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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
Page 2 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 6,475.0 $4.6M 1.62% -58.0 -0.9% $703.39 -1.7%
22 VOE VANGUARD INDEX FDS 20,331.0 $4.0M 1.43% -359.0 -1.7% $197.59 +5.5%
23 IBDW ISHARES TR 186,267.0 $3.9M 1.38% +19K +11.6% $20.84 -1.8%
24 AAPL APPLE INC Technology 13,209.0 $3.8M 1.36% -597.0 -4.3% $289.36 +10.6%
25 USMV ISHARES TR 39,311.0 $3.8M 1.35% +376.0 +1.0% $96.46 +4.5%
26 V VISA INC Financial Services 11,019.0 $3.8M 1.35% -116.0 -1.0% $343.09 +9.3%
27 DYNF BLACKROCK ETF TRUST 55,450.0 $3.8M 1.34% +3K +5.4% $68.01 +3.0%
28 MA MASTERCARD INCORPORATED Financial Services 7,318.0 $3.8M 1.34% -107.0 -1.4% $513.60 +12.8%
29 QUAL ISHARES TR 16,329.0 $3.6M 1.28% +1K +7.5% $219.43 +1.4%
30 IBDX ISHARES TR 132,540.0 $3.3M 1.19% +28K +27.4% $25.19 -2.2%
31 PFF ISHARES TR 108,482.0 $3.3M 1.18% -986.0 -0.9% $30.49 -0.4%
32 VNQ VANGUARD INDEX FDS 33,493.0 $3.2M 1.15% -2K -4.5% $96.43 -0.4%
33 IGM ISHARES TR 17,302.0 $2.8M 1.01% -100.0 -0.6% $163.58 -1.1%
34 BIV VANGUARD BD INDEX FDS 33,617.0 $2.6M 0.92% $76.70 -2.3%
35 JEPI J P MORGAN EXCHANGE TRADED F 45,023.0 $2.5M 0.91% +2K +3.9% $56.48 +1.3%
36 AKRE PROFESIONALLY MANAGED PORTFO 44,125.0 $2.3M 0.84% -4K -8.2% $53.19 +12.0%
37 NVDA NVIDIA CORPORATION Technology 11,378.0 $2.3M 0.81% -530.0 -4.5% $200.09 +15.1%
38 VDC VANGUARD WORLD FD 8,283.0 $1.9M 0.67% -50.0 -0.6% $225.48 +1.3%
39 JNJ JOHNSON & JOHNSON Healthcare 7,271.0 $1.8M 0.66% -74.0 -1.0% $253.99 +8.4%
40 VHT VANGUARD WORLD FD 6,159.0 $1.8M 0.66% $299.00 +7.6%
Page 2 of 6  ·  113 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 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%