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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 3 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VCR VANGUARD WORLD FD 4,535.0 $1.8M 0.64% -30.0 -0.7% $396.58 -2.3%
42 CRM SALESFORCE INC Technology 10,668.0 $1.7M 0.60% -540.0 -4.8% $156.67 +65.5%
43 KMI KINDER MORGAN INC DEL Energy 52,207.0 $1.7M 0.59% $31.97 -1.8%
44 GLD SPDR GOLD TR Financial Services 4,175.0 $1.5M 0.55% -30.0 -0.7% $368.37 +10.4%
45 VCSH VANGUARD SCOTTSDALE FDS 18,697.0 $1.5M 0.53% $79.03 -1.1%
46 XLI SELECT SECTOR SPDR TR 7,052.0 $1.3M 0.47% $185.22 -5.4%
47 GOOG ALPHABET INC 3,559.0 $1.3M 0.45% $353.33
48 BAC BANK OF AMER CORP Financial Services 21,137.0 $1.2M 0.43% -1K -5.1% $56.98 +10.0%
49 IGV ISHARES TR 13,283.0 $1.2M 0.43% $90.60 +15.4%
50 AMGN AMGEN INC Healthcare 3,291.0 $1.2M 0.42% $362.12 +20.7%
51 WBS WEBSTER FINL CORP Financial Services 15,575.0 $1.2M 0.42% $76.42 +1.5%
52 IJJ ISHARES TR 7,727.0 $1.1M 0.41% $147.73 +0.3%
53 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,752.0 $1.0M 0.36% $370.59 -9.2%
54 IWV ISHARES TR 2,324.0 $991K 0.35% $426.40 +2.7%
55 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,046.0 $979K 0.35% $935.47 -2.1%
56 VFH VANGUARD WORLD FD 7,276.0 $957K 0.34% -400.0 -5.2% $131.60 +7.9%
57 IBM INTERNATIONAL BUSINESS MACHS Technology 3,305.0 $930K 0.33% -97.0 -2.9% $281.29 -16.5%
58 VCIT VANGUARD SCOTTSDALE FDS 10,881.0 $899K 0.32% $82.65 -2.6%
59 BERKSHIRE HATHAWAY INC DEL 1,675.0 $838K 0.30% $500.39
60 VBK VANGUARD INDEX FDS 2,257.0 $825K 0.29% $365.60 -4.4%
Page 3 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%