
29 VNQ VANGUARD INDEX FDS 35,082.0 $3.1M 1.21% $88.71 +9.6%
30 DYNF BLACKROCK ETF TRUST 52,590.0 $3.1M 1.19% +2K +3.3% $58.18 +14.7%
31 QUAL ISHARES TR 15,184.0 $2.9M 1.14% +587.0 +4.0% $191.81 +11.2%
32 IBDX ISHARES TR 104,050.0 $2.6M 1.02% +38K +57.4% $25.27 -0.3%
33 BIV VANGUARD BD INDEX FDS 33,617.0 $2.6M 1.01% $77.18 -0.4%
34 AKRE PROFESIONALLY MANAGED PORTFO 48,090.0 $2.5M 0.99% -1K -2.4% $52.85 -0.8%
35 JEPI J P MORGAN EXCHANGE TRADED F 43,327.0 $2.5M 0.96% +2K +5.5% $56.68 -1.1%
36 CRM SALESFORCE INC Technology 11,208.0 $2.1M 0.81% -90.0 -0.8% $186.67 -19.5%
37 NVDA NVIDIA CORPORATION Technology 11,908.0 $2.1M 0.81% $174.40 +12.2%
38 IGM ISHARES TR 17,402.0 $2.1M 0.80% $118.51 +33.6%
39 VDC VANGUARD WORLD FD 8,333.0 $1.9M 0.73% $224.58 +1.2%
40 GLD SPDR GOLD TR Financial Services 4,205.0 $1.8M 0.70% $430.28 -14.1%
Page 2 of 6  ·  109 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 45.0%
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%