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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 3 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JNJ JOHNSON & JOHNSON Healthcare 7,345.0 $1.8M 0.70% $244.46 +0.2%
42 KMI KINDER MORGAN INC DEL Energy 52,206.0 $1.8M 0.68% $33.53 -1.6%
43 VHT VANGUARD WORLD FD 6,159.0 $1.7M 0.65% $272.31 +7.6%
44 VCR VANGUARD WORLD FD 4,565.0 $1.6M 0.64% $359.00 +6.9%
45 VCSH VANGUARD SCOTTSDALE FDS 18,745.0 $1.5M 0.58% $79.27 -0.3%
46 AMGN AMGEN INC Healthcare 3,291.0 $1.2M 0.45% $351.85 +0.3%
47 XLI SELECT SECTOR SPDR TR 7,052.0 $1.1M 0.44% $161.72 +13.9%
48 BAC BANK AMERICA CORP Financial Services 22,283.0 $1.1M 0.42% $48.75 +19.4%
49 WBS WEBSTER FINL CORP Financial Services 15,575.0 $1.1M 0.42% $69.42 +8.8%
50 IGV ISHARES TR 13,283.0 $1.1M 0.41% +394.0 +3.1% $80.05 +5.9%
51 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,046.0 $1.0M 0.41% $996.43 -5.4%
52 IJJ ISHARES TR 7,727.0 $1.0M 0.40% $132.50 +11.0%
53 GOOG ALPHABET INC Communication Services 3,559.0 $1.0M 0.40% -42.0 -1.2% $286.86 +19.3%
54 XOM EXXON MOBIL CORP Energy 5,599.0 $950K 0.37% -60.0 -1.1% $169.68 -18.9%
55 VFH VANGUARD WORLD FD 7,676.0 $927K 0.36% -250.0 -3.1% $120.81 +8.4%
56 VCIT VANGUARD SCOTTSDALE FDS 10,878.0 $900K 0.35% $82.75 +0.0%
57 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,752.0 $900K 0.35% $327.07 +15.8%
58 CVX CHEVRON CORPORATION Energy 4,175.0 $864K 0.34% -72.0 -1.7% $206.92 -16.8%
59 IWV ISHARES TR 2,324.0 $861K 0.34% $370.68 +12.9%
60 IBM INTERNATIONAL BUSINESS MACHS Technology 3,402.0 $825K 0.32% $242.49 +6.5%
Page 3 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%