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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 4 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CTVA CORTEVA INC Basic Materials 9,183.0 $778K 0.28% $84.69 +3.7%
62 XOM EXXON MOBIL CORP Energy 5,609.0 $767K 0.27% $136.73 +16.6%
63 IWB ISHARES TR 1,850.0 $758K 0.27% $409.50 +2.9%
64 WMT WALMART INC Consumer Defensive 6,515.0 $738K 0.26% $113.27 -5.4%
65 BALL BALL CORP Consumer Cyclical 11,053.0 $690K 0.25% $62.40 +0.4%
66 VTI VANGUARD INDEX FDS 1,856.0 $687K 0.24% $370.04 +2.6%
67 CVX CHEVRON CORPORATION Energy 4,084.0 $677K 0.24% -91.0 -2.2% $165.76 +25.8%
68 CAT CATERPILLAR INC Industrials 629.0 $670K 0.24% $1064.90 -23.6%
69 VGIT VANGUARD SCOTTSDALE FDS 11,228.0 $662K 0.24% $58.98 -1.8%
70 PG PROCTER & GAMBLE CO Consumer Defensive 4,330.0 $635K 0.23% -395.0 -8.4% $146.62 -0.1%
71 ORCL ORACLE CORP Technology 4,202.0 $616K 0.22% $146.56 +8.4%
72 LLY ELI LILLY & CO Healthcare 500.0 $600K 0.21% $1199.43 -4.3%
73 D DOMINION ENERGY INC Utilities 8,651.0 $591K 0.21% $68.29 -3.6%
74 Q QNITY ELECTRONICS INC Technology 3,556.0 $581K 0.21% +50.0 +1.4% $163.31 -26.2%
75 JPM JPMORGAN CHASE & CO Financial Services 1,715.0 $561K 0.20% $327.35 +9.6%
76 VZ VERIZON COMMUNICATIONS INC Communication Services 12,988.0 $550K 0.20% -592.0 -4.4% $42.34 +18.4%
77 MRK MERCK & CO INC Healthcare 4,227.0 $543K 0.19% $128.50 +17.0%
78 CSCO CISCO SYS INC Technology 4,472.0 $525K 0.19% $117.46 -7.0%
79 DIA STATE STR SPDR DOW JONES IND Financial Services 976.0 $510K 0.18% $522.30 +2.3%
80 INTC INTEL CORP Technology 3,441.0 $480K 0.17% NEW $139.63 -31.4%
Page 4 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%